Financial Adviser-PMB

2 weeks ago


Pietermaritzburg, KwaZulu-Natal, South Africa Sanlam Full time

Reaching New Heights in Financial Services



About the Role:




  • To provide expert financial advice and guidance to clients, ensuring they achieve their financial goals.
  • To work closely with clients to understand their financial needs and develop tailored solutions.
  • To stay up-to-date with industry trends, products, and regulatory requirements.
  • To collaborate with the sales team to identify new business opportunities and drive revenue growth.
  • To maintain accurate records and reports, ensuring compliance with company policies and procedures.
  • To participate in ongoing training and development, enhancing skills and knowledge in financial services.


Qualifications and Experience:




  • FSB-recognised qualification in financial services or related field.
  • Minimum 2 years' experience in sales or marketing, preferably in the financial services industry.
  • Clear credit and criminal records.
  • FAIS compliance.


About Sanlam:



Sanlam is a leading provider of financial services, dedicated to helping individuals and businesses achieve their financial goals. With a strong focus on innovation, customer satisfaction, and employee development, we offer a dynamic and supportive work environment.



What We Offer:




  • Competitive salary and commission structure.
  • Opportunities for career growth and professional development.
  • Collaborative and dynamic work environment.
  • Recognition and rewards for outstanding performance.


How to Apply:



Interested candidates should submit their applications, including a comprehensive CV and cover letter, to [insert contact details].



We Are an Equal Opportunities Employer:



Sanlam is committed to diversity, equity, and inclusion, and welcomes applications from talented individuals from diverse backgrounds.



  • Financial Adviser-PMB

    4 weeks ago


    Pietermaritzburg, KwaZulu-Natal, South Africa Sanlam Full time

    Job Title: Financial Adviser-PMBSanlam is seeking a skilled Financial Adviser-PMB to join our team. As a key member of our sales team, you will be responsible for providing financial advice and planning to our clients.Key Responsibilities:Provide financial advice and planning to clientsWork with clients to understand their financial goals and...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    Financial Adviser Opportunity at Liberty Standard Bank Group 2In this role, you'll embark on a comprehensive training journey with Liberty Financial Advisers, focusing on technical, sales, and soft skills to ensure your success.Your Key Responsibilities:Become a skilled Financial Adviser through rigorous training and development.Meet production targets and...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    Unlock Your Potential as a Graduate Financial AdviserWe are seeking a highly motivated and ambitious Graduate Financial Adviser to join our team of experienced professionals. As a Graduate Financial Adviser, you will be responsible for providing exceptional client service, building strong relationships, and delivering tailored financial solutions.Key...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Pronel Personnel Full time

    Pronel Personnel is Hiring a BookkeeperWe are looking for an experienced Bookkeeper to join our team at Pronel Personnel.PMB based manufacturing concern are seeking a skilled Bookkeeper to handle financial tasks.The ideal candidate should have proficient knowledge of MS Office, Accsys, and Syspro.General accounting principles, such as accruals and revenue...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    Unlock Your Potential as a Financial Adviser with Liberty Standard Bank Group 2Are you looking to take your career to the next level in a role that offers meaningful work and stability? Do you want to be part of an industry-leading organization that values its employees? As a Financial Adviser with Liberty Standard Bank Group 2, you'll have the opportunity...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    Job Title: Financial AdviserJob Summary: We are seeking a highly motivated and skilled Financial Adviser to join our team at Liberty Standard Bank Group 2. As a Financial Adviser, you will be responsible for providing expert financial advice and guidance to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Conduct...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Lonfin Wealth Full time

    About the RoleWe are seeking experienced life and investment financial planners to join our team at Lonfin Wealth BlueStar in Pietermaritzburg and surrounding areas. As a remote-friendly position, this opportunity is ideal for advisers who prefer to work from home and are comfortable using technology such as Zoom, Teams, or Skype to communicate.Key...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    As a Financial Adviser at Liberty Standard Bank Group 2, you will be responsible for providing expert financial planning advice to clients, helping them achieve their long-term financial goals. In this role, you will be working closely with clients to understand their financial needs and develop tailored strategies to meet those needs. This includes...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    We are seeking a talented individual to join our team of Financial Advisers at Liberty Standard Bank Group 2. As a Graduate Financial Adviser, you will have the opportunity to work with clients from the start, making a genuine impact on their lives.Our team specialises in all aspects of personal financial planning, wealth protection, and creation. You will...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    Unlock Your Potential with Liberty Standard Bank Group 2Searching for finance graduates looking to embark on their careers, Liberty Standard Bank Group 2 offers a career with flexible working hours and high potential earnings. This is your opportunity to build a successful practice under the Liberty brand and lead the way to financial security.Your Key...


  • Pietermaritzburg, KwaZulu-Natal, South Africa FirstRand Bank Limited Full time

    About the JobAs a Business Financial Advisor at FirstRand Bank Limited, you will provide risk and investment advice to clients, supporting them in achieving their financial goals while adhering to FAIS compliance requirements.Key ResponsibilitiesAchieve sales targets by identifying opportunities to advise on FirstRand investment and risk products.Identify...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    Opportunity OverviewLiberty Standard Bank Group 2 is looking for a skilled and ambitious individual to join our team as a Graduate Financial Adviser. This role offers a unique chance to kick-start a successful career in finance, with a focus on building a professional practice under our esteemed brand.Key ResponsibilitiesDevelop new business opportunities...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    Key Responsibilities:As a Financial Adviser at Liberty Standard Bank Group 2, you will be responsible for developing and nurturing your own client base through networking and prospecting. You will source new business from retained clients and referrals, meeting with clients in person to provide financial planning advice and solutions. Your role will involve...


  • Pietermaritzburg, KwaZulu-Natal, South Africa FirstRand Bank Limited Full time

    Job SummaryAs a Business Financial Advisor at FirstRand Bank Limited, you will play a crucial role in providing expert risk and investment advice to clients, helping them achieve their financial goals while adhering to FAIS compliance requirements.Key ResponsibilitiesIdentify opportunities to advise on FirstRand investment and risk products to achieve sales...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    About Liberty Standard Bank Group 2We are a leader in our field, renowned for our commitment to excellence and customer satisfaction.Job SummaryWe are seeking a highly motivated and results-driven Financial Adviser to join our team at Liberty Standard Bank Group 2.The ideal candidate will have a high degree of determination, exceptional problem-solving and...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    Job Title: Financial AdviserAt Liberty Standard Bank Group 2, we are seeking a skilled Financial Adviser to join our team. As a Financial Adviser, you will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilizing extensive expertise to provide financial advice to customers, grow your client base, and...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    Unlock Your Potential as a Financial AdviserAt Liberty Standard Bank Group 2, we're committed to helping you advance your career in a role that offers meaningful work and stability. As a Financial Adviser, you'll play a crucial part in shaping your clients' financial futures for each stage of their lives.We believe in empowering our professionals to perform...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    About the Role:We are seeking a highly motivated and experienced financial services professional to join our team at Liberty Standard Bank Group 2. As a Financial Adviser, you will have the opportunity to make a meaningful difference in the lives of our customers and work for a company that is a leader in its field.Main Responsibilities:New Business...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    At Liberty Standard Bank Group 2, we are seeking a seasoned Financial Adviser to join our team and elevate the art of risk management in the financial services industry.Key Responsibilities:Conduct comprehensive financial needs analysis for clients to identify areas of risk and opportunity.Develop and implement tailored insurance plans that protect assets...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    Job SummaryWe are seeking a skilled and ambitious individual to join our team as a Financial Adviser. As a Financial Adviser with Liberty Standard Bank Group 2, you will have the opportunity to shape the financial futures of your clients and help them achieve their goals.About the RoleGenerate client prospects through effective networking and...