Advisor, Financial Planning
3 weeks ago
Build relationships with new and existing clients to understand their financial goals. Conduct a financial needs analysis and develop financial plans for clients. Conduct research on investment options, insurance policies, and other financial. 1 years' experience in sales & client servicing (preferred) Minimum NQF 5 qualification in Wealth Management / Financial Planning / Finance / Banking (or any related fields) Strong interpersonal and client relationship skills Self-motivated, ethical, and goal-oriented #J-18808-Ljbffr
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Financial Advisor
3 weeks ago
Pretoria, South Africa Momentum Financial Planning Full timeJoin Momentum as a Financial Adviser – Empower Your Clients and Your Future At Momentum, being a financial adviser is about more than just offering advice—it's about building meaningful partnerships with clients to guide them towards achieving their financial dreams. As a Momentum financial adviser, you'll help clients create personalized strategies that...
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Financial Advisor Assistant: Client Planning
5 days ago
Pretoria, South Africa Hire Resolve Full timeA financial services firm in Pretoria is seeking a Financial Advisor Assistant to support Financial Advisors by preparing financial plans, maintaining client records, and conducting market research. The ideal candidate should have 1-2 years of experience in finance, strong communication skills, and proficiency in MS Office, particularly Excel. This role...
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Financial Advisor
6 days ago
Pretoria, South Africa KM CONSULTING Full time_**FINANCIAL ADVISOR R30k+ (neg) FIXED SALARY, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: - **ESTABLISHED CLIENTBASE**_ Act as Financial Planner to advise & assist clients on their financial portfolios regarding investments and shares &...
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Financial Advisor
4 days ago
Pretoria, South Africa KM CONSULTING Full time**_FINANCIAL ADVISOR R26-R30k (neg) FIXED SALARY, PTA-EAST_** Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: **_ESTABLISHED CLIENTBASE_** Act as Financial Planner to advise & assist clients on their financial portfolios regarding investments and shares &...
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Elite Financial Adviser — Grow Your Practice
2 weeks ago
Pretoria, South Africa Momentum Financial Planning Full timeA financial planning company is seeking a Financial Adviser in Pretoria, South Africa, to empower clients towards achieving their financial dreams. Candidates must have strong networking and communication skills, relevant educational qualifications, and at least two years of experience in the financial services industry. Join to build lasting client...
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Financial Advisor Assistant
5 days ago
Pretoria, South Africa Hire Resolve Full timeOverview Hire Resolve’s client is looking for a Financial Advisor Assistant in Pretoria. As part of our client’s dynamic team, you will support Financial Advisors in delivering exceptional financial services and building strong client relationships. Responsibilities Assist Financial Advisors in preparing and reviewing financial plans Create and maintain...
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Financial Advisor Assistant
4 days ago
Pretoria, Gauteng, South Africa Hire Resolve Full time R900 000 - R1 200 000 per yearHire Resolve' client is seeking a dedicated and detail-oriented Financial Advisor Assistant to support our client's team of Financial Advisors in providing superior financial planning and investment advice to clients. The ideal candidate will have strong organizational skills, excellent communication abilities, and a passion for helping clients achieve their...
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Financial Advisor
1 week ago
Pretoria, South Africa Discovery Full time**_Company Description_** Discovery Limited is a global company with health, life and short term insurance operations. The company is committed to being a force for social good and brings about sustainable change in the lives of the people and communities it serves across the globe. Discovery's values of leadership, honesty, innovation and fairness act as...
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Financial Advisor Assistant
4 days ago
Pretoria, Gauteng, South Africa Hire Resolve Full time R120 000 - R180 000 per yearHire Resolve's client is looking for a Financial Advisor Assistant in Pretoria. As part of our client's dynamic team, you will support Financial Advisors in delivering exceptional financial services and building strong client relationships.Responsibilities:Assist Financial Advisors in preparing and reviewing financial plansCreate and maintain comprehensive...
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Group Financial Planning
3 weeks ago
Pretoria, South Africa Ca Financial Appointments Full timeAre you a CA(SA) with a sharp analytical edge and the confidence to influence at executive level? About the Opportunity This is a rare chance to take on a senior group-level role focused on performance evaluation, financial reporting, and forward-looking analysis. Sitting within a compact, high-performing group finance team, you'll play a pivotal role in...