Financial Advisor Assistant

2 weeks ago


Cape Town, South Africa Kamo Placement Full time

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

**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 for the first meeting (get letter of authority/ broker’s note signed etc.). Prepare all documentation required and reports for this meeting-
- CRM review list monthly in advance and discuss same with Financial Advisor (where applicable)-
- Ensure that the report writer received a copy of the signed LOA (where applicable)-
- Static detail changes to be updated on Interface at all times to ensure data integrity is maintained. Ensure instruction submitted to relevant services provider.-
- Assist with identified projects to support business efficiencies.**JOB REQUIREMENTS**

**Education and Experience**- Matric-
- Industry related Qualification/Certifications, i.e. Wealth Management course (advantageous)-
- Computer Literacy (Microsoft office - Word, Excel, Internet)-
- Experience in the Financial Services industry (min 3 years)-
- Investment/Life product knowledge (essential)-
- Good understanding of the Financial Services industry - corporate and individual client-
- Financial Product knowledgeFor more information please contact:

- Ntombizonke Memela


  • Financial Advisor

    4 weeks ago


    Cape Town, South Africa Infinitum Financial Solutions Full time

    **JOIN OUR DYNAMIC TEAM OF FINANCIAL ADVISORS!** **For recent graduates who want a career in sales with uncapped commission potential!** - A grade 12 (Matric) certificate - Excellent (written & verbal) communication skills - Proven computer literacy (MS Office Suite) - A clear criminal and credit record - 6-12 months of sales/retail experience - Previous...


  • Cape Town, South Africa Numeral Financial Services Group Full time

    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.   ...


  • Cape Town, South Africa Numeral Financial Services Group Full time

    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...

  • Financial Advisor

    4 weeks ago


    Cape Town, South Africa My Work Law Full time

    **Calling all financial advisors with RE5 accreditation who have 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...

  • Financial Advisor

    4 weeks ago


    Cape Town, Western Cape, South Africa Jobking Full time

    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...

  • Financial Advisor

    4 weeks ago


    Cape Town, South Africa Infinitum Finiancial Solutions Full time

    **Old Mutual Agency Franchise: recruiting Qualified Financial Advisors in Cape Town / Overberg Area** Join our dynamic team of passionate individuals! We want high-achievers, collaborators, self motivated, people-orientated advisors with entrepreneurial drive and eager to make positive changes to clients lives. **Requirements**: - Grade 12 Certificate -...

  • Financial Advisor

    3 weeks ago


    Cape Town, South Africa STRUCTURED WEALTH SOLUTIONS (PTY)LTD Full time

    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...

  • Financial Advisor

    3 weeks ago


    Cape Town, South Africa STRUCTURED WEALTH SOLUTIONS (PTY)LTD Full time

    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...

  • Financial Advisor

    4 weeks ago


    Cape Town, South Africa Old Mutual Full time

    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...

  • Financial Advisor

    4 weeks ago


    Cape Town, South Africa Unique Personnel Full time

    **Job Number** - 72987 **Job Type** - Permanent **Job Title** - Financial Advisor **Computer Skills** - Ms Office **Industry** - Financial Services **City** - Cape Town **Province** - Western Cape - Sourcing and meeting potential clients. - Establish their financial needs and goals. - Enabling a professional Financial Needs Analysis to be drafted. -...

  • Financial Advisor

    3 weeks ago


    Cape Town, South Africa Old Mutual Full time

    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...

  • Financial Advisor

    4 weeks ago


    Cape Town, South Africa Rory Mackie & Associates Full time

    Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional...

  • Financial Advisor

    3 weeks ago


    Cape Town, South Africa Rory Mackie & Associates Full time

    Overview: Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional...

  • Financial Advisor

    4 weeks ago


    Cape Town, South Africa Rory Mackie & Associates Full time

    Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional...

  • Financial Advisor

    4 weeks ago


    Cape Town, South Africa Future Careers Full time

    **General**: **Job Title** - Financial Advisor**Job Category** - Insurance**Location** - Western Cape**Employment Type** - Permanent**Area** - Cape Town**Bee status** - Exclude AA / EE**Salary** - Market Related**Min Salary** - Not Set**Max Salary** - Not Set**Expiry Date** - 31st December 2023**Deadline Date** - 29th December 2023**Experience** - Experience...

  • Financial Advisor

    4 weeks ago


    Cape Town, South Africa INFINITUM FINANCIAL SOLUTIONS Full time

    Make the right choice and start 2023 with our dynamic team. Take your career to the next level with the backing of the national brand. **Job description**: To market Onshore, Offshore Investments, Commercial, Personal Short Term Insurance, insurance products. **Minimum requirements**: - Matric - NQF5 - Financial Planning - RE5 - 2 years industry...

  • Financial Advisors

    6 days ago


    Cape Town, South Africa CareerCare-SA Full time

    Our client based in the Insurace/Financial Sector requires Financial Advisors.Offices are in Irene, Alberton and Tygervalley.You must be money hungry and put the client’s needs first. Desired Expereince & Qualifications :•Matric/Grade 12•RE5 •NQF5-Wealth Management/Financial Planning plus experience in the Insurance Industry. This position is...


  • Cape Town, South Africa Cornerstone Advisory Services Full time

    We are in search of experienced Financial Advisors with a proven track record who find themselves grappling with challenging changes in their current work environment and relationships. If you no longer experience the trust and security that were once prevalent or if you feel burdened by the cumbersome and relentless administrative and compliance...


  • Cape Town, South Africa Cape Wealth Managers (Pty) Ltd Full time

    **Wealth Consultant** We are seeking experienced insurance sales advisors in the Western Cape Region, with an entrepreneurial attitude with a specific focus on risk financial products (funeral and life cover) to customers. If you are looking for a change and want to have the opportunity to develop new skills then we would like to discuss your options with...

  • Financial Planner

    4 weeks ago


    Cape Town, South Africa Infinitum Financial Solutions Full time

    **LOOKING FOR FINANCIAL ADVISORS - CAPE TOWN & OVERBERG AREAS** Make the right choice and start 2023 with our dynamic team. Take your career to the next level with the backing of the national brand. **To market**:Onshore, Offshore Investments, Commercial, Personal Short Term Insurance, and insurance products. **Minimum requirements**: - Matric - NQF5 -...