Investment Consultant: Expert Partner

Momentum is a financial services provider with a strong entrepreneurial spirit and innovative culture. Our goal is to help individuals create and preserve wealth through our insurance, income protection, and investment products.Job DescriptionThe Investment Consultant will craft meaningful partnerships with independent financial advisors (IFAs) to provide...

Role PurposeThe Investment Consultant crafts strong partnerships with independent financial advisors (IFAs), fostering long-lasting relationships that drive business growth.This role requires exceptional product, market, and sales knowledge, as well as first-class service delivery and business analysis skills.The successful candidate will be responsible for...

Job OverviewMomentum seeks a skilled Investment Consultant to craft passionate partnerships with investment and wealth independent financial advisors (IFAs). This role requires in-depth knowledge of investments, wealth management, and industry trends.

Gayede Bluestar - Sanlam Authorised is a leading provider of financial services in South Africa.We seek an experienced Financial Advisor to join our team, with key responsibilities including:Collaborating with clients to develop and implement financial plans.Providing expert advice on retirement planning and investments.Delivering high-quality financial...

Job OverviewWe are seeking a highly skilled Risk Management Consultant to join our team at Ultra Personnel, specializing in Pharmaceutical, Insurance, and Engineering sectors.Key ResponsibilitiesLead the development of comprehensive risk management strategies for clients across various industries.Analyze and identify opportunities for insurance and...

We are looking for a highly motivated and experienced Investment Strategy Consultant to join our team. The ideal candidate should have a deep understanding of financial planning and investments.">Responsibilities:">">Identify new business opportunities within our existing and new client base.">Build and maintain good relationships with clients.">Provide...

Role SummaryWe are seeking an experienced Insurance and Investments Specialist to join our team at Ultra Personnel. In this role, you will be responsible for providing expert advice on life and short-term insurance needs to clients across various industries.Key QualificationsMinimum 5 years' experience as a Broker Consultant or Life Insurance Agent.Prior...

Momentum is a leading financial services provider that helps individuals create and preserve wealth. We are seeking an experienced Investment Consultant to join our team and play a key role in driving business growth and retention.Job RoleThe successful candidate will have a strong understanding of the investment and wealth management industry, as well as...

Job OverviewWe are seeking a skilled Sales Consultant to join our team at Telesure Investment Holdings. As a Sales Consultant, you will be responsible for developing and maintaining customer relationships through telephonic sales.Key ResponsibilitiesMake calls to customers to develop new relationships or as a first point of contact.Interview customers to...

Telesure Investment Holdings is seeking a highly skilled and experienced Financial Services Consultant to join our team. As a Financial Services Consultant, you will be responsible for advising customers on our range of insurance products and services, as well as providing guidance on financial planning and management.The ideal candidate will have extensive...

About This RoleBoardroom Appointments seeks an experienced Sales Consultant Expert to join our team. The ideal candidate will have a strong background in sales, excellent communication skills, and a proven track record of building successful relationships.Key Responsibilities:Develop and maintain effective relationships with clients, identifying...

Job DescriptionWe are seeking a Financial Services Expert to join our team as an Investment Consultant. The successful candidate will be responsible for building and maintaining relationships with investment and wealth independent financial advisors (IFAs).ResponsibilitiesDeveloping and implementing strategies to strengthen SIC/IFA business...

In this role as a Mutual Fund Consultant, you will be responsible for advising clients on investment opportunities and providing guidance on how to achieve their financial goals. You will need to stay up-to-date with market trends and developments, and be able to communicate complex financial information in a clear and concise manner.You will work closely...

Job DescriptionThe Customer Service Consultant will play a critical role in delivering exceptional customer experiences and driving business growth. The successful candidate will be responsible for:Key Performance IndicatorsFirst Call Resolution (FCR) rate of 80% or higherCustomer satisfaction rating of 90% or higherAverage Handling Time (AHT) of 5 minutes...

Customer Service PositionWe are seeking a highly motivated and results-driven Customer Service Consultant to join our team at Telesure Investment Holdings. The successful candidate will be responsible for delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesProviding expert-level customer service and support via phone,...

DetailsClosing Date: 2025/06/30Reference Number: MMH230213-25Job Title: Talent Pool: Investment Consultant (KwaZulu-Natal)Position Type: PermanentRole Family: SalesRemote Opportunity: Some of the timeLocation - Country: South AfricaLocation - Province: KwaZulu-NatalLocation - Town / City: Pietermaritzburg and DurbanIntroduction:Momentum, a financial services...

Experienced Financial AdvisorWe're looking for a seasoned financial advisor to join our team as an Investment Portfolio Manager. As a trusted partner to our clients, you will leverage your expertise in investment and relationship banking to deliver tailored solutions and drive business growth.About the OpportunityThis is an exciting opportunity to join a...

IntroductionMoving Heads Personnel is an owner-managed business and has been in operation since January 1997.Duties & ResponsibilitiesLooking for a Recruitment Partner wanting to invest in a recruitment agency in Sandton.ESSENTIAL: SOLID EXPERIENCE REQUIRED IN THE INSURANCE SECTOR, ESPECIALLY HEADHUNTING IN THIS AREA.STAFF REQUIRED FOR A RECRUITMENT AGENCY....

We are seeking a highly skilled Investment Consultant to join our team at Momentum. As a key player in our business, you will be responsible for developing and maintaining relationships with independent financial advisors (IFAs).Job SummaryThe successful candidate will have excellent communication and interpersonal skills, as well as a strong understanding...

About Juner Financial ServicesWe are a financial broker dedicated to offering expert financial services and assistance in insurance and investment. Our goal is to provide individuals with the knowledge and tools they need to achieve their long-term financial objectives.Role OverviewThis full-time on-site role for a Financial Advisor involves bringing in...