Financial Client Adviser

Join the exciting world of Financial Services The Liberty Group invites you to apply for our Financial Adviser vacancy. At Liberty we strive to collaborate with professional and entrepreneurial individuals who wish to forge a career rather than show up for 9 to 5 job. Roles and responsibilities Financial Advisers assess and advise clients with their...

Investec City of Cape Town, Western Cape, South AfricaRole DescriptionThis is a full-time on-site Financial Adviser role located in City of Cape Town. The Financial Adviser will be responsible for financial planning, retirement planning, investments, and providing financial advisory services to clients on a daily basis.QualificationsFinancial Planning and...

Provision of office space and full infrastructure for financial plannersFull suite of administration services, i.e. new business finalisation, client services and client retention mechanismsTelephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft accessAccess to business coaching and client advice...

Empowering Africa's tomorrow, together…one story at a time.With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo...

**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...

Provision of office space and full infrastructure for financial planners.Full suite of administration services, i.e.:New business finalisationClient services and client retention mechanismsTelephony services, i.e.:InternetEmailTelephoneVoice loggingSecure storage of dataFull suite of Microsoft AccessAccess to business coaching and client advice...

ROLE 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...

Job title : Financial Adviser - Cape TownJob Location : Western Cape, Cape TownDeadline : March 26, 2025Quick Recommended LinksJobs by Location Job by industries About the jobSo, you're looking for a new venture Why not consider building your future in the dynamic world of financial planning? With comprehensive training, expert mentorship, and valuable...

About the RoleWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Private Client Financial Ltd. As a key support partner, you will play a pivotal role in enhancing the client experience by handling operational tasks, managing deadlines, and ensuring compliance.

About the RoleWe are seeking an experienced Administrative Assistant to join our team of Financial Advisers / Planners.The successful candidate will assist with daily administrative tasks, manage client portfolios, and interact with various stakeholders. This role requires strong organizational and communication skills, as well as the ability to work...

Job OverviewAbsa Group is seeking a highly skilled and experienced Financial Adviser to join our team. The ideal candidate will have a strong background in financial planning, life insurance, and estate planning.The successful candidate will be responsible for establishing and maintaining professional relationships with clients, identifying their financial...

About the Role:The Senior Financial Adviser position is a critical role within our organization, requiring a strong understanding of financial markets and a proven track record of success in financial planning and sales. As a Senior Financial Adviser, you will lead by example, mentoring junior team members and contributing to business growth.

Sanlam Financial Adviser: Lonfin MOB (WC)Date: 13 Jan 2025Location: Cape Town, Western Cape, ZAWho 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 pride ourselves in helping our financial advisors to realise their...

An exciting opportunity has become available for a Retention Adviser in the Client Engagement team at Santam Direct, with offices based in Cape Town.WHAT WILL YOU DO?The responsibility of the Retention Adviser is to retain clients while offering world-class products and services and achieving targets efficiently and professionally. The successful candidate...

Job title : Financial Adviser - Cape TownJob Location : Western Cape, Cape TownDeadline : March 26, 2025Quick Recommended Links Jobs by Location Job by industries About the job So, you’re looking for a new venture! Why not consider building your future in the dynamic world of financial planning? With comprehensive training, expert mentorship, and...

Sanlam Financial Adviser: Provisory MOBDate: 5 Mar 2025Location: Cape Town, Western Cape, ZACompany: Sanlam GroupWhat will you do?The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of...

Investment Product and Legal Specialist with a Legal/Commerce Degree and relevant experience in the South African investment landscape with thorough knowledge of the LISP and Life Platforms, Collective Investment Schemes, Offshore investments, Life & Risk Policies, required for a JSE Listed Financial Service Provider based in Bellville, Cape Town. **Minimum...

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 – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to...

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 – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to...

This is an exciting opportunity for a motivated individual to join our dynamic team as a Wealth Management Assistant. The successful candidate will be responsible for providing comprehensive administrative support to the Wealth Manager, including preparing onboarding documentation, updating client CRM profiles, and liaising with clients and internal teams.