Independent Financial Solutions Expert
6 days ago
Sanlam is a leading financial services provider in South Africa, dedicated to building strong relationships with our financial advisors. We're committed to helping them realise their worth and achieve great things through continuous development and growth opportunities.
We're seeking an experienced Wealth Management Specialist to join our team. As a key member of our advisory services team, you will be responsible for providing high-quality financial advice and planning to new and existing clients, meeting sales targets, and maintaining client relationships within a compliant and ethical manner.
Key Responsibilities
- Assist in growing the Sanlam Adviser Business by applying knowledge of market segmentation and customer profiles to support sales and growth within defined markets.
- Maintain accurate records, monitor progress, and document client interactions, ensuring all activities are compliant with regulatory requirements.
- Present financial solutions to clients in a professional and competent manner aligned to treating customers fairly, developing and implementing focused campaigns with new or existing clients in defined markets.
- Collaborate with colleagues to drive results, cultivate innovation, and maintain a customer-focused approach.
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Independent Wealth Management Expert
4 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full timeWe are seeking a highly skilled and experienced Executive Independent Financial Advisor to join our team at 1.618 Financial Services.In this full-time hybrid role, you will be responsible for providing personalized financial advice to clients, developing financial plans, managing client's investment portfolios, conducting market research, and staying...
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Executive Independent Financial Advisor
4 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full time5 days ago Be among the first 25 applicantsDirect message the job poster from 1.618 Financial ServicesCompany DescriptionWe suggest you enter details here.Role DescriptionThis full-time Executive Independent Financial Advisor role is a hybrid position, located in Pretoria, with some work from home acceptable. The responsibilities include providing...
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Pretoria, Gauteng, South Africa Sanlam Full timeSanlam Financial Adviser: Independent Solutions Unit - PretoriaDate: 29 Jan 2025Location: Pretoria, Gauteng, ZACompany: Sanlam GroupWho are we?Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your...
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Luxury Financial Solutions Expert
5 days ago
Pretoria, Gauteng, South Africa Spane4all Full timeLuxury Financial Solutions Expert is responsible for cultivating and managing objective working relationships with a variety of stakeholders, including end-users, SMEs, project managers, and senior staff members. The role requires a strong understanding of the luxury financial services market, excellent communication skills, and the ability to build strong...
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Pretoria, Gauteng, South Africa Sanlam Full timeWho are we?Sanlam Life Ltd is one of the top financial services providers in the South African market.We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to...
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Financial Crime Analyst Expert
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Personalized Financial Solutions Expert
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Roaming Financial Solutions Expert
5 days ago
Pretoria, Gauteng, South Africa Old Mutual Full timeOld Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries.Our purpose is to Champion Mutually Positive Futures Every Day, and we believe that a great customer experience is anchored in a great employee experience.About UsWe...
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Financial Services Expert
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Financial Planning Expert
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Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeCompany OverviewInnovative Financial Advisor Services is a well-established, professionally staffed insurance advisory that delivers tailor-made solutions to clients. Our unique approach and skillset enable us to provide flexible and best-of-breed services with zero wastage.Role DescriptionThis full-time role involves providing comprehensive financial...
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Wellness and Money Solutions Expert
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Financial Planning Specialist
4 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full timeAs a leading financial services firm, 1.618 Financial Services is dedicated to delivering exceptional financial solutions to our clients.We are seeking a highly motivated and experienced Executive Independent Financial Advisor to join our team and contribute to our mission of providing personalized financial advice to individuals and families.In this...
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Pretoria, Gauteng, South Africa Financial Intelligence Centre Full timeAbout the RoleWe are looking for an experienced Advanced Financial Intelligence Specialist to join our team at the Financial Intelligence Centre. As a key member of our team, you will be responsible for applying technical expertise and judgment in the interpretation and presentation of complex financial and factual data.Key ResponsibilitiesApply advanced...
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Senior Financial Data Analyst
1 day ago
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Senior Financial Advisor
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Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeCompany DescriptionInnovative Financial Advisor Services is a modern, well-capitalized, and professionally staffed insurance advisory. Our clients benefit from our unique approach and skillset, delivering tailor-made and best-of-breed solutions that are flexible with zero wastage. As an open architecture brokerage, our Senior Advisers can provide solutions...
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Expert Financial Advisor
1 day ago
Pretoria, Gauteng, South Africa Jse Limited Part timeJse Limited is hiring an Expert Financial Advisor to join its esteemed team. The successful candidate will have expertise in advising clients on complex financial matters, including wealth management, tax planning, and estate planning.Key Responsibilities:Conducting thorough financial assessments and creating personalized plansCollaborating with...
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Executive Financial Advisor Professional
4 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full timeAt 1.618 Financial Services, we are seeking a highly skilled and experienced Executive Independent Financial Advisor to join our team.This full-time role is a hybrid position, located in Pretoria, with some work from home acceptable. As an Executive Independent Financial Advisor, you will be responsible for providing personalized financial advice to clients,...
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Strategic Financial Consultant
5 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeWhy Work with Us?We offer a dynamic and supportive work environment where you can grow your career. As a Senior Financial Advisor, you will have the opportunity to work with a modern, well-capitalized, and professionally staffed insurance advisory that delivers tailor-made solutions to clients.Your Key TasksAs a Senior Financial Advisor, your key tasks will...
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Africa Financial Solutions Expert
1 day ago
Pretoria, Gauteng, South Africa Old Mutual South Africa Full timeAfrica's Leading Insurance Company Seeks Experienced ProfessionalWe are Old Mutual South Africa, a leading insurance company in Africa. Our diverse talent reflects our commitment to the African opportunity.As a Commissioned Financial Advisor, you will be responsible for championing our valued customers to achieve their lifetime goals by identifying their...
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Financial Expert
2 days ago
Pretoria, Gauteng, South Africa Scholtz Partners International (Pty) Ltd Full timeWe are seeking a Financial Expert to join our team at Scholtz Partners International (Pty) Ltd. As a highly skilled professional, you will play a crucial role in optimising collection strategies and improving financial processes.The ideal candidate will have 8-10 years of financial analysis experience, including 3-4 years at a junior management level. A...