Senior Financial Services Advisor
1 week ago
**Job Title:** Senior Financial Services Advisor
**About the Role:** We are seeking an experienced and skilled Financial Services Advisor to join our team in Newcastle, KwaZulu-Natal. As a key member of our sales team, you will be responsible for providing expert financial advice to clients, managing their financial portfolios, and developing new business opportunities.
**Key Responsibilities:
- Provide high-quality financial advice to clients, ensuring their financial goals and objectives are met.
- Manage client relationships, building strong rapport and trust with existing clients, and identifying new opportunities for growth.
- Develop and implement comprehensive financial plans, taking into account clients' risk tolerance, investment goals, and overall financial situation.
- Maintain up-to-date knowledge of financial products and services, staying current with market trends and regulatory changes.
**Requirements:
- Grade 12 (Matric) or equivalent qualification.
- Valid driver's license and own car.
- FAIS compliance certification.
- Clear criminal and credit check.
- A minimum of 3 years working experience in sales, preferably in the financial services industry.
- Computer literacy, including MS Word, PowerPoint, and Outlook.
- Excellent communication and interpersonal skills.
**Estimated Salary:** R400,000 - R600,000 per annum, depending on experience and qualifications.
**Company Overview:** Old Mutual is a leading financial services company committed to helping individuals and businesses achieve their financial goals. Our dedicated team provides expert guidance, innovative solutions, and exceptional service to clients across South Africa.
-
Senior Financial Advisor
1 week ago
Newcastle, KwaZulu-Natal, South Africa Old Mutual Full timeWe are seeking a highly motivated and experienced Senior Financial Advisor to join our team in Newcastle. As a key member of our sales team, you will be responsible for providing expert financial advice to clients and growing our business in the region.About the RoleThis is an exciting opportunity for a seasoned financial professional to take on a leadership...
-
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...
-
Experienced Financial Strategist Wanted
3 weeks ago
Newcastle, KwaZulu-Natal, South Africa Truesure Intermediary Services Full timeCompany OverviewWe are Truesure Intermediary Services, a leading insurance provider dedicated to delivering exceptional results.Job SummaryWe seek an experienced Financial Advisor with a proven track record of success and client retention. The ideal candidate will have experience in financial planning software and tools, as well as strong ethical standards...
-
Senior Financial Manager
2 months ago
Newcastle, KwaZulu-Natal, South Africa CA Financial Appointments Full timeSeeking a highly skilled Senior Financial Manager to lead our financial operations and drive strategic growth. Key responsibilities include:Preparing and reviewing monthly consolidated management accounts and variance analysisLiaising with Directors to review monthly financial results and provide insights for informed decision-makingDeveloping and presenting...
-
Senior Financial Operations Manager
3 weeks ago
Newcastle, KwaZulu-Natal, South Africa CA Financial Appointments Full timeJob SummaryThis is a unique opportunity to work as a Senior Financial Operations Manager in a diverse retail business. The ideal candidate will have strong technical skills, operational experience, and strategic thinking abilities to support the management team.
-
Financial Services Consultant
1 month ago
Newcastle, KwaZulu-Natal, South Africa Sanlam Full timeAbout the RoleAt 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 ResponsibilitiesProvide financial advice and create personalized financial plans for clientsWork with...
-
Senior Financial Manager
1 month ago
Newcastle, KwaZulu-Natal, South Africa CA Financial Appointments Full timeGroup Finance Manager Job Description:CA Financial Appointments is seeking a highly skilled Group Finance Manager to join our team. As a key member of our finance department, you will be responsible for preparing and reviewing monthly consolidated management accounts, variance analysis, and liaising with Directors to review monthly financial results.Key...
-
Automotive Service Specialist
1 month ago
Newcastle, KwaZulu-Natal, South Africa The Recruitment Guy Full timeService Advisor Job DescriptionWe are seeking a highly skilled Service Advisor to join our team at The Recruitment Guy in Newcastle, Northern KZN. As a Service Advisor, you will play a crucial role in providing exceptional customer service, managing service appointments, and ensuring that all automotive service needs are met efficiently.Key...
-
Automotive Service Expert
2 months ago
Newcastle, KwaZulu-Natal, South Africa The Recruitment Guy Full timeWe are seeking a highly skilled Service Advisor to join our team at The Recruitment Guy in Newcastle, Northern KZN. As a Service Advisor, you will be responsible for providing exceptional customer service, managing service appointments, and ensuring that all automotive service needs are met efficiently.Key Responsibilities:Customer Service:Provide accurate...
-
Automotive Service Specialist
3 weeks ago
Newcastle, KwaZulu-Natal, South Africa The Recruitment Guy Full timeAn exciting opportunity has arisen for an experienced Service Advisor to join a reputable automotive dealership in the Newcastle area.The ideal candidate will have a strong background in customer service and be able to effectively manage service appointments, ensuring seamless operations.Key Responsibilities:Provide exceptional customer service, addressing...
-
Strategic Transactions Advisor
2 months ago
Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full timeJob Description:beBee Professionals is looking for a Strategic Transactions Advisor to join our team. The successful candidate will be responsible for providing strategic advice to clients on mergers and acquisitions, as well as other corporate transactions. The ideal candidate should have a degree in finance, accounting, economics, or a related field, and...
-
Senior Financial Director
3 weeks ago
Newcastle, KwaZulu-Natal, South Africa Sydsen Group (Pty) Ltd Full timeAbout Us">Sydsen Group (Pty) Ltd is a leading dealership in Newcastle, KwaZulu-Natal, known for its commitment to excellence and customer satisfaction.Financial Manager Vacancy">We are seeking an experienced Financial Manager to join our team in Newcastle, KwaZulu-Natal. This role plays a critical part in our financial operations, ensuring profitability,...
-
Dynamic Financial Services Consultant
4 weeks ago
Newcastle, KwaZulu-Natal, South Africa Sanlam Full timeJob OverviewWe are seeking a highly motivated and results-driven Financial Services Consultant to join our team in Newcastle. As a key member of our sales team, you will be responsible for providing financial advice and solutions to clients, working closely with our customers to understand their needs and preferences.
-
Financial Operations Manager
1 week ago
Newcastle, KwaZulu-Natal, South Africa Fidelity Services Group Full timeThe Fidelity Services Group is seeking a skilled Financial Operations Manager to join their team in Newcastle. As a key member of the Cash Centre operations, you will be responsible for ensuring the smooth day-to-day management of financial transactions.Job Description:Opening and closing of Cash CentresEnsuring adherence to Standard Operational...
-
Financial Operations Manager
1 week ago
Newcastle, KwaZulu-Natal, South Africa Fidelity Services Group Full timeAs a Financial Operations Manager with Fidelity Services Group in KwaZulu-Natal, you will oversee the efficient management of our cash centre operations. This role involves ensuring the smooth execution of daily tasks and maintaining high standards of customer service.The successful candidate will have excellent people management skills, with the ability to...
-
Senior Operations Manager
3 weeks ago
Newcastle, KwaZulu-Natal, South Africa Fidelity Services Group Full timeJob Summary: We are seeking a highly skilled and experienced Senior Operations Manager - Cash Centre to join our team at Fidelity Security Group (Pty) Ltd. The successful candidate will be responsible for managing the daily operations of our cash centre, ensuring all deposits are verified and processed in accordance with contractual agreements.About the...
-
Newcastle, KwaZulu-Natal, South Africa The Recruitment Guy Full timeKey Responsibilities:As a Costing Clerk in an automotive dealership environment, you will be responsible for accurately costing repair orders, managing service team operations, and ensuring exceptional customer service.Key Responsibilities:Costing Clerk Duties:Accurately cost repair orders, ensuring all parts, labor, and additional expenses are properly...
-
Strategic Financial Leader for Dealership Growth
3 weeks ago
Newcastle, KwaZulu-Natal, South Africa Sydsen Full timeAbout Our ClientOur client, a reputable and leading dealership in Newcastle, KwaZulu-Natal, seeks an experienced Financial Manager to join their team. This critical role plays a key part in the dealership's financial operations, ensuring profitability, sustainability, and growth.Key Responsibilities:Oversee and manage all financial activities, including...
-
Newcastle, KwaZulu-Natal, South Africa Sydsen Full timeJob SummaryWe are seeking an experienced Financial Manager to join our team in Newcastle, KwaZulu-Natal. This role plays a critical part in the dealership's financial operations, ensuring profitability, sustainability, and growth.Key Responsibilities:Oversee and manage all financial activities, including budgeting, forecasting, and financial...
-
Financial Manager for Healthcare Division
2 months 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...