Financial Advisor

**Responsibilities**: - Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) - Assess client’s overall financial picture, understand their needs and develop a solid financial plan - Guide clients towards a profitable and secure financial decision - Cultivate client...

Company Description OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other...

**Company Description**: OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst...

**Job Advert Summary**: The company Financial Advisory Services is looking for a salaried Wealth Advisor / Representative to acquire and manage a portfolio of high-net-worth clients. **Minimum Requirements**: SKILLS/PERSONAL ATTRIBUTES REQUIRED - Matric - Preference to Certified Financial Planner (CFP) designation/qualification - Minimum 5 years investment...

Job Description To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy. Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products.-...

ABOUT THE POSITION What is a financial advisor? The role of a financial adviser is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial adviser 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...

**Job Advert Summary**: A management role reporting to the Senior Manager: Graduate Division. The role in the PPS Graduate Division is to serve as a platform to successfully launch young graduate financial advisers in to the financial industry by equipping them with the necessary skills to become independent professional advisors working exclusively in the...

Duties include - Offer value-added sales to boost revenue and hit sales target - Gather accurate customer info, follow up on ordered parts, and keep customers updated throughout the day. - Ensure warranty work complies with manufacturer policies. - Stick to dealership procedures and franchise standards. - Confirm payment methods and secure approvals before...

**Wealth Advisor - Stellenbosch** Expanding bank seeks client-orientated indiv for Fin Advisory / Wealth business. Pivotal role to acquire and manage a portfolio of High-Net-worth client in the Stellenbosch region. Build great relationships and deliver personalised service. Exciting career opportunity to build book of clients from scratch. *** **Main...

Duties include Offer value-added sales to boost revenue and hit sales targetGather accurate customer info, follow up on ordered parts, and keep customers updated throughout the day.Ensure warranty work complies with manufacturer policies.Stick to dealership procedures and franchise standards.Confirm payment methods and secure approvals before work...

My client is a financial services provider based in Stellenbosch and they have a vacancy for a strong Administrative Assistant to assist the financial advisors and their clients **Responsibilities**: - Assisting the Financial Advisors with the processing of all financial administration for new and existing clients - Communicating with clients and financial...

**Job Advert Summary**: **Purpose of the Job**: **Scope of the Job**: **Minimum Requirements**: **Formal Qualifications**: - Matric (Grade12) - Relevant commercial/legal/industry specific NQF6 tertiary qualification is the preferred minimum - NQF 7 and above qualifiction is highly advantageous - RE 5 completed - Successful completion of supervisory...

**Use your previous experience in Life and investment products to be part of this amazing organization**: This position is within the Face to Face Distribution Channel. **The key responsibility is to grow and develop the long term insurance portfolio.** **The key outputs for this role are as follows**: - New Business sales - High level performance -...

Wealth Management OpportunityJoin The Recruitment Council as a Wealth Analyst and contribute to delivering exceptional service to high-net-worth clients.Key Responsibilities:Client Engagement: Build strong relationships with clients, conduct portfolio reviews, and present financial performance updates.Proposal Development: Craft compelling proposals tailored...

Overall marketing & generate enrolments - Drive brand loyalty. - Execute marketing plans. - Book appointments with schools | teachers | prospects and their parents - Liaise with the student advisors as required for consultations & events - Involved in the recruitment of the students for the next year intake - Mining and contacting of the career database -...

**Responsibilities will include**: - Grow transaction volumes by servicing existing client's billers. - Source and onboard new billers for client. - Establish a trusted advisor relationship with key biller stakeholders. - Explore innovative new solutions and collaborate across the business to grow. - Act as the key interface between billers / prospects and...

A leading payment aggregator and provider of secure payment solutions islooking for a Direct Sales Representative to join their growing team. The mainpurpose of the role is to take responsibility for step growth in transaction volumesthrough servicing product specific opportunities effectively, and through theonboarding of new potential...

**PayProp and Reapit - Who are we?** PayProp, a Reapit company, offers a tech platform for letting agents that lets them automate every part of the rental transaction. PayProp is easier to use and more powerful than solutions by banks and traditional software vendors. Worldwide, Reapit technology is used by over 78,000 agents in more than 15,000 branches,...

**ADMINISTRATIVE ASSISTANT** Our client is an independent and authorised financial services provider, aiming to provide clients with financial advice that considers a holistic view of their financial objectives, requirements and circumstances. They are in need of a very dynamic **Administrative Assistant** to join their team. - Assisting the Financial...

orientated architecture (SOA) and designing and delivering scalable and reliable solutions are required. **Responsibilities** - Produce a comprehensive technical specification that includes non-functional requirements - Assist the Business Analyst to ensure that the functional design offers a technical viable solution and address the business requirements -...