Financial Services Manager

4 days ago


Durban, KwaZulu-Natal, South Africa Armstrong Appointments Full time
About the Company

Armstrong Appointments is an independent, specialist brokerage that offers a comprehensive range of financial services to medical practitioners nationally.

About the Role

We are seeking experienced financial advisors who are self-motivated and dynamic, with a passion for service excellence to join our growing team. The successful candidate will be responsible for shaping the future of our niche client base by providing holistic financial advice that encourages their financial freedom.

Duties & Responsibilities
  • Identify new business opportunities within our existing and new client base.
  • Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation.
  • Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
  • Analyse financial data, review clients' investment portfolios, and make recommendations to optimize their financial objectives.
  • Assist clients in completing applications and all other documentation required for insurance underwriting.
  • Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.

  • Financial Advisor

    4 days ago


    Durban, KwaZulu-Natal, South Africa Juner Financial Services Full time

    Company DescriptionJuner Financial Services is a financial broker that offers financial services and assistance in insurance and investment.Role DescriptionThis is a full-time on-site role for a Financial Advisor located in Durban. The Financial Advisor will be responsible for bringing in business for funeral covers, investments, and providing financial...


  • Durban, KwaZulu-Natal, South Africa Bayport Financial Services Full time

    Job title : Senior Financial Wellness Consultant - Durban CentralJob Location : KwaZulu-Natal, DurbanDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries DescriptionThe Senior Financial Wellness Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the...


  • Durban, KwaZulu-Natal, South Africa Juner Financial Services Full time

    Juner Financial Services Company OverviewOur company is committed to delivering exceptional financial services and expertise to our clients. With a focus on building long-term relationships, we strive to create tailored solutions that cater to individual needs.Job Description SummaryThis role as a Financial Advisor requires a proactive and results-driven...


  • Durban, KwaZulu-Natal, South Africa Architectural Services Full time

    Key ResponsibilitiesThe Manager of Financial Services Delivery will be responsible for overseeing and managing all regional banking and processing variances, ensuring accuracy, compliance, and operational efficiency.This role requires strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work...


  • Durban, KwaZulu-Natal, South Africa Juner Financial Services Full time

    About the JobWe are seeking a skilled and experienced Financial Advisor to join our team at Juner Financial Services. As a key member of our team, you will be responsible for delivering exceptional financial services and support to our clients.Key Performance IndicatorsSales performance and revenue growth.Client satisfaction and retention rates.Product...


  • Durban, KwaZulu-Natal, South Africa Farm Manager SA Full time

    We are seeking a highly skilled Farm Operations Financial Manager to join our team at Farm Manager SA. The ideal candidate will have a deep understanding of financial systems and be able to drive business growth through strategic financial planning.Key qualifications include:10 years of experience in financial management, preferably in an agricultural or...


  • Durban, KwaZulu-Natal, South Africa Accounting & Financial Advisory Full time

    Job DescriptionWe are seeking a highly skilled Financial Management Specialist to join our team at Accounting & Financial Advisory. As a key member of our accounting department, you will be responsible for preparing monthly financial statements in compliance with company policies and accounting standards.Key Responsibilities:Prepare and review financial...

  • Financial Advisor

    2 days ago


    Durban, KwaZulu-Natal, South Africa Tescon Financial Advisors Full time

    Company DescriptionTescon Financial Services is a juristic representative of Discovery Life Limited, a registered long-term insurer and authorized financial services. As associates of a trusted and regulated entity, we adhere to stringent product rules, terms, and conditions. Our objective is to provide comprehensive financial services to our clients.Role...


  • Durban, KwaZulu-Natal, South Africa Bayport Financial Services Full time

    Empowering Africa's tomorrow, together…one story at a time. With over years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryFormulate...


  • Durban, KwaZulu-Natal, South Africa Accounting Services Full time

    We are seeking a highly skilled and organized individual to fill the position of Administrative Assistant - Financial Services at Accounting Services. In this role, you will provide administrative support to various projects, including data collection, report creation, research, business plan conceptualization, and team collaboration.The ideal candidate will...


  • Durban, KwaZulu-Natal, South Africa Juner Financial Services Full time

    Welcome to Juner Financial ServicesWe pride ourselves on being a leading financial broker that offers a comprehensive range of financial services and products. Our team of experts is dedicated to helping individuals achieve their financial goals through personalized advice and support.Full-Time Role: Financial AdvisorIn this full-time on-site role, you will...


  • Durban, KwaZulu-Natal, South Africa Juner Financial Services Full time

    About Juner Financial ServicesWe are a financial broker dedicated to offering expert financial services and assistance in insurance and investment. Our goal is to provide individuals with the knowledge and tools they need to achieve their long-term financial objectives.Role OverviewThis full-time on-site role for a Financial Advisor involves bringing in...


  • Durban, KwaZulu-Natal, South Africa Farm Manager SA Full time

    Our client, Farm Manager SA, is seeking an experienced Financial Systems Specialist who can implement and maintain robust financial systems to ensure accurate and efficient financial reporting.The ideal candidate will have a strong knowledge of accounting principles and proficiency in relevant software, with previous experience with Xero and...


  • Durban, KwaZulu-Natal, South Africa Tescon Financial Advisors Full time

    Company OverviewTescon Financial Services is a representative of Discovery Life Limited, a registered insurer and financial services provider. As associates of a trusted entity, we adhere to stringent product rules, terms, and conditions. Our objective is to provide comprehensive financial services.About the RoleThis is a full-time role for a Financial...


  • Durban, KwaZulu-Natal, South Africa Liham Consulting Pty (Ltd) Full time

    At Liham Consulting Pty (Ltd), we are seeking an experienced Financial Services Manager to oversee the management and control of our financial and insurance income and expenditure.This role requires a strong understanding of FAIS legislation, with a focus on staying abreast of any changes that may impact our operations.The successful candidate will be...


  • Durban, KwaZulu-Natal, South Africa Armstrong Appointments Full time

    Job Description: As a Financial Institution Manager, you will play a critical role in driving the success of our financial services team. Your primary responsibility will be to manage the day-to-day activities of the department, ensuring that all transactions are processed efficiently and effectively.Main Functions:Quote FX Spot Rates: You will quote FX spot...


  • Durban, KwaZulu-Natal, South Africa Tescon Financial Advisors Full time

    About Tescon Financial ServicesWe are a trusted representative of Discovery Life Limited, a registered insurer and financial services provider. Our team is dedicated to delivering exceptional client service, and we are committed to helping our clients achieve their financial goals.Job DescriptionWe are seeking an experienced Financial Advisor to join our...


  • Durban, KwaZulu-Natal, South Africa Fusion Personnel Full time

    Job Summary:We are seeking a highly skilled Financial Services Acquisitions Manager to lead our efforts in acquiring new business opportunities. The successful candidate will have a strong track record of success in financial services and excellent networking skills.Key Responsibilities:Identify and pursue new business opportunities through targeted...


  • Durban, KwaZulu-Natal, South Africa UNIQ financial services Full time

    As a key member of our sales team, you will play a vital role in driving business growth and achieving sales targets.We seek highly motivated and results-driven individuals who possess excellent communication and interpersonal skills.Successful candidates must have at least 6 months - 12 months call Centre sales experience.A minimum of grade 10 - 12 is...


  • Durban, KwaZulu-Natal, South Africa Telesure Investment Holdings Pty Full time

    Account Management OpportunityWe are seeking a skilled Financial Services Account Manager to join our team. In this role, you will be responsible for managing existing customer relationships, identifying opportunities for growth, and implementing effective sales strategies to meet and exceed sales targets.Key Responsibilities:Customer Relationships: Develop...