Financial Advisor

**Job description** WE ARE HIRING! **Financial advisors** A well-known, reputable and established Insurance company in Bellville is currently seeking to fill the lucrative role of a Financial Advisor for a Senior Financial Advisor of the company. Senior Financial advisor has a commercial short term license so supervision for Short term commercial will be...

ROLES AND RESPONSIBILITIES: 1.618 Paraplanner Staying up to date on product changes and enhancements Staying up to date on the financial planning industry and new trends Client Information gathering Consolidating and re-structure of a client's existing portfolio Compiling a financial needs analysis based on information gathered Qualifications required: RE...

Our Client is currently seeking a Financial Planning Associate to join their team of professionals in Cape Town. The main objective of this role it to prepare financial proposals and assist members with general enquiries where the financial advisors’ involvement is not required. You must have a full understanding of investment products, legislative...

**Job Purpose** Effective marketing of life assurance and funeral products within the Bellville - Western Cape area **Job Outputs**: Selling of life assurance and funeral policies Conducting clients needs analysis Following up on leads Servicing new and existing members Quality control of new business **Qualifications and Experience** Matric/Grade...

**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. We have approximately 2,000 tied advisers and 2,000 supporting independent Advisors, all dedicated to meet the financial needs of our clients. Our vision: We...

Retirement Fund Specialist (In-Fund Counsellor) Our client is looking for a Fund Specialist that has experience in the Financial Services Industry with the focus on Financial Planning in the Local Authority Retirement Fund environment. **Responsibilities** - Interact with clients directly or over the telephone. - Gather clients information to complete the...

Wealth Manager Our client is looking for a Wealth Manager to assist the financial advisors. **Responsibilities** - Maintain relationship with clients and prepare their annual reviews - Assist clients with advice when needed - Propose portfolio amendments when needed - Review clients investments annually and when needed - Staying informed with industry...

Wealth Manager Our client is looking for a Wealth Manager to assist the financial advisors. **Responsibilities** - Maintain relationship with clients and prepare their annual reviews - Assist clients with advice when needed - Propose portfolio amendments when needed - Review clients investments annually and when needed - Staying informed with industry...

Report Writer Our client that is looking for a Report Writer to assist financial advisors in the structuring of proposals. **Responsibilities** - Coordinate and implement paraplanning processes and procedures - Evaluate products that is appropriate to structure equitable proposals for financial clients - Manage all paraplanning related tasks - Assist with...

Report Writer Our client that is looking for a Report Writer to assist financial advisors in the structuring of proposals. **Responsibilities** - Coordinate and implement paraplanning processes and procedures - Evaluate products that is appropriate to structure equitable proposals for financial clients - Manage all paraplanning related tasks - Assist with...

A financial planning group requires a Paraplanner to assist Financial Advisors with clients’ Financial Planning, Investment and Retirement Proposals. The role requires the employee to gather client information, financial planning analysis, prepare client reports and assist in managing the client review process. **DUTIES WILL INCLUDE, BUT ARE NOT LIMITED...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors...

The overall purpose of the role The incumbent will be responsible for providing advice and addressing the diverse and complex needs of a variety of business units in SC on technical matters that the Legal team is tasked with. Acts as counsel on issues involving company compliance with the most complex governmental and regulatory standards. Reviews legal...

Who are we? The Retail Affluent (RA) cluster is responsible for Sanlam’s retail business in South Africa. RA provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life...

**Who are we?** The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle - and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive...

Retirement Benefit Counsellor Our client based in Bellville is looking for a Retirement Benefit Counsellor. Your Primary role is to assist individuals in planning and understanding their retirement benefits. You will provide guidance and advice on various retirement plans, investment options, and financial strategies. **Responsibilities**: - Interact with...

What will you do? Responsible for assisting in a variety of assigned legal projects. Acts as counsel on basic issues involving company compliance with governmental and regulatory standards. Reviews legal documentation and provides professional advice on appropriate action in a variety of legal matters. May coordinate legal matters requiring external legal...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors...

**Who are we?** Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial...

Retirement Benefit Counsellor Our client based in Bellville is looking for a Retirement Benefit Counsellor. Your Primary role is to assist individuals in planning and understanding their retirement benefits. You will provide guidance and advice on various retirement plans, investment options, and financial strategies. **Responsibilities**: - Interact with...