Financial Services Consultant

Job title : Internal Service ConsultantJob Location : Eastern Cape, Port ElizabethDeadline : April 05, 2025Quick Recommended LinksJobs by Location Job by industries RequirementsGrade 12 qualification 5 years of experience in a customer service environment 5 years of industry knowledge/experience is essential Complementary product knowledge is essential...

Job Description:Your role at HR Genie will involve servicing clients by assimilating investment values, compiling retirement planning proposals, and tracking payments into corporate saver accounts.Main Responsibilities:Servicing of ClientsAssimilate investment/fund values and statistics;Compile and prepare retirement planning and client review...

About UsAfrica's future starts today. At our bank, we empower individuals and communities to create their own tomorrows. As a leader in financial services, we offer a range of products and solutions designed to meet the diverse needs of our customers.Our VisionTo be the best financial services company in Africa, empowering individuals and communities to...

Empowering Customers:At Old Mutual South Africa, we're dedicated to helping our customers achieve their lifetime goals. As a Commissioned Financial Advisor, you'll play a vital role in providing expert financial guidance and support to empower them to make informed decisions.Your primary responsibility will be to identify customer needs, provide sound...

Empowering Africa's future, we're shaping our destiny as a proudly African group. As a leader in our industry, we offer a unique opportunity to be part of an exciting growth journey.Job OverviewTo deliver exceptional customer experiences by providing quick and efficient services to cash customers through staff development and mentoring. Ensure continuous...

Job DescriptionThe Senior Accountant will be responsible for providing expert financial planning advice to our clients. This includes:Preparing financial reports and analyses.Developing and implementing financial plans.Providing tax planning and consulting services.Managing financial risks and identifying opportunities for improvement.The ideal candidate...

The Job Link Placement is seeking a highly skilled and experienced Financial Services Manager to join their team. About the Role:As a Financial Services Manager, you will be responsible for overseeing the Credit department and ensuring that it operates efficiently. You will provide guidance and direction to team members, foster a positive and collaborative...

Key ResponsibilitiesClient Services:Implement the client services experience as defined by the Head of Operations.Oversee administrative processes and controls in the Financial Planning practice.Act as liaison between Financial Planner Partner and product providers.Manage client queries and transactions, ensuring efficient service delivery.

Job SummaryWe are seeking a highly skilled Retail Insurance Consultant to join our team in Port Elizabeth. The successful candidate will be responsible for promoting Sanlam Retail Mass (SRM)'s products and increasing market share through sound financial advice and exceptional client service in a Branch context.About the RoleThe successful candidate will be...

About Us:Old Mutual is a leading provider of financial services in South Africa. We are committed to helping our clients achieve their financial goals through our range of products and services.Job Role:This is an exciting opportunity for a skilled and motivated individual to join our team as a Salaried Financial Advisor. As a key member of our sales team,...

Job DescriptionWe are seeking a highly skilled Sage Cloud Accounting Consultant to join our team at Network Associates. The ideal candidate will have extensive experience with Sage Cloud Accounting, providing expert consultation services to clients.Main Responsibilities:Provide in-depth guidance on implementing and customizing Sage Cloud Accounting solutions...

Direct message the job poster from Network AssociatesPassionate Problem Solver | Driving Business Excellence | Bridging Technology & AccountingAre you a seasoned accounting professional with expertise in Sage Cloud Accounting? Do you have a passion for helping businesses streamline their financial processes with cutting-edge technology?We're looking for a...

About This OpportunityWe are seeking an experienced and skilled professional to fill the position of Financial Planning Partner at our Port Elizabeth office.The successful candidate will be responsible for managing client relationships, ensuring FICA and AML compliance, and performing various administrative tasks related to client transfers and new business...

Old Mutual is a leading insurance company that believes in the African opportunity. We are looking for self-motivated individuals with a passion for entrepreneurship to join our team as Aspiring Financial Advisors.The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound advice,...

We are on the hunt for ambitious and forward-thinking professionals who share our passion for creating a brighter financial future for our customers.In this exciting role, you will have the chance to make a real impact by delivering exceptional financial advice and guidance to our valued clients.Main Responsibilities:Conducting thorough financial assessments...

About the RoleWe are seeking a highly motivated and organized individual to fill the position of Financial Planning Partner at our Port Elizabeth office.The successful candidate will be responsible for managing client relationships, ensuring FICA and AML compliance, and performing various administrative tasks related to client transfers and new business...

Press Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert: Create AlertBranch Consultants /Inhouse advisor - Port Elizabeth X2Location: Port Elizabeth, Eastern Cape, ZAWho are we?Sanlam Developing Markets (SDM) is a wholly-owned subsidiary of Sanlam Life Limited and is one of the top financial services providers in the South...

Job title : Hybrid Sales Consultant - x2 - Port ElizabethJob Location : Eastern Cape, Port ElizabethDeadline : March 25, 2025Quick Recommended LinksJobs by Location Job by industries Key Responsibilities:Source and sell armed monitoring and response agreements, providing invaluable security solutions to our valued customers. Drive sales of innovative alarm...

Branch Consultants /Inhouse advisor -Port Elizabeth X2Date: 26 Feb 2025Location: Port Elizabeth, Eastern Cape, ZACompany: Sanlam GroupWho are we?Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand...

Aspiring Financial Advisors play a pivotal role in championing customer success by identifying financial needs, providing sound advice, and implementing tailored financial plans.Old Mutual South Africa is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals with a...