Personal Finance Advisor

Delivering Exceptional ServiceAs a Financial Advisor at Old Mutual, you will be responsible for delivering exceptional financial services to clients. This involves providing personalized financial planning, risk management, and investment advice that meets their unique needs.To achieve this, you will need to possess a deep understanding of financial markets,...

Job DescriptionThis is an exciting opportunity for a skilled Financial Advisor to join the Old Mutual team in Umhlanga. In this role, you will be responsible for delivering personalized financial services to clients, focusing on financial planning, risk management, and investment guidance.You will need to have a solid understanding of financial markets,...

About UsThe Absa Group is an equal opportunity, affirmative action employer committed to achieving equitable demographic representation of our workforce profile. We offer a dynamic and inclusive work environment that values diversity, equity, and inclusion.Our Values:Innovation and creativityIntegrity and ethicsExcellence and qualityHow to Apply:Please...

Ozone Clinic Umhlanga is a healthcare organization committed to improving patient well-being and quality of life through innovative ozone therapy solutions.We are seeking a skilled Clinical Advisor to join our team in Umhlanga. In this role, you will provide health and wellness consultations, develop personalized wellness plans, and offer nutritional...

About our client Were a proud partner to leading insurer, who takes the worry out of appliance breakdowns for almost 9 million customers in the UK. Right now, were recruiting Inbound Sales and Service Advisors in a role that offers great development and working environment. What will you be doing? As an Advisor in our busy Inbound Sales and Service...

About the CompanyOld Mutual Limited is a leading financial services company serving Africa and its people. The company has a rich history of empowering communities and individuals through its services.This opportunity is part of the Business Manager team within Old Mutual Personal Financial Advice. As a Financial Advisor, you will play a crucial role in...

Job ProfileWe are seeking a seasoned Financial Planner to join our team at Liberty Group Ltd. In this role, you will be responsible for managing existing client relationships and building new ones through expert financial advice and guidance. If you have a passion for delivering exceptional client service and driving business growth, we encourage you to...

Job DescriptionWe are seeking a skilled Financial Services Manager to join our team.As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term goals.Your key responsibilities will include:Developing and implementing financial plans tailored to individual client needs and...

Fuel Your Entrepreneurial Journey: Transform into a Financial Advisor with Envestpro.Are you ready to turn your business mindset into a rewarding career in finance? Seeking a path that combines your passion for business with the opportunity to guide others toward financial success?About EnvestproWe are a community of entrepreneurs dedicated to helping each...

Lonfin Wealth Bluestar Financial Advisory Services, authorized by Sanlam, provides a comprehensive range of insurance products to safeguard your future and protect you against life's uncertainties. Located in the City of KZN, we offer retirement annuities, life annuities, investments, employee benefits, and various insurance solutions to meet your needs.Role...

Are you ready to embark on a rewarding career path that changes lives and shapes futures?We are seeking passionate individuals to join our team as Financial Advisors. As a Financial Advisor, you have the power to positively impact the lives of individuals and families by helping them secure their financial future.Key ResponsibilitiesProvide personalized...

**Job description**: Our client is looking for a financial advisor to sell short term insurances for personal lines and do customer service Basic R20000-00 (no descaling ) plus commission plus Medical Aid, Incentives plus 13th Cheque **Responsibilities**: - Selling of insurance products specialising in commercial and personal lines - Advising clients on...

Our clients is looking for financial advisors to sell the short term insurance products in personal lines - Extensive knowledge of the Short-Term Insurance Industry - Thorough understanding of the short-term insurance industry and products - Thorough understanding of business principles - Be able to write 40 quotes a month and close 8 sales a moth and get 5...

The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families’ financial futures to them. The role calls for formal in-house training, the completion of the prescribed...

To actively prospect potential home loan clients, through lead providers (agents and originators) and through personal marketing and people engagement opportunities, then by using the appropriate needs analysis based selling techniques, either switches them from other financial institutions or to offer them a new home finance packages that is tailor made and...

**We are currently looking for a Finance Assistant to join our ecosystem in a three month temp position.** As a team, we are down-to-earth yet ambitious, highly-skilled yet casual, friendly yet professional, strikingly different from each other yet bound by our common human values. Proactive people who thrive on change and are driven to improve themselves...

Who are we? Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who...

Who are we? Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who...

**Sales Executive** **Key qualifications and experience** - Undergraduate degree(or equivalent) in related field (commerce, management, marketing, etc) - 2+ years of experience working in an FSP, preferably in a sales role related to foreign exchange, treasury management, investments or banking. - RE5 certified, or willing to complete within first month of...

Company Description iKhokha is one of the fastest-growing fintech companies in Africa. As you'd expect, our pace is fast-moving and ever-changing. We like it that way. Our office is a high performance environment where we push each other to challenge the status quo. If that doesn’t appeal to you, you probably shouldn’t work here. **Job...

Company Description iKhokha is one of the fastest-growing fintech companies in Africa. As you'd expect, our pace is fast-moving and ever-changing. We like it that way. Our office is a high performance environment where we push each other to challenge the status quo. If that doesn’t appeal to you, you probably shouldn’t work here. **Job...

**Educational Requirements (Educational / academic qualifications)** - Matric (National Senior Certificate) or equivalent **Key Performance Areas: (Specific Description of the job)** - To generate telecommunications leads; Energy and Insurance products to consumers in the United Kingdom. - To do what is always in the best interests of the customer - To...

**Who are we?** SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our...

SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to...

SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to...

**Company Description** Meridian Group is a full-service sales and merchandising specialist, working to empower brands, people, and communities. With an agile and relentless approach, we offer strategic and personalized solutions to ensure our client's brands thrive. Regionally strong with national and global connections, we have six regional offices across...

Job Overview : Are you a customer centric person, who will always put your customers first? Are you a natural-born salesperson, who has that magic touch? Well, if you answer is yes, then I am sure you will want to work for a great company with amazing benefits, then you should join our Customer Support Sales team. Job Responsibilities : Providing excellent...

**In this role, you will be responsible for**: - Selling products using solid arguments to prospective customers. - Performing cost-benefit analyses of existing and potential customers. - Maintaining positive business relationships to ensure future sales. - Reach out to customer leads and expedite the resolution of customer problems and complaints to...

**Key Attributes of Responsibilities**: **Problem solving**: - Assist in any ad-hoc duties, projects and activities as and when required. **Communication**: - Verbal and written communication skills to interact clearly with customers, vendors and other employees **Organization** - Organization skills to keep accurate records and find important...

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: To proactively acquire new clients and develop, maintain and expand a client portfolio through high touch professional and personalised...

**RESPONSIBILITIES OF THE POSITION INCLUDE BUT ARE NOT LIMITED TO**: - Daily, weekly and monthly administrative requirements; weekly wages and salaries, capturing invoices, capturing wastage, capturing production, daily cash ups and feedback to GM; - Storeroom stock control reverting with feedback and action plans to manage and prevent stock losses; - Brief...