Financial Advisor

**Job description** WE ARE HIRING! **Financial advisors** A well-known, reputable and established Insurance company in Bellville is currently seeking to fill the lucrative role of a Financial Advisor for a Senior Financial Advisor of the company. Senior Financial advisor has a commercial short term license so supervision for Short term commercial will be...

**Job description** WE ARE HIRING! **Financial advisor portfolio assistant / New Business Administrator** A well-known, reputable and established Insurance company in Bellville is currently seeking to fill the lucrative role of a New Business Administrator for a Senior Financial Advisor of the company. This is your golden opportunity to be a part of a...

Being a Financial Advisor/Broker is not a job but a long term noble profession. It is about providing your clients with financial security and building a long-term relationship with them. We are a well established Financial Instituition looking at appointing 20 motivated individuals in the Old Mutual, Metropolitan, Sanlam, Avbob space. **Minimum...

Our Client is currently seeking a Financial Planning Associate to join their team of professionals in Cape Town. The main objective of this role it to prepare financial proposals and assist members with general enquiries where the financial advisors’ involvement is not required. You must have a full understanding of investment products, legislative...

**PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.** **Job description**: The Regional...

We are looking for entrepreneurial individuals to be trained in wealth management and creation as Relationship Managers/ Financial Advisers, to become part of a group of companies that offer nationwide support, multiple streams of income and a value proposition that allows for the retention of clients. - Entrepreneurial and ambitious - Has strong business...

ROLES AND RESPONSIBILITIES: 1.618 Paraplanner Staying up to date on product changes and enhancements Staying up to date on the financial planning industry and new trends Client Information gathering Consolidating and re-structure of a client's existing portfolio Compiling a financial needs analysis based on information gathered Qualifications required: RE...

We are looking for self motivated, energetic and sales driven individuals to market and sell Old Mutual, Metropolitan or Sanlam products. Align yourself with a leading Brand. Minimum requirements: - Reliable vehicle - Matric or Equivalent qualification. Forward Curriculum Vitae COVID-19 considerations: All out staff are equipt with Mask & hand...

**Who are we?** Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We...

**Who are we?** Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent Advisors, all dedicated to meet the financial needs of our clients. Our vision: We...

Accountant PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. Job description: PSG is...

The overall purpose of the role The incumbent will be responsible for providing advice and addressing the diverse and complex needs of a variety of business units in SC on technical matters that the Legal team is tasked with. Acts as counsel on issues involving company compliance with the most complex governmental and regulatory standards. Reviews legal...

Who are we? Sanlam was established as a life insurance company in South Africa but has since transformed into a diversified financial services group that operates across the African continent, India, Malaysia and selected developed markets, with listings on the Johannesburg, A2X and Namibian stock exchanges. In 2018 the Group celebrated its centenary as well...

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...

Your: - Formal Education: - Matric - NQF 5 & 6 would be advantageous (In Wealth Management) - Experience: - 5+ years experience in the investment financial services industry is essential - 3+ Experience in the broker support environment is essential - Competencies: - Proficient in English (read, write, speak) Afrikaans is advantageous - Competent on...

What will you do? Responsible for assisting in a variety of assigned legal projects. Acts as counsel on basic issues involving company compliance with governmental and regulatory standards. Reviews legal documentation and provides professional advice on appropriate action in a variety of legal matters. May coordinate legal matters requiring external legal...

Western Cape, Willowbridge (Bellville) - Annually Cost To Company (Market related, Negotiable) To deliver exceptional experience and education to Private Wealth or clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money...

**Who are we?** Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We...

We are a well established Financial Brokerage Company with a proven sales track record. We are looking for a Vibrant Individual who will join our Telesales team in the Northern Suburbs. Booking appointments for Financial Advisor 5 years track record of Telesales **Desired Skills** Talkative People Person Bilingual Own...

Retirement Benefit Counsellor Our client based in Bellville is looking for a Retirement Benefit Counsellor. Your Primary role is to assist individuals in planning and understanding their retirement benefits. You will provide guidance and advice on various retirement plans, investment options, and financial strategies. **Responsibilities**: - Interact with...