Investment Planning Consultant

As an Investment Planning Executive with Oasis, you will play a key role in managing and growing a portfolio of clients, providing financial planning advice, and generating leads.The ideal candidate will have a Bachelor's degree in Finance or a related field, be FAIS qualified, and have excellent knowledge of financial planning principles and investment...

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...

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.

Job Summary:">We're seeking a skilled Financial Advisor to join our team at Old Mutual South Africa. As a Financial Advisor, you'll play a critical role in helping our customers achieve their lifetime goals by providing sound financial advice and recommending tailored solutions.Key Responsibilities:">Conduct needs assessments to identify customer...

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 title : Sales Consultant - VAPS Lifestyle Team (Mount Edgecombe)Job Location : KwaZulu-Natal, DurbanDeadline : March 08, 2025Quick Recommended LinksJobs by Location Job by industries Job PurposeInbound or outbound policy sales, based on leads and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct...

The successful incumbent will work for a company that has a passion for delivering high quality customer service as well as developing their staff and investing in their growth.Reporting to the Finance Director, you will support and develop the planning team and ensure accurate and commercially viable resource models. Working with department heads, you will...

The successful incumbent will work for a company that has a passion for delivering high quality customer service as well as developing their staff and investing in their growth.Reporting to the Finance Director, you will support and develop the planning team and ensure accurate and commercially viable resource models. Working with department heads, you will...

Job title : Sales Consultant - VAPS Lifestyle Team (KZN)Job Location : KwaZulu-Natal, DurbanDeadline : March 26, 2025Quick Recommended LinksJobs by Location Job by industries Job PurposeInbound or outbound policy sales, based on leads and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis...

Job title : Fund and Investment SpecialistJob Location : KwaZulu-Natal, DurbanDeadline : April 06, 2025Quick Recommended LinksJobs by Location Job by industries Job Description Role overviewThis role is a business development role that supports and influences tied financial planners to place business with OM (Wealth, Max, Invest and S&I).  The Fund &...

The successful incumbent will work for a company that has a passion for delivering high quality customer service as well as developing their staff and investing in their growth. Reporting to the Finance Director, you will support and develop the planning team and ensure accurate and commercially viable resource models. Working with department heads, you will...

Oasis is seeking a skilled Wealth Planning Specialist to join our team. The successful candidate will be responsible for developing and implementing wealth planning strategies for high net worth individuals and families.Key ResponsibilitiesConduct comprehensive financial analyses to identify areas for improvement and opportunities for growth.Develop...

Globally, companies are seeking professionals who can effectively manage their finances. As a Financial Advisor at Gayede BlueStar, you will play a vital role in helping businesses and individuals make informed decisions about their money.This position requires a unique blend of financial acumen and interpersonal skills. You will be responsible for providing...

We are seeking a Wealth Management Consultant to join our team at Oasis. In this role, you will be responsible for managing and growing a portfolio of clients, providing financial planning advice, and generating leads.Key qualifications for this position include a Bachelor's degree in Finance or a related field, being FAIS qualified, and having excellent...

Job title : Sales Consultant: STI Sales (Mount Edgecombe) KZNJob Location : KwaZulu-Natal, DurbanDeadline : March 19, 2025Quick Recommended LinksJobs by Location Job by industries Job PurposeInbound or outbound policy sales, based on leads and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs...

Job title : Sales ConsultantJob Location : KwaZulu-Natal, DurbanDeadline : April 10, 2025Quick Recommended LinksJobs by Location Job by industries Job PurposeInbound or outbound policy sales, based on leads and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose customer...

Long-Term Insurance Career OpportunityThis is an exciting opportunity for a skilled Long-Term Insurance Consultant to join our team at Headhunters. You will work closely with our clients to provide expert advice on insurance needs and solutions.Key Responsibilities:Analyse and identify Life and Short-Term Insurance opportunities within client bases.Prepare...

About UsAbsa Group is committed to empowering individuals, businesses, and communities to achieve their full potential. We offer a range of products and services that cater to diverse needs, from personal and business banking to corporate and investment banking, wealth and investment management, and insurance.Our mission is to be the most trusted and...

In today's fast-paced business landscape, staying ahead of the curve requires more than just knowledge – it demands adaptability and creativity. As a Financial Advisor at Gayede BlueStar, you will have the chance to drive innovation and help shape the future of financial services.This role offers the perfect blend of technical expertise and interpersonal...

Required Skills and QualificationsTo excel in this role, you will need to possess Grade 12 qualifications and have completed the Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements. Regulatory Examination experience is essential if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months.You will...