Financial Advisor

Job SummaryWe are seeking a highly skilled and experienced Financial Services Advisor to join our team at FirstRand Bank Financial Consultants. As a key member of our team, you will be responsible for providing expert financial advice to our clients, ensuring that their financial needs are met and exceeded.Key ResponsibilitiesProvide comprehensive financial...

Sanlam stands as a leading financial services provider in South Africa. Our focus lies in fostering enduring connections with our advisors. Rooted in a deep respect for individuals' inherent value and an understanding of their potential, our company ethos drives us. In this position, you'll be tasked with delivering competent financial advice to both new and...

**Insurance Advisor Responsibilities**: - Meeting with clients. - Offering specialized financial guidance and advice. - Completing financial needs analyses. - Creating and explaining customized plans and products - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. - Analyzing clients' risk. -Encouraging clients to...

TWK Agri has the following vacancy available: Financial Advisor (Life Insurance) within the Insurance Department at Sandton, Gauteng. **Responsibilities and Duties** - Conduct comprehensive financial analysis to support the financial planning process - Review and analyse client information, investment portfolios and financial goals - Prepare detailed and...

Our client is looking for an experienced Paraplanner / Junior Financial advisor to join their growing team.This role would suit an individual who loves financial planning. Partnering with the Lead Advisor, this would entail providing support in the management of clients - from preparing financial plans and reviews, attending to email queries, working with...

Senior Assistant to Financial Advisor (POS24137)FourwaysR 15 000 to R 22 000 per month plus commission and incentivesRequirementsMatricPrevious experience in a similar roleTertiary qualification will be an advantageDutiesCapturing and taking minutes of meetings from Financial Advisors interaction with clients;Capturing, processing and following up on...

Financial Advisors who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by the client Financial who will advise primarily on motor and household domestic insurance **Requirements**: - You must have strong lead generation this is non...

Job Objective:PPS Recruitment is seeking a dedicated professional who is motivated by financial autonomy to enhance our network of intermediaries. This position focuses on business growth and relationship cultivation within a network of Life Assurance Intermediaries that we aim to expand. The Insurance Broker Advisor is expected to collaborate effectively...

Job SummaryWe are seeking a skilled Private Banking Advisor to join our team at FirstRand Bank Limited. As a key member of our Private Wealth division, you will be responsible for providing exceptional service to our clients, identifying new business opportunities, and contributing to the growth of our portfolio.Key ResponsibilitiesProactively manage a...

We are seeking energetic driven Direct Sales Consultants - Financial Advisors who are willing to go that extra mile to build their own client base through strong lead generation for short term insurance with a strong drive to meet clients needs - The Basic is R 15000.00 to R 18000.00 plus uncapped commission plus pension plus medical - Six month - The Basic...

**Business Unit**:Discovery Life**Function**:Legal Affairs**Date**:19 Sep 2024- Discovery Life**Legal Advisor** - Marketing Legal**About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own...

Our clients is looking for financial advisors to sell the short term insurance products in personal lines - Extensive knowledge of the Short-Term Insurance Industry - Thorough understanding of the short-term insurance industry and products - Thorough understanding of business principles - Be able to write 40 quotes a month and close 8 sales a moth and get 5...

This is a three-year internship position and is designed to be used as a springboard to launch a young graduate professional’s career in the financial industry.The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well established platform....

**Financial Analyst** As a Financial Analyst at B6 Masterminds (ThinkTank), you will play a crucial role in providing financial insights and strategic guidance to support our initiatives. Your responsibilities will include conducting in-depth financial research, analysing economic trends, and developing financial models to inform decision-making by senior...

Job SummaryWe are seeking a highly skilled Strategic Wealth Advisor to join our team at FirstRand Bank Limited. As a key member of our Private Wealth division, you will be responsible for delivering exceptional service and expertise to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide holistic financial advice...

Purpose of the Job: The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs. Scope of the Job: This is...

Job SummaryWe are seeking a highly skilled and motivated Private Service Advisor to join our team at FirstRand Bank Limited. As a Private Service Advisor, you will be responsible for managing and maintaining a portfolio of clients to support a mutually beneficial relationship.Key ResponsibilitiesAchieve the Net Income Return for the Business as defined in...

**Business Unit**:Discovery Health**Function**:Legal Affairs**Date**:29 Aug 2024 - Clinical Benefit Advisory Team**Senior Legal Advisor** **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose...

About the RoleWe are seeking a highly skilled and experienced Private Wealth Advisor to join our team at FirstRand Group. As a Private Wealth Advisor, you will be responsible for delivering exceptional experience and education to our Private Clients and RMB clients on basic wealth creation and accumulation.Key ResponsibilitiesDeliver exceptional experience...

**Job description**: Our client is looking for a financial advisor to sell short term insurances for personal lines and do customer service Basic R20000-00 (no descaling ) plus commission plus Medical Aid, Incentives plus 13th Cheque **Responsibilities**: - Selling of insurance products specialising in commercial and personal lines - Advising clients on...