Financial Advisor Specialist
5 days ago
We are an independent, specialist brokerage. Our mission is to provide comprehensive financial planning, asset management, short-term insurance, tax, and estate planning services to medical practitioners nationwide.
">The ideal candidate should have a deep understanding of financial planning and investments. Responsibilities include identifying new business opportunities within our existing and new client base, building and maintaining good relationships with clients, and providing them with the best financial advice.
">Key Responsibilities:
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- Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation.">
- Analyse financial data, review clients' investment portfolios, and make recommendations to optimize their financial objectives.">
- Assist clients in completing applications, medical examinations, and all other documentation required for insurance underwriting.">
- Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.">
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Financial Advisor
1 week ago
Durban, KwaZulu-Natal, South Africa Juner Financial Services Full timeCompany DescriptionJuner Financial Services is a financial broker that offers financial services and assistance in insurance and investment.Role DescriptionThis is a full-time on-site role for a Financial Advisor located in Durban. The Financial Advisor will be responsible for bringing in business for funeral covers, investments, and providing financial...
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Financial Advisor
6 days ago
Durban, KwaZulu-Natal, South Africa Tescon Financial Advisors Full timeCompany DescriptionTescon Financial Services is a juristic representative of Discovery Life Limited, a registered long-term insurer and authorized financial services. As associates of a trusted and regulated entity, we adhere to stringent product rules, terms, and conditions. Our objective is to provide comprehensive financial services to our clients.Role...
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Financial Advisor
1 day ago
Durban, KwaZulu-Natal, South Africa Headhunters Full timeReference : PE-RW-1Our client in the Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk Products). To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the company's Partner.Afrikaans first language preferred. A wonderful career opportunity awaits...
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Financial Advisor
4 weeks ago
Durban, KwaZulu-Natal, South Africa The Recruitment Council Full timeJob Title: Financial Advisor (Investment Specialist)The Financial Advisor (Investment Specialist) plays a pivotal role in guiding individuals toward achieving their financial goals through comprehensive financial planning and investment management. This position is ideal for a motivated financial professional dedicated to building lasting relationships and...
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Financial Advisor
4 weeks ago
Durban, KwaZulu-Natal, South Africa Micah Govender Developments Full timeBusiness Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.Company is looking for experienced life and investment financial advisors to be based in...
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Financial Advisor
5 days ago
Durban, KwaZulu-Natal, South Africa Micah Govender Developments Full timePersonal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu...
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Financial Advisor
1 hour ago
Durban, KwaZulu-Natal, South Africa Old Mutual Full timeRole SummaryWe are seeking a skilled and experienced Financial Services Expert to join our team as a Salaried Financial Advisor - Product Specialist. In this role, you will be responsible for providing advice on a specific range of products to a specific allocated market and achieving individual results through your own efforts.Key Accountabilities•...
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Financial Advisor
6 days ago
Durban, KwaZulu-Natal, South Africa Liberty Group South Africa Full timeWe are seeking a motivated and experienced Financial Advisor to join our team. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a passion for helping clients achieve their financial goals. As a Financial Advisor, you will be responsible for providing personalized financial guidance to clients, including...
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Financial Solutions Specialist
1 week ago
Durban, KwaZulu-Natal, South Africa Juner Financial Services Full timeJuner Financial Services Company OverviewOur company is committed to delivering exceptional financial services and expertise to our clients. With a focus on building long-term relationships, we strive to create tailored solutions that cater to individual needs.Job Description SummaryThis role as a Financial Advisor requires a proactive and results-driven...
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Wealth Management Advisor
1 week ago
Durban, KwaZulu-Natal, South Africa Juner Financial Services Full timeAbout the JobWe are seeking a skilled and experienced Financial Advisor to join our team at Juner Financial Services. As a key member of our team, you will be responsible for delivering exceptional financial services and support to our clients.Key Performance IndicatorsSales performance and revenue growth.Client satisfaction and retention rates.Product...
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Financial Advisor
2 weeks ago
Durban, KwaZulu-Natal, South Africa Gayede BlueStar - Authorised by Sanlam Full timeCompany DescriptionWelcome to Gayede BlueStar, a licensed entity under Sanlam Financial Services, dedicated to financial empowerment in South Africa. With strategic locations in Richard's Bay, Pietermaritzburg, Kokstad, Bizana, and Durban, we offer comprehensive financial services tailored for personal and corporate needs. Our commitment to excellence,...
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Comprehensive Financial Solutions Specialist
6 days ago
Durban, KwaZulu-Natal, South Africa Tescon Financial Advisors Full timeAbout Tescon Financial ServicesWe are a trusted representative of Discovery Life Limited, a registered insurer and financial services provider. Our team is dedicated to delivering exceptional client service, and we are committed to helping our clients achieve their financial goals.Job DescriptionWe are seeking an experienced Financial Advisor to join our...
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Financial Planning Expert
6 days ago
Durban, KwaZulu-Natal, South Africa Tescon Financial Advisors Full timeCompany OverviewTescon Financial Services is a representative of Discovery Life Limited, a registered insurer and financial services provider. As associates of a trusted entity, we adhere to stringent product rules, terms, and conditions. Our objective is to provide comprehensive financial services.About the RoleThis is a full-time role for a Financial...
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Financial Advisor
5 days ago
Durban, KwaZulu-Natal, South Africa The Recruitment Council Full timeThe Financial Advisor (Investment Specialist) plays a pivotal role in guiding individuals toward achieving their financial goals through comprehensive financial planning and investment management. This position is ideal for a motivated financial professional dedicated to building lasting relationships and delivering tailored financial solutions.Purpose of...
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Financial Advisor
5 days ago
Durban, KwaZulu-Natal, South Africa Gayede Bluestar - Authorised By Sanlam Full timeCompany DescriptionWelcome to Gayede BlueStar, a licensed entity under Sanlam Financial Services, dedicated to financial empowerment in South Africa.With strategic locations in Richard's Bay, Pietermaritzburg, Kokstad, Bizana, and Durban, we offer comprehensive financial services tailored for personal and corporate needs.Our commitment to excellence,...
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Financial Advisor and Risk Consultant
1 week ago
Durban, KwaZulu-Natal, South Africa Ultra Personnel : Pharmaceutical, Insurance, Engineering Full timeReference: JHB000960-VM-1Leading organisation within the investments and financial services industry requires a Risk Consultant for the KZN branch. This position is based in Kloof / Gillitts.Duties & ResponsibilitiesMinimum 5 years' experience as a Broker Consultant / Life Insurance Agent.Preference will be given to candidates with a CFP.RE5 is...
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Financial Advisor Lead
7 hours ago
Durban, KwaZulu-Natal, South Africa Rory Mackie & Associates Full timeAbout Rory Mackie & AssociatesWe are a leading wealth management firm that provides expert advice to high net worth individuals. Our team is dedicated to providing exceptional service and helping our clients achieve their financial goals.This role is ideal for an experienced Financial Advisor who is looking to take their career to the next level. As a...
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Professional Investment Advisor
6 days ago
Durban, KwaZulu-Natal, South Africa Tescon Financial Advisors Full timeAbout UsTescon Financial Services is a trusted representative of Discovery Life Limited, a registered insurer and financial services provider. We adhere to stringent product rules, terms, and conditions, ensuring our clients receive the best possible service.Job SummaryWe are seeking an experienced Financial Advisor to join our team. The successful candidate...
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Financial Advisor
5 days ago
Durban, KwaZulu-Natal, South Africa Millennialnxt Pty Ltd Full timeLocation: Umhlanga Ridge, KZNEmployment Type: Full-timeEarning Potential: Up to % commission + BonusesAre you passionate about helping people secure their financial future? Join Our Client, a leading financial services group, and take the next step in your career as a Financial Advisor.We offer expert guidance, training, and a supportive environment to help...
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Associate Financial Advisor
2 weeks ago
Durban, KwaZulu-Natal, South Africa Old Mutual Full timeAssociate Financial Advisor (Richards Bay)Associate Financial Advisor (Richards Bay)Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one...