Financial Advisor: Life and Investments

Company Description OUTsurance has been propelling the South African insurance industry forward for the last 25 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to OUTstanding employees who set the bar high...

Bedfordview, Gauteng - Posted 6 hours ago **Job Summary**: **Responsibilities**: - Responsible for the procurement of new business. - Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation. - Develop and maintain a comprehensive understanding of...

Join a company who has been in the industry for over 60 years, and with a presence in 18 African countries, Liberty has grown from being a South African life insurer to a pan-African financial services company, offering asset management, investment, insurance and health products to 3.2 million people across Africa. This role enables a driven and ambitious...

A well established company in Bedfordview is seeking a Financial Broker/Advisor. **Responsibilities**: - Responsible for the procurement of new business. - Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation. - Develop and maintain a comprehensive...

You know exactly what it takes to provide the best service to high-net-worth clients, and your experience shows that!_ **Is this you?** You are not just another Assistant, and your professionalism proves it. You have gained the experience working in a brokerage and you know exactly what it takes to provide the best possible service to the clients and the...

Do you have a passion for Financial Planning, looking to get into this amazing profession and building up your own professional practice? Join one of the leading financial services companies and an incredible affiliate of the Liberty Group This role enables a driven and ambitious individual to become a trained Financial Planner Full training provided from...

At Liberty Standard Bank Group 2, we are seeking a skilled and motivated individual to join our team as a Financial Advisor.About UsWe believe in empowering individuals to take control of their financial lives and achieve their goals. As a Financial Advisor, you will have the opportunity to work closely with clients to understand their unique needs and...

Financial Advisor / Wealth Planner If you are an exceptional driven individual with a strong mix of independence, people skills, enthusiasm, professionalism and networking skills you may have all the qualities required to represent Liberty. We are offering an opportunity to advance your career within the leader of the financial services industry. Liberty...

Company Description OUTsurance has been propelling the South African insurance industry forward for the last 24 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to OUTstanding employees who set the bar high...

Job SummaryWe are seeking a highly skilled and experienced Corporate Financial Strategist to join our team at Armstrong Appointments. The ideal candidate will have a deep understanding of financial planning and management, with excellent analytical and communication skills.About the RoleThis is an exciting opportunity for a motivated and results-driven...

Minimum requirements: - Minimum Matric with Tertiary Education in Finance related field (NQF5: Wealth Management/ Bcom) - RE5 - Relevant Class of Business's in place - Fit and Proper - Minimum 3 Years in Financial Planning Role - Excellent command of Microsoft Excel or related software - Experience in working with Professionals and High Net worth clients -...

Job Title - Financial Administrator - Job Number - 72451 - Skills - Ms Office - Industry - Financial Services - City - Bedfordview - Job Description We are looking for entrepreneurial individuals as well as experienced sales professionals, who are considering a career change. We will train and mentor you in wealth management and creation, to be a Financial...

Minimum requirements: Minimum Matric with Tertiary Education in Finance related field (NQF5: Wealth Management/ Bcom) RE5 Relevant Class of Business's in place Fit and Proper Minimum 3 Years in Financial Planning Role Excellent command of Microsoft Excel or related software Experience in working with Professionals and High Net worth clients Previous Book...

**Sales Professionals to be trained as Financial Planners.** **JHB - PTA- CT- DBN** Join an elite group of sales professionals who have chosen a lucrative career path specialising in Financial Planning. The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand...

**Job Number** - 72905 **Job Type** - Permanent **Job Title** - Financial Administrator **Computer Skills** - Ms Office **Industry** - Financial Services **City** - Bedfordview **Province** - Gauteng - We are looking for entrepreneurial individuals as well as experienced sales professionals, who are considering a career change. - We will train and...

We are looking for entrepreneurial individuals to be trained in wealth management and creation as Relationship Managers/ Financial Advisers, to become part of a group of companies that offer nationwide support, multiple streams of income and a value proposition that allows for the retention of clients. - Entrepreneurial and ambitious - Has strong business...

About UsLiberty Standard Bank Group is a leading financial institution committed to empowering individuals to achieve their financial goals.Salary and BenefitsWe offer an estimated salary of $80,000 - $120,000 per annum, depending on experience and performance. Our benefits package includes:A structured learning program to help you become a seasoned...

**Our client based in Bedfordview is currently looking to employ a Financial Planning Partner Assistant.** *** **Requirements**: - Qualification in investments/financial planning/business management would be an advantage. - 2-4 years experience in a client services environment. - At least 5 years of experience in the financial services industry. -...

**Job Duties/Responsibilities will include**: Provide legal advice that considers prevailing legal prescripts and ensure that decisions are taken within the relevant legislative parameters and considering legislative compliance. Conducts legal due diligence on specific transactions and other necessary matters; Vetting, drafting and negotiation of a range of...

**Job description**: To provide assistance to the Advisers. The position will focus on personal and commercial lines business. **Responsibilities**: - Liaising with clients - Preparing quotations for new and existing clients - Issuing new policies, renewals and endorsements - Building and maintaining good working relationships with clients and internal...