Financial Wellbeing Advisor

2 weeks ago

Cape Town, South Africa Kamo Placement Full time

Western Cape, CPT - CBD
- Annually Cost To Company (Market related, Negotiable)

The role will focus on providing advice and facilitation services to grow our client numbers within the pre-retirement and accumulation segments from our corporate membership base in both an advised and facilitated. In addition, it will provide support to the broader FPC business to ensure advice leads and opportunities are channelled to the appropriate areas. This role fulfils a dual purpose in being face to face with customers, as well as a part of the My Money Matters contact centre assisting customers telephonically. In addition will be responsible to help develop and implement strategies and manage key relationships like HR within our corporate accounts

**JOB DESCRIPTION**
- Ensure face to face worksite consulting in respect of all Corporate Clients that have signed up for eRBC is implemented and operating effectively.
- Make outbound calls to all relevant Retirees, Leavers and Joiners where necessary within the MyMoneyMatters contact centre
- Receive inbound calls in MyMoneyMatters Contact centre aligned to individual member engagement for financial needs including RBC, advice, product take-up execution and education
- To execute on sales campaigns, projects and initiatives as required with feedback captured through CRM system;
- High conversion rate of RBC and other leads into new client acquisition (through new products, consolidation of assets, increasing contributions, retention of assets)
- To effectively manage all eRBC leads from various interventions and provide feedback through CRM system;
- As required, to assist with worksite marketing and financial awareness;
- Implement and execute strategies with relevant Financial Planning Consultant to create and manage business opportunities arising within Corporate accounts;
- Manage and strengthen relationships with key personnel in assigned and segmented Corporate accounts;
- Assist clients with financial planning advice and solutions aligned to the 6 step financial planning process where applicable including:

- Make a written recommendation based on a client’s responses to the risk profile questionnaire and subsequent discussions;
- Provide the client with information on the performance of the various investment portfolios available;
- Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc.
- Assist customers with execution of chosen financial solution including remaining paid-up within a fund, default solutions, etc.

**JOB REQUIREMENTS**
- National Certificate Matric
- Bachelors Degree in Financial Management or Financial Planning or Investments or Marketing
- Regulatory Exam RE5

For 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...

  • Independent Financial Advisor

    3 weeks ago

    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.   ...

  • Independent Financial Advisor

    3 weeks ago

    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, 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, 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

    1 month 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 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...

  • Experienced Financial Advisor

    4 weeks ago

    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...

  • 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 -...

  • Senior Financial advisor

    3 days ago

    Cape Town, South Africa Hire Resolve Full time

    Hire Resolve's client is urgently seeking the expertise of a Senior Financial Advisor located in Cape Town, SA.Your main responsibilities will include assessing clients' financial situations, developing personalized financial plans, and providing recommendations on investments, insurance, and other financial products. You will also monitor clients'...

  • Financial Advisor

    4 weeks ago

    Cape Town, South Africa Cornerstone Full time

    **Join the Cornerstone Crew: Experienced Financial Advisers and CFP Grads Wanted!** Are you an experienced financial advisor with a RE5 qualification or a recent CFP grad looking to conquer the financial world? Cornerstone Advisory Services, Liberty's trusted affiliate, wants you on our team! **Your Mission**: - Nailing financial advice - from investments...

  • 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/Trust Officer

    1 month ago

    Cape Town, South Africa Hire Resolve Full time

    Our client is currently seeking a skilled and experienced Financial Advisor/Trust Officer to join a leading company in the financial services industry.As a Financial Advisor/Trust Officer, you will be responsible for providing comprehensive financial advice to clients and managing trust accounts. You will work closely with clients to understand their...

  • Independent Financial Advisor

    3 weeks ago

    Cape Town, South Africa Adzuna ZA B C2 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...