Advisory Associate/assistant to Financial Advisor

Job SummaryWe are seeking a highly skilled Shared Services Trainee with Accounting Technician (SA) Learnership to join our dynamic team at Accounting and Financial Advisory.Key Responsibilities:Assist in providing exceptional accounting and financial services to clients.Requirements:Matric minimum qualification is required.Technikon finance stream study is...

**Job Opportunity: Exceptional Financial Advisors Wanted in CPT!** Are you an outstanding financial advisor seeking an opportunity that perfectly aligns with your expertise and ambition? Look no further! At Metaf.in Financial Services, we are embarking on an exciting new venture with a strong focus on FINTECH. Join us on this incredible journey and...

Accounting and Financial Advisory Ltd - Job OpportunityWe are seeking a highly motivated and detail-oriented individual to join our finance team as a Financial Advisory Trainee with Accounting Expertise. This role offers an excellent opportunity for growth and development in the field of accounting and finance.Company OverviewAt Accounting and Financial...

We are in search of experienced Financial Advisors with a proven track record who find themselves grappling with challenging changes in their current work environment and relationships. If you no longer experience the trust and security that were once prevalent or if you feel burdened by the cumbersome and relentless administrative and compliance...

We require financial advisors with RE5 accreditation, and sales experience within the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. **Key Duties, but not limited to**: - Ensure all clients have...

**Financial Advisor** **Sales Western Cape Role** - Innovative a leading finical service provider in South Africa that serves individual, businesses and institutional clients. - We believe in people who believe in themselves and have a strong desire to make a success of their lives and strive to create an environment where motivated people with positive...

We, Sagen Advisory, are recruiting several **Financial Advisor Interns** for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country. The company will allow you to either...

Admin Assistant - Financial Advisory Our client is an independent and authorised financial services provider, aiming to provide clients with financial advice that takes into account a holistic view of their financial objectives, requirements and circumstances. PURPOSE: This role entails assisting the Financial Advisor with the processing of all financial...

**Job description** The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a...

**Financial Advisor** **Qualifications & Requirements** - Qualified B.Com/CA/BSc; CFP will be advantageous. - FAIS Compliant (NQF level 5 and with adequate unit standards to qualify for FSB registration as representative as defined in the FAIS act). - 2+ years experience in the financial services industry. - Education or background experience to include tax...

**Job Number** - 68934 **Job Type** - Permanent **Job Title** - Commercial Financial Advisor **Computer Skills** - MS Office **Industry** - Financial Services **City** - Cape Town **Province** - Western Cape - Identify key customers to target and ensure strong relationships are fostered. - Contacting potential clients and creating a rapport by...

Sagen Advisory recruitment company is recruiting passionate Financial Planners, of all levels. Our client, based in Durbanville, and Stellenbosch, Cape Town, is rapidly expanding and has exciting roles open that offer tremendous growth opportunities. Whether you're a seasoned professional or just starting your Financial Advising career, our clients provide...

Description **Job Description**: Job Title: Associate: Investment Advisory Division: Investment Consulting Location: South Africa, Cape Town About the Role The Associate will be a core member of the investment advisory team and will assist with a variety of high-impact projects for institutional clients. The team provides a full range of advisory and...

A client-centric investment management team seeks a Financial Services Associate to join their stable and experienced team based in the Southern Suburbs of Cape Town.You'll be providing support, such as client liaison, ensuring internal teams are actioning investment payments or investments are managed on time, secretarial support and dealing with investment...

The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a good understanding of...

Associate Financial Advisor (Pinelands) Location: Cape Town Time Type: Full time Posted on: Posted 22 Days Ago Job Requisition ID: JR-58556 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspire to be a Financial Advisor We are looking for self-motivated and dynamic...

ob description Risk Free Solutions, an Old Mutual Agency franchise, is a trusted financial services provider that offers advisors the tools and support needed to succeed in building their practices. As a franchisee, you will be able to work for yourself while also benefiting from hands-on guidance and support, all backed by Old Mutual’s reputation as...

A boutique, private equity firm is in need of a highly experience Financial Advisor Assistant/ Financial PA. **This is an IN OFFICE role based in Somerset West. **Required** - Must have a Matric (minimum) RESPONSBILITIES INCLUDE - all administrative duties of the financial advisor - all paperwork requirements - implementing quotes - contacting clients on...

Sagen Advisory is recruiting passionate Financial Planners, of all levels. Our client, based in Durbanville, and Stellenbosch in Cape Town is rapidly expanding and has exciting roles open that offer tremendous growth opportunities. Whether you're a seasoned professional or just starting your career, our clients provide the support and resources you need to...

Job Title - Financial Advisor - Job Number - 72848 - Skills - Ms Office - Industry - Financial Services - City - Cape Town - Job Description - Sourcing and meeting potential clients. - Establish their financial needs and goals. - Enabling a professional Financial Needs Analysis to be drafted. - Dispensing / selling of suitable financial insurance products...