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....

A major nationwide company is looking to employ Financial Advisors for their Cape Town branch. They are seeking recent graduates or individuals looking to transition into the financial sector, who are eager to learn and take on a new role within a financial advisory capacity. Requirements: - No previous experience required - Willingness to learn - Good...

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...

Overview: Our client is a small Wealth Management firm dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client’s unique financial goals. The...

Salaried Financial Advisor Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This role provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts. The...

Snr Financial Advisor - Cape Town Forward-looking Financial Services business seeks driven indiv. Pivotal role to acquire new clients and manage a Wealth portfolio in the W Cape. Build a strong book of HNW clients by utilising your Financial Planning and Investments expertise and networks. Main Responsibilities - Generate business and build a strong book...

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...

Dynamic financial services team servicing international clients and who are in an exciting growth phase seeks a Management Accountant to join their finance team. This exciting role sits within the shared services team for a group of entities, who are proactive and forward-thinking and who offer a flexible hybrid working model and a great working environment!...

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...

Key Responsibilities: - Work closely with the company Head of Accounting and CFO as part of the team, managing the companys global accounting, tax, financial operations and compliance functions. - Prepare and review financial reporting, including ownership of the record to report process. - Work with global colleagues to ensure effective and compliant AR,...

Overview: Our client is a small Wealth Management firm dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client’s unique financial goals. The...

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...

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...

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...

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...