Financial Advisor

7 days ago


Umhlanga, South Africa Featherway Recruiting Full time

**Financial Advisors
- Experienced**

We are looking for experienced Financial Advisers to become part of a group of companies that offer nationwide support, multiple streams of income and a value proposition that allows for the retention of clients.

Remuneration R15 000 -R20 000pm

**Job description.**
- Sourcing and meeting potential clients.
- Establish their financial needs and goals.
- Enabling a professional Financial Needs Analysis to be drafted.
- Dispensing / selling of suitable financial insurance products and Investment.
- Ongoing servicing of client book.

**Minimum requirements for this position**:

- Own Vehicle
- Cell Phone and Laptop
- Minimum academic requirement: Full Industry related qualification.
- RE 5 qualification
- 2 > Financial Advisory Experience
- Professional appearance.
- No Criminal record and clean ITC listing.

**Benefits**:

- Training provided.
- Professional Infrastructure nationwide
- Multiple streams of income from a variety of long and short-term products, Medical aid and Gap cover as well as referral commission form other product houses.
- Admin Support
- Paraplanning assistance for external products.
- Production rewards and incentives
- Career growth opportunities

**Salary**: R10,000.00 - R20,000.00 per month

COVID-19 considerations:
yes

Application Question(s):

- Do You have 3 years and more financial planning experience?
- What region do you reside in?
- Are you 25 years and older?

**Education**:

- Certificate (preferred)

**Experience**:

- Financial Planning: 3 years (required)

License/Certification:

- drivers License with own vehicle (required)


  • Financial Advisor

    2 days ago


    Umhlanga, KwaZulu-Natal, South Africa Old Mutual Full time

    Company DescriptionOld Mutual Limited is a financial services company focused on Africa and its people. The company is listed on the Johannesburg Stock Exchange. Old Mutual has a history of empowering people and communities.Role DescriptionThis is a full-time on-site role for a Financial Advisor located in Umhlanga. The Financial Advisor will be responsible...

  • Financial Advisor

    3 days ago


    Umhlanga, South Africa Nkunzi Distribution (pty) Ltd Full time

    As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. You will analyze clients' financial situations, develop personalized financial plans, and recommend investment strategies to help clients achieve their financial goals. **Responsibilities**: - Meet with clients to assess their financial...


  • Umhlanga, South Africa YC Consulting (Pty) Ltd Full time

    The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families’ financial futures to them. The role calls for formal in-house training, the completion of the prescribed...

  • Financial Planner

    4 weeks ago


    Umhlanga, KwaZulu-Natal, South Africa Lonfin Wealth Bluestar Financial Advisory Services-Authorised by Sanlam Full time

    Lonfin Wealth Bluestar Financial Advisory Services, authorized by Sanlam, provides a comprehensive range of insurance products to safeguard your future and protect you against life's uncertainties. Located in the City of KZN, we offer retirement annuities, life annuities, investments, employee benefits, and various insurance solutions to meet your needs.Role...


  • Umhlanga, KwaZulu-Natal, South Africa Old Mutual Full time

    Job DescriptionThis is an exciting opportunity for a skilled Financial Advisor to join the Old Mutual team in Umhlanga. In this role, you will be responsible for delivering personalized financial services to clients, focusing on financial planning, risk management, and investment guidance.You will need to have a solid understanding of financial markets,...


  • Umhlanga, South Africa Ikusasa Recruitment Group Full time

    **Job description**: Our client is looking for a financial advisor to sell short term insurances for personal lines and do customer service Basic R20000-00 (no descaling ) plus commission plus Medical Aid, Incentives plus 13th Cheque **Responsibilities**: - Selling of insurance products specialising in commercial and personal lines - Advising clients on...


  • Umhlanga, South Africa Quantum Recruitment Pty Ltd Full time

    Our client is searching for Financial Advisor's for their Life and Investments portfolio. The incumbents of these newly created positions will be responsible for growing and developing the long term insurance and investments portfolio. **Build your own Long term insurance and investment portfolio by**: - Being able to prospect for new clients through...

  • Financial Advisor

    2 weeks ago


    Umhlanga, South Africa Ikusasa Recruitment Group Full time

    Our clients is looking for financial advisors to sell the short term insurance products in personal lines - Extensive knowledge of the Short-Term Insurance Industry - Thorough understanding of the short-term insurance industry and products - Thorough understanding of business principles - Be able to write 40 quotes a month and close 8 sales a moth and get 5...


  • Umhlanga, South Africa Nutuncx Full time

    WE ARE HIRING FINANCIAL CUSTOMER SERVICE ADVISORS! Nutun CX is an award winning top employer offering an opportunity for vibrant self starters with a hunger to grow. *Must have*: Completed Matric (Over 60% in Accounting is Advantageous) 1 year working experience on an International Campaign 1 year experience in a BPO/Contact Centre agent role Send a 1...

  • Financial Planner

    4 weeks ago


    Umhlanga, KwaZulu-Natal, South Africa Envestpro Full time

    Fuel Your Entrepreneurial Journey: Transform into a Financial Advisor with Envestpro.Are you ready to turn your business mindset into a rewarding career in finance? Seeking a path that combines your passion for business with the opportunity to guide others toward financial success?About EnvestproWe are a community of entrepreneurs dedicated to helping each...

  • Graduate Advisor

    2 weeks ago


    Umhlanga, South Africa PPS Recruitment Full time

    **Job Advert Summary**: This is a three-year internship position and is designed to be used as a springboard to launch a young graduate professional’s career in the financial industry. The Graduate Advisor will be responsible for prospecting and building a client base within the young professional student base. **Minimum Requirements**: **Formal...


  • Umhlanga, KwaZulu-Natal, South Africa Old Mutual Full time

    Role OverviewThe role of a Financial Advisor at Old Mutual is centered around providing expert financial planning, risk, and investment advice to clients.This full-time position is based in Umhlanga, where the successful candidate will be responsible for delivering high-quality financial services, including financial advisory, retirement planning, and...


  • Umhlanga, KwaZulu-Natal, South Africa Old Mutual Full time

    About the CompanyOld Mutual Limited is a leading financial services company serving Africa and its people. The company has a rich history of empowering communities and individuals through its services.This opportunity is part of the Business Manager team within Old Mutual Personal Financial Advice. As a Financial Advisor, you will play a crucial role in...

  • Financial Advisor Kzn

    14 hours ago


    Umhlanga, South Africa PPS Recruitment Full time

    **Job Advert Summary**: **Purpose of the Job**: **Minimum Requirements**: **Formal Qualifications**: - Matric (Grade 12) - Relevant commercial/legal/industry specific NQF L6 tertiary qualification is preferable - NQF L7 and above qualification is highly advantageous - RE 5 completed - Successful completion of supervisory process - FAIS fit and proper -...


  • Umhlanga, South Africa Rewardsco (Pty) Ltd Full time

    We have exciting **_new insurance campaigns_** launching for various blue-chip companies and need qualified insurance agents urgently. If you experience as a financial advisor / insurance consultant **marketing comprehensive insurance and have achieved your full qualifications, then WE WANT YOU.** **Salaries up to** **R 8000 offered for experienced agents*...


  • Umhlanga, South Africa Rewardsco Full time

    **Job Details**: - Minimum experience Entry Level- Company primary industry Insurance- Job functional area Sales- Salary R60 000 - R96 000 per annumWe have exciting **_new insurance campaigns_** launching for various blue-chip companies and need qualified insurance agents urgently. If you experience as a financial advisor / insurance consultant **marketing...


  • Umhlanga, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    About UsAt Liberty Standard Bank Group 2, we pride ourselves on being a well-established and reputable financial institution. We offer a dynamic and supportive work environment that fosters growth and development. As a Financial Adviser, you will have the opportunity to work closely with our experienced trainers and managers to develop your skills and...


  • Umhlanga, South Africa Capital Debt Inc. Full time

    **SKILLS AND EXPERIENCE REQUIRED**: - **Strictly** Min. 3 years **"Insurance" sales** and **Business Development (Sales)** experience in Financial products. - **Must have** Proven sales **'success"** in Financial Products. - Min. Matric - plus valid drivers license **SALES DUTIES;** - Calling on Government Departments and Corporate Companies. - Scheduling...


  • Umhlanga, South Africa Sanlam Full time

    Who are we? Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who...


  • Umhlanga, South Africa iKhokha Full time

    Company Description iKhokha is one of the fastest-growing fintech companies in Africa. As you'd expect, our pace is fast-moving and ever-changing. We like it that way. Our office is a high performance environment where we push each other to challenge the status quo. If that doesn’t appeal to you, you probably shouldn’t work here. **Job...