Financial Advisor

Associate Financial Adviser - Discovery Location: Rand Park Ridge & Sea Point Cape Town Reporting to Franchise Principal Remuneration: R20 000 - R35 000 & commission About the Role: **Requirements**: - 3> years financial planning - Discovery product accreditations - Discovery Smart Advice and other tools proficient - RE5 - Class of business - Full industry...

Our client is the holding company of some of South Africa’s leading and innovative financial institutions. They looking for ambitious Financial Advisors to assist in planning and implementing pursuit of strategic opportunities for Business Insurance, by cultivating client relationships or other commercial relationships and identifying new markets for...

At PSG Wealth, we are committed to delivering exceptional client experiences and providing tailored financial solutions. As a Client Services Team Lead, you will play a pivotal role in ensuring our clients receive top-notch service and support. You will lead a team dedicated to building strong client relationships, resolving inquiries efficiently, and...

Leading Financial Services Company in Gauteng is looking for Financial Advisors with a minimum 3 year experience in Commercial Business Insurance. Business Development Customer Relationship Development / Prospecting Customer Needs Clarification Sell Customer Propositions Sales Opportunities Creation Customer Relationship Management / Account...

Financial Advisors 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 by the client Financial who will advise primarily on motor and household domestic insurance **Requirements**: - You must have strong lead generation this is non...

Our clients are looking for financial advisors to sell the short-term insurance products in personal lines with an extensive knowledge of the Short-Term Insurance Industry No Descaling Basic You must have strong lead generation skills. Do 45 quotes a month. Be able to sell to clients face to face and do face to face Presentations. Be able to do 5...

**JOB PURPOSE** The Virtual Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilise extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients. **RESPONSIBILITIES** **Sales Opportunities Creation** Develop a personal network...

Leading Financial Services Company in Gauteng is seeking dynamic individuals to join their team as Financial Advisors in Gauteng. - Develop a robust personal network within the sales territory and represent the organization at industry events to identify sales opportunities. - Source referrals and recommendations from existing customers and contacts to...

General Legal Advice and research on NCA related matters Reviewing, interpreting and advising on contracts and other legal documents Liaison with creditors, attorneys and other external parties Advise on a variety of complex legal issues and legal risks Working with collaboratively with other departments to ensure efficiency Liaison with the various...

Your responsibilities will include but are not limited to: Serve as a key member of the Exco, aligning financial goals with overall business strategy Present financial performance, forecasts, KPIs, and the 12-month Solvency and Liquidity Report ("S&L") to the Exco and Board Oversee the consolidation of financial results across subsidiaries, ensuring accuracy...

Your responsibilities will include but are not limited to:Serve as a key member of the Exco, aligning financial goals with overall business strategyPresent financial performance, forecasts, KPIs, and the 12-month Solvency and Liquidity Report ("S&L") to the Exco and BoardOversee the consolidation of financial results across subsidiaries, ensuring accuracy...

Your responsibilities will include but are not limited to:Serve as a key member of the Exco, aligning financial goals with overall business strategyPresent financial performance, forecasts, KPIs, and the 12-month Solvency and Liquidity Report ("S&L") to the Exco and BoardOversee the consolidation of financial results across subsidiaries, ensuring accuracy...

Your responsibilities will include but are not limited to:Serve as a key member of the Exco, aligning financial goals with overall business strategyPresent financial performance, forecasts, KPIs, and the 12-month Solvency and Liquidity Report ("S&L") to the Exco and BoardOversee the consolidation of financial results across subsidiaries, ensuring accuracy...

Conduct Financial Needs Analysis: Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning.Client Portfolio Management: Analyze and manage client portfolios, providing tailored financial advice to meet both immediate and long-term financial goals.Sales...

Conduct Financial Needs Analysis : Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning. Client Portfolio Management : Analyze and manage client portfolios, providing tailored financial advice to meet both immediate and long-term financial goals. Sales...

Matric Full qualifications (NQF 4 with 120 credits) Successfully completed the Class of business exams/s (if applicable) Financial Sector Conduct Fluent in English and Afrikaans Must be computer literate on a basic to intermediary level on Microsoft software. Own transport, laptop and cell phone is mandatory We also offer access to Life - Investments,...

Who are we? MiWay is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella – all managed online. We are positive that with the...

An integral contributor to the commercial function of the business. - Assist the Commercial Manager and business in various commercial related tasks in support of the business commercial needs. - Assist Business Development in business winning activities. - Lead and co-ordinate the proposal function. - Ensure compliance with policies, procedures and...

Who are we? MiWay is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella – all managed online. We are positive that with the...

Executive Assistant ICT Midrand - Gauteng - South Africa You will be required to support the Group Head Office Finance team as well as other Group Executives and the Board of Directors as required. Previous experience with company secretarial duties, not necessarily as a qualified Company Secretary. Manage and coordinate diaries for the Group CFO and other...