Financial Services Consultant

Company OverviewCross Wealth Financial Services is a leading provider of personalized financial solutions. We strive to deliver exceptional results for our clients by offering tailored advice and guidance.

Pro Select Consulting is seeking a Financial Services Consultant to join our team in the Western Cape region. The ideal candidate will have a deep understanding of the financial services industry and be able to develop and implement effective sales strategies.Key Responsibilities:Developing and maintaining relationships with Financial Advisers and other...

At Old Mutual South Africa, we believe in the power of financial planning to transform lives.We are seeking a self-motivated and dynamic individual to join our team as a Financial Services Consultant.The role involves identifying clients' financial needs, providing sound advice, and recommending tailored financial solutions to achieve their lifetime...

Job Summary:A challenging position exists within the Financial Services Call Centre for a self-motivated individual to lead a team of supervisors in a fast-paced environment. This individual should be dynamic, pro-active, and display exceptional operational leadership skills.Key Responsibilities:- Ensuring that reports are analysed and compiled accurately to...

About This RoleCandidate Requirements:We are seeking skilled and ambitious professionals to join our dynamic team of financial advisors at Cornerstone Advisory Service.As a financial advisor, you will play a critical role in helping clients achieve their financial goals through personalized advice and guidance.Responsibilities will include conducting...

We are seeking a skilled and experienced Financial Advisor to join our team at Structured Wealth Solutions. As a key player, you will be responsible for providing expert financial advice and guidance to clients.Requirements:A valid driver's license and reliable transportationMATRIC - Grade 12 qualificationRE 5 certification (preferably)Other relevant...

About Professional SourcingWe are seeking a skilled Financial Services Consultant to join our team at Professional Sourcing. As a Financial Services Consultant, you will be responsible for identifying and engaging potential home loan clients, utilizing needs analysis-based selling techniques to understand client requirements, and presenting relevant product...

About BOSS ConsultBOSS Consult is a leading provider of financial planning services. Our team of experts works closely with financial planners to ensure they have the necessary support to excel in their roles. We are committed to delivering exceptional results and creating a supportive work environment for our team members.Role SummaryWe are seeking a...

At Liberty Group South Africa, we are seeking a highly skilled Financial Services Consultant to join our team. As a key member of our organization, you will play a crucial role in delivering personalized insurance and investment solutions to help clients achieve their long-term financial goals.The ideal candidate will have strong industry understanding and...

As a Financial Services Consultant at Old Mutual, you will play a vital role in championing our valued customers to achieve their lifetime goals. Your passion for entrepreneurship and ability to identify financial needs will enable you to provide sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.You will...

We are actively recruiting for an experienced Senior Business Analyst with a passion for financial services and finance to lead our Financial Services Consulting practice.This role offers an exciting opportunity to drive business growth by applying your expertise in a strategic and high-impact environment, working closely with cross-functional teams.Key...

Bayport Financial Services is a leading provider of employer-driven financial wellness programmes in South Africa. As an Activation Program Manager, you will be responsible for coordinating and implementing these programmes at various organizations.The role involves working closely with employers to ensure the successful execution of financial solutions and...

About Us:Wenz is a reputable Corporate Financial Services Company dedicated to providing unparalleled service to our clients. As a Client Service Consultant, you will be an essential member of our team, responsible for delivering exceptional service and support to our clients.About the Role:We are currently seeking a highly skilled Client Service Consultant...

Origin Financial Group is a leading provider of innovative financial solutions. We are seeking an experienced Short-term Financial Consultant to join our team.About the RoleThe successful candidate will be responsible for managing and expanding our client base in a sustainable, profitable, and ethical manner.Duties and Responsibilities:Provide risk...

Job DescriptionAs a Short-Term Financial Advisor, you will be advising primarily on motor and household domestic insurance.You will be responsible for:Generating leads and maintaining a Lead Generation MatrixContacting clients to conduct needs analysis and offer professional adviceCompleting weekly reports on leads, quotes, and salesStaying up-to-date on...

CareerCare-SA: A Leading Health-Related Financial Advisory FirmWe are seeking a highly skilled Financial Advisor to join our dynamic team in Cape Town. As a key member of our team, you will be responsible for acquiring, retaining, and growing a client base for our health-related products.Your primary focus will be on providing expert financial advice through...

As a Sanlam Financial Services Consultant, you will be part of a team that prioritizes building strong relationships with clients and colleagues alike.Our Commitment to TransformationThe Sanlam Group is committed to transformation and embracing diversity, creating a diverse, inclusive, and equitable work environment that fosters growth and development.We...

The Personal Financial Advisor will be responsible for providing financial planning, personalfinance advice, retirement planning, and financial services to clients. The role involvesdeveloping customized financial strategies, analyzing financial data, and guiding clientstowards their financial goals.

Job Overview">We are seeking a highly skilled Settlement Officer to join our team at CA Financial Appointments. As a key member of our fund services team, you will be responsible for capturing and processing trades, ensuring accurate matching between client notifications and counterparty confirmations.Key ResponsibilitiesCapture and process trades accurately...

A leading financial services provider, Securitas Financial Group, is seeking a talented Financial Services Representative to join their dynamic business team in Cape Town. This permanent position offers a market-related salary structure and the opportunity to work with a well-established company.About the RoleThe successful candidate will be responsible for...