Financial Advisor

We are calling all experienced call centre agents to join our WINNING team,we are recruiting on our Cartrack campaign. **Requirements**: - Manage large amounts of outbound calls in a timely manner - Follow communication “scripts” when handling different topics - Seize opportunities to upsell products when they arise - Strong communication skills / Cold...

Join the Liberty brand and prestigious reputation. One of SA's leading financial services provider. We are looking for Financial Advisers to join our professional and dynamic corporate culture. Earn a monthly stipend plus commission, income together with passive income flows and grow your wealth over the long term. Liberty offers a structured, proactive...

Who Are We? Sanlam is one of the top financial service providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans....

Business Development SpecialistHR Genie is seeking a dynamic Business Development Specialist to join their team of Finance professionals.The ideal candidate is a self-driven, innovative, and results-oriented professional with a passion for building business relationships, networking, and driving growth within the financial services market.Main...

Magnus Marketing, is a cutting-edge Fin-Tech powerhouse specializing in international financial markets and portfolio management. We are on the lookout for exceptional talent to thrive in our fast-paced, fiercely competitive environment. Are you ready to take your career to the next level? If so, we are seeking a dynamic and experienced Operations Director...

Company Description WNS (Holdings) Limited (NYSE: WNS) is a global Business Process Management (BPM) leader. WNS offers business value to 400+ global clients by combining operational excellence with deep domain expertise in key industry verticals, including Banking and Financial Services, Consulting and Professional Services, Healthcare, Insurance,...

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...

Minimum requirements for the role: - Must have bachelors degree in accounting, business, or finance - Minimum 8 years relevant experience and 3 years management experience - Excellent communication and people skills, with experience collaborating in a multi-disciplinary and diverse team - Experience with ERP (SAP) systems, manufacturing companies, and...

Minimum requirements for the role: - Must have a relevant accountancy qualification - Minimum 3 years experience within an accounting firm or accounting role is essential - Must have experience in producing management accounts and VAT returns - Experience using Xero and Excel is advantageous - Strong attention to detail, effective workload management, and...

Key Responsibilities: - Oversee and manage compliance in finance, HR, payroll, and statutory requirements. - Coordinate and ensure timely submission of tax filings and audits. - Review, draft, and manage contracts to ensure compliance with legal and regulatory standards. - Maintain and update company policies to align with regulatory changes. - Manage...

Requirements: - Minimum of 15 years experience in managing of distribution channels in financial services. - Previous experience in managing financial advisors will be an advantage. - Previous experience as a Regional Business Head for a financial services provider will be an advantage. - Knowledge of the Western Cape network and financial services...

Responsibilities: - Oversee and manage compliance in finance, HR, payroll, and statutory requirements. - Coordinate and ensure timely submission of tax filings and audits. - Review, draft, and manage contracts to ensure compliance with legal and regulatory standards. - Maintain and update company policies to align with regulatory changes. - Manage company...

Responsibilities: - Oversee and manage compliance in finance, HR, payroll, and statutory requirements. - Coordinate and ensure timely submission of tax filings and audits. - Review, draft, and manage contracts to ensure compliance with legal and regulatory standards. - Maintain and update company policies to align with regulatory changes. - Manage company...

Join Our Team as a Financial Advisor – No Salary Caps, Unmatched Earnings Potential! Are you ready to take your financial career to the next level? We're looking for driven Financial Advisors who want to build their own independent practice with unparalleled support and resources! What Do We Offer: *No Salary Caps – Enjoy unlimited earning potential!...

**Service and Support Consultant - Must have Financial Advisor or Brokerage experience in the Investment Industry** The position requires an experienced and suitably qualified Service and onboarding Agent who is accountable, well spoken, and client service driven. Must have experience in the investment industry and have financial advisory or brokerage...

**Onboarding Consultant**: - financial services / investment services The position requires an experienced and suitably qualified Service and Support Agent who is accountable, well spoken, and client service driven. Must have experience in the investment industry and have financial advisory or brokerage experience. Our client is based in...

Overview: Our client, a leading global Asset Manager is seeking to hire an Estate Late Administrator to join their team. The Estate Late Team is responsible for the administration of death claims on investment products provided by our client’s Investment Platform (LISP) and the servicing of relevant stakeholders (advisors, executors, beneficiaries, etc.)...

Key Responsibilities: - Administer estate late cases in line with current legislation (including administration of Deceased Estates Act, Pension Fund Act, Long Term Insurance Act, and Income Tax Act) - Make sure all relevant business rules and compliance processes must be adhered to - Client Servicing: assist and resolve all queries received via telephone...

The Financial Manager will be responsible for the overseeing the regional financial operations of Africa, ensuring effective management of budgets, forecasting, reporting, and compliance. This role serves as a strategic partner to regional leadership, driving financial performance and supporting business objectives. Main Responsibilities: Financial...

In this role you will: - Check (QC) instructions accurately within agreed upon turnaround times - These instructions include the CDD and RR of all legal entities and individuals - Be flexible in the working hours as required by this function - Ensure work is completed within the required cutoff times - Be responsible for understanding and adherence to...