Financial Advisor/planner

**Financial Advisor** **Sales Western Cape Role** - Innovative a leading finical service provider in South Africa that serves individual, businesses and institutional clients. - We believe in people who believe in themselves and have a strong desire to make a success of their lives and strive to create an environment where motivated people with positive...

One of my clients within the Financial sector is looking to hire focused Experienced Financial Advisor in Cape Town Western Cape. **Duties and Responsibilities**: - Provide appropriate financial advice - Enable a positive financial future - Proactively provide customers with advice - Following up on leads Servicing new and existing members - Quality...

Are you a recent graduate looking to make a real impact in the world of finance? Are you passionate about helping individuals and businesses achieve their financial goals? Look no further! We have the perfect opportunity for you to launch your career as a Financial Planner. At Growmatter, we believe in nurturing fresh talent and providing a platform for...

Are you a financial planner who wants to create and build a legacy not just for your clients but for yourself? At Bulldog we believe your legacy is just as important as your clients. Bulldog is an independent financial planning hub for the highly energized and motivated. Bulldog prides itself on building great futures for our financial planners. What we...

**LOOKING FOR QUALIFIED FINANCIAL ADVISORS** We want high-achievers, collaborators, people-orientated advisors with entrepreneurial drive. We are hiring qualified financial advisors. Great value propositions. Training allowance of R50,000. Commission only. Minimum requirements: - NQF5 in financial planning - RE5 - minimum 2 years financial planning...

We require financial advisors with RE5 accreditation, and sales experience within the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. **Key Duties, but not limited to**: - Ensure all clients have...

Century City Provide administrative support to all advisors in the Cape Town office and implement all client service-related processes. Submit new business and manage all related processes. Manage existing business queries and keep advisor and client updated. Work closely with Advice Consultants/Para-planners to draw and collate information required for...

Qualifications & Experience - Exposure and all activities in relation to supervisory requirements to meet the standard of Cat 1 and Cat 11 registration - Certified Financial Planner designation or in the process of acquiring - Postgraduate diploma in financial planning with board exam or in the process of acquiring it - RE exams (ER completed) - Class of...

The Personal Financial Advisor will be responsible for providing financial planning, personal finance advice, retirement planning, and financial services to clients. The role involves developing customized financial strategies, analyzing financial data, and guiding clients towards their financial goals.

**Job Opportunity: Exceptional Financial Advisors Wanted in CPT!** Are you an outstanding financial advisor seeking an opportunity that perfectly aligns with your expertise and ambition? Look no further! At Metaf.in Financial Services, we are embarking on an exciting new venture with a strong focus on FINTECH. Join us on this incredible journey and...

Our reputable company is seeking a skilled individual who is eager to grow and take on more clients and more responsibility within our practice. There are long term opportunities and with right skills, aptitude and vision there is a lot more on offer. You would need to be drawn to and excited about the prospect of being a business partner rather than...

Cross Wealth Financial Services is based in Northgate Park, Milnerton. We are looking for Financial Advisors to join our team and help build solid relationships with clients and provide them with financial advice and solutions Requirements. **Requirements**: - Full FAIS recognized qualification - RE 5 - Not under supervision for all product categories -...

Wealth Partners, an accredited franchise of Old Mutual, is designed to empower Financial Advisors to operate at their best! At Wealth Partners, we understand that our valued clients are the reason for our success. Based in George, Port Elizabeth and Cape Town, our client base is diverse, including Companies, entrepreneurs, salaried individuals and...

**Job description** The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a...

We are seeking an experienced and highly skilled Wealth/Financial Planner to join our client's team. The ideal candidate will have a strong background in finance and wealth management, with proven experience in creating comprehensive financial plans for clients. Responsibilities: - Conduct in-depth consultations with clients to assess their financial...

How would you like to work for one of the fastest growing brokerage in Pietermaritzburg as an Online Financial Advisor? We offer a vibrant, fast-paced work environment packed with people with vision and energy. We provide on going training and support. **Requirements**: - 1 year Outbound Sales experience - Multilingual (Advantageous) - Positive Attitude -...

Cape Town Financial Advisors required 1. Own laptop 2. Smart phone 3. Access to a stable WiFi Network 4. 2 Years Sales experience 5. Matric Certificate 6. Team Leaders with experience highly advantages 7. Benefits offered Key Individual 1. Qualified - RE1 + RE5 2. 1 Year experience 3. COB - Longterm and Short-Term 4. Subcategories: A,B and C +...

Cape Town Financial Advisors required 1. Own laptop 2. Smart phone 3. Access to a stable WiFi Network 4. 2 Years Sales experience 5. Matric Certificate 6. Team Leaders with experience highly advantages 7. Benefits offered Key Individual 1. Qualified - RE1 + RE5 2. 1 Year experience 3. COB - Longterm and Short-Term 4. Subcategories: A,B and C +...

**looking for proactive and enthusiastic financial advisors with a passion for guiding clients towards their goals.** **Individual must be willing to work on the road as sales will be made in different locations.** **Key Responsibilities**: - Offer personalized advice and recommendations based on clients' financial or business needs. - Build and maintain...

Job Title: Financial Advisor (Investment Specialist)The Financial Advisor (Investment Specialist) plays a pivotal role in guiding individuals toward achieving their financial goals through comprehensive financial planning and investment management. This position is ideal for a motivated financial professional dedicated to building lasting relationships and...