Professional Financial Advisor

3 weeks ago


Bloemfontein, Orange Free State, South Africa Old Mutual Full time

Transforming Lives through Financial Guidance

At Old Mutual, we believe in empowering individuals to achieve their financial goals. As a Poly-jobber (EPT), you will play a vital role in championing our valued customers by identifying their financial needs and providing expert advice.

The role involves responsible procurement of new business, expanding sales of products and services with existing customers, and working mainly on own leads.

Key Responsibilities:

  • Financial needs assessment and advice
  • Recommendation and implementation of tailored financial plans
  • Business development and relationship management

Requirements:

Education and Skills:

What We Offer:


  • Financial Law Advisor

    1 month ago


    Bloemfontein, Orange Free State, South Africa beBee Professionals Full time

    **Financial Law Advisor**beBee Professionals is seeking a Financial Law Advisor to provide expert legal advice and guidance on financial matters. The ideal candidate will have a strong understanding of financial regulations and laws, and be able to provide legal advice on a variety of financial matters.The successful candidate will be responsible for...


  • Bloemfontein, Orange Free State, South Africa beBee Professionals Full time

    beBee Professionals is seeking an experienced Professional Fashion Advisor to be based in Bloemfontein. The successful candidate will be responsible for providing expert advice and guidance to clients on how to improve their personal image and style.The ideal candidate should have a degree in fashion, design, or a related field, as well as a minimum of two...


  • Bloemfontein, Orange Free State, South Africa Origin Financial Group Full time

    Job DescriptionThis is a remote position as a Senior Financial Consultant with the Origin Financial Group.Company OverviewA leading Independent Financial Advisor (IFA) in the South African market, we offer customized solutions and advice tailored to each client's financial life cycle. With a strong presence and national footprint, we partner with industry...


  • Bloemfontein, Orange Free State, South Africa beBee Professionals Full time

    beBee Professionals is looking for a highly skilled Financial Advisor for Renewable Energy to join our team. The successful candidate will be responsible for providing financial guidance and services to clients in the renewable energy sector.The ideal candidate will have a strong understanding of the renewable energy industry, including current trends and...


  • Bloemfontein, Orange Free State, South Africa CA Financial Appointments Full time

    Financial Planning Support Specialist - Contribute to the success of our clients by providing exceptional administrative support to our Advisors. In this role, you will assist with client interactions, account management, and basic financial planning.Key Responsibilities:Develop and maintain accurate client records and portfolio documentsPrepare client...


  • Bloemfontein, Orange Free State, South Africa CA Financial Appointments Full time

    CA Financial Appointments is seeking a skilled Paraplanner to provide essential administrative support to their Advisors. In this role, you'll manage a portfolio of clients, assisting with transactions, client interactions, account management, and supporting basic financial planning.Key Responsibilities:Financial Planning Support: Develop precise financial...


  • Bloemfontein, Orange Free State, South Africa CA Financial Appointments Full time

    We are looking for a dedicated and skilled Paraplanner to join our team at CA Financial Appointments. As a key member of our close-knit, high-performing team, you will play a vital role in supporting our Advisors in delivering exceptional client service.The ideal candidate will possess relevant tertiary qualifications and have 3-5 years of experience within...

  • Financial Planner

    1 month ago


    Bloemfontein, Orange Free State, South Africa Sanlam Full time

    Job Title: Financial PlannerSanlam Life Ltd is a leading financial services provider in the South African market, dedicated to building strong, lasting relationships with our financial advisors. We strive to help our advisors realise their worth and achieve their career aspirations.Key Responsibilities:Provide new and existing clients with professional and...


  • Bloemfontein, Orange Free State, South Africa Old Mutual Full time

    Unlock Your Potential as a Financial AdvisorAt Old Mutual, we believe in the power of financial expertise to transform lives. As a Financial Advisor, you will play a vital role in helping our valued customers achieve their lifetime goals.About the RoleWe are seeking a self-motivated and dynamic individual with a passion for entrepreneurship to join our team....


  • Bloemfontein, Orange Free State, South Africa Origin Financial Group Full time

    This is an exciting opportunity to join a leading Independent Financial Advisor (IFA) in the South African market.Origin Financial Group, a national footprinted company, offers customised solutions and advice tailored to the financial life cycle of each client. Our team works with partners and service providers within the financial services industry to...


  • Bloemfontein, Orange Free State, South Africa beBee Professionals Full time

    BeBee Professionals, a leading provider of management consulting services, seeks an experienced Business Strategy Advisor to join our team in Bloemfontein.The ideal candidate will have a degree in Business Administration or a related field and a minimum of 5 years of experience in a similar role. They should possess excellent communication and...


  • Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full time

    Job Title: Senior Financial ConsultantAbout the Role:We are seeking a highly skilled and experienced Wealth Advisor to join our team at Perfect Placement Recruitment. As a Senior Financial Consultant, you will play a crucial role in helping our clients achieve their financial goals by providing expert advice on investment strategies, risk management, and...


  • Bloemfontein, Orange Free State, South Africa Origin Financial Group Full time

    Job DescriptionA highly skilled Financial Consultant Specialist is required to join our team at Origin Financial Group in South Africa. As a key member of our team, you will be responsible for developing new business and maintaining existing relationships with clients.Key Responsibilities:New Business Development: Identify and pursue new business...


  • Bloemfontein, Orange Free State, South Africa Old Mutual Full time

    Unlock Your Potential as a Financial AdvisorAt Old Mutual, we believe in empowering individuals to achieve their lifetime goals. As a Financial Advisor, you will play a vital role in championing our valued customers to identify their financial needs, provide sound financial advice, and recommend tailored solutions.Key ResponsibilitiesConduct thorough...


  • Bloemfontein, Orange Free State, South Africa Mirna Butler Recruitment Full time

    About the RoleWe are recruiting a highly skilled Senior Financial Professional to join our team at Mirna Butler Recruitment.The ideal candidate will have a strong background in accounting and a passion for delivering exceptional financial services.Key ResponsibilitiesManage the financial aspects of client projects, ensuring accurate and timely...


  • Bloemfontein, Orange Free State, South Africa Sanlam Full time

    About the RoleWe are seeking a skilled Financial Services Professional to join our team at Sanlam. As a Financial Services Professional, you will be responsible for providing expert financial advice and guidance to our clients.Key ResponsibilitiesProvide financial advice and guidance to clientsDevelop and implement financial plans to meet client needsBuild...


  • Bloemfontein, Orange Free State, South Africa Sanlam Full time

    About UsSanlam Life Ltd is a leading financial services provider in the South African market, renowned for building strong, lasting relationships with our financial advisors.Job PurposeThe purpose of this role is to provide new and existing clients with professional and relevant financial advice, planning, and products that meet their needs and...


  • Bloemfontein, Orange Free State, South Africa Rectitude Recruit Full time

    About the Role:Are you a skilled accountant or auditor with a passion for delivering high-quality financial services?We are seeking a Financial Expert with Strong Auditing Skills to join our team at Rectitude Recruit. As a key member of our accounting team, you will be responsible for providing accurate and timely financial information to our clients. This...


  • Bloemfontein, Orange Free State, South Africa beBee Professionals Full time

    Pharmaceuticals Legal Advisor Job Description:We are looking for a skilled Pharmaceuticals Legal Advisor to join our team in Bloemfontein. The ideal candidate will have a law degree and at least 5 years of experience in a similar role. They should have a strong understanding of the pharmaceuticals industry and relevant regulations, as well as excellent...


  • Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full time

    Job Title: Non-Life Short Term AdvisorOur client is a comprehensive financial services provider offering tailored solutions to meet diverse client needs. We seek a skilled Non-Life Short Term Advisor to join their team.Key Responsibilities:Provide risk management and short-term insurance advice to selected clients.Grow the insurance portfolio by prospecting...