Financial Advisor

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...

Unlock Your Financial Potential with Firebird Financial ServicesAre you a driven professional seeking a career in financial planning? Do you have a passion for helping others achieve their financial goals? Firebird Financial Services is seeking talented individuals to join our team of high-achieving financial advisors.Our Development ProgramsHatchling:...

Job DescriptionThis position is for a financial advisor managing an existing portfolio for a fixed salary. Your formal education and experience will enable you to do the following duties:Key ResponsibilitiesClient Portfolio ReviewsResearch performance of client portfolios and prepare reviews in accordance with company policy and standards;Conduct client...

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...

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...

**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...

Job Title: Portfolio AdministratorWe are seeking a highly organized and detail-oriented Portfolio Administrator to join our team at HR Genie. As a Portfolio Administrator, you will be responsible for providing administrative support to our financial services team, ensuring the smooth operation of our portfolio management processes.Key Responsibilities:Manage...

Assistant Accountant (Hybrid) 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...

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...

A financial planning group requires a Paraplanner to assist Financial Advisors with clients’ Financial Planning, Investment and Retirement Proposals. The role requires the employee to gather client information, financial planning analysis, prepare client reports and assist in managing the client review process. **DUTIES WILL INCLUDE, BUT ARE NOT LIMITED...

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...

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...

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...

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...

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...

**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...

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...

Job description Our company is currently seeking vibrant, target driven call centre agents for our Debt Review company. **Requirements**: Min of Grade 12/ Matric Certificate. 1 year telemarketing/ sales experience. Experience in a financial institution advantage. Must have a clear command of English / Afrikaans. Ability to speak more than one South African...

Job description Our company is currently seeking vibrant, target driven call centre agents for our Debt Review company. **Requirements**: Min of Grade 12/ Matric Certificate. 1 year telemarketing/ sales experience. Experience in a financial institution advantage. Must have a clear command of English / Afrikaans. Ability to speak more than one South African...

About the RoleWe are seeking a highly skilled and experienced Senior Underwriter Liaison/Marketing to join our team at Sanlam Limited. As a key member of our underwriting team, you will be responsible for managing a defined portfolio of financial advisors and building collaborative working relationships with internal and external stakeholders.Key...