Financial Services Advisor
3 days ago
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.
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Financial Planner
1 week ago
Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full timeThe 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.
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Financial Advisor
2 weeks ago
Cape Town, Western Cape, South Africa EQ-FIN Full timeConsider 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...
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Financial Advisor
3 weeks ago
Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full timeIntroduction 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...
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Financial Advisor
2 weeks ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeJob 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...
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Financial Planner Specialist
5 days ago
Cape Town, Western Cape, South Africa Origin Financial Group Full timeCompany OverviewOrigin Financial Group is a leading player in the South African market, specializing in customized financial solutions and advice. We pride ourselves on helping our financial advisors realize their worth and attribute our growth and performance to our incredible partners and market-leading value proposition.We present a significant...
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Junior Financial Advisor
2 weeks ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeJob 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...
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Customer Service Advisor
5 days ago
Cape Town, Western Cape, South Africa Surgo HR & Training Full timeAbout the JobKey Responsibilities:About the job Venda Speaking Customer Service AdvisorWe are seeking a talented and customer-focused individual to join our team as a Venda Speaking Customer Service Advisor in Century City.The successful candidate will be responsible for identifying and understanding customer needs, delivering exceptional customer service to...
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Financial Services Professional
5 days ago
Cape Town, Western Cape, South Africa Origin Financial Group Full timeRole OverviewThe Short-Term Advisor will be responsible for managing and expanding our client base in a sustainable, profitable, and ethical manner.Main Responsibilities:Client Engagement and Advisory:Provide risk management and short-term insurance advice to a selected portfolio of existing clients.Identify new business opportunities and prospect new...
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Service Advisor
2 weeks ago
Cape Town, Western Cape, South Africa First Degree Recruitment Full timeVacancy for a Vehicle Service Advisor with a vehicle dealership in Cape Town.Duties: Costing of job cards of vehicles booked into the workshop, Processing of warranties, following up on vehicles booked into workshop, liaising between the client and workshop on progress of vehicles, ensuring customer satisfaction of vehicles serviced.Requirements:Minimum of 3...
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Service advisor
2 weeks ago
Cape Town, Western Cape, South Africa First Degree Recruitment Full timeVacancy for a Vehicle Service Advisor with a vehicle dealership in Cape Town.Duties: Costing of job cards of vehicles booked into the workshop, Processing of warranties, following up on vehicles booked into workshop, liaising between the client and workshop on progress of vehicles, ensuring customer satisfaction of vehicles serviced.Requirements:Minimum of 3...
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Customer Financial Advisor
6 days ago
Cape Town, Western Cape, South Africa Ground One Direct Marketing Full timeAt Ground One Direct Marketing, we are dedicated to providing innovative financial solutions to our clients. As an Entry-Level Financial Service Agent, you will have the opportunity to contribute to this mission by providing expert financial advice and support to clients.Your day-to-day activities will involve working closely with senior financial advisors...
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Financial Support Advisor
3 days ago
Cape Town, Western Cape, South Africa Capita Full timeRole OverviewWe are seeking a Financial Support Advisor to join our team, providing expert guidance and support to customers struggling with debt. As a key member of our collections team, you will work closely with customers to develop personalized solutions to help them manage their finances.Key AccountabilitiesDeliver exceptional customer service,...
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Financial Services Consultant
1 week ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeJob Opportunity: Financial Services ProfessionalCA Financial Appointments is seeking a skilled resource to assist with a large project. If you are a CA(SA) with financial services industry experience, we would like to hear from you.Key Responsibilities:Oversee all Project EASE work related to the Financial Integrity workstreamAnalyse balance sheet accounts...
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Senior Financial Advisor
5 days ago
Cape Town, Western Cape, South Africa The Legends Agency Full timeSenior Financial Advisor PositionWe are seeking an experienced Senior Financial Advisor to join our team at The Legends Agency.The successful candidate will be responsible for providing financial guidance and support to our clients, preparing financial reports, and managing financial data.Key Responsibilities:Financial Reporting: Prepare financial reports,...
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Financial Advisor Cape Town
1 week ago
Cape Town, Western Cape, South Africa Sheldon Recruitment Full timeWe are seeking a skilled Financial Advisor to join our team in Peninsula, Western Cape. As a Financial Advisor, you will be responsible for providing expert advice on investment strategies and financial planning.You will work closely with clients to understand their financial goals and develop tailored solutions to achieve them.Responsibilities:Providing...
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Investment Advisory Expert
5 days ago
Cape Town, Western Cape, South Africa Origin Financial Group Full timeCareer OpportunitiesOrigin Financial Group is seeking experienced financial advisors located in Western Cape (specifically Cape Town and the Garden Route district). We offer flexibility and follow a hybrid workplace model. Our advisors are supported by an in-house dedicated team of administrators and para-planners.As a financial advisor, you will be...
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Aspiring Financial Advisor
7 days ago
Cape Town, Western Cape, South Africa Old Mutual Full timeJob title : Aspiring Financial Advisor (Bellville)Job Location : Western Cape, BellvilleDeadline : April 06, 2025Quick Recommended LinksJobs by Location Job by industries Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...
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Associate Financial Advisor
7 days ago
Cape Town, Western Cape, South Africa Old Mutual Full timeJob title : Associate Financial Advisor - Cape TownJob Location : Western Cape, Cape TownDeadline : April 06, 2025Quick Recommended LinksJobs by Location Job by industries Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...
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Associate Financial Advisor
7 days ago
Cape Town, Western Cape, South Africa Old Mutual Full timeJob title : Associate Financial Advisor (Claremont)Job Location : Western Cape, Cape TownDeadline : March 18, 2025Quick Recommended LinksJobs by Location Job by industries Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...
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Associate Financial Advisor
7 days ago
Cape Town, Western Cape, South Africa Old Mutual Full timeJob title : Associate Financial Advisor (Cape Town)Job Location : Western Cape, Cape TownDeadline : April 04, 2025Quick Recommended LinksJobs by Location Job by industries Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...