Financial Advisors

Associate Financial Adviser - Discovery Location: Rand Park Ridge & Sea Point Cape Town Reporting to Franchise Principal Remuneration: R20 000 - R35 000 & commission About the Role: **Requirements**: - 3> years financial planning - Discovery product accreditations - Discovery Smart Advice and other tools proficient - RE5 - Class of business - Full industry...

Our client in the Insurance industry is currently looking for a **Financial Advisor**, in Midrand. **Responsibilities**: - Understand client's financial goals and assist in creating strategies. - Maintaining client relationships. - Identify financial strategies. - Preparing financial projections using calculations and research. - Sourcing leads for the...

At PSG Wealth, we are committed to delivering exceptional client experiences and providing tailored financial solutions. As a Client Services Team Lead, you will play a pivotal role in ensuring our clients receive top-notch service and support. You will lead a team dedicated to building strong client relationships, resolving inquiries efficiently, and...

Leading Financial Services Company in Gauteng is looking for Financial Advisors with a minimum 3 year experience in Commercial Business Insurance. Business Development Customer Relationship Development / Prospecting Customer Needs Clarification Sell Customer Propositions Sales Opportunities Creation Customer Relationship Management / Account...

Financial Advisors who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by the client Financial who will advise primarily on motor and household domestic insurance **Requirements**: - You must have strong lead generation this is non...

Our clients are looking for financial advisors to sell the short-term insurance products in personal lines with an extensive knowledge of the Short-Term Insurance Industry No Descaling Basic You must have strong lead generation skills. Do 45 quotes a month. Be able to sell to clients face to face and do face to face Presentations. Be able to do 5...

**JOB PURPOSE** The Virtual Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilise extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients. **RESPONSIBILITIES** **Sales Opportunities Creation** Develop a personal network...

Leading Financial Services Company in Gauteng is seeking dynamic individuals to join their team as Financial Advisors in Gauteng. - Develop a robust personal network within the sales territory and represent the organization at industry events to identify sales opportunities. - Source referrals and recommendations from existing customers and contacts to...

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...

{"Job Title": "Financial Director", "Job Description": "Job SummaryWe are seeking a highly skilled Financial Director to lead our finance and operations teams. The successful candidate will be responsible for managing all financial matters, including internal and external reporting, and collaborating with international financial teams.Key...

General Legal Advice and research on NCA related matters Reviewing, interpreting and advising on contracts and other legal documents Liaison with creditors, attorneys and other external parties Advise on a variety of complex legal issues and legal risks Working with collaboratively with other departments to ensure efficiency Liaison with the various...

Conduct Financial Needs Analysis: Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning.Client Portfolio Management: Analyze and manage client portfolios, providing tailored financial advice to meet both immediate and long-term financial goals.Sales...

Conduct Financial Needs Analysis : Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning. Client Portfolio Management : Analyze and manage client portfolios, providing tailored financial advice to meet both immediate and long-term financial goals. Sales...

Our client in the insurance industry based in Midrand is looking urgently looking for a Personal Assistant. **Duties**: - Reporting to and assisting to financial advisor. - Assisting with claims. - Assisting with general admin. - Assisting customers on the relevant app. - Dealing with queries from the office. - Manage sales within the relevant app. -...

Matric Full qualifications (NQF 4 with 120 credits) Successfully completed the Class of business exams/s (if applicable) Financial Sector Conduct Fluent in English and Afrikaans Must be computer literate on a basic to intermediary level on Microsoft software. Own transport, laptop and cell phone is mandatory We also offer access to Life - Investments,...

Minimum requirements: Job Purpose: Manage the finance department, managing all financial matters such as internal and external reporting, and collaborating with international financial teams and follow directives. Key Responsibilities: 1. Financial Management: - Oversee all financial operations, including budgeting, forecasting (annual and quarterly), and...

Minimum requirements: Job Purpose: Manage the finance department, managing all financial matters such as internal and external reporting, and collaborating with international financial teams and follow directives. Key Responsibilities: 1. Financial Management: - Oversee all financial operations, including budgeting, forecasting (annual and quarterly), and...

Who are we? MiWay is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella – all managed online. We are positive that with the...

Job Title: Loan Management SpecialistFempower Personnel is seeking a highly skilled Loan Management Specialist to join our team. As a key member of our financial operations team, you will be responsible for managing the full lifecycle of financial deals, ensuring accurate and timely disbursement of funds, and maintaining accurate and secure transaction...

Job Title: Loan Management SpecialistFempower is seeking a highly skilled Loan Management Specialist to join our team. As a key member of our financial operations team, you will be responsible for managing the full lifecycle of financial deals, ensuring accurate and timely disbursement of funds, and maintaining accurate transaction records.Key...