Current jobs related to Financial Adviser - Cape Town - Palesa Mbali Group
-
Financial Adviser
2 weeks ago
Cape Town, South Africa Life² Full timeWe are looking for a self-motivated individual with a passion for championing our valued customers by enhancing their financial wellness and achieving their life goals. This role provides advice on a wide range of products and solutions and is accountable for achieving results through their own efforts. A Life Sq. Senior Financial Adviser must be able to...
-
Financial Adviser
3 weeks ago
Cape Town, South Africa MindMatch Consulting Full timeROLE OVERVIEW: Our client is looking for a self-motivated individual with a passion for championing our valued customers by enhancing their financial wellness and achieving their life goals. This role provides advice on a wide range of products and solutions and is individually accountable for achieving results through their own efforts. The Role Conducts...
-
Financial Adviser
2 weeks ago
Cape Town, South Africa RPO Recruitment Full time**Responsibilities**: - Assess client’s overall financial picture, understand their needs and develop a solid financial plan - Cultivate client base and build win-win relationships - Guide clients towards a profitable and secure financial decision - Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales...
-
Financial Adviser
3 weeks ago
Cape Town, South Africa Unique Personnel Full time**Job Number** - 67910 **Job Type** - Permanent **Job Title** - Financial Adviser **Computer Skills** - business development,estate planning,financial nee **Industry** - Financial Services **City** - Cape Town **Province** - General business development of the company’s group CVP. - Sourcing and meeting potential clients, in the private and business...
-
Financial Advisers
4 weeks ago
Cape Town, South Africa Hans Mahrt and Company (Pty) Ltd Full timeAbout the Financial Adviser position We are looking for a entrepreneurially minded individuals to join an independent financial services company (Brokerage), where your main priority will be to assist clients in building financial security. Your duties will include advising on suitable insurance, investment and estate planning strategies. As an independent...
-
Financial Advisers
4 weeks ago
Cape Town, South Africa Hans Mahrt and Company (Pty) Ltd Full timeAbout the Financial Adviser positionWe are looking for a entrepreneurially minded individuals to join an independent financial services company (Brokerage), where your main priority will be to assist clients in building financial security. Your duties will include advising on suitable insurance, investment and estate planning strategies. As an independent...
-
Financial Adviser: Growing Business Partner
4 days ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeJob DescriptionWe are seeking a highly skilled financial adviser to provide professional and relevant financial advice, planning, and products suited to clients' needs and requirements. Key responsibilities include growing the Sanlam Adviser business, networking and prospecting for new clients, conducting client consultations, and delivering exceptional...
-
Cape Town, Western Cape, South Africa Sanlam Limited Full timeAt Sanlam Limited, we are committed to building strong relationships with our financial advisors. As a Financial Adviser: Business Development Professional, you will play a key role in providing new and existing clients with professional and relevant financial advice, planning and products that meet their needs and requirements.Key ResponsibilitiesTo assist...
-
Cape Town, South Africa Financial Advisors HR Full timeNational insurance broker franchise 100% commission only. Current advisers earning between 30k to 300k per month ***WORKING PERSAL MARKETS, TEAM LEADERS ALSO REQUIRED*** This is a full-time remote role for a Financial Adviser/Insurance Broker/Salesperson. A leading financial services company committed to providing top notch wealth management and protection...
-
Cape Town, South Africa Financial Advisors HR Full timeNational insurance broker franchise 100% commission only. Current advisers earning between 30k to 300k per month ***WORKING PERSAL MARKETS, TEAM LEADERS ALSO REQUIRED*** This is a full-time remote role for a Financial Adviser/Insurance Broker/Salesperson. A leading financial services company committed to providing top notch wealth management and...
-
Financial Advisor
2 weeks ago
Cape Town, South Africa Cross Wealth Financial Services Full timeCross 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 -...
-
Financial Adviser
4 weeks ago
Cape Town, South Africa Synfinex BlueStar Full timeSynfinex BlueStar, part of the Sanlam MO BlueStar division requires the services of experienced financial advisers in the Western Cape. This is a remote work position. Adviser must be able to work from own premises. **BENEFITS** 100% share of commission. No salary offered. Monthly bonus equivalent to a maximum of 3 times monthly premiums. Training...
-
Financial Adviser
1 week ago
Cape Town, South Africa Sovereign Wealth Solutions (Pty) Ltd Full timeFinancial Advisor - Graduate Program Sovereign Wealth Solutions is recruiting and extending its sales force in partnership with various industry Franchises in Cape Town, South Africa. Start your career as a Financial Advisor. To be successful as a Financial Advisor at Sovereign Wealth Solutions, you will require the following: - Valid driver’s...
-
Financial Analyst Position Available
5 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeJob OverviewA reputable logistics operation in Cape Town seeks an experienced Management Accountant to join their team. The successful candidate will work closely with the Chief Financial Officer (CFO) to drive financial strategy and business performance.Key ResponsibilitiesSupport the CFO and Treasury AccountantAnalyse financial data to identify...
-
Financial Advisor
4 weeks ago
Cape Town, South Africa Financial Services Insurance Funeral Full timeLooking for a financial adviser that will be able to work independently. Working at work sites and Mall activations. Do cold calling within government departments and corporate companies. Experience and qualification would be advantages. Great earning potential. Lots of support provided. Afrikaans Opsoek na 'n finansiële adviseur wat onafhanklik sal...
-
Financial Services Expert
5 days ago
Cape Town, Western Cape, South Africa BEECH FINANCIAL SOLUTIONS LIMITED Full timeWe offer tailored financial guidance and solutions to cater to the unique needs of each individual.The RoleYou will be accountable for:Establishing and maintaining relationships with corporate and institutional clients within your area of focus, ensuring sales targets and business objectives are met.Providing trade recommendations aligned with the client's...
-
Professional Financial Guidance Provider
5 days ago
Cape Town, Western Cape, South Africa BEECH FINANCIAL SOLUTIONS LIMITED Full timeAbout the JobBEECH FINANCIAL SOLUTIONS LIMITED is seeking a highly skilled Financial Advisor to join our team. As a key member of our organization, you will establish and maintain relationships with corporate and institutional clients.Your primary responsibility will be to provide trade recommendations aligned with the client's financial objectives and...
-
Wealth Adviser Assist
4 weeks ago
Cape Town, South Africa CA Financial Appointments Full timeMy client based in Paarl is looking for a B Econ / Investments Graduate to join their successful team. This is an exciting opportunity to kick start your career **Responsibilities**: - Gather policy information - Research product information - Prepare and implement financial planning and investment proposals - Assess tax/legal implications of investments -...
-
Sanlam Financial Adviser: Fortress MOB
3 days ago
Cape Town, South Africa Sanlam Full timeSanlam Financial Adviser: Fortress MOB Date: 14 Jan 2025 Location: Cape Town, Western Cape, ZA Company: Sanlam Group Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future...
-
Professional Adviser Wanted
7 days ago
Cape Town, Western Cape, South Africa Sanlam Full timeAbout Us:Sanlam is a leading provider of financial services in South Africa, committed to building strong relationships with our employees and clients. We believe in empowering our staff to reach their full potential and achieve their career goals.Job Summary:We are seeking an experienced financial adviser to join our team, someone who is passionate about...
Financial Adviser
4 weeks ago
Our client is seeking qualified Financial Advisers based in Cape Town, with available opportunities in both their Relationship Banking and Physical Channels. These are commission based roles but do offer a guaranteed base salary for the first 3 months.
**Key Activities**:
- Market and sell appropriate Investments, Life Products, Estate & Trust Products
- Prospecting for new clients and growing existing client base
- Building and maintaining client relationships
- Client needs analysis
- Identify and act on cross selling opportunities
**Education and Experience**:
- 2 - 5 Years' industry experience
- RE5
- Fit and proper for typical license categories
- FSB approved qualification
- Commercial/Industrial knowledge will be an added advantage.
**Behavioural Competencies**:
- High motivation and energy
- Sales Minded
- Strong Communication & negotiation
- Active Listening