Current jobs related to Financial Services Advisor - Cape Town, Western Cape - Status Staffing

  • Financial Planner

    2 weeks ago

    Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    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.

  • Wealth Management Advisor

    1 day ago

    Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    Job OverviewThe Personal Financial Advisor role at Cross Wealth Financial Services focuses on delivering exceptional financial guidance to clients. This includes developing customized financial plans, analyzing financial data, and providing strategic advice on wealth management.Main AccountabilitiesDesign comprehensive financial plans tailored to clients'...

  • Financial Services Advisor

    5 days ago

    Cape Town, Western Cape, South Africa Structuredwealth Full time

    Join us at Structured Wealth Solutions as a Financial Services Advisor and take advantage of this exciting opportunity to launch your career in finance.This role involves selling financial products and solutions to clients, and requires a strong understanding of finance and sales principles.About the Role:Sell financial products and solutions to...

  • Senior Financial Strategist

    2 days ago

    Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    Job DescriptionThe Personal Financial Advisor will be responsible for providing financial planning, personal finance advice, retirement planning, and financial services to clients. The role involves developing customized financial strategies, analyzing financial data, and guiding clients towards their financial goals.ResponsibilitiesDevelop tailored...

  • CA Senior Financial Advisor

    23 hours ago

    Cape Town, Western Cape, South Africa AFA - Accounting and Financial Advisory Full time

    Join AFA - Accounting and Financial Advisory as a Senior Financial Advisor and take on a challenging role that requires strong leadership and technical skills. As a key member of our accounting department, you will play a vital role in ensuring the accuracy and efficiency of our financial systems.ResponsibilitiesPrepare, maintain, and review consolidated...

  • Financial Advisor

    7 days ago

    Cape Town, Western Cape, South Africa Structured wealth solutions Full time

    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...

  • Financial Services Professional

    23 hours ago

    Cape Town, Western Cape, South Africa AFA - Accounting and Financial Advisory Full time

    At AFA - Accounting and Financial Advisory, we are seeking a highly skilled Chartered Accountant to join our team as a Senior Financial Advisor. This is an excellent opportunity for a seasoned professional to take on a leadership role in our accounting department.Key ResponsibilitiesWe are looking for a candidate who can prepare, maintain, and review...

  • Senior Financial Advisor

    2 days ago

    Cape Town, Western Cape, South Africa BetaPlus Group Solutions Full time

    **Job Description**This is a full-time role for an Independent Financial Advisor located in Cape Town, with some work-from-home flexibility. The advisor will be responsible for providing financial planning and advisory services, retirement planning, and managing investments.Day-to-day tasks include analysing financial data, developing personalised financial...

  • Financial Advisor

    2 days ago

    Cape Town, Western Cape, South Africa Structuredwealth Full time

    Join to apply for the Financial Advisor role at Structured Wealth SolutionsStructured Wealth Solutions is currently recruiting new Financial Advisors to join a team for Sanlam Sky.RequirementsDriver's license / Own vehicleMatric - Grade 12RE 5 (preferably)Other Relevant QualificationsPrevious working experience specifically in the financial services industry...

  • Financial Advisor

    3 weeks ago

    Cape Town, Western Cape, South Africa EQ-FIN Full time

    Consider a career as an EQ-FIN Financial Advisor At EQ-FIN (an affiliate of Liberty Group), we are on an ongoing entrepreneurial quest evolving through excellence that drives quality, and securing wealth by connecting people with life solutions for financial freedom. We want to secure the future dreams, aspirations and career plans you have for yourself, and...

  • Financial Advisor

    4 weeks ago

    Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time

    Introduction Imagine a career where your ambition meets unparalleled support, and your success is championed by a team of top industry professionals. At Liberty, were not just offering a job; were offering a journey into the world of Wealth Management thats as rewarding as it is transformative. If you have a powerful track record in sales, thrive on...

  • Financial Advisor

    3 weeks ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Job Description: Financial AdvisorThe Financial Advisor is responsible for conducting comprehensive financial needs analyses focused on life and investment planning. This role involves utilizing extensive expertise to provide tailored financial advice to clients, with an emphasis on expanding the client base through proactive prospecting and networking.Key...

  • Financial Services Professional

    7 days ago

    Cape Town, Western Cape, South Africa Origin Financial Group Full time

    Career Opportunities at Origin Financial GroupWe are seeking a dynamic and results-driven professional to manage and expand our client base in a sustainable, profitable, and ethical manner.Duties and Responsibilities:The role is divided into three key areas:Client Liaisons and Advisory Responsibilities:Provide risk management and short-term insurance advice...

  • Financial Planning Expert

    6 days ago

    Cape Town, Western Cape, South Africa Lonfin Wealth Bluestar Financial Advisory Services-Authorised by Sanlam Full time

    Grow Your Career with Lonfin Wealth's Financial Advisory TeamWe seek experienced advisors to join our team in the Western Cape Region.Qualifications and Experience:Minimum 2 years of experience working in the financial services sectorRelevant training and certifications (RE5 & Class of Business)Ongoing commitment to personal and professional...

  • Junior Financial Advisor

    4 days ago

    Cape Town, Western Cape, South Africa Ground One Direct Marketing Full time

    Growth One Direct Marketing seeks an Entry-Level Financial Service Agent with a passion for delivering exceptional customer experiences and providing top-notch financial guidance. The successful candidate will possess a unique blend of technical expertise and interpersonal skills.About the Role:This position involves working closely with senior advisors to...

  • Financial Advisor

    6 days ago

    Cape Town, Western Cape, South Africa Oasis Full time

    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...

  • Financial Advisor Development Manager

    53 minutes ago

    Cape Town, Western Cape, South Africa HR Genie Full time

    Unlock Your Potential as a Financial Advisor Development ManagerAt HR Genie, we are committed to empowering our financial advisors to reach their full potential and drive business growth. As a Financial Advisor Development Manager, you will play a critical role in developing and implementing strategic plans to achieve this goal.About the RoleThis is an...

  • Financial Advisor Assistant

    3 days ago

    Cape Town, Western Cape, South Africa Real Time Wealth Full time

    Direct message the job poster from Real Time Wealth-----------------------------------------------------------------------------------------------Real Time Wealth is an independent financial services firm with offices in Tyger Valley and Somerset West.We're seeking a motivated individual to join our team and work closely with our experienced Financial...

  • Financial Advisor

    3 days ago

    Cape Town, Western Cape, South Africa iMasFinance Full time

    Job title: Financial Advisor - BellvilleJob Location: Western Cape, BellvilleDeadline: April 06, 2025Job OutputsSelling of life assurance and funeral policiesConducting clients needs analysisFollowing up on leadsServicing new and existing membersQuality control of new businessQualifications And ExperienceMatric/Grade 12FAIS credits on NQF level 4 as per FSCA...

  • Financial Advisor

    2 days ago

    Cape Town, Western Cape, South Africa Oasis Crescent Full time

    Job title : Financial Advisor - Cape TownJob Location : Western Cape, Cape TownDeadline : April 14, 2025Quick Recommended LinksJobs by Location Job by industries Position 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 the...

Financial Services Advisor

2 weeks ago

Cape Town, Western Cape, South Africa Status Staffing Full time
Job Description:

Status Staffing is seeking an experienced Financial Services Advisor - Medical Aid to join our team. As a Medical Aid Advisor, you will be responsible for delivering exceptional customer service and expert medical aid advice to our clients.

Key Responsibilities:
  • Client Engagement: Engage with clients to understand their medical aid needs and preferences.
  • Plan Reviews: Conduct thorough reviews of clients' medical aid plans, identifying areas for improvement and proposing alternative options.
  • Gap Cover Research: Research and identify gap cover options for clients, ensuring they have adequate coverage for their healthcare needs.
  • Record-Keeping: Maintain accurate records of client interactions, advice provided, and plan updates, adhering to company procedures and regulatory requirements.

Requirements: To be successful in this role, you will need to possess excellent communication skills, strong time management abilities, and a commitment to championing client and customer focus.