Financial Advisor

A Liberty affiliated client is looking for dynamic and ambitious Financial Advisors to join their growing team! A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. **GENERAL MUST HAVE**: - Valid driver’s licence. - Own...

**About the job**: Taking responsibility for preparing and maintaining detailed client files and records. The highest compliance and organisational standards are critical and being able to provide historical context to clients in relation to their advice journey is a pre-requisite. To provide effective and timely administrative assistance for Financial...

The Agentsy BPO is currently looking for Financial Contact Centre Advisors who are ready to deliver stellar financial advice based on clients needs. Mandatory Criteria: - Grade 12 - Minimum 3 years experience in the financial sales sector or a similar role ( beneficial) - Knowledge of insurance industries - Clear criminal record and credit check -...

**Financial Advisors - with RE5 Qualification and at least 3 years experience (MUST HAVE)** 1. **Jobs Core Purpose** To increase the sales of the Business by building trust and developing relationship with prospects through purposeful interactions and reliable follow up, which results in a consistent increase in new business. 2. W**hat a person needs to...

**Job Number** - 72310 **Job Type** - Permanent **Job Title** - Financial Advisor **Computer Skills** - Ms Office **Industry** - Financial Services **City** - Ekurhuleni (East Rand) **Province** - Gauteng - We are looking for entrepreneurial individuals as well as experienced sales professionals, who are considering a career change. - We will train and...

The Agentsy BPO is currently looking for Financial Contact Centre Advisors who are ready to deliver stellar financial advice based on clients needs. Mandatory Criteria: - Grade 12 - Minimum 3 years experience in the financial sales sector or a similar role ( beneficial) - Knowledge of insurance industries - Clear criminal record and credit check -...

**INDEPENDENT FINANCIAL ADVISOR / COACH** Are you a young financial planning professional looking to gain experience and receive mentorship from industry leaders? Our independent FSP is seeking ambitious individuals to join our team. As an independent financial coach and planning professional, you will work closely with experienced professionals who will...

The Agentsy BPO is currently looking for Financial Contact Centre Advisors who are ready to deliver stellar financial advice based on clients needs. Mandatory Criteria: - Grade 12 - Minimum 3 years experience in the financial sales sector or a similar role - Knowledge of insurance industries - Clear criminal record and credit check - FAIS compliant with...

One of our clients is looking for an experienced Life Broker/Financial Advisor to join their dynamic team. "They challenge the status quo, they push the boundaries of what is possible, by building amazing insurance products that can change people's lives, save you money and make the world a better place." - Meeting individually with clients to determine...

RAD Resources’s job vacancy, Career and Recruitment Job title : Financial Advisor Long Term Insurance/Life jobs in Gauteng Job Location : Gauteng, Johannesburg Deadline : May 02, 2024 Quick Recommended Links Jobs by Location Job by industries Develop a robust personal network within the sales territory and represent the organization at industry...

Talking 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,...

**Who are we?** **What will you do?** **What Will Make You Successful in This Role** - NQF5 Wealth Management or Higher - 120 FAIS credits/Full Insurance Qualifications (depending on Dofa) - Financial Services Board Regulatory Exams (RE5) completed - Must have your own reliable transport - Must reside in Gauteng - Valid code driver’s license **Minimum...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients. **Responsibilities** - Process new and existing business...

Financial planning and investment firm based in Somerset West is seeking to employ a dynamic and experienced individual to join their team. If you are passionate about finance, possess exceptional organisational skills, and excel in a fast-paced environment, we invite you to apply. **Requirements**: - Grade 12 / Matric - Bachelors degree in either...

DocFox’s job vacancy, Career and Recruitment Job title : Financial Accountant jobs in Gauteng Job Location : Gauteng, Johannesburg Deadline : May 08, 2024 Quick Recommended Links Jobs by Location Job by industries Docfox is on a mission to make money laundering impossible. We are a team of curious, committed and passionate individuals who love...

FirstRand Corporate Centre’s job vacancy, Career and Recruitment Job title : Professional Practice Advisor jobs in Gauteng Job Location : Gauteng, Johannesburg Deadline : May 08, 2024 Quick Recommended Links Jobs by Location Job by industries Job Description Hello future Professional Practice Advisor FirstRand believes that its people are its single...

Requirements:Grade 12 / Matric Bachelors degree in either Business, Economics, or Finance - preferred 3 - 5 years experience in a similar roleKnowledge of Investment, life, or medical sectors - advantageous Proficient in MS Office 365 Suite (Intermediate Excel Skills)Fully bilingual (Afrikaans & English)Drivers license and own reliable transportAble to work...

Requirements: Grade 12 / Matric Bachelors degree in either Business, Economics, or Finance - preferred 3 - 5 years experience in a similar role Knowledge of Investment, life, or medical sectors - advantageous Proficient in MS Office 365 Suite (Intermediate Excel Skills) Fully bilingual (Afrikaans & English) Drivers license and own reliable...

Join 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...

Virbac’s job vacancy, Career and Recruitment Job title : Technical Sales Advisor Companion Animals – Centurion jobs in Gauteng Job Location : Gauteng, Centurion Deadline : May 10, 2024 Quick Recommended Links Jobs by Location Job by industries The successful candidate will have to be based in Cape Town –  Northern Suburbs Area of responsibility...