Experienced Financial Advisor

Company description:Origin Financial is one of the biggest IFA’s in the South African market. We specialise in customized solutions and advice, tailored to each individual client’s financial life cycle.We present a significant opportunity for experienced financial advisors to grow and secure their financial practice in our organization with a national...

Job DescriptionCompany description:Origin Financial is one of the biggest IFA’s in the South African market. We specialise in customized solutions and advice, tailored to each individual client’s financial life cycle.We present a significant opportunity for experienced financial advisors to grow and secure their financial practice in our organization...

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...

**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...

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 good understanding of...

Location: East Rand, Nelspruit, Durban, Western-Cape We are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs.   ...

Location: East Rand, Nelspruit, Durban, Western-CapeWe are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs.  Role...

**Job description** - Our client requires financial advisors with RE5 accreditation, 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...

We require financial advisors with RE5 accreditation, 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 a...

Our client is currently seeking a skilled and experienced Financial Advisor/Trust Officer to join a leading company in the financial services industry.As a Financial Advisor/Trust Officer, you will be responsible for providing comprehensive financial advice to clients and managing trust accounts. You will work closely with clients to understand their...

Currently hiring for interested and enthusiastic Old Mutual agents/ financial advisors that has prior experience in sales. The position will require you to market Old mutual products to clients and selling funeral policies. Salary : Commission based only. Requirements : Matric , Regulatory examinations ( advantageous) and previous working experience in...

Department: AdministrationSector: Financial Services, Asset ManagerSalary: Market relatedA well-known Asset Manager based in CPT is looking for a Financial Assistant to join their Administration team. The successful candidate will be responsible for delivering exceptional Administration Support to Financial Advisers, in their goal to secure new Clients and...

**JOB DESCRIPTION** - Screening of all other requirements relating to the financial transaction. - Screening of confirmations of transactions / activities to ensure accuracy and correct reporting. - Keep Client/Advisor informed of progress of all activities till completion. - Liaise with Advisor and Client to establish what documents/ information is required...

Currently hiring for interested and enthusiastic Old Mutual agents/ financial advisors that has prior experience in sales. The position will require you to market Old mutual products to clients and selling funeral policies. Salary : Commission based only. Requirements : Matric , Regulatory examinations ( advantageous) and previous working experience in...

Currently hiring for interested and enthusiastic Old Mutual agents/ financial advisors that has prior experience in sales. The position will require you to market Old mutual products to clients and selling funeral policies. Salary : Commission based only. Requirements : Matric , Regulatory examinations ( advantageous) and previous working experience in...

Currently hiring for interested and enthusiastic Old Mutual agents/ financial advisors that has prior experience in sales. The position will require you to market Old mutual products to clients and selling funeral policies. Salary : Commission based only. Requirements : Matric , Regulatory examinations ( advantageous) and previous working experience in...

Western Cape, CPT - CBD - Annually Cost To Company (Market related, Negotiable) To deliver exceptional Administration Support to Financial Advisers, in their goal to secure new Clients and service an existing Client base. To cultivate great Client relationships and deliver great Client service **JOB DESCRIPTION** - Screening of all other requirements...

**Job Number** - 68934 **Job Type** - Permanent **Job Title** - Commercial Financial Advisor **Computer Skills** - MS Office **Industry** - Financial Services **City** - Cape Town **Province** - Western Cape - Identify key customers to target and ensure strong relationships are fostered. - Contacting potential clients and creating a rapport by...

We are looking for a result-driven Financial Advisor to be responsible for providing financial advice to clients on retirement planning, investing in the future, savings, and life insurance protection. The Financial advisor will complete a financial need analysis and present them with customized financial proposals. You should thereafter discuss and market...

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...