Financial Advisor

This position is for a financial advisor managing an existing portfolio for a fixed salary. Your: - Formal Education: - BCom - Post Graduation Diploma in Financial Planning - CFP accreditation would be advantageous - RE Examinations completed - Experience: - 5 years in a Wealth Management role - Verbal and written communication, in English and...

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 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 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...

Incubator Admin Support Assistant: SLS SC STI (Bellville) (PG 08) Date: 30 Oct 2024 Location: Bellville, Western Cape, ZA Company: Sanlam Group 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...

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? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive...

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...

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...

Location: Bellville, Western Cape, ZA Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial...

Retention Consultant: RA: Sanlam Risk & Savings Date: 5 Nov 2024 Location: Bellville, Western Cape, ZA Company: Sanlam Group Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a...

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...

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...

**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?** The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle - and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive...