Financial Advice Support Consultant

Job Description To provide appropriate risk and investment advice for clients, adhering to FAIS Compliance requirements, within the framework of the business Advisory Sales and Product mandates. - Achievement of key performance indicators for the business. - Effective referrals of calls made - Conversion on contactable calls. - Turnaround time on allocated...

Job Description To provide appropriate risk and investment advice for clients, adhering to FAIS Compliance requirements, within the framework of the FNB Premium Advisory Sales and Product mandates. - Achievement of key performance indicators for the business. - Effective referrals of calls made - Conversion on contactable calls. - Turnaround time on...

Job Description To provide appropriate risk and investment advice for clients, adhering to FAIS Compliance requirements, within the framework of the business Advisory Sales and Product mandates. - Achievement of key performance indicators for the business. - Effective referrals of calls made - Conversion on contactable calls. - Turnaround time on allocated...

Job Title: Financial Surveillance Consultant Job Summary: **Responsibilities**: - Conduct comprehensive financial surveillance and monitoring activities to identify potential risks, irregular activities, and suspicious transactions. - Analyze financial data to detect potential money laundering, fraud, or other financial crimes. - Utilize various tools and...

**Department: CORPORATE ADVISORY SERVICES** **Reports to: SENIOR CONSULTANT** **Job Purpose** Provide an effective and efficient conduit between ASI Financial Services (ASI) and its clients (i.e. members and appointed representatives of the organisation) through provision of advice, query resolution, administrative service, communication, training and...

Our client has an opportunity available for a High Advice Consultant.Requirements:Matric or SAQA accredited equivalent- essential.120 FAIS credits NQF 5 in Wealth Management- essential.RE5 and Class of Business- essential.Relevant Finance degree or diploma would be advantageous.2+ years Life Insurance experience- essential.2+ years Call Centre experience...

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To provide analytical support in the assessment of financial advice using a standardise matrix of parameters to mitigate against advice...

Job OverviewWe are seeking a highly motivated and detail-oriented Senior Financial Consultant to join our team at Rory Mackie & Associates. As a key member of our financial services team, you will be responsible for providing exceptional support to senior advisors in delivering top-notch financial advice to our clients.

Job Description To provide expertise, advice and support the financial advisory philosophy and framework across the end-to-end product matrix to achieve our front-line sales objectives through coaching and enabling Money Managers and Financial Advisors and Wealth Managers to provide the best advice to our clients that adheres to business rules and FAIS...

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - Provide efficient and effective support to ensure the smooth running of an investment and risk advisory practice by providing clients with an...

Job Description To provide expertise, advice and support the financial advisory philosophy and framework across the end-to-end product matrix to achieve our advice tooling objectives through providing SME insights and input that adheres to business rules and FAIS requirements. - Hello Future Advice Enablement Specialist, - Welcome to FNB, the home of the...

Unlock Your Earning Potential as an Executive Financial ConsultantWe are seeking a highly skilled and ambitious individual to join our team as an Executive Financial Consultant in Johannesburg. This is a fantastic opportunity to build a successful career in financial services, with Liberty Standard Bank Group offering a wide range of products and...

We are seeking a skilled Financial Services Consultant to join our team at EQ-FIN, an outsourced assurance management company based in South Africa. Our vision is to be the first choice for clients and financial advisory experts in the South African financial services sector.Key Responsibilities:Provide financial advice and solutions to clients, analyzing...

The Advice Centre offers a comprehensive training ground for the next generation of Liberty Financial Advisers. The program takes a holistic approach by incorporating technical, sales and soft skills training to fully position the new Advisers for success within a virtual Advice environment. The Financial Adviser in training will learn to build their...

**Reference** - PE001379/RW**Sector** - Business Management**Location** - Gauteng, JHB - Central**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Requirements**: - Experience in Compliance in the Financial Services Industry. - Experience in Financial Planning would be an advantage (Certified Financial Planner would be a benefit)...

Job Title: Senior Financial Services ConsultantWe are seeking a skilled and experienced Senior Financial Services Consultant to join our team at the Sanlam Group.The estimated salary for this role is around R500,000 per annum, based on industry standards and market research.About the RoleThis is a dynamic opportunity to provide exceptional financial advisory...

Job Opportunity: Senior Financial ConsultantWe are seeking a highly skilled and experienced Senior Financial Consultant to join our team at the Sanlam Group in Johannesburg. This is an excellent opportunity for a professional who wants to grow their career in financial services.Job Description:Provide expert financial advice to clients, focusing on long-term...

**Introduction** - Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in...

Job Title: Dynamic Financial Services ConsultantWe are seeking a self-motivated and dynamic individual with a passionate entrepreneurial spirit to join our team at Old Mutual in Gauteng, Johannesburg.About the Role:This is an exciting opportunity to champion our valued customers to achieve their lifetime goals by identifying their financial needs, providing...

Job Title : Financial Services ConsultantA Financial Services Consultant at IWCP will provide expert financial planning advice to clients, helping them achieve their long-term goals. Based in Johannesburg, this full-time hybrid role offers a mix of office and remote work.Key Responsibilities:Develop customized financial plans for clientsOffer financial...