Financial Advisor Mpumalanga

2 months ago


Nelspruit, South Africa PPS Recruitment Full time

**Job Advert Summary**:
**Purpose of the Job**:
**Scope of the Job**:
**Minimum Requirements**:
**Formal Qualifications**:

- Matric (Grade 12)
- Relevant commercial/legal/related industry specific NQF L6 tertiary qualification is the minimum preferable
- NQF L7 and higher is highly advantageous
- RE 5 completed
- FAIS fit and proper
- Successful completion of supervisory process
- 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
- 2 years' experience in Financial Planning
- 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**:
**Key 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.


  • Financial Advisor

    6 months ago


    Nelspruit, South Africa TWK Agri Full time

    TWK Agri has the following vacancy available: Financial Advisor (Short-Term Insurance) within the Insurance Department at Mbombela, Mpumalanga. **Responsibilities and Duties**: - Introduction of new business and maintenance of existing business - Renewal of insurance portfolios, assisting clients with quotations, inquiries and claims - Weekly/Monthly...


  • Nelspruit, Mpumalanga, South Africa Dante Personnel Full time

    About the RoleWe are seeking an experienced Financial Professional to join our team in Mpumalanga. The ideal candidate will have a strong background in accounting and finance, with a minimum of 2 years of experience.Job DescriptionThis is a 2-year contract role for an Accountant based in Nelspruit, Mpumalanga.Required Skills and QualificationsTo be...


  • Nelspruit, Mpumalanga, South Africa Neptune Full time

    About NeptuneWe are a forward-thinking organization committed to providing exceptional financial services to our clients. Our team of experts is dedicated to delivering tailored solutions that meet the unique needs of each individual or professional.Job DescriptionRole Summary:We are seeking an experienced and target-driven Financial Adviser to join our team...


  • Nelspruit, Mpumalanga, South Africa Sydsen Group (Pty) Ltd Full time

    Service Advisor Job DescriptionOur client, a reputable dealership in Mbombela, Mpumalanga, is seeking an experienced Service Advisor to join their team. As a Service Advisor, you will be responsible for providing exceptional customer service, ensuring accurate warranty and motor plan details, and maintaining a high Customer Satisfaction Index (CSI).Key...

  • Key Account Manager

    6 months ago


    Nelspruit, South Africa New Beginnings Recruitment Full time

    Key Accounts Manager required to identify, open and maintain relationships with various stakeholders. **Responsibilities** - Align the National Sales Strategy with the Key Account Strategy and the implementation thereof. - Contribute to the growth of the in-force book by 1% a month. - Monitoring of withdrawal performance per Market - Monitoring of...


  • Nelspruit, Mpumalanga, South Africa Tryon Consultancy Full time

    Job Overview: Tryon Consultancy seeks an experienced Retail Operations Director to lead the Mpumalanga region team.About Us: We are a reputable consultancy specializing in retail consulting services. Our goal is to provide effective and efficient solutions to our clients.Job Description: The successful candidate will be responsible for growing retail...


  • Nelspruit, Mpumalanga, South Africa Network Recruitment Full time

    **Job Title:** Lead Financial Accountant and Advisor**Location:** Nelspruit, South AfricaWe are seeking a highly skilled Lead Financial Accountant and Advisor to join our team at Network Recruitment. As a Senior Accountant, you will play a crucial role in supporting our clients' financial needs, ensuring accuracy, and providing exceptional advisement.**About...

  • Service Advisor

    1 week ago


    Nelspruit, Mpumalanga, South Africa Sydsen Group (Pty) Ltd Full time

    We are seeking an experienced Dealership Service Advisor to join our service department at our client based in Mbombela (Nelspruit).The successful candidate must have strong technical skills and be able to manage their day effectively and proficiently.Key Responsibilities:Meet and greet customersLiaising with customers at all times regarding their vehicle's...


  • Nelspruit, Mpumalanga, South Africa Sanlam Full time

    Job Description for Branch Consultant/Financial Advisor at SanlamSanlam, a leading Financial Services Institution, is seeking a skilled Branch Consultant/Financial Advisor to promote its products and increase market share. The ideal candidate will have a strong understanding of financial services and a passion for delivering exceptional client service.Key...


  • Nelspruit, Mpumalanga, South Africa Sanlam Full time

    Job OverviewWe are seeking a highly motivated and results-driven Financial Advisor to join our team at Sanlam. As a key member of our sales force, you will be responsible for providing exceptional financial advice and support to our clients.About the RoleThe successful candidate will have a strong passion for helping people achieve their financial goals and...


  • Nelspruit, South Africa Jobted ZA C2 Full time

    Overview Hire Resolve’s client is seeking a dedicated SAICA/SAIPA Trainee to join their reputable firm in Nelspruit, Mpumalanga. This role is perfect for individuals looking to gain practical experience while working towards their SAICA or SAIPA qualifications. Responsibilities - Assist in the preparation of financial statements and reports - Support...


  • Nelspruit, South Africa HotelJobs.co.za Full time

    **Hospitality and Outdoor - New Vacancy - Food and Beverage Manager** **Nelspruit/ Whiteriver, Mpumalanga** **Requirements**: - Matric - Hospitality Certificate or Hospitality Management Diploma qualification will be an advantage - At least 5 years’ experience within the hospitality industry in 4 star property. - Must have at least 18 months of...

  • Financial Analyst

    1 month ago


    Nelspruit, Mpumalanga, South Africa Dante Personnel Full time

    Job Title: AccountantJob Summary:We are seeking a highly skilled Accountant to join our team at Dante Personnel Mpumalanga. The ideal candidate will have a solid understanding of VAT regulations and experience in VAT preparation, as well as proficiency in accounting software and MS Office, particularly Excel. The Accountant will be responsible for managing...


  • Nelspruit, Mpumalanga, South Africa Dante Personnel Full time

    Job DescriptionWe are seeking a highly skilled Financial Analyst to join our team at Dante Personnel Mpumalanga. As a key member of our finance department, you will play a critical role in analyzing financial data, identifying trends, and providing actionable insights to drive business growth.Key Responsibilities:Assist in preparing financial reports,...


  • Nelspruit, Mpumalanga, South Africa Dante Personnel Full time

    Job Requirements:We are seeking an Administrative Support Specialist to join our team at Dante Personnel Mpumalanga.Key Responsibilities:Providing administrative support to our clientsAssisting with financial operations and maintenanceEnsuring accurate record-keeping and data managementMaintaining a valid driver's license and owning reliable...


  • Nelspruit, Mpumalanga, South Africa Dante Personnel Full time

    Job Requirements:We are seeking a highly skilled Senior Financial Executive to join our team at Dante Personnel Mpumalanga. The ideal candidate will have a Completed BCom Degree (or equivalent) and Completed SAIPA Articles.Key Responsibilities:Compile and review annual financial statements for various clients.Oversee and manage VAT and Income Tax...


  • Nelspruit, Mpumalanga, South Africa Dante Personnel Full time

    About the Role:We are currently seeking a highly skilled and experienced Financial Administrator/Receptionist to join our team at Dante Personnel Mpumalanga.Key Responsibilities:Grade 12 or equivalent qualification is required for this position.A financial qualification is considered an advantage.The ideal candidate will have 3-5 years of experience in a...

  • Clerk (Admin)

    5 months ago


    Nelspruit, South Africa TWK Agri Full time

    TWK Agri has the following vacancy available: Clerk (Admin) within the Life Insurance Department in Mbombela (Mpumalanga). **Responsibilities and Duties** - General administrative duties relating to insurance - Complete monthly reports - Request quotations relating to life insurance products - Make and confirm appointments - Capturing of data on necessary...


  • Nelspruit, Mpumalanga, South Africa Dante Personnel Full time

    We are seeking a highly motivated Junior Accounting Professional to join our team at Dante Personnel Mpumalanga. This role involves providing administrative support to the accounting department and assisting with financial tasks such as data entry, invoicing, and reconciliations.Key Responsibilities:Assist with financial data entry and record-keepingPrepare...


  • Nelspruit, Mpumalanga, South Africa Dante Personnel Full time

    Join Dante Personnel in Mpumalanga as a Financial Management Leader and take your career to new heights.About the RoleWe are seeking an exceptional Financial Management Leader to oversee the entire financial function, ensuring seamless operations across our dealership branches. As a key member of our team, you will be responsible for preparing monthly...