Financial Advisor

Join to apply for the Financial Advisor - Bellville role at iMasFinance.Job Purpose:Effective marketing of life assurance and funeral products within the Bellville- Western Cape area.Job Outputs:Selling of life assurance and funeral policies.Conducting clients needs analysis.Following up on leads.Servicing new and existing members.Quality control of new...

Company DescriptionDelfin Financial Advisors, based in Tyger Waterfront, Bellville, is a holistic financial planning company founded in 2001. The company focuses on demystifying financial matters for clients, providing clarity, and building strong, lifelong relationships to ensure clients' financial well-being is cared for.Role DescriptionThis is a full-time...

Job OverviewWe are looking for an experienced Investment Advisor Professional to provide expert investment advice to high-net-worth individuals. As part of our Private Banking and Advisory Team, you will be responsible for formulating proposals and advising clients on various financial services.Key Skills and Qualifications:Relevant degree in Investment or...

Job PurposeEffective marketing of life assurance and funeral products within the Bellville- Western Cape area.Job OutputsSelling of life assurance and funeral policies.Conducting clients needs analysis.Following up on leads.Servicing new and existing members.Quality control of new business.Qualifications And ExperienceMatric/Grade 12.FAIS credits on NQF...

Please complete the form below to apply for this position at Assist Group.Personal InformationFull Name * Title First Name Last NameEmail Address * example@example.comPhone Number *Age *Available Start Date *Are you aware that this position is not a remote work offer? YesAs finance requires the utmost quality of ethics, do you consent to a criminal- and...

Required Skills and QualificationsBachelor's degree or higher in a relevant field (essential)Wealth management / CFP / equivalent qualification (advantageous)Company OverviewRad Resources is a leading provider of financial services, committed to delivering exceptional value to our clients. We are dedicated to fostering a culture of excellence, innovation,...

Job ResponsibilitiesConduct Financial Needs Analysis: Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning.Client Portfolio Management: Analyze and manage client portfolios, providing tailored financial advice to meet both immediate and long-term financial...

Job DescriptionWe are looking for a highly skilled and detail-oriented CIS KYC Officer to join our team. As a CIS KYC Officer, you will be responsible for ensuring the compliance of our clients with regulatory requirements.Key Responsibilities• Review all investors for FICA compliance and risk profiling on a regular basis;• Identify non-compliant clients...

Compliance RoleThe Tax Compliance Officer at CA Support CC is responsible for ensuring that clients meet their tax obligations. The role involves preparing and submitting tax returns, reconciling additional returns and queries, and compiling notice of objections and appeals.Qualifications and ExperienceMinimum 4-5 years experience in tax practiceRelated...

time left to apply End Date: March 18, 2025 (5 days left to apply)job requisition id R30486Job DescriptionProactively manage a portfolio of affluent clients by collaborating with a team of Private Bankers. The role involves providing analysis, research, sales, and service fulfillment to identify new client opportunities and grow existing portfolios. Key...

Your:Formal EducationMatric and relevant subsection skills:Language skills for client and advisor communication (Principles of sound English and Afrikaans);Basic math skills for reconciliations (investigating discrepancies).ExperienceExperience in a financial services or investment related administrative environment.will enable you to fulfill the following...

Job DescriptionProactively manage a portfolio of affluent clients by collaborating with a team of Private Bankers. The role involves providing analysis, research, sales, and service fulfillment to identify new client opportunities and grow existing portfolios. Key responsibilities include building trust-based relationships, fostering a culture of service...

Required Skills and QualificationsTo succeed in this role, you will need to possess resilience, lateral thinking, strong analytical skills, and proven numerical and accounting expertise.Minimum of 5 years people management experience is required, along with a good understanding and knowledge of legislative requirements for financial, corporate tax,...

time left to apply End Date: March 18, 2025 (5 days left to apply)job requisition id R30486Job DescriptionProactively manage a portfolio of affluent clients by collaborating with a team of Private Bankers. The role involves providing analysis, research, sales, and service fulfillment to identify new client opportunities and grow existing portfolios. Key...

Sanlam Limited is a leading provider of innovative financial solutions, serving retail and corporate clients in South Africa. We operate in a dynamic environment, driven by a passion for delivering exceptional customer experiences.The Sanlam Retail Affluent cluster offers a wide range of financial products and services, including life insurance, investment,...

Who are we?Sanlam Life Ltd is one of the top financial services providers in the South African market.We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to...

Work with Us">We are Sanlam Life and Savings (SLS), a leading provider of financial solutions in South Africa. Our company is committed to serving our retail and corporate clients through our four business clusters: Retail Mass, Corporate, Risk and Savings, and Glacier.">Job Responsibilities">This role involves providing professional and effective services...

This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio of clients for a fixed salary.Your:Formal Education:BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE QualificationExperience:± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.Verbal...

About Us">We are Sanlam Life and Savings (SLS), a leading provider of financial solutions in South Africa. Our company is committed to serving our retail and corporate clients through our four business clusters: Retail Mass, Corporate, Risk and Savings, and Glacier.">Your Role">In this role, you will provide professional and effective services to brokers,...

Personal Assistant: Sanlam Direct Cape (PG 7)Date: 18 Mar 2025Location: Bellville, Western Cape, ZAWho are we?Sanlam Life Ltd is one of the top financial services providers in the South African market. We pride ourselves in helping our financial advisors to realise their worth.Responsibilities:Provide secretarial support to the Senior Management Team in...