Expert Financial Consultant
4 days ago
The Expert Financial Consultant position at Sanlam Limited is an exciting opportunity to join a dynamic team and contribute to the growth and success of the company. As an Expert Financial Consultant, you will be responsible for delivering high-quality financial advice and solutions to clients, driving business growth, and building strong relationships.
Key Responsibilities- Driving Business Growth:
- Develop and implement effective marketing strategies to grow and develop the business.
- Analyze market trends and customer profiles to support sales and growth initiatives.
- Establish and maintain strong relationships with clients, colleagues, and industry partners.
- Deliver comprehensive financial needs analysis and present tailored financial solutions to clients.
- Ensure all client interactions are compliant and of the highest quality.
- Manage risk and ensure that all business activities are conducted in accordance with regulatory requirements.
- Collaborate with colleagues to achieve business objectives and drive results.
- Share knowledge and expertise to enhance the overall performance of the team.
- A minimum of Grade 12 qualification.
- Completion of the Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination.
- Proven track record in financial advisory or sales.
- Strong knowledge of financial products and services.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet targets.
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Financial Wellbeing Consultant
10 hours ago
East London, Eastern Cape, South Africa Bayport Financial Services Full timeAbout the RoleWe are looking for a skilled Senior Financial Wellness Consultant who can assist Corporate employees in improving their overall financial wellbeing through the evaluation of their financial situations, providing them with consolidation and/or personal loan solutions, and educating them on basic principles of good financial health.
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Senior Financial Wellness Consultant
4 days ago
East London, Eastern Cape, South Africa Bayport Financial Services Full timeJob title: Senior Financial Wellness Consultant - East LondonJob Location: Eastern Cape, East LondonDeadline: March 28, 2025DescriptionThe Senior Financial Wellness Consultant's main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of employee's financial situation, providing them with...
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Senior Financial Wellness Consultant
13 hours ago
East London, Eastern Cape, South Africa Bayport Financial Services Full timeJob title : Senior Financial Wellness Consultant - East LondonJob Location : Eastern Cape, East LondonDeadline : March 28, 2025DescriptionThe Senior Financial Wellness Consultant's main responsibilities are to assist Corporate employees in improving their overall financial wellbeing through the evaluation of employees' financial situations, providing them...
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Senior Financial Wellness Consultant
3 weeks ago
East London, Eastern Cape, South Africa Bayport Financial Services Full timeJob title : Senior Financial Wellness Consultant - East LondonJob Location : Eastern Cape, East LondonDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries DescriptionThe Senior Financial Wellness Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the...
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Senior Financial Planning Expert
9 hours ago
East London, Eastern Cape, South Africa Bayport Financial Services Full timeJob DescriptionThe Senior Financial Wellness Consultant's main responsibilities include contributing to Bayport Financial Services' growth and profitability by offering Money Solutions products and services to Corporate Employees in line with Bayport's Corporate strategy. The ideal candidate will have excellent communication skills, be able to explain...
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Wellness Consultant Expert
4 days ago
East London, Eastern Cape, South Africa Virgin Active South Africa Full timeRole OverviewThis is a full-time Sales Consultant role located in East London, with some work from home flexibility. The role involves consulting with customers to understand their needs and preferences, and providing expert advice and guidance to help them achieve their fitness goals.As a member of the Virgin Active South Africa team, you will have the...
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Corporate Financial Wellness Specialist
10 hours ago
East London, Eastern Cape, South Africa Bayport Financial Services Full timeJob OverviewBayport Financial Services is a leading provider of financial solutions, and we are seeking an experienced Senior Financial Wellness Consultant to join our team.
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Employee Financial Health Advisor
9 hours ago
East London, Eastern Cape, South Africa Bayport Financial Services Full timeKey ResponsibilitiesThe successful Senior Financial Wellness Consultant will:Evaluate employees' financial situations and provide recommendations for improvement;Offer consolidation and/or personal loan solutions to meet employees' needs;Provide education on basic principles of good financial health to promote long-term financial stability;Contribute to...
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Financial Services Expert
4 days ago
East London, Eastern Cape, South Africa Momentum Full timeWelcome to the world of finance, where expertise and guidance are crucial for making informed decisions. At Momentum, we seek a skilled Finance Business Partner to join our team.Job Description:To provide comprehensive financial services and expert advice to high-income clients, focusing on investments.We are looking for a highly qualified individual with...
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Senior Financial Wellness Consultant
7 days ago
East London, Eastern Cape, South Africa Bayportsa Full timeSenior Financial Wellness Consultant - East LondonJoin to apply for the Senior Financial Wellness Consultant - East London role at Bayport Financial ServicesJob title: Senior Financial Wellness Consultant - East LondonJob Location: Eastern Cape, East LondonDeadline: March 28, 2025DescriptionThe Senior Financial Wellness Consultant's main responsibilities are...
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Senior Financial Manager
1 day ago
East London, Eastern Cape, South Africa Michelle Cloete Consulting Pty Ltd Full time**Job Overview**We are seeking a highly skilled Senior Financial Manager to join our team at M Michelle Cloete Consulting Pty Ltd. The successful candidate will be responsible for overseeing the financial functions of the company and contributing to strategic decision-making.The Senior Financial Manager will be accountable for developing and implementing...
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Financial Operations Director
1 day ago
East London, Eastern Cape, South Africa Michelle Cloete Consulting Pty Ltd Full time**Job Summary**M Michelle Cloete Consulting Pty Ltd is seeking an experienced Financial Operations Director to lead our financial activities. The ideal candidate will have a proven track record in financial management, analysis, and planning.The Financial Operations Director will be responsible for coordinating and supervising the financial functions of the...
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Chief Financial Coordinator
1 day ago
East London, Eastern Cape, South Africa Michelle Cloete Consulting Pty Ltd Full time**Job Description**We are seeking a highly motivated Chief Financial Coordinator to join our team at M Michelle Cloete Consulting Pty Ltd. The successful candidate will be responsible for coordinating and supervising the financial functions of the company.The Chief Financial Coordinator will be accountable for analyzing financial data, identifying trends,...
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Financial Wellness Expert
7 days ago
East London, Eastern Cape, South Africa Bayportsa Full timeAbout the RoleThe Senior Financial Wellness Consultant will play a crucial role in improving the financial wellbeing of corporate employees. The ideal candidate will possess excellent communication skills and be able to explain complex financial concepts in a simple, easy-to-understand manner.This is a great opportunity for someone who is passionate about...
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Senior Financial Wellness Consultant
7 days ago
East London, Eastern Cape, South Africa Bayportsa Full timeThe Senior Financial Wellness Consultant's main responsibilities are to assist Corporate employees in improving their overall financial wellbeing through the evaluation of employees' financial situations, providing them with consolidation and/or personal loan solutions, and educating employees on basic principles of good financial health.To contribute to...
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Senior Financial Advisor
7 days ago
East London, Eastern Cape, South Africa Bayportsa Full timeAbout the OpportunityWe are seeking a highly skilled and experienced Financial Wellness Consultant to join our team at Bayport Financial Services. As a key member of our team, you will have the opportunity to make a real difference in the lives of our corporate clients.You will be responsible for providing expert advice on financial wellbeing, creating...
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Managerial Accounting Expert
21 hours ago
East London, Eastern Cape, South Africa Sheldon Recruitment Full timeManagerial Accounting Expert WantedSheldon Recruitment is seeking an experienced Managerial Accounting Expert to join our team. As a Managerial Accounting Expert, you will play a key role in providing expert advice on accounting matters, developing financial models, and analyzing financial data. The ideal candidate will have a strong background in...
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Executive Placement Consultant
19 hours ago
East London, Eastern Cape, South Africa executiveplacements - jobboard Full timeOur company, executiveplacements - jobboard, is looking for an experienced Executive Placement Consultant to join our team.This role involves extensive travel to meet clients and candidates, and the successful candidate will need to be willing to commit to a 4-6 week cycle of travel.Key Requirements:Matric qualificationRelevant tertiary qualification...
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Professional Financial Advisors
10 hours ago
East London, Eastern Cape, South Africa ABC Worldwide Full timeWe are looking for a talented Professional Financial Advisor to join our team at ABC Worldwide. As a commercial insurance consultant, you will be responsible for providing expert advice and guidance to clients on commercial insurance solutions.Main ResponsibilitiesConduct market research and analyze client needs to identify potential business...
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Financial Planner
10 hours ago
East London, Eastern Cape, South Africa Absa Bank Full timeJob Description:As a Financial Planner at Absa Bank, you will play a crucial role in helping clients achieve their financial goals and secure their future. We are seeking an ambitious and enthusiastic individual with a passion for innovation to join our dynamic team.The ideal candidate will have a relevant diploma/degree and minimum 2 years of property sales...