Insurance and Investments Advisor

We are seeking a talented Sales Advisor to join our team at Santam Direct Call Centre in Bellville, Cape Town. As a Sales Advisor, you will play a crucial role in providing world-class products and services to clients while achieving sales targets in an outbound call centre environment.Responsibilities include managing inbound/outbound telephonic...

We are looking for a highly motivated Insurance and Investment Professional to join our team at Liberty Group South Africa. As a key member of our team, you will play a critical role in helping clients achieve their financial goals.About the JobThe successful candidate will be responsible for providing comprehensive insurance and investment solutions to...

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionRole overviewOur fast-growing Private Clients Business is looking for a new leader of its investment capability. The role evolves on the scope of the Chief Investment Officer by including a strong strategic focus and leadership of multiple investment...

Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Liberty Group South AfricaSales Leader and Financial Advisor - Cornerstone Advisory ServicesThe ideal candidate will deliver personalized Insurance and investment solutions to help clients work toward their long-term financial goals. They should be comfortable...

About the Role:This Short-Term Insurance Advisor position at Sanlam Limited offers an exciting opportunity for experienced sales professionals to join our team. As a key member of our sales force, you will be responsible for providing expert advice and guidance to clients regarding short-term insurance solutions.Main Responsibilities:Deliver exceptional...

About the RoleWe are looking for a Senior Commercial Advisor to assist in developing and executing our business strategy. This role will involve building relationships with clients and identifying new opportunities for our Business Insurance products or services.Main ResponsibilitiesContribute to the development and implementation of business strategies to...

Job Title: Junior Financial AdvisorReporting To: Regional HeadPurpose of the Job:The Junior Financial Advisor plays a pivotal role in contributing to the overall profitability of the business by supporting advisory partners with documentation and compliance requirements for both existing and new clients. This position requires a proactive individual with a...

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.Disclaimer: As an applicant,...

We are one of Liberty's largest and top producing National Distibution partners with a large national footprint. At EQ-FIN we pride ourselves on offering a bespoke value proposition to Liberty Financial Advisors, Leadership Team and Employees. We are an organisation driven by a purpose: we want to secure the future dreams, aspirations and plans everyone has...

Structured wealth solutions are currently recruiting new Financial advisors to join a team for Sanlam SkyRequirement: Drivers license /Own vehicleMatric-Grade 12 RE 5 (preferably) Other relevant qualifications Previous working experience specifically in the financial services industry Is REQUIRED e.g. advisor /consultantPrevious working experience in...

We are seeking a highly skilled Associate to join our team in Cape Town, South Africa. The successful candidate will be responsible for supporting the origination, structuring, and execution of infrastructure investments across Africa.Key ResponsibilitiesDevelop and maintain complex financial models, including project finance models, platform company models,...

We are looking for a skilled and experienced Wealth Manager to join our team of financial professionals at Absa Bank. As a key member of our organization, you will be responsible for providing high-quality financial planning and advice to our clients.We offer a unique opportunity to join a leading provider of financial solutions, and be part of a...

Inuka partners with a leading infrastructure fund in Africa, driving economic growth and sustainable development. The firm invests in key sectors across the continent.Job DescriptionWe are looking for an Associate to join our team in Cape Town, South Africa. The successful candidate will play a key role in transaction execution, financial modeling, and...

Join to apply for the Financial Advisor - Cape Town role at Oasis CrescentJob title: Financial Advisor - Cape TownJob Location: Western Cape, Cape TownDeadline: April 14, 2025Position OverviewWe are seeking a qualified and experienced Financial Advisor to join our dynamic team. The ideal candidate will have a strong background in financial planning, possess...

We are seeking a highly skilled and motivated Associate to join our team in Cape Town, South Africa. The successful candidate will be responsible for supporting the origination, structuring, and execution of infrastructure investments across Africa.Core ResponsibilitiesDevelop and maintain complex financial models, including project finance models, platform...

Purpose of the roleThe Client Service Centre, of our Client, is integral to the service offering for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients' and advisers' trust and confidence through providing world-class service.Our consultants do impactful work by empowering our clients on...

About the Role:The Investment Distribution Specialist will play a pivotal role in taking our message to the market, building relationships with distribution channels and financial advisors, and implementing our business sales and growth strategy.We are seeking an experienced professional with a strong background in investment distribution, passion for...

About the RoleThe Wealth Management Advisor will be responsible for providing expert financial planning and advisory services to clients. The ideal candidate will have a strong background in finance, excellent communication skills, and a passion for delivering exceptional client service.ResponsibilitiesConduct thorough financial assessments to identify areas...

An exciting opportunity has arisen for an Investment Distribution Specialist to join a leading investment solutions firm in Cape Town.As the Investment Distribution Specialist within this dynamic and progressive business, you will play a pivotal role in taking their message to the market, building relationships with distribution channels and financial...

We are looking for a highly motivated Capital Legacy Advisor to join our team. As an advisor, you will work closely with clients to identify their financial needs and develop comprehensive plans to achieve their goals.Key Accountabilities:Conduct thorough client assessments to understand their financial situation and goalsDevelop and implement customized...