Financial Services Advisor
3 days ago
We are seeking an experienced and results-driven Financial Services Advisor to join our team in Gauteng. As a key member of our sales team, you will be responsible for delivering exceptional client service and meeting sales targets.
Key Responsibilities:- Build and maintain strong relationships with clients to understand their financial needs and goals.
- Provide expert advice on SRM product ranges and identify opportunities to upsell and cross-sell products.
- Continuously update clients on new products and changes to existing products, ensuring they remain informed and up-to-date.
- Manage client portfolios effectively, ensuring timely payment reminders and follow-ups.
- Identify and flag potential risks, ensuring compliance with regulatory requirements.
- Matric (Grade 12) qualification.
- RE5 certification is essential.
- FAIS Compliant (Wealth Management) certification as per DOFA requirements.
- Class of Business training within 12 months of employment.
- CPD hours completed annually.
As a Financial Services Advisor, you will have the opportunity to work with a range of insurance products, including life insurance, investment products, and retirement solutions. You will also be part of a dynamic team that values teamwork, innovation, and continuous learning.
We offer a competitive salary of R120,000 per annum, plus a bonus structure based on performance. If you are a motivated and results-driven individual with a passion for sales and customer service, we encourage you to apply for this exciting opportunity.
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Financial Services Advisor
1 month ago
Pretoria, Gauteng, South Africa People Dimension Full timeKey Responsibilities:As a Financial Services Advisor, you will be responsible for providing expert financial guidance to our clients. Your primary goal will be to ensure that our clients achieve their financial objectives.Requirements:A BCom degree in Accounting or a related fieldFluent proficiency in Afrikaans and EnglishPackage and Remuneration:R 15 000...
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Corporate Financial Advisor
2 months ago
Pretoria, Gauteng, South Africa beBee Professionals Full timeJob Title: Corporate Financial AdvisorWe are seeking a highly skilled Corporate Financial Advisor to join our team at beBee Professionals in Pretoria. The successful candidate will be responsible for providing financial advice and services to our clients, ensuring compliance with applicable laws and regulations.Key Responsibilities: Providing financial...
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Financial Services Expansion Manager
1 week ago
Pretoria, Gauteng, South Africa CF Consulting Full timeCF Consulting is seeking an experienced Financial Services Expansion Manager to join our team in South Africa. This role offers a competitive salary of R800,000 - R1,200,000 per annum, depending on experience.Job DescriptionThe successful candidate will play a pivotal role in growing the business by expanding the network of independent advisors who subscribe...
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Service Advisor Role
4 weeks ago
Pretoria, Gauteng, South Africa Sydsen Full timeJob Title: Service AdvisorJob Summary: We are seeking a skilled Service Advisor to join our team at Sydsen. As a Service Advisor, you will be responsible for meeting customer needs, ensuring warranty and motor plan accuracy, and maintaining high customer satisfaction.Key Responsibilities:Meet and greet customers to understand their vehicle needsUpdate...
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Financial Services Coordinator
3 weeks ago
Pretoria, Gauteng, South Africa The Recruitment Council Full timeThe Recruitment Council is seeking a dedicated and experienced Financial Services Coordinator to join their team. Our client is a well-established financial services provider with a strong focus on investment and wealth management.Key ResponsibilitiesProvide holistic administrative support to a financial advisor, including managing the advisor's diary,...
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Pretoria, Gauteng, South Africa CF Consulting Full timeAbout CF ConsultingCF Consulting is a dynamic and innovative company that offers a unique opportunity for a skilled Business Development Manager to join our team. As a key player in the financial services industry, we are committed to providing exceptional service and value to our clients.Job SummaryWe are seeking an experienced Business Development Manager...
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Financial Services Legal Advisor
2 months ago
Pretoria, Gauteng, South Africa beBee Professionals Full timeJob Title: Banking and Finance Legal AdvisorbeBee Professionals is seeking a highly skilled Banking and Finance Legal Advisor to provide expert legal advice and support to our banking and finance team.About the Position:The successful candidate will be responsible for providing legal advice and support to our banking and finance team, ensuring compliance...
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Senior Financial Services Professional
1 month ago
Pretoria, Gauteng, South Africa Numeral XII (Pty) Ltd. Full timeJob Title:Senior Financial Services ProfessionalJob SummaryNumeral XII (Pty) Ltd. is seeking a highly skilled and experienced Financial Services Professional to join our team. As a Financial Advisor, you will be responsible for selling the Company's financial services to new clients and facilitating business growth.Key ResponsibilitiesCommunicate effectively...
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Strategic Financial Advisor
3 weeks ago
Pretoria, Gauteng, South Africa FirstRand Bank Limited Full timeAbout This RoleThis is an exciting opportunity to join FirstRand Bank Limited as a Strategic Financial Advisor, playing a key role in shaping the bank's financial services strategy.Job DescriptionWe are seeking a highly skilled and experienced professional to lead our team in delivering exceptional financial services to Private Clients. Your primary focus...
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Service Advisor Expert
1 month ago
Pretoria, Gauteng, South Africa Gap Consulting Full timeAt Gap Consulting, we are seeking a highly skilled Service Advisor Expert to join our team. In this role, you will be responsible for providing exceptional customer service and technical expertise to our clients.This is a fantastic opportunity for a Automotive Repair Professional who is passionate about delivering high-quality work and ensuring customer...
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Financial Advisor for Infrastructure Projects
2 months ago
Pretoria, Gauteng, South Africa beBee Professionals Full timeJob Description:BeBee Professionals is seeking a Financial Advisor for Infrastructure Projects to join our team. The successful candidate will be responsible for providing financial advice and services to clients in the infrastructure sector. This includes providing advice on mergers and acquisitions, capital raising, and other financial transactions.Key...
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Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full timeCompany OverviewLiberty Standard Bank Group is a leading financial institution that provides innovative solutions for individuals and businesses. Our team is passionate about helping our clients achieve their financial goals, and we are now looking for a driven and entrepreneurial-minded individual to join us as a Professional Financial Advisor.Estimated...
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Financial Advisor
1 week ago
Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time**Job Title:** Financial Advisor - Business Development SpecialistWe are seeking a highly motivated and driven Financial Advisor to join our team at Liberty Standard Bank Group.Key Responsibilities:Prospect for clients and obtain leads to secure appointmentsConduct professional financial needs analysis and make recommendations to secure salesAchieve sales...
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Financial Services Strategist
1 month ago
Pretoria, Gauteng, South Africa Sanlam Full timeJob OverviewSanlam Developing Markets (SDM) is a leading financial services provider in South Africa, catering to the entry-level and emerging middle market. We aim to understand our clients' unique needs and offer a wide range of simple and affordable financial solutions, including funeral insurance, savings for education, life cover, and personal accident...
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Pretoria, Gauteng, South Africa EQ-FIN Full timeWe are seeking a talented Financial Advisor to join our team at EQ-FIN, one of Liberty's top-producing franchises. As a Financial Advisor, you will be responsible for securing pre-qualified appointments with potential clients using our unique leads generation business process.About UsAt EQ-FIN, we pride ourselves on offering a bespoke value proposition...
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Financial Services Specialist
1 month ago
Pretoria, Gauteng, South Africa Numeral XII (Pty) Ltd. Full timeWe are seeking a highly skilled Financial Services Specialist to join our team at Numeral XII (Pty) Ltd. As a key member of our sales team, you will be responsible for selling and marketing our products to the public, as well as building and maintaining a network of clients.Key Responsibilities:Reach sales targets and sell Discovery products to the...
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Strategic Financial Advisor with Liberty
1 week ago
Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full timeUnlock a lucrative career as a Strategic Financial Advisor with Liberty Standard Bank Group, where you'll thrive in a dynamic and respected company.About UsWe're Liberty Standard Bank Group, a leading South African financial services provider dedicated to serving individual, business, and institutional clients. Our unique platform enables us to maintain our...
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Financial Services Specialist
2 months ago
Pretoria, Gauteng, South Africa Old Mutual Full timeUnlock Your Potential as a Financial AdvisorOld Mutual is a leading insurance company that believes in the African opportunity. We're looking for self-motivated and dynamic individuals with a passion for entrepreneurship to join our team.About the RoleAs a Financial Advisor, you'll play a crucial role in championing our valued customers to achieve their...
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Pretoria, Gauteng, South Africa EQ-FIN Full timeAre you looking to take your career to the next level in financial services? We are seeking a talented individual to join our team at EQ-FIN, one of Liberty's top-producing franchises with a large national footprint.About UsWe pride ourselves on offering a bespoke value proposition to Liberty Financial Advisors, Leadership Team and Employees. Our purpose is...
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{"value": "Service Advisor Position"}
4 weeks ago
Pretoria, Gauteng, South Africa Sydsen Group (Pty) Ltd Full time{"value": "We are seeking a dedicated and customer-focused individual to join our team as a Service Advisor in Pretoria North, Gauteng. Key responsibilities include meeting and greeting customers, ensuring accurate warranty and motor plan details, preparing quotations, and maintaining high CSI.As a Service Advisor, you will play a critical role in ensuring...