Financial Advisor Liaison Consultant Customer

Financial Advisor Join our dynamic team as a Financial Advisor and unlock a rewarding career in the finance industry. We are seeking individuals with a proven track record, holding a matric, valid license, and equipped with a car and laptop. No experience needed. Training will be provided. Qualifications as R.E5 and NQF5 are added bonuses, showcasing your...

We are seeking a motivated and client-focused Tied Financial Advisor to join our team. In this role, you will have the opportunity to work with clients to understand their financial needs and provide them with tailored financial solutions. Your primary responsibilities will include: - Conducting financial needs analysis for both life and investment planning...

Company Description1.618 Advisory Services is a financial advisory based nationally and internationally. We have offices in the following areas: Randpark Ridge (HQ), Sandton, Midrand, Pretoria, KZN-Mount Edgecombe, Cape Town, Durbanville and Meyersdal where we are actively seeking to grow our team of seasoned independent financial advisors.Our mission is to...

Company Description1.618 Advisory Services is a financial advisory based nationally and internationally. We have offices in the following areas: Randpark Ridge (HQ), Sandton, Midrand, Pretoria, KZN-Mount Edgecombe, Cape Town, Durbanville and Meyersdal where we are actively seeking to grow our team of seasoned independent financial advisors.Our mission is to...

THIS ROLE IS FOR A LEADING FINANCIAL SERVICES COMPANY IN SOUTH AFRICA **About the team**: This team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our products, processes, transactions, web services as well as general queries regarding their client’s investments. They advocate excellent client service and...

My client in South Africa is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly qualified and exceptional...

My client in South Africa is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly qualified and exceptional...

**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** **Duties** - Develop a personal network within the sales territory and represent the organization...

Financial Advisor with Blue chip Insurance Company. Basic Salary will be paid while in training, thereafter commission structure will be implemented. Minimum Requirements NQF6 or NQF7 Fully Completed CFP Either Completed or Studying Towards it. RE5 RE1 FAIS Credits CPD Points Clear Criminal Record Clear ITC No FSCA Debarment **Job Types**:...

Financial Advisor / Financial Consultant, responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. The duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability...

**Key Responsibilities** - Manage flow of work items (Instructions, queries, requests) - Manage exceptions of internal and external stakeholder - Log and resolve queries. Be able to give feedback on relevant queries as and when needed. - Manage all inbound calls, their assistants, and our administration office - Work collaboratively with all relevant...

Do you think you got what it takes to be a financial advisor? become a part of our team today. **Financial Advisor** - An ambitious Financial Advisor who loves people and financial planning. - Driven, open to learning new things, - always looking for ways to leave people better than you found them. **Description of job Duties** - You’ll have a "track to...

Gauteng, JHB - Northern Suburbs - (Market related) **We are looking for FINANCIAL ADVISORS for one of our clients, a financial services organisation that operates in the healthcare, life insurance, short-term insurance, long-term savings, banking and wellness markets.** **Job Title**:Financial Advisor **Employment Type**: Hybrid **Work Location**:...

Our client, a leading South African financial group founded in 1985, encompasses insurers and a comparison platform. Rooted in providing peace of mind, they safeguard possessions, loved ones, and life plans. Pioneering innovation and service, their diverse team drives excellence, and they are looking for a Tied Financial Advisor to join their team. **Job...

Our client, a leading South African financial group founded in 1985, encompasses insurers and a comparison platform. Rooted in providing peace of mind, they safeguard possessions, loved ones, and life plans. Pioneering innovation and service, their diverse team drives excellence, and they are looking for a **Tied Financial Advisor** to join their...

Do you think you got what it takes to be a financial advisor? become a part of our team today. **Financial Advisor** - An ambitious Financial Advisor who loves people and financial planning. - Driven, open to learning new things, - always looking for ways to leave people better than you found them. **Description of job Duties** - You’ll have a "track to...

Do you think you got what it takes to be a financial advisor? become a part of our team today. **Financial Advisor** - An ambitious Financial Advisor who loves people and financial planning. - Driven, open to learning new things, - always looking for ways to leave people better than you found them. **Description of job Duties** - You’ll have a "track to...

Do you think you got what it takes to be a financial advisor? become a part of our team today. **Financial Advisor** - An ambitious Financial Advisor who loves people and financial planning. - Driven, open to learning new things, - always looking for ways to leave people better than you found them. **Description of job Duties** - You’ll have a "track to...

**Job Number** - 73003 **Job Type** - Permanent **Job Title** - Assistant to Financial Advisor **Computer Skills** - MS Office **Industry** - Financial Services **City** - Johannesburg **Province** - Gauteng - Capturing and taking minutes of meetings from Financial Advisors interaction with clients; - Ensuring that compliance documentation and...

**CUSTOMER LIAISON** **INTRODUCTION**: An exciting opportunity has become available for Customer Liaison person, with a leading supplier of high-quality fabrics, rugs, wallpaper and homeware for both local and international markets. The position is based in Kramerville, Johannesburg **REQUIREMENTS**: - National Senior Certificate - Tertiary qualification...