Financial Services Manager
3 days ago
We are an independent brokerage, offering specialized financial services to medical practitioners across South Africa.
We pride ourselves on delivering exceptional service, supported by a team of experienced professionals.
This role offers the opportunity to work closely with our clients, developing personalized financial plans that meet their unique needs and goals.
Key responsibilities include:
- Developing and implementing comprehensive financial plans, incorporating tax laws and regulatory requirements.
- Analyzing financial data to optimize investment portfolios.
- Building and maintaining strong relationships with clients through effective communication and face-to-face meetings.
To be successful, you will need:
- Minimum NQF5, RE5, and Class of Business Long Term Insurance certifications (non-negotiable).
- Valid driver's license and own vehicle.
- Clear criminal and credit check.
- Minimum 3-5 years experience in sales or financial services.
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Financial Services Representative
2 days ago
Umhlanga, KwaZulu-Natal, South Africa Providential Financial Services Full timeProvidential Financial Services is seeking a highly motivated Financial Services Representative to join our team. In this role, you will be responsible for conducting outbound calls to generate appointments and driving sales opportunities.Compensation: attractive base salary + tiered commission structureEmployment Type: Full-TimeResponsibilities:Qualify...
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Financial Services Liaison
5 days ago
Umhlanga, KwaZulu-Natal, South Africa Financial Adviser (Discovery Life) Part timeJob DescriptionThe Financial Adviser (Discovery Life) is seeking a highly skilled Sales and Appointment Coordinator to schedule appointments with our existing clients. This part-time opportunity requires excellent communication skills, professionalism, and a customer-focused approach.Key Responsibilities:Initiate contact with potential clients via calls,...
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Financial Planner
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Prospecting Specialist
2 days ago
Umhlanga, KwaZulu-Natal, South Africa Providential Financial Services Full timeProvidential Financial Services is seeking a skilled Prospecting Specialist to join our team. In this role, you will be responsible for conducting outbound calls to generate appointments and drive sales opportunities.Compensation: attractive base salary + tiered commission structureEmployment Type: Full-TimeResponsibilities:Qualify leads and schedule...
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Financial Services Professional
4 days ago
Umhlanga, KwaZulu-Natal, South Africa Old Mutual Full timeAbout the CompanyOld Mutual Limited is a leading financial services company serving Africa and its people. The company has a rich history of empowering communities and individuals through its services.This opportunity is part of the Business Manager team within Old Mutual Personal Financial Advice. As a Financial Advisor, you will play a crucial role in...
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Telecommunications Agent
2 days ago
Umhlanga, KwaZulu-Natal, South Africa Providential Financial Services Full timeWe are seeking a talented Telecommunications Agent to join our team at Providential Financial Services. In this role, you will be responsible for conducting outbound calls to generate appointments and drive sales opportunities.Compensation: competitive base salary + tiered commission structureEmployment Type: Full-TimeKey Responsibilities:Conduct outbound...
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Umhlanga, KwaZulu-Natal, South Africa Financial Advisors HR Full timeNational insurance broker franchise 100% commission only. Current advisers earning between 30k to 250k per month***WORKING PERSAL MARKETS, TEAM LEADERS ALSO REQUIRED***This is a full-time remote role for a Financial Adviser/Insurance Broker/Salesperson. A leading financial services company committed to providing top notch wealth management and protection...
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Telemarketing Representative
2 days ago
Umhlanga, KwaZulu-Natal, South Africa Providential Financial Services Full timeProvidential Financial Services is seeking a driven Telemarketing Representative to join our life insurance sales team. In this role, you will contact prospective clients to secure appointments and drive sales opportunities.Compensation: base salary + tiered commissionEmployment Type: Full-TimeStart Date: ImmediateRequirements:Clear communication skills and...
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Insurance Sales Associate
2 days ago
Umhlanga, KwaZulu-Natal, South Africa Providential Financial Services Full timeAt Providential Financial Services, we are seeking a driven Insurance Sales Associate to join our life insurance sales team. As an Insurance Sales Associate, you will be responsible for contacting prospective clients to secure appointments and drive sales opportunities.Compensation: competitive base salary + tiered commission structureEmployment Type:...
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Financial Services Coordinator
1 day ago
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Financial Services Expert
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Umhlanga, KwaZulu-Natal, South Africa Momentum Full timeAbout UsWe are Momentum, a financial services provider known for our entrepreneurial spirit and innovative culture. Our goal is to create and preserve wealth for our clients through insurance, income protection, and investments.Job DescriptionThis role involves crafting passionate relationships with IFAs, setting us apart through product, market, and sales...
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Financial Services Professional
1 week ago
Umhlanga, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeJob DescriptionWe are seeking a highly motivated and results-driven Graduate Financial Adviser to join our team of experienced professionals. As a key member of our organization, you will be responsible for building and maintaining strong relationships with clients, providing personalized financial advice, and developing comprehensive wealth management...
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Financial Manager
3 weeks ago
Umhlanga, KwaZulu-Natal, South Africa Fouche & Co Recruitment Full timeOur client operates in a fast-paced manufacturing environment where financial precision and strategic foresight are essential to maintaining growth and stability. The ideal candidate will join a collaborative team focused on business success through sound financial leadership.The Financial Manager will report to the CFO and take responsibility for financial...
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Financial Planning Manager
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Umhlanga, KwaZulu-Natal, South Africa Ignition CX Full timeIgnition CX**Job Title:** Financial ControllerSummaryThis role involves managing financial operations, analyzing financial data, and preparing financial reports to inform business decisions. The Financial Controller will work closely with stakeholders to drive financial excellence and contribute to the organization's success.Main ResponsibilitiesFinancial...
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Appointment Setter
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Umhlanga, KwaZulu-Natal, South Africa Financial Adviser (Discovery Life) Part timeThe Appointment Setter/Booker will be contacting our existing clients at our brokerage and scheduling appointments for our financial advisers. This role requires excellent communication skills, professionalism, and a customer-focused approach to ensure a positive client experience. This part-time position is ideal for a female candidate in their early 20s...
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Assistant Financial Manager
3 weeks ago
Umhlanga, KwaZulu-Natal, South Africa Fouche & Co Recruitment Full timeA leader in the Manufacturing industry, this company is committed to operational excellence and continuous innovation. With a strong presence in South Africa and internationally, they provide high-quality solutions tailored to industry needs. As part of a forward-thinking finance team, youll contribute to enhancing financial processes and driving business...
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Assistant Financial Manager
3 weeks ago
Umhlanga, KwaZulu-Natal, South Africa Ntice Sourcing Solutions Full timeOur client, market leader in the manufacturing sector has a vacancy for an Assistant Financial Manager , based in the Umhlanga area The Assistant Financial Manager will assume delegated responsibilities to assist the Financial Controlling and Reporting Managers, allowing them to concentrate on strategic initiatives. This position plays a key role in...
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Financial Advisor
2 days ago
Umhlanga, KwaZulu-Natal, South Africa Old Mutual Full timeCompany DescriptionOld Mutual Limited is a financial services company focused on Africa and its people. The company is listed on the Johannesburg Stock Exchange. Old Mutual has a history of empowering people and communities.Role DescriptionThis is a full-time on-site role for a Financial Advisor located in Umhlanga. The Financial Advisor will be responsible...
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Customer Service Manager
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Umhlanga, KwaZulu-Natal, South Africa Hollywoodbets Full timeBeing a part of the Hollywoodbets Purple Team is an opportunity to become a part of one of South Africa's biggest success stories. From humble beginnings in Durban, Hollywoodbets has grown into a powerhouse brand operating across Africa and the United Kingdom. And that's just the beginning. Our talented Team is on a mission to increase our global footprint,...
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Financial Planning Specialist
7 days ago
Umhlanga, KwaZulu-Natal, South Africa Liberty Group Ltd Full timeCompany OverviewWe are Liberty Group Ltd, a reputable company committed to helping individuals secure their financial future. Our mission is to provide personalized financial advice and solutions that empower our clients to achieve their goals.Job DescriptionThe Financial Planner will be responsible for providing expert guidance on investment strategies and...