Financial Advisory Solutions Expert

3 days ago


Port Elizabeth, Eastern Cape, South Africa Metropolitan Full time
About Us

We are a leading financial services provider, committed to delivering exceptional customer experiences and driving business growth through innovation and expertise. Our team is dedicated to making a positive impact in the communities we serve, and we're looking for like-minded individuals to join us on this journey.

Job Summary

This Financial Advisory Solutions Expert role involves providing expert guidance and support to clients, helping them navigate complex financial decisions, and delivering tailored solutions to meet their needs. The successful candidate will have a deep understanding of financial markets, products, and regulations, as well as excellent communication and interpersonal skills.

Main Responsibilities:

  • Client Advice and Guidance: Provide expert advice and guidance to clients on financial matters, including investment, savings, and protection products.
  • Product and Market Knowledge: Stay up-to-date with industry trends, regulatory changes, and new product launches, applying this knowledge to deliver exceptional client outcomes.
  • Relationship Building: Build and maintain strong relationships with clients, responding to their needs and concerns, and delivering tailored solutions to meet their goals.
  • Collaboration and Communication: Work closely with colleagues across the organization to achieve common goals, communicate effectively with clients and stakeholders, and contribute to a positive and inclusive team culture.

Requirements:

  • Minimum 2 years' experience in financial advisory or a related field.
  • Proven track record of success in delivering exceptional client experiences.
  • Deep understanding of financial markets, products, and regulations.
  • Excellent communication and interpersonal skills.
  • Computer literacy (essential).


  • Port Elizabeth, Eastern Cape, South Africa Old Mutual Limited Part time

    We are looking for a dynamic individual to join our team as a Part-Time Financial Advisor. In this role, you will be responsible for identifying and pursuing new business opportunities, growing sales revenue through customer relationships, and working independently to drive business growth.The ideal candidate will have a passion for financial planning and...


  • Port Elizabeth, Eastern Cape, South Africa Old Mutual Full time

    Old Mutual is a pioneering insurance company that embodies the African opportunity.About Old MutualWe are committed to empowering our customers to achieve their lifetime goals through sound financial advice and tailored solutions.The role of a Commissioned Financial Advisor involves championing our valued customers by identifying their financial needs,...


  • Port Elizabeth, Eastern Cape, South Africa Small Enterprise Development Agency_gov Full time

    Role SummaryWe are seeking a highly experienced Senior Advisory Services Professional to join our team. As a Senior Advisory Services Professional, you will be responsible for providing expert advice and guidance to senior-level executives within small and medium-sized enterprises (SMEs). Your primary objective will be to support the growth and development...


  • Port Elizabeth, Eastern Cape, South Africa Hire Resolve Full time

    Experienced Software Solutions ExpertWe are seeking an experienced software solutions expert to join our team at Hire Resolve. The ideal candidate will possess strong technical skills and experience in designing, coding, testing, and implementing software solutions.About the RoleThe successful candidate will work closely with other developers and...


  • Port Elizabeth, Eastern Cape, South Africa Small Enterprise Development Agency_gov Full time

    Key ResponsibilitiesProvide expert business advisory services and information to micro and small enterprises.Conduct thorough business diagnostics using relevant tools and frameworks.Facilitate and manage the implementation of interventions and business growth strategies.Monitor and evaluate the improvement of client business position.


  • Port Elizabeth, Eastern Cape, South Africa Wesbank Full time

    Key ResponsibilitiesAs a Senior Customer Experience Specialist, you will be responsible for:Providing expert advice to customers on various financial products and services.Handling customer complaints and resolving issues in a timely and professional manner.Collaborating with internal stakeholders to identify areas for improvement and implement...


  • Port Elizabeth, Eastern Cape, South Africa Watershed Consulting Full time

    About UsAt Watershed Consulting, we value expertise and dedication in the field of security systems. Our goal is to provide top-notch solutions for industrial and financial institutions, ensuring their assets and data remain secure.Your RoleWe seek a seasoned Alarm and CCTV Technician to lead our team. As a trusted expert, you will oversee the installation,...


  • Port Elizabeth, Eastern Cape, South Africa Stepco Recruitment Full time

    Key ResponsibilitiesAs a Senior Accountant at Stepco Recruitment, you will be responsible for:Managing accounting records and ensuring accuracy and completenessPreparing financial statements for clients, including CC's, trusts, sole proprietors, and Body CorporatesCalculating and managing taxation obligations for businesses and individualsLiaising with...

  • Financial Advisor

    3 days ago


    Port Elizabeth, Eastern Cape, South Africa Old Mutual Full time

    Company DescriptionOld Mutual Limited is a pan-African financial services company listed on the Johannesburg Stock Exchange with additional listings on the London, Malawi, Namibia, and Zimbabwe stock exchanges. We are dedicated to Africa, focusing on its needs and people. Old Mutual has a longstanding history of educating children, empowering small...


  • Port Elizabeth, Eastern Cape, South Africa Staff Solutions Full time

    About the RoleWe are looking for an experienced Service Delivery Expert to join our team. In this role, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and building strong relationships.ResponsibilitiesDeliver high-quality service to clients, including installations, maintenance, and repairs.Develop and...


  • Port Elizabeth, Eastern Cape, South Africa On Line Personnel Full time

    Sales and Development Specialist CCTV Position Summary">We are seeking an experienced sales professional to join our team as a Sales and Development Specialist CCTV. The ideal candidate will have a strong background in sales, with a proven track record of success in the CCTV industry.">Main Responsibilities">">Developing and implementing effective sales...


  • Port Elizabeth, Eastern Cape, South Africa Staff Solutions Recruitment Full time

    We are looking for an Automotive Industry Expert to join our team at Staff Solutions Recruitment.This role involves working in the Technical Service Centre Department, based in Kariega, and providing technical support to the Group Commercial dealership network in South Africa and SSA markets.About the Role :Ensuring timely and effective development,...


  • Port Elizabeth, Eastern Cape, South Africa Old Mutual Full time

    We are seeking a Wealth Management Professional who can provide expert advice to our clients on managing their wealth. You will be responsible for analyzing client data, developing personalized investment strategies, and implementing effective solutions.What We OfferA competitive salary and benefits packageOngoing training and professional development...


  • Port Elizabeth, Eastern Cape, South Africa Bidvest International Logistics Full time

    We are seeking a seasoned shipping and financial expert to join our team at Bidvest International Logistics. As a Senior Controller, you will be responsible for managing all aspects of our Sea and Air imports and exports shipments, ensuring timely and efficient execution of services.Key RequirementsExecutive-level experience in logistics and financeExcellent...


  • Port Elizabeth, Eastern Cape, South Africa BurnaBys Full time

    About This OpportunityBurnaBys is a dynamic and growing company in the commercial solar industry.We are seeking a highly motivated sales professional to join our team in Cape Town.Job DescriptionIdentify and pursue new business opportunities in the commercial solar space.Develop and maintain relationships with key clients and stakeholders.Provide expert...


  • Port Elizabeth, Eastern Cape, South Africa RESOURCE recruitment Full time

    Westville Financial Advisory RoleWe are looking for a highly experienced financial advisor to join our team in Westville. The ideal candidate will possess a strong background in finance, excellent communication skills, and the ability to provide expert advice to clients.About the Role:Provide expert financial advice to clients on tax and accounting...


  • Port Elizabeth, Eastern Cape, South Africa Staff Unlimited Full time

    Job DescriptionWe are seeking a highly skilled Accountant and Financial Expert to join our team at Staff Unlimited. As a key member of our accounting department, you will be responsible for ensuring the accuracy and completeness of our financial records.ResponsibilitiesSupervise and initiate the processing of client information receipts, sales invoices, and...


  • Port Elizabeth, Eastern Cape, South Africa GE HealthCare Full time

    Join Our Team:We are seeking a talented Diagnostic Imaging Solutions Expert to join our team at GE HealthCare. As a critical member of our operations team, you will play a key role in meeting the daily service repair needs of our customers and driving customer satisfaction through Service Excellence.The ideal candidate will possess a strong background in...


  • Port Elizabeth, Eastern Cape, South Africa Trending Talent Solutions Full time

    Trending Talent Solutions Job DescriptionAn exciting opportunity exists for an Electrician at Meadow Feeds Eastern Cape to join our team.This role involves effective maintenance of defective electrical or electronic equipment, installation of electrical or electronic equipment to laid down specifications, preventative maintenance as per program, adherence to...


  • Port Elizabeth, Eastern Cape, South Africa Old Mutual Full time

    At Old Mutual, we are committed to empowering small businesses, improving infrastructure, and educating children in Africa. As a Financial Advisor, you will play a crucial role in helping us achieve these goals by providing expert financial advice and guidance to our clients.Job Description:Champion valued customers to achieve their lifetime goalsProvide...