Financial Advice Service Consultant

Our client has an opportunity available for a High Advice Consultant.Requirements:Matric or SAQA accredited equivalent- essential.120 FAIS credits NQF 5 in Wealth Management- essential.RE5 and Class of Business- essential.Relevant Finance degree or diploma would be advantageous.2+ years Life Insurance experience- essential.2+ years Call Centre experience...

The Advice Centre offers a comprehensive training ground for the next generation of Liberty Financial Advisers. The program takes a holistic approach by incorporating technical, sales and soft skills training to fully position the new Advisers for success within a virtual Advice environment. The Financial Adviser in training will learn to build their...

Our client is looking for dedicated Financial Services Sales Consultant to join their team. As a Financial Services Sales Consultant with the ability to influence, you’ll build client relationships and provide financial services to improve clients’ financial wellbeing. **Responsibilities**: Calling potential clients to discuss their financial needs and...

Are you an ambitious, analytical and results-driven Chartered Accountant with between 2-8 years of post-qual work experience in a Banking/Financial Services environment? Would you like the opportunity to develop your career by gaining international work experience in an internationally acclaimed, Big 4 Consultancy? If so, keep reading.My client, one of the...

As a Financial Services Network Consultant, your main duties will involve researching and making professional appointments within the financial services industry. You will be responsible for building and maintaining networks, identifying potential clients, and arranging meetings. This role requires a proactive approach to developing business relationships...

Company Description1.618 Advisory Services is a financial advisory based nationally and internationally. We have offices in the following areas: Randpark Ridge (HQ), Sandton, Midrand, Pretoria, KZN-Mount Edgecombe, Cape Town, Durbanville and Meyersdal where we are actively seeking to grow our team of seasoned independent financial advisors.Our mission is to...

**Introduction** Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. **Role...

The purpose of the position is to perform various consulting engagements in the finance and accounting field, providing input and assistance to the client, being the financial manager or the CFO. The role also encompasses being a senior member of the Financial Insights team within IQbusiness, assisting with the development of other team members and offerings...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary Short...

This recognized company in the services space specializes in delivering excellence to all customers and stakeholders is looking for a financial consultant to join their team for a couple of months. My client is actively recruiting for an individual that will hit the ground running and add previous knowledge and experience gained to the business unit for the...

We’re looking for a financial consultant to join our dynamic team! At least 5 years experience in accounting, tax, payroll, and preparation of financial statements is required. Preference will be given to professionals who are registered with an accounting body. License/Certification: - Are you registered with an accounting professional body? (required)

Closing Date2023/03/20Reference NumberMMH230120-17Job TitleRetail Business Consultant (West Rand) at Momentum Distribution ServicesPosition TypePermanentRole FamilySalesClusterMomentum Distribution ServicesRemote OpportunitySome of the timeLocation - CountrySouth AfricaLocation - ProvinceGautengLocation - Town / CityJohannesburg, West RandIntroduction...

Client Services Consultant Are you ready for the next step in your insurance experience? Do you have personal lines and commercial experience? Passionate about client service? Read on!! Aon South Africa is recruiting a Client Service Consultant in our High Volume Client Service Centre based on a hybrid basis from our Head Office in Sandton. The role...

**Description** One of the largest financial services providers is seeking to appoint 3 Client Services Consultant for their call center in the funeral department. Are you an energetic and driven individual who has a passion for client services, then this position is for you. **Minimum** Requirements**: - Matric - Clear ITC and Criminal Record -...

Assist in the development of forecasts, financial objectives and business plans to achieve targets. - Meet goals and metrics. - Manage budgets and fund allocation. - Achieve National branch sales and revenue goals by proactively identifying, marketing, and recommending banking products and services beneficial to the customer. - Must be a "Keeper of the SFS...

This recognized company within the services industry that specializes in delivering excellence to all customers and stakeholders are on the lookout for a Financial Management Consultant to join the management team for a duration of 6months. The ideal individual for this role must have the will to take challenges with a direct approach, daily. The main...

My client based in Rosebank in Gauteng is seeking a Senior Paraplanner to join their successful team. **Responsibilities**: - Financial Planning support - Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All...

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...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

**Introduction** Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. **Role...