Talent Pipelining: Financial Adviser Aifa

2 weeks ago


Umhlanga, South Africa Absa Bank Limited Full time

Empowering Africa’s tomorrow, together one story at a time.
- 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

Proven track record in Investment Advice, Holistic Financial Planning and Estate Planning.

Minimum 120 FAIS credits qualification a must

RE5 certificate a must

CPF qualification an added advantage

**Job Description**:
Stakeholder Management: Actively promote and manage the collaborative engagement of internal and external stakeholders, including regulators, suppliers, clients, service providers, business partners and other Absa entities | Sales Target : Proactively make self-initiated contact with customers in order to deliver against the required sales targets | Customer Engagement: Do activity planning by identifying the clients to be contacted during a particular period. | Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards | Manage own broker practice: Ensure that staff members (Broker Assistants an Interns as relevant) have a clear understanding of their roles and responsibilities within the practice | : | : |:
Education

Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (required)
- Absa Bank Limited reserves the right not to make an appointment to the post as advertised_



  • Umhlanga, South Africa Absa Bank Limited Full time

    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 To...


  • Umhlanga Rocks, South Africa Huntswood Full time

    We currently have an opportunity for a Talent Acquisition Specialist at Huntswood within our Talent Acquisition team, based in Umhlanga, Durban. With the support of a wider TA team, you will get to manage the end-to-end recruitment for our South Africa locations (Durban and Cape Town), for all support and managerial level, and at times contributing to some...


  • Umhlanga, South Africa PSG Wealth Distribution Full time

    **Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...


  • Umhlanga, South Africa YC Consulting (Pty) Ltd Full time

    The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families’ financial futures to them. The role calls for formal in-house training, the completion of the prescribed...


  • Umhlanga, South Africa Ikusasa Recruitment Group Full time

    **Job description**: Our client is looking for a financial advisor to sell short term insurances for personal lines and do customer service Basic R20000-00 (no descaling ) plus commission plus Medical Aid, Incentives plus 13th Cheque **Responsibilities**: - Selling of insurance products specialising in commercial and personal lines - Advising clients on...

  • Development Manager

    4 weeks ago


    Umhlanga, South Africa Sanlam Full time

    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. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who...

  • Marketing Assistant

    4 weeks ago


    Umhlanga, South Africa Talent 101 Full time

    We are looking for a zealous Marketing Assistant to support the Marketing department of our company in its primary and administrative duties. - Bachelors' degree and relevant experience in FMCG - 3-years minimum related experience - Strong analytical ability and problem-solving skills - Stakeholder management and engagement - Financial acumen - Problem...

  • Head of Mathematics

    1 month ago


    Umhlanga, South Africa Ad Talent Africa Full time

    WHO ARE WE?A premium co-educational, IEB International private school situated on the outskirts of Durban.WHO ARE WE LOOKING FOR?Head of the Mathematics Department to join us from 1 April 2024 on a permanent full time basis.WHAT WILL YOU DO?Plan prepare and present interesting and exciting Mathematics lessonsEstablish a teaching environment that is...


  • Umhlanga, South Africa Sanlam Full time

    Who are we? SanlamConnect, 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 brokers, all dedicated to meet the financial needs of our clients. Our vision:...

  • Graduate Intern

    4 weeks ago


    Umhlanga, South Africa Sanlam Full time

    SanlamConnect, 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 brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to...

  • Paraplanner

    4 weeks ago


    Umhlanga, South Africa PSG Wealth Distribution Full time

    **Job description**: This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to three Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking...

  • Broker Consultant

    4 weeks ago


    Umhlanga, South Africa Cynosure Distribution (pty) Ltd Full time

    Looking for an exciting new opportunity in the financial services industry? We are currently seeking a talented and driven individual to join our team as a Broker Consultant! As a Broker Consultant, you will be responsible for providing expert advice and guidance to brokers on a wide range of financial products and services on behalf of Old Mutual. You will...

  • Saica Audit Trainee

    1 week ago


    Umhlanga, South Africa Accensis Inc Full time

    **MAIN PURPOSE OF THE JOB**: To provide Accounting and Auditing service to clients. To start SAICA articles and gain experience as a Trainee Auditor, en-route to a CA qualification. We seek an individual who is committed to the 3 full years it takes to complete your SAICA articles. **TASKS AND RESPONSIBILITIES** **1.** Accounting - Initiates and effects...


  • Umhlanga, South Africa Bidvest Bank Full time

    **Primary Purpose** To accurately and efficiently process and record routine branch banking transactions. Promote and advise clients on banks products and services. **Minimum Requirements** **F**INANCE Financial Management - Manage expenses by minimizing losses, write offs and revenue leakages - Provides forex services to clients - Manage client accounts...

  • Debt Counsellor

    5 days ago


    Umhlanga, South Africa Remove Debt Full time

    We looking for a Debt Counsellor who will be responsible for dealing with complex debt situations providing practical help and advice to clients whose debts have got out of control, advising on issues such as budgeting, money management. **Responsibilities**: - Liaising with clients about their initial debt situation - Assessing clients’ monthly income...


  • Umhlanga, South Africa Sanlam Full time

    SanlamConnect, 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 brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to...


  • Umhlanga, South Africa Sanlam Full time

    SanlamConnect, 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 brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to...


  • Umhlanga, South Africa Ikusasa Recruitment Group Full time

    We are looking for Business Development Executives for the insurance industry Personal lines 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 Business Development Consultants for motor and household domestic insurance. Basic R...


  • Umhlanga, South Africa Sanlam Full time

    SanlamConnect 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 brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to...


  • Umhlanga, South Africa Pronel Personnel Full time

    A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing teamKey responsibilities: Contacting allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist Attending to all existing client queries and requests timeously and...