Financial Services Consultant
2 weeks ago
About the Role
At Sanlam, we're looking for a skilled Financial Advisor to join our team in Newcastle. As a Financial Advisor, you'll be responsible for providing expert financial advice to our clients and helping them achieve their financial goals.
Key Responsibilities
- Provide financial advice and create personalized financial plans for clients
- Work with allocated key accounts and markets to achieve sales targets
- Offer exceptional customer service to Sanlam clients
- Develop and maintain a deep understanding of Sanlam's product range and stay up-to-date with changes in regulations
- Participate in knowledge-sharing platforms and training opportunities to enhance skills and knowledge
- Collaborate with Sales Managers to identify priority areas and plan monthly activities
Requirements
- Matric (grade 12) or NQF level 4 qualification
- RE5 certification (an advantage)
- Clear credit and criminal records
- FAIS compliance
- At least two years' experience in sales or marketing
What We Offer
We're committed to helping our employees grow and develop in their careers. As a Sanlam employee, you'll have access to training and development opportunities, a supportive team environment, and the chance to work with a leading financial services provider.
-
Newcastle, KwaZulu-Natal, South Africa Truesure Intermediary Services Full timeWe are seeking an experienced financial advisor with a proven track record of success and client retention. Previous experience in the insurance industry will be considered.Key Responsibilities:Provide expert financial planning advice to clientsMaintain long-term client relationships through excellent communication and service skillsStay up-to-date with the...
-
Premier Financial Services Specialist
2 weeks ago
Newcastle, KwaZulu-Natal, South Africa FirstRand Bank Limited Full timeJob SummaryWe are seeking a Premier Financial Services Specialist to join our team at FirstRand Bank Limited. As a Premier Financial Services Specialist, you will be responsible for delivering exceptional experience and education to our clients on wealth creation, accumulation, and protection tactics.Key ResponsibilitiesApply appropriate sales processes to...
-
Financial Services Specialist
2 months ago
Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full timeBeBee Professionals is seeking a seasoned Consumer and Retail Investment Banker to bolster our Newcastle-based team. The ideal candidate will provide expert financial guidance to clients in the consumer and retail sectors, developing and executing investment strategies that drive growth and success. Key responsibilities include: * Providing in-depth...
-
Financial Services Specialist
2 months ago
Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full timeBeBee Professionals is seeking a seasoned Consumer and Retail Investment Banker to bolster our Newcastle-based team. The ideal candidate will provide expert financial guidance to clients in the consumer and retail sectors, developing and executing investment strategies that drive growth and success. Key responsibilities include: * Providing in-depth...
-
Financial Services Specialist
2 months ago
Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full timeBeBee Professionals is seeking a seasoned Consumer and Retail Investment Banker to enhance our team in Newcastle.The ideal candidate will be responsible for providing expert financial guidance to clients in the consumer and retail sectors, as well as developing and executing strategic investment plans.Key qualifications include a degree in finance,...
-
Mergers and Acquisitions Consultant
4 weeks ago
Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full timeJob Title: Mergers and Acquisitions ConsultantJob Summary:beBee Professionals is seeking a Mergers and Acquisitions Consultant to provide strategic advice to clients on mergers and acquisitions, as well as other corporate transactions. The successful candidate will be responsible for analyzing financial and operational data, developing and presenting...
-
Financial Advisor
2 months ago
Newcastle, KwaZulu-Natal, South Africa Sanlam Full timeJob Title: Financial Advisor - NewcastleSanlam is seeking a skilled Financial Advisor to join our team in Newcastle. As a Financial Advisor, you will be responsible for providing financial advice and planning to our clients, working closely with our sales team to identify new business opportunities, and maintaining a high level of customer service.Key...
-
Financial Advisor
2 months ago
Newcastle, KwaZulu-Natal, South Africa Sanlam Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Advisor to join our team in Newcastle. As a Financial Advisor, you will be responsible for providing expert financial advice and guidance to our clients, helping them to achieve their financial goals and objectives.Key ResponsibilitiesProvide financial advice and guidance to...
-
Financial Advisor
4 weeks ago
Newcastle, KwaZulu-Natal, South Africa Sanlam Full timeAbout UsSanlam Developing Markets is a leading financial services provider in South Africa, offering a range of simple and affordable financial solutions to meet the unique needs of clients. Our mission is to provide exceptional customer service and support, while fostering long-term relationships with our clients.Job SummaryWe are seeking a highly motivated...
-
Financial Manager for Healthcare Division
4 weeks ago
Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full timeJob Description:We are seeking a Financial Manager for Healthcare Division to join our team in Newcastle. The successful candidate will be responsible for managing the financial activities of the healthcare division, including the development and implementation of financial policies and procedures, the preparation of financial statements and reports, and the...
-
Financial Operations Coordinator
4 weeks ago
Newcastle, KwaZulu-Natal, South Africa Status Staffing Full timeFinancial Operations Coordinator **Job Summary:** We are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Status Staffing. As a key member of our finance team, you will be responsible for managing and maintaining accurate records of debtors and creditors, processing and reconciling invoices, payments, and...
-
Financial Portfolio Analyst
2 months ago
Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full timePortfolio Management AnalystWe are seeking a highly skilled Portfolio Management Analyst to provide expert portfolio management services to our clients.Key Responsibilities:Conduct thorough portfolio analysis to identify areas for improvement and optimize investment strategies.Develop and implement portfolio construction and monitoring plans to ensure...
-
Cost Accounting Lead for Healthcare Services
4 weeks ago
Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full timeJob Title: Cost Accounting Lead for Healthcare ServicesJob Summary:We are seeking a skilled Cost Accounting Lead for Healthcare Services to manage the cost accounting activities for our healthcare division. The successful candidate will be responsible for developing and implementing cost accounting policies and procedures, preparing financial statements and...
-
Financial Portfolio Analyst
4 weeks ago
Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full timePortfolio Management RoleWe are looking for a highly skilled Portfolio Management Analyst to join our team at BeBee Professionals. The successful candidate will be responsible for providing portfolio management services to our clients, including portfolio analysis, portfolio construction, and portfolio monitoring.Key Responsibilities: Analyze and monitor...
-
Strategic Financial Developer
2 weeks ago
Newcastle, KwaZulu-Natal, South Africa FirstRand Bank Limited Full timeWealth Creation & ManagementTo proactively grow the balance sheet of an allocated customer, deliver exceptional experience and education to a portfolio of clients on wealth creation, accumulation, and overall protection tactics to increase the vertical sales index (VSI) and drive client retention and entrenchment through contextual Money Management...
-
Financial Analyst for Healthcare Sector
2 months ago
Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full timeHealthcare Cost Accounting ManagerWe are seeking a highly skilled Healthcare Cost Accounting Manager to join our team at beBee Professionals in Newcastle.Key Responsibilities:Develop and implement cost accounting policies and procedures for the healthcare division.Prepare financial statements and reports to ensure accurate cost data analysis.Analyze cost...
-
Sales and Customer Service Representative
3 weeks ago
Newcastle, KwaZulu-Natal, South Africa Status Staffing Full timeJob SummarySalespersonStatus Staffing is seeking a Salesperson to join our team. The ideal candidate will have excellent communication and interpersonal skills, as well as a strong understanding of product knowledge and market research.ResponsibilitiesThe Salesperson will be responsible for:Customer InteractionAnswer calls in a polite and friendly...
-
Regulatory Affairs Counsel
4 weeks ago
Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full timeJob Summary: We are seeking a Regulatory Affairs Counsel to provide legal advice and guidance on environmental regulations and compliance. The ideal candidate will have a strong understanding of environmental regulations and compliance, as well as experience in providing legal advice on environmental matters.Key Responsibilities:* Review and interpret...
-
Environmental Compliance Attorney
4 weeks ago
Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full timeJob Description: Regulatory Affairs CounselbeBee Professionals is seeking a Regulatory Affairs Counsel to provide legal advice and guidance on environmental regulations and compliance. The successful candidate will have a strong understanding of environmental regulations and compliance, as well as experience in providing legal advice on environmental...
-
Environmental Regulation Specialist
4 weeks ago
Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full timeJob Title: Environmental Regulation SpecialistWe are seeking an Environmental Regulation Specialist to provide legal advice and guidance on environmental regulations and compliance. The ideal candidate will have a strong understanding of environmental regulations and compliance, as well as experience in providing legal advice on environmental matters.Key...