Independent Financial Advisors

3 weeks ago


Pretoria, South Africa Status Asset Management Full time

**Position: Independent Financial Advisor (IFA)**

**Location: National**
- Aluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. _

**Who are we looking for?**

A Financial Advisor (financial agent / broker) who will be responsible for selling the Company’s financial services to new clients and will facilitate business growth.

**Why work for us?**
- No desk fees
- Financial support for the first 3 - 6 months (bridging salary)
- Monthly commission payments
- We provide pre-qualified and pre-paid leads generated by a vast number of marketing campaigns
- A-Grade charge-free office space and meeting rooms for your client meetings and day-to-day work
- Trainings at the Company’s expense

**Requirements**:

- 2 or more years’ experience as a Financial Advisor within the financial services industry, life and investment essential.
- Matric/Grade 12 or SAQA Accredited Equivalent Essential.
- 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
- RE 5 certificate.
- Proven sales track record.

**Duties**
- Presenting the Company’s products and conducting sales.
- Conduct customer needs analysis and advise accordingly.
- Provide feedback on daily activities (calls, appointments, sales etc.)
- Develop and maintain client network.
- Use company’s resources and expertise to analyse client needs.
- Facilitate additional lead generation.
- Work in CRM, keeping client’s information complete and up to date.
- Undergo necessary scheduled trainings and upskilling sessions.



  • Pretoria, South Africa Numeral Financial Services Group Full time

    We are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs. **Role and Responsibilities**: - Develop and maintain a...


  • Pretoria, South Africa Aluma Capital Full time

    **Position: Independent Financial Advisor (IFA)** **Location: National** - Aluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products._ **Who are we looking for?** A Financial Advisor (financial agent /...


  • Pretoria, South Africa Dante Personnel Full time

    Gauteng, Pretoria East - Commission only My client in Pretoria East is looking for an Independent Financial Advisor who is willing to go the extra mile to build his/her own client base **Minimum requirements**: - Fully Qualified - Strong Administrative and communication skills - Good knowledge of the Financial Service Industry - Knowledge of FICA and FAIS...


  • Pretoria, South Africa Status Asset Management Full time

    We are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs. **So what do we offer you to ensure your success?** -...


  • Pretoria, Gauteng, South Africa Nexus Recruitment Full time

    **Launch Your Career as a Financial Consultant:**Join IWCP (Insurance and Wealth Creation Professionals) as a financial advisor and take the first step towards a dynamic and rewarding career.As an independent financial consultant, you will have the freedom to craft your own success and pursue a career path that meets your unique aspirations.Key...


  • Pretoria, South Africa Status Asset Management Full time

    **Who are we looking for?** A Financial Advisor (financial agent / broker) who will be responsible for selling the Company’s financial services to new clients and will facilitate business growth. **Why work for us?** - No desk fees - Financial support for the first 3 - 6 months (bridging salary) - Monthly commission payments - We provide pre-qualified...


  • Pretoria, South Africa Siseko Financial Solutions Full time

    Siseko Financial Solutions is growing and recruiting Senior Financial Advisors to work within the Gauteng Region. Our advisors operate under the license of one of the biggest Life Insurers in South Africa, where we support them with customized resources such as practice management, direct access to product specialist and risk management support. **We...


  • Pretoria, South Africa WHM Recruitment Advisors Full time

    **PLEASE NOTE**: **REQUIREMENTS of this position, YOUR APPLICATION WILL BE IMMEDIATELY DELETED. Please** **ensure that you READ and understand this advertised position BEFORE sending your CV to us, or** **otherwise you will just be wasting YOUR time and ours.** **Application Process**: **Qualifications** - **Must have RE5 and COB**: - Must have 2 years...

  • Financial Advisor

    1 week ago


    Pretoria, South Africa Concept Lynnwood- Financial Solutions Full time

    Hi everyone! Concept Lynwood Financial Advisors is hiring! We are a group of high performing financial advisors specializing in long term solutions and have recently been awarded Sanlam's "Business of the year" for 2024. We have a few positions open for EXPERIENCED financial advisers, looking for a change in their career. We would like to open the floor...

  • Financial Advisor

    1 week ago


    Pretoria, South Africa Concept Lynnwood- Financial Solutions Full time

    Hi everyone! Concept Lynwood Financial Advisors is hiring! We are a group of high performing financial advisors specializing in long term solutions and have recently been awarded Sanlam's "Business of the year" for 2024. We have a few positions open for EXPERIENCED financial advisers, looking for a change in their career. We would like to open the floor...

  • Financial Advisor

    2 weeks ago


    Pretoria, South Africa IWCP Resolute Full time

    **Job Details** Do you have a passion to help people and get satisfaction out of others achieving their personal goals? If your answer is yes, be part of the change and join an **Affiliate of the Liberty Group as a Financial Advisor**. With over 100 year’s of industry management experience that will be dedicated to your personal success, structured...

  • Finacial Advisor

    2 weeks ago


    Pretoria, South Africa GDS Financial Advisor Services Full time

    We are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected to...

  • Financial Advisor

    3 weeks ago


    Pretoria, South Africa LRC RECRUITMENT Full time

    FINANCIAL ADVISOR VACANCY - PRETORIA Our Client, a well established Firm in the Financial Advisory Industry, currently holds a vacancy for a Financial Advisor. **Salary**: R30,000.00 - R50,000.00 per month

  • Financial Advisor

    3 weeks ago


    Pretoria, South Africa BlueAsset Group Full time

    We are looking for a dynamic, self-motivated and ambitious Financial Advisor to join our growing team. **Qualification**: - Minimum 5 years experience as a Financial Advisor. - RE5 qualification **Responsibilities**: - Provide financial advice, solutions and planning support to clients. - Support investment professionals to cultivate client...

  • Financial Advisor

    2 weeks ago


    Pretoria, South Africa KM CONSULTING Full time

    _**FINANCIAL ADVISOR R30k+ (neg) FIXED SALARY, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: - **ESTABLISHED CLIENTBASE**_ Act as Financial Planner to advise & assist clients on their financial portfolios regarding investments and shares &...

  • Financial Advisor

    2 weeks ago


    Pretoria, South Africa Concept Full time

    **Start your new career with Sanlam.** Concept is a leading financial services company dedicated to providing exceptional financial planning and investment services to our valued clients. We are currently seeking dynamic and highly motivated individuals to join our team of Financial Advisors. If you are passionate about helping individuals and families...

  • Financial Advisor

    2 weeks ago


    Pretoria, South Africa KM CONSULTING Full time

    **_FINANCIAL ADVISOR R26-R30k (neg) FIXED SALARY, PTA-EAST_** Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: **_ESTABLISHED CLIENTBASE_** Act as Financial Planner to advise & assist clients on their financial portfolios regarding investments and shares &...

  • Financial planners

    2 weeks ago


    Pretoria, South Africa Financial Advisors HR Full time

    Seeking insurance sales people, and other great sales people who are committed, highly motivated, and ready to make great money. Come join us in the training on the 7th to the 9th of October see if its for you. Great product and supportMust have own transportMust have Matric certificateMust have laptop/tabletNo criminal recordAll training will be...


  • Pretoria, Gauteng, South Africa Sanlam Full time

    Company OverviewSanlam is a leading financial services provider in South Africa, offering a wide range of products and services to individuals and businesses. Our commitment to excellence and customer satisfaction has earned us a reputation as one of the most trusted names in the industry.Job DescriptionWe are seeking an experienced Financial Services...

  • Financial planners

    2 weeks ago


    Pretoria, South Africa Financial Advisors HR Full time

    Seeking insurance sales people, and other great sales people who are committed, highly motivated, and ready to make great money. Come join us in the training on the 7th to the 9th of October see if its for you. Great product and support Must have own transport Must have Matric certificate Must have laptop/tablet No criminal record All training will be...