Financial Advisor
5 months ago
**Financial Advisor**
**Commission Based + Benefits**
**Location: Boksburg/ Rosebank/ Kimberley/ Bloemfontein**
**Role**:
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Securing stocks and bonds and establishing progressive savings accounts
- Moving money from accounts per industry and federal regulations
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base
- Personal financial advisors assess the financial needs of individuals and help them with decisions on investments and insurance.
- Advisors help clients plan for short
- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.
**Professional Requirements**:
- Must have access to a car.
- 2 years’ experience in the industry and long-term product category DOFA.
- CPD and COB compliant
- Completed RE and full qualification/started journey to full qualification, with a proven sales record.
- Has a solid client base and can provide proof of production.
**Salary**: Up to R13,000.00 per month
Application Question(s):
- Do you have access to a car?
-
Financial Advisor
5 months ago
Gauteng, South Africa InsureWise Financial Planning Full timeLooking for experienced Financial Advisors for **Old Mutual**, Must be able to submit minimum **5 policies a week** **Commission only**, paid bi-weekly **Must have own Stop Order Markets or be able to open new Markets** Whatsapp 0789320418 **Job Types**: Full-time, Permanent **Salary**: R10,000.00 - R50,000.00 per month Willingness to travel: - 100%...
-
Financial Advisor
5 months ago
Gauteng, South Africa African Ambition Consulting Full time**Financial Advisor** **Commission Based + Benefits** **Location: Boksburg/ Rosebank/ Kimberley/ Bloemfontein** **Role**: - Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets - Offering strategic advice on products and services, such as investments, insurance coverage and debt management...
-
Financial Advisor
5 months ago
Gauteng, South Africa Scholtz Partners International (Pty) Ltd Full timeMust have a clean ITC record Must be able to sell and advise clients on Retirement, investment and Risk planning. Appointments will have access to Old Mutual corporate and Old Mutual International. Must have own transport and laptop, Once all training is completed and code has been activated - the advisor will work on a 100% commission structure. First...
-
Financial Advisor
7 months ago
Gauteng, South Africa SureX Life Full timeAre you passionate about finances? Do you want to make a difference in people's lives? We offer an exciting opportunaty for financial advisors to join our team. No experience needed. We offer full training and ongoing support to kick start your career and skyrocket your earning potential. Application Question(s): - Do you have your own transportation and...
-
Financial Advisor
5 months ago
Gauteng, South Africa Just in Time Recruitment Full timeWe are looking for a Financial Advisor. This is a permanent position. Experience would be regarded as having at least 1 year advisory experience and has a DOFA date with the FSCA, as well as already having their RE5 certificate. Advisors need to be 26 years or older, and if their DOFA date is more than 4 years old, they should already have a relevant...
-
Sales Advisor
5 months ago
Gauteng, South Africa Edux Full timeWe are expanding our company and looking for sales agents and financial advisors. We need energetic and talkative applicants. You will need the following: - Matric - license and reliable transport and own car - willing to travel (seeing clients) - No previous experience needed, full training will be provided - RE and industry related qualifications will...
-
Financial Advisor- Long Term
3 months ago
Gauteng, South Africa Troy Wealth Management Full timeTroy Wealth Management. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of the best firms in the Long-Term space. The role is for individaul's that has a create communication skill with clients. an understanding that the role is relationship with existing and future clients. - Work mainly...
-
Legal Advisor
4 weeks ago
Gauteng, South Africa Discovery Full timeDiscovery 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 values align with those of Discovery. Our fast-paced and dynamic environment enables smart,...
-
Legal Advisor
3 weeks ago
Gauteng, South Africa Discovery Full timeDiscovery 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 values align with those of Discovery. Our fast-paced and dynamic environment enables smart,...
-
Financial Advisor
5 months ago
Gauteng, South Africa SanlamConnect Gauteng Full time**Financial adviser** At Sanlam, we are intent on bolstering our adviser footprint to better service neglected segments within the middle to affluent South African population. Sanlam is offering to prospective financial advisers a compelling opportunity join us to grow our adviser team. A wealth of resources and support will be available to ensure you are...
-
Financial Advisor
5 months ago
Gauteng, South Africa SanlamConnect Gauteng Full time**Financial adviser** At Sanlam, we are intent on bolstering our adviser footprint to better service neglected segments within the middle to affluent South African population. Sanlam is offering to prospective financial advisers a compelling opportunity join us to grow our adviser team. A wealth of resources and support will be available to ensure you are...
-
Financial Advisor
5 months ago
Gauteng, South Africa SanlamConnect Gauteng Full time**Financial adviser** At Sanlam, we are intent on bolstering our adviser footprint to better service neglected segments within the middle to affluent South African population. Sanlam is offering to prospective financial advisers a compelling opportunity join us to grow our adviser team. A wealth of resources and support will be available to ensure you are...
-
Sales - Financial Planning
2 days ago
Gauteng, South Africa Liberty Standard Bank Group Full timeLiberty is a subsidiary of The Standard Bank Group and the incorporation into Standard Bank provides synergies and advantages not only in South Africa but across the African continent, positioning Liberty as an integral part of a universal financial services organisation focused on delivering exceptional customer experiences and superior value For over 60...
-
Independant Financial Advisor
5 months ago
Gauteng, South Africa Nhlanhla Capital Full timeTalking to clients to determine their expenses, income, insurance coverage, financial objectives, risk tolerance, or other information needed to develop a financial plan. - Answering client questions about financial plans and strategies and giving financial advice. - Advising strategies for clients in insurance coverage, investment planning, cash management,...
-
Finacial Advisor
4 months ago
Gauteng, South Africa A1 Financial Services Full timeGenerate leads - Educate potential customers about products - Encourage existing customers to increase services - Contribute to business growth. - Engage in business-to-business activity. - Promoting and sourcing Stop Order business **Job Type**: Permanent **Salary**: From R5 000,00 per month **Experience**: - Insurance: 1 year (preferred)
-
Financial Advisor
2 months ago
Bedfordview Gauteng, South Africa Armstrong Appointments Full timeMain job function Bedfordview, Gauteng - Seeking dynamic and experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic salary offering and lucrative commission structure, this is an exciting opportunity for success! As an independent Financial Brokerage, our client provides exceptional and unique services...
-
Financial Planner
5 months ago
Gauteng, South Africa IWCP Full timeBecome an Ambassador to market our wide range of innovative and market leading products. We offer a 100% commission with lucrative rewards and recognition. **DUTIES AND RESPONSIBILITIES**: - Source clients through networking and referral initiatives. - Build long lasting relationships with clients through excellent ongoing client services - Give objective...
-
Business Development Consultant
5 months ago
City of Tshwane, Gauteng, South Africa CA Financial Appointments Full timeJoin my successful client in the Wealth Industry to follow up on leads from the Wealth Managers to secure new business. Are you a confident individual who is able to liaise with high net worth clients? Then this role is for you!!! **Responsibilities** - Prospect potential clients for the services offered by Wealth Managers - Generate leads and refer to...
-
Senior Accountant
4 weeks ago
pomona, Gauteng, South Africa Desco Electronic Recyclers Full timeJob Title: Senior Accountant - Financial OperationsDesco Electronic Recyclers is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be responsible for leading the financial operations team and ensuring the accuracy and timeliness of financial reporting.Key Responsibilities:Lead and mentor a team of 3 bookkeepers,...
-
Sales Support Assistant
3 months ago
Gauteng, South Africa Sanlam Full time**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...