Financial Advisor

7 days ago


Polokwane, South Africa THC Full time

Looking for a Financial Advisor for part time work on an **as and when needed basis (adhoc)**

**Qualifications**:

- Matric (grade 12) or NQF level 4 or higher
- RE5 an advantage
- Clear Credit and Criminal records
- FAIS Compliance
- Minimum 3 years recent experience
- Must have experience in employee wellness programs
- Educate clients on risks;
- Resolve client queries, claims, etc
- Provide financial advice along with a financial plan
- Assist employees who have queries relating to finances

**Abilities**:

- Self-motivated and the ability to work without supervision
- Ability to work under pressure
- Strong interpersonal and communication skills
- Ability to solve problems and decision making
- Analytical
- Proactive
- Ability to cope with pressure and setbacks
- Exceptional interpersonal skills
- Trustworthy
- Detail-oriented
- Activity management.

**Job Type**: Part-time

**Experience**:

- financial advisor: 3 years (required)

License/Certification:

- FAIS Complaince (required)


  • Financial Advisor

    4 weeks ago


    Polokwane, Limpopo, South Africa Palesa Mbali Group Full time

    Job Description: Financial Advisor – Relationship Banking Position Overview: We are seeking an experienced and dynamic Financial Advisor to join our clients Relationship Banking team. The ideal candidate will have a strong background in investments, life products, and estate & trust products, coupled with exceptional relationship management skills. This...


  • Polokwane, South Africa Truesure Intermediary Services Full time

    We are looking Experienced Financial Advisor to sell Avbob life Policies. Own transport Good Planner Good Networking skills Opportunity for growth **Education**: - High School (matric) (preferred)


  • Polokwane, Limpopo, South Africa Old Mutual Full time

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.The role at a glance is about championing...

  • Financial Advisor

    3 weeks ago


    Polokwane, South Africa Palesa Mbali Group Full time

    Job Description: Financial Advisor – Relationship BankingPosition Overview: We are seeking an experienced and dynamic Financial Advisor to join our clients Relationship Banking team. The ideal candidate will have a strong background in investments, life products, and estate & trust products, coupled with exceptional relationship management skills. This...


  • Polokwane, Limpopo, South Africa Old Mutual Full time

    Old Mutual: Champions of African OpportunityWe are a leading insurance company, passionate about harnessing the potential of Africa's diverse talent.Aspires to be a Financial AdvisorWe seek dynamic individuals with an entrepreneurial spirit to join our team and champion customers in achieving their lifetime goals.About the Role:Identify customer financial...


  • Polokwane, Limpopo, South Africa Old Mutual South Africa Full time

    Salaried Financial Advisor page is loadedSalaried Financial AdvisorApply locations Polokwane posted on Posted 4 Days Ago job requisition id JR-63152Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionProvides advice on a specific range of products to a specific...

  • Financial Adviser

    2 days ago


    Polokwane, Limpopo, South Africa Sanlam Full time

    Direct message the job poster from SanlamCompany DescriptionSanlam is a purpose-led financial services group headquartered in South Africa, with operations across global markets. With a legacy of over a century in the financial services industry, Sanlam offers a unique environment where innovation thrives and opportunities abound. The company is consistently...


  • Polokwane, Limpopo, South Africa Old Mutual Full time

    Job DescriptionAs a Commissioned Financial Advisor, you will be responsible for championing valued customers to achieve their lifetime goals by identifying financial needs, providing sound advice, recommending and implementing 'fit for purpose' financial plans and solutions.


  • Polokwane, Limpopo, South Africa Old Mutual Full time

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.The role at a glance is about championing...


  • Polokwane, Limpopo, South Africa Sanlam Full time

    Sanlam is committed to attracting and retaining top talent in the financial services industry.The company offers a range of benefits and opportunities for employees to grow and develop their careers.Job RoleThis is a full-time position located at Sanlam's Polokwane office. As a Financial Advisor, you will provide financial planning, retirement planning,...


  • Polokwane, South Africa PPS Recruitment Full time

    **Job Advert Summary**: **Purpose of the Job**: **Scope of the Job**: This is a commission-based role of financial planning, advice and sales in risk insurance (ideally 70%), savings and investments as well as will, tax and estate planning. We are looking for experienced financial planners who are graduates themselves, familiar with servicing degreed...


  • Polokwane, Limpopo, South Africa Old Mutual South Africa Full time

    Old Mutual South Africa is a leading financial services provider in the country, committed to helping individuals and businesses achieve their long-term goals. As a Salaried Financial Advisor, you will play a critical role in delivering exceptional customer service and providing expert advice on a range of financial products.About the RoleThis is an exciting...

  • Financial Advisor

    2 weeks ago


    Polokwane, South Africa Sanlam Full time

    **Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...

  • Talent Pool

    2 days ago


    Polokwane, Limpopo, South Africa Metropolitan Full time

    Talent Pool - Financial Advisor Polokwane MMH241009-8Role PurposeAttract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.Requirements2 years' experience...


  • Polokwane, Limpopo, South Africa Sanlam Full time

    Company OverviewSanlam is a leading financial services group with a legacy of over a century in the industry. With operations across global markets, the company offers a unique environment where innovation thrives and opportunities abound.The organization has consistently been recognized as a Top Employer for 9 consecutive years, welcoming individuals...


  • Polokwane, South Africa Octogen Pty Ltd Full time

    We are looking to hire a vibrant and passionate financial services sales consultant to join our team. You will spend your day assisting clients on their financial struggles and spending patterns and then recommend an appropriate financial planning strategy. **Financial Advisor Responsibilities**: - Talking to clients to determine their expenses, income and...


  • Polokwane, Limpopo, South Africa Old Mutual Full time

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.The role at a glance is about championing our valued customers to achieve...

  • Financial Advisor

    7 days ago


    Polokwane, South Africa Sanlam Full time

    **Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...


  • Polokwane, Limpopo, South Africa Sanlam Full time

    About SanlamWe are a purpose-led financial services group dedicated to making a positive impact in the lives of our clients and communities. With operations across global markets, we offer a unique environment where innovation thrives and opportunities abound.Job SummaryThis role involves providing financial planning, retirement planning, investment advice,...


  • Polokwane, Limpopo, South Africa Momentum Metropolitan Holdings Limited Full time

    About the RoleMomentum Metropolitan Holdings Limited is a leading financial services provider committed to wealth creation and preservation for all clients. The company's entrepreneurial spirit and innovative culture drive its commitment to insurance, income protection, and savings.Key ResponsibilitiesThe Retail Business Consultant will craft long-lasting...