Financial Adviser

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...

Join Our Team as an Experienced Financial Advisor! A leading and dynamic financial services firm is actively seeking a highly skilled and experienced Financial Advisor to join our talented team. If you are passionate about helping clients achieve their financial goals, possess a proven track record of success in financial advisory services, and thrive in a...

Are you a detail-oriented individual with a passion for financial services? We have an exciting opportunity for an Adviser Admin Assistant at a leading Financial Services firm. The Adviser Admin Assistant is primarily responsible for performing after-sales service offerings to customers, thereby contributing to the ongoing customer relationship. The focus of...

Employer: EQ-FIN EQ-FIN is one of Liberty's leading Premiere National distribution partners. We have recently developed a new business model and teamed with new business partners to create a stronger foundation for our consultants to ensure their success in the industry as a Financial Planner.While working with us, you will undergo thorough training and...

JOB PURPOSE The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients. **Responsibilities** An exciting opportunity has become available with a Financial Advice business...

Great news!!We are seeking a dynamic and a result-oriented individual to join our team as a Financial Adviser. As a Financial Adviser, you will play a crucial role in providing comprehensive financial guidance and advice to our clients, empowering them to make informed decisions about their financial future. Requirements. Previous business experience and a...

Great news!!We are seeking a dynamic and a result-oriented individual to join our team as a Financial Adviser. As a Financial Adviser, you will play a crucial role in providing comprehensive financial guidance and advice to our clients, empowering them to make informed decisions about their financial future.Requirements.Previous business experience and a...

Berghshire Wealth BlueStar is a committed team of elite financial planners devoted to finding solutions to suit every client's specific financial needs. Based in all three major provinces of South Africa, our financial experts have built long-lasting relationships with our clients and we have a solid industry track record based on in-depth knowledge of the...

**Financial Advisors needed for Johannesburg and Durban Branch** **Duties** - Provide financial advise to client - Recruit new clients - Maintain a good relationship with existing clients - Inform and educate client on the financial products available **Qualification** - Matric or equivalent - RE 5 qualification - Related NQF Level 5...

**Job Summary** Provide specialist Financial advise and support for day-to-day work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs). Administration: Effectively fulfil all required administrative duties, including tracking and reporting | Customer Experience: To provide service excellence and achieve customer...

Brief description of the vacancy: Self-motivated and driven individual Goal orientated Minimum 2 years experience as a financial advisor Must have RE5 and grade 12 Must have a clean ITC record Must be able to sell and advise clients on retirement, investment, and risk planning. Appointments will have access to Old Mutual Corporation and Old Mutual...

My client based in Rosebank in Gauteng is seeking a Senior Paraplanner to join their successful team. **Responsibilities**: - Financial Planning support - Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All...

A Medical Insurance Company based in Benoni, Gauteng is looking for a Chief Financial Officer.As a Chief Financial Officer, you will play a pivotal role in providing strategic financialinsights, deliver on financial objectives to achieve the return on investments for the company.The CFO will provide required leadership to the Finance team, develop investment...

Key responsibilities:Oversee daily financial transactions, including payroll, invoicing, and other transactions.Prepare accurate monthly, quarterly, and annual financial reports.Analyze financial data and reports to help improve our operational efficiency.Collaborate with the logistics department to streamline processes and reduce costs.Ensure compliance...

Key responsibilities: Oversee daily financial transactions, including payroll, invoicing, and other transactions. Prepare accurate monthly, quarterly, and annual financial reports. Analyze financial data and reports to help improve our operational efficiency. Collaborate with the logistics department to streamline processes and reduce costs. Ensure...

**JOB** **PURPOSE** **SUMMARY**: The Financial Director will guide and manage the overall provision of finance support services, policies, and programs for the entire company. The Finance Director will have overall control and responsibility for all financial aspects of company strategy and is expected to analyze figures and implement recommendations based...

Developing accurate plans, models and projections for the company’s operations. Preparing annual budgets and revisions, cash flow forecasts, analyzing business performance versus forecast. Measuring financial impact of current and future business decisions. Advising on corrective measures to meet set targets. - Overall responsibility for accounting and...

Welcome to The Next Generation of Insurance & Wealth Creation Professionals. Are you a motivated individual with an entrepreneurial mindset? Do you thrive on negotiating and closing sales? Are you ready to write your own success story? If so, we want you to join our team as a Financial Advisor. **Role Description** This is a full-time hybrid role as a...

Our client is looking for dedicated Financial Services Sales Consultant to join their team. As a Financial Services Sales Consultant with the ability to influence, you’ll build client relationships and provide financial services to improve clients’ financial wellbeing. **Responsibilities**: Calling potential clients to discuss their financial needs and...

An exciting opportunity has become available within a mining holding company for a Group Tax Specialist. Reporting to the Group Financial Manager the successful incumbent will be responsible for providing input and implementing a tax strategy to manage all tax matters within the group. **Responsibilities**: - Ensure accurate submission of all returns and...