Career Opportunity in Wealth Management

3 days ago

East London, Eastern Cape, South Africa Izulu Wealth Full time

About Us

Izulu Wealth is a leading financial services group that has been serving clients for over a century. Our legacy is built on a strong foundation of trust, expertise, and innovation.

As a purpose-led organization, we operate across selected global markets, offering an exciting environment with opportunities for those passionate about finance, technology, or community impact.

We have been consistently recognized as a Top Employer for 10 consecutive years, demonstrating our commitment to excellence and employee satisfaction.

The Role

This is a full-time position as a Financial Advisor based in East London. As a member of our team, you will be responsible for:

  • Providing expert financial planning services to our clients
  • Offering tailored financial advisory services to meet their needs
  • Making informed investment recommendations to help them achieve their goals
Your Key Responsibilities

As a Financial Advisor, you will have the opportunity to work with a variety of clients, helping them navigate complex financial decisions. Your key responsibilities will include:

  • Conducting thorough financial assessments to identify areas for improvement
  • Developing personalized financial plans to help clients achieve their objectives
  • Providing ongoing support and guidance to ensure they stay on track
Requirements and Qualifications

To succeed in this role, you will need to possess a combination of skills and qualifications, including:

  • Strong analytical and problem-solving skills to provide expert advice
  • Excellent communication and interpersonal abilities to build strong relationships with clients
  • A reliable mode of transportation to facilitate client meetings
  • A Senior Certificate or equivalent qualification
  • The ability to travel if required to meet client needs
  • A go-getter attitude to drive success and exceed expectations
Seniority Level and Employment Type

This is an entry-level position within our organization, offering the opportunity to develop your skills and knowledge in a dynamic environment. The employment type is full-time, providing a stable and secure career path.

Job Function and Benefits

This role is part of our Finance and Sales team, working closely with clients to understand their financial needs and provide tailored solutions. As a member of our team, you can expect a range of benefits, including professional development opportunities, competitive compensation, and a collaborative work environment.

  • Entry-Level Wealth Strategist Role

    3 days ago

    East London, Eastern Cape, South Africa Izulu Wealth Full time

    About Izulu WealthWe are a purpose-driven financial services group committed to delivering exceptional results for our clients. With a rich legacy spanning over a century, we have established ourselves as a trusted partner in the financial industry.Our team of experts operates across selected global markets, leveraging innovative technologies and best...

  • Insurance Career Opportunity

    6 days ago

    East London, Eastern Cape, South Africa Old Mutual Full time

    About UsOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Our team is dedicated to helping our customers achieve their lifetime goals by providing sound financial advice and recommending suitable financial plans and solutions.To be part of our team, you will need:Matric3-5 years work experienceA tertiary...

  • Fitness Career Opportunity

    6 days ago

    East London, Eastern Cape, South Africa TN United Kingdom Full time

    At TN United Kingdom, we're looking for a dedicated and motivated Level 3 Qualified Personal Trainer to join our vibrant team. As a valued member of our gym community, you'll be responsible for creating a supportive environment for all members.Your Key Responsibilities:Inductions and gym tours to ensure a seamless member experience.Maintaining health and...

  • Career Growth Opportunity

    3 days ago

    East London, Eastern Cape, South Africa Outsurance Insurance Company Limited Full time

    We are looking for a highly motivated and driven individual to join our team as an OUTsurance Broker. As a key member of our sales team, you will be responsible for building and growing our short-term insurance portfolio by prospecting and canvassing for new business sales.The ideal candidate will have excellent communication and interpersonal skills, with...

  • Wealth Management Advisor

    6 days ago

    East London, Eastern Cape, South Africa Momentum Full time

    We are seeking an experienced Financial Business Partner to join our team at Momentum. The successful candidate will be responsible for providing financial services and expert advice to high-income clients.Responsibilities and Requirements:Provide comprehensive financial services and expert advice to high-income clients, focusing on investments.Analyze...

  • Private Wealth Strategist

    6 days ago

    East London, Eastern Cape, South Africa Momentum Full time

    Join us at Momentum as a Financial Business Partner, where you will play a key role in providing financial services and expert advice to high-income clients. This is an exciting opportunity for a motivated and results-driven individual who is passionate about delivering exceptional client experiences.Key Responsibilities:Develop and maintain strong...

  • Career in Wealth Management

    17 hours ago

    East London, Eastern Cape, South Africa Old Mutual Full time

    About the RoleWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join Old Mutual, one of Africa's leading insurance companies.The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and...

  • Senior Wealth Management Specialist

    6 days ago

    East London, Eastern Cape, South Africa Sanlam Limited Full time

    About the RoleSanlam Limited is seeking a Senior Wealth Management Specialist to join our team. This role offers an exceptional opportunity to contribute to the growth and success of the company by delivering high-quality financial advice and solutions to clients.Key ResponsibilitiesClient Acquisitions and Retention:Identify new business opportunities...

  • Personal Wealth Advisor

    5 hours ago

    East London, Eastern Cape, South Africa TN United Kingdom Full time

    We are proud to offer an excellent opportunity for a Personal Wealth Advisor to join our team at TN United Kingdom. As a key member of our team, you will be responsible for delivering high-quality financial planning services to our clients, helping them achieve their lifetime goals.About the PositionYou will work closely with our clients, understanding their...

  • Wealth Management Specialist

    5 days ago

    East London, Eastern Cape, South Africa Sanlam Full time

    We are seeking an experienced Financial Services Professional to join our team as a Financial Advisor.Key Responsibilities:Develop and implement personalized financial plans for clients.Provide expert advice on investment options, retirement planning, and other financial matters.Maintain strong relationships with clients through regular communication and...

  • Managerial Career Opportunity in Fashion

    6 days ago

    East London, Eastern Cape, South Africa Jam Clothing Full time

    We are seeking an ambitious Store Manager to join our East London team at Jam Clothing. As a key member of our leadership team, you will be responsible for driving business growth, improving operational efficiency, and inspiring teams to deliver exceptional customer experiences.About the role:Key Objectives:Develop and implement effective sales strategies to...

  • Level 4 Sales Professional Apprenticeship

    6 days ago

    East London, Eastern Cape, South Africa Getting In Limited Full time

    Benefits and Career OpportunitiesWhat We OfferAs a Sales Executive Apprentice Level 4, you will have the opportunity to gain valuable experience and skills in a dynamic and growing industry. You will work closely with experienced professionals and have access to training and development opportunities to help you progress in your career.You will also receive...

  • Legal Counsel

    3 days ago

    East London, Eastern Cape, South Africa Absa Bank Full time

    South Africa's #1 Property Investment Group is looking for a Wealth Manager to join their fast-growing and dynamic teamTRANSFORM YOUR CAREER IN FINANCIAL PLANNING Fully registered with the relevant financial institutions and authorities, our suite of companies (including Chartered Accountants, trust attorneys) offers ambitious financial planners an...

  • Junior Electrical Engineering Apprenticeship Opportunity

    6 days ago

    East London, Eastern Cape, South Africa Getting In Limited Full time

    We're offering a Junior Electrical Engineering Apprenticeship Opportunity at Getting In Limited. As a junior electrical engineer apprentice, you'll play a crucial role in maintaining the electrical systems of our operations. You'll assist in planned preventative maintenance, conduct condition-based monitoring and fault finding, and work on modifying and...

  • Career Opportunity in Financial Services

    6 days ago

    East London, Eastern Cape, South Africa Old Mutual Full time

    About UsWe are Old Mutual, a firm that believes in the African opportunity and strives to empower our communities through our diverse talent.Africa's Leading Insurance Company SeeksWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join our team.The role is about championing our valued customers to...

  • South African Sales Career Opportunity

    6 days ago

    East London, Eastern Cape, South Africa Sheldon Recruitment Full time

    Sales Position OverviewWe are seeking a talented and ambitious sales professional to join our team as a sales representative.The successful applicant will be responsible for developing and implementing effective sales strategies, identifying new business opportunities, and maintaining existing client relationships.Key Responsibilities:Attend industry events...

  • Wealth Creation Specialist

    3 days ago

    East London, Eastern Cape, South Africa Absa Bank Full time

    About the Role:This is an exciting opportunity for a skilled Financial Planner to join our team and help our clients achieve their financial objectives. The successful candidate will have a strong track record of excellence in achieving sales targets and other KPIs.We are looking for someone who is passionate about innovation and has excellent English...

  • Telecommunications Representative

    6 days ago

    East London, Eastern Cape, South Africa Employment Solution Management Full time

    Career Opportunity:Are you looking to start a career in the fibre sales industry? As a Telecommunications Representative with Employment Solution Management, you will have the opportunity to work with leading fibre network providers and promote high-speed fibre internet services to homes and businesses in your area.Main Responsibilities:Promote fibre...

  • Entry-Level Automotive Career Opportunity

    1 day ago

    East London, Eastern Cape, South Africa Autotech Recruit Full time

    We're seeking a dedicated and hardworking light vehicle technician to join our client's team. As a key member of the team, you'll be responsible for performing a variety of tasks, including routine services, complex repairs, and ensuring the highest levels of customer satisfaction.Key ResponsibilitiesPerform routine and non-routine service and maintenance...

  • Career Opportunity in FMCG Sales

    6 days ago

    East London, Eastern Cape, South Africa On Line Personnel Full time

    About the JobWe are seeking a skilled Sales Representative to join our team at On Line Personnel. The successful candidate will be responsible for promoting and selling FMCG products to customers in the East London area.ResponsibilitiesTo effectively promote and sell FMCG products to customersTo develop and maintain strong relationships with...