Financial Advisor Gqeberha

4 months ago

Port Elizabeth, 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 the minimum preferable
- NQF L7 and higher is highly advantageous
- RE 5 completed
- Successful completion of supervisory process
- FAIS fit and proper
- Postgraduate Diploma in Financial Planning advantageous
- CFP advantageous

**Experience and Knowledge**:

- 2 years’ experience in the Financial Services industry in a Sales role within the risk and investment spaces
- Knowledge and understanding of the dynamics of the professional client market
- Experience and track record in high-performance sales environments
- Knowledge of best practice in Financial Planning and Financial Advisory Services
- Knowledge and understanding of financial planning through meaningful client engagements

***Computer Literacy**:

- Proficient in MS Office
- Experience using a CRM system preferable
- Experience using financial planning software

***Interpersonal and Intrapersonal Skills**:

- Strong sales, interpersonal and business-orientated person with the acumen to build client relationships
- A passion for the financial planning environment
- Relationship management and networking skills
- Able to plan and manage time effectively
- Analytical and numerical skills with the ability to analyse and interpret statistical information
- Impeccable work ethic
- Able to work independently
- Strong communication
- High attention to detail
- Team-orientated
- Self-motivated and highly driven
- Strong presentation skills
- Resilience and tenacity
- Emotional Intelligence

**Duties and Responsibilities**:

- Providing suitable advice to best fit the needs and requirements of professionals
- Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
- Meeting clients to understand their financial objectives
- Explaining complex information relating to Financial Advisory in a clear and effortless way
- Managing, maintaining and building new and existing client relationships
- Growing a client book within the first 24 months and consistently thereafter
- Adhering to compliance, operational procedures and practice management standards
- Staying abreast of product information, performance and industry changes
- Building a professional network and sustainable business within the professional market

The individual must have a valid driver’s license and their own reliable vehicle or access to one

The individual must have clear credit and criminal records - provide 24-months commission statements and SAPS clearance certificate or letters of payment arrangements/recent proof of payments if adverse record

The individual must be FAIS fit, proper and accredited - obtained RE5 within 2 years of DOFA. Obtained NQF5 industry specific certification within 6 years of DOFA if no other FAIS recognised NQF6 or higher tertiary qualification

PPS has in place a COVID-19 Vaccination Policy. As a responsible employer, PPS encourages you to vaccinate and take the recommended vaccine boosters. The Company reserves the right to amend this stance, as and when required.

  • Service Advisor motor industry

    3 months ago

    Port Elizabeth, South Africa On Line Personnel Full time

    Job Position: Service Advisor – motor industry Ref: 4707 Location: PE/Gqeberha Salary: R15 000 to R19 000 per month commensurate with qualification and experience + lucrative incentive Email your CV to Qualifications / Requirements: • Minimum of Matric • Excellent customer service and liaison skills • Proven track record as a Service Advisor in...

  • Service Advisor motor dealership industry

    2 months ago

    Port Elizabeth, South Africa On Line Personnel Full time

    Job Position: Service Advisor – motor industry Location: PE/Gqeberha Salary: R15 000 to R19 000 per month commensurate with qualification and experience  Email your CV to Qualifications / Requirements: Minimum of Matric Excellent customer service and liaison skills Proven track record as a Service Advisor in the motor industry (essential) Stable...

  • Financial Advisor

    4 months ago

    Port Elizabeth, South Africa Innovative Full time

    **Financial Advisor** **Sales Role Eastern Cape** - Innovative is a leading financial service provider in South Africa that serves individuals, businesses and institutional clients. - We need people who are goal orientated and have a strong desire to make a success of their lives. - We strive to create an environment where motivated people with a positive...

  • Senior Financial Analyst

    1 week ago

    Port Elizabeth, Eastern Cape, South Africa Staff Unlimited Recruitment Pty Ltd TA MPC Recruitment Group EC Full time

    Staff Unlimited Recruitment Pty Ltd T/A MPC Recruitment Group EC is seeking a highly skilled Senior Financial Analyst to join their team in Gqeberha. As a key member of the finance department, you will be responsible for providing financial analysis and guidance to support business decisions.The ideal candidate will have 3-5 years of experience in finance,...

  • Finance Professional

    2 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Staff Unlimited Recruitment Pty Ltd TA MPC Recruitment Group EC Full time

    Staff Unlimited Recruitment Pty Ltd T/A MPC Recruitment Group EC is seeking a highly skilled Finance Professional to join their team based in Gqeberha.We are offering an attractive salary of approximately R250,000 per annum for this role.Job Description:The successful candidate will be responsible for preparing and posting standard journals for monthly...

  • Motor Industry Service Support Specialist

    1 month ago

    Port Elizabeth, Eastern Cape, South Africa On Line Personnel Full time

    Job OverviewWe are seeking a skilled Service Advisor to join our team at a reputable motor dealership in PE/Gqeberha.

  • Trainee Finance

    4 weeks ago

    Port Elizabeth, South Africa WeBuyCars Full time

    Job title : Trainee Finance & Insurance Manager - Gqeberha Job Location : Eastern Cape, Port Elizabeth Deadline : December 15, 2024 Quick Recommended Links Jobs by Location Job by industries Duties & Responsibilities: Take over the financial aspects of vehicle transactions from the Sales Executives Submit applications to the banks ...

  • Employee Benefits Administrator Gqeberha, Eastern

    4 months ago

    Port Elizabeth, South Africa PSG Konsult Ltd. Full time

    **Designation**: Employee Benefits Administrator | Gqeberha, Eastern Cape **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 02 Sep 2024 **Reference Number**: POS10025 **Closing date**: 13-Sep-2024 **Position...

  • Strategic Financial Advisor

    4 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Sanlam Group Full time

    Job SummaryThis is a challenging and rewarding opportunity for an experienced Financial Advisor to join the Sanlam Group in Port Elizabeth, South Africa.

  • Bookkeeper - Healthwise - Korsten, Gqeberha

    4 weeks ago

    Port Elizabeth, South Africa Tsebo Solution Full time

    Job title : Bookkeeper - Healthwise - Korsten, Gqeberha Job Location : Eastern Cape, Port Elizabeth Deadline : December 19, 2024 Quick Recommended Links Jobs by Location Job by industries Duties & Responsibilities Relieve the Catering Manager in his/her absence. Ensure that the unit is profitable at all times. Handling of cash -...

  • Motor Industry Service Expert

    1 month ago

    Port Elizabeth, Eastern Cape, South Africa On Line Personnel Full time

    Service Advisor - Motor Industry OpportunityWe are seeking a skilled Service Advisor to join our team at On Line Personnel. The ideal candidate will possess excellent customer service and liaison skills, with a proven track record as a Service Advisor in the motor industry.Key Responsibilities:Providing exceptional customer service and supportMaintaining...

  • Service Advisor

    4 months ago

    Port Elizabeth, South Africa Clicks Group Limited Full time

    **Listing reference**: 017945**Listing status**: Online- **Position summary** **Industry**:Wholesale & Retail Trade - **Job category**:Other: FMCG, Retail, Wholesale and Supply Chain**Location**:Gqeberha (Port Elizabeth) - **Contract**:Permanent**Remuneration**:Market Related - **EE position**:Yes**Introduction** - Are you passionate about health and beauty...

  • Retail Business Consultant | Gqeberha

    5 months ago

    Port Elizabeth, South Africa The Recruitment Council Full time

    The Retail Business Consultant builds and maintains strong partnerships with Independent Financial Advisors (IFAs) to promote tailored solutions, thereby helping to grow the advisors business and meet sales targets.Responsibilities and Work Outputs:Engage:Maintain continuous and consistent engagement with the IFA and their practice.Understand the targeted...

  • Restaurant General Manager

    4 weeks ago

    Port Elizabeth, South Africa KFC Full time

    Job title : Restaurant General Manager (Port Elizabeth / Gqeberha) Job Location : Eastern Cape, Port Elizabeth Deadline : December 20, 2024 Quick Recommended Links Jobs by Location Job by industries KEY RESPONSIBILITIES Achieve CHAMPS Standards within the restaurant by ensuring that all employees are focused on exceeding customer...

  • Financial Operations Specialist

    1 month ago

    Port Elizabeth, Eastern Cape, South Africa Profile Personnel Full time

    Job Description**Finance Administrator (Debtor)**We are seeking a highly skilled and experienced Finance Administrator to join our team at Profile Personnel. The successful candidate will be responsible for managing debtor accounts, ensuring accurate financial data, and providing administrative support to the Financial Manager.About the RoleThe ideal...

  • Financial Management Specialist

    1 week ago

    Port Elizabeth, Eastern Cape, South Africa Staff Unlimited Recruitment Pty Ltd TA MPC Recruitment Group EC Full time

    Staff Unlimited Recruitment Pty Ltd T/A MPC Recruitment Group EC is seeking a highly skilled Financial Management Specialist to join their team based in Gqeberha. About the Role:The Financial Management Specialist will be responsible for overseeing and managing the financial operations of the organization, ensuring all financial transactions are accurately...

  • Professional in Financial Operations

    2 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Staff Unlimited Recruitment Pty Ltd TA MPC Recruitment Group EC Full time

    We are seeking a qualified Finance Officer to join our team at Staff Unlimited Recruitment Pty Ltd T/A MPC Recruitment Group EC based in Gqeberha.The estimated salary for this position is R260,000 - R360,000 per annum, depending on experience.Job Description:Job SummaryThis role involves overseeing and managing the financial operations of the organization to...

  • Financial Controller for a Retail Concern

    1 week ago

    Port Elizabeth, Eastern Cape, South Africa On Line Personnel Full time

    Job Position: Financial ControllerAbout the Role:We are seeking a highly skilled and experienced Financial Controller to join our team at On Line Personnel.Key Responsibilities:Manage financial investigations, cash flow forecasts, management accounts, budgets, and reporting directly to the FD.Prepare board packs, enforce correct procedures, legalities,...

  • Financial Management Specialist

    2 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Staff Unlimited Recruitment Pty Ltd TA MPC Recruitment Group EC Full time

    Staff Unlimited Recruitment Pty Ltd T/A MPC Recruitment Group EC is seeking a highly skilled Finance Officer to join their team based in Gqeberha.The estimated salary for this position is R250,000 - R350,000 per annum, depending on experience.Job Description:Company OverviewWe are a leading recruitment agency providing staffing solutions to various...

  • Sales Advisor

    2 weeks ago

    Port Elizabeth, South Africa Clicks Group Limited Full time

    **Listing reference**: 018796 **Listing status**: Online **Position summary** **Industry**:Wholesale & Retail Trade **Job category**:Retail Operations **Location**:Gqeberha (Port Elizabeth) **Contract**:Fixed Term Contract **Remuneration**:Market Related **EE position**:Yes **Introduction** - The main purpose of the job is to offer exceptional...