Professional Financial Consultant
6 days ago
**Job Title:** Professional Financial Consultant
**Estimated Salary:** R 400,000 - R 600,000 per annum
**Location:** Western Cape
Company Overview:The Sanlam Group is a leading financial services company that offers a wide range of products and services to individuals, businesses, and institutions. Our mission is to provide our clients with innovative and tailored solutions that meet their unique needs.
Job Description:We are seeking a highly skilled and experienced Financial Planner to join our team in the Western Cape. The successful candidate will be responsible for providing expert financial advice to new and existing clients, as well as undertaking activities to grow the business and build long-term relationships.
- Provide professional and relevant financial advice to clients, identifying their needs and priorities through comprehensive fact-finding and financial needs analysis.
- Conduct client consultations and sales, ensuring all interactions are compliant and aligned with the Sanlam Group's values and Treating Customers Fairly principles.
- Maintain and service existing clients, striving for excellent customer service and building long-term relationships.
To be successful in this role, you will need to possess:
- A Grade 12 qualification.
- Financial Advisory and Intermediary Services Act (FAIS)
-
Senior Property Financial Coordinator
4 days ago
Cape Town, Western Cape, South Africa Marvel Placement Consultant Full timeJob OverviewWe are seeking an experienced Senior Property Financial Coordinator to join our team at Marvel Placement Consultant.
-
High Earning Financial Consultant
3 weeks ago
Cape Town, Western Cape, South Africa Financial Advisors HR Full timeWe are seeking a highly skilled and motivated Financial Consultant to join our team at Financial Advisors HR. This is an exceptional opportunity for individuals who are passionate about providing top-notch wealth management and protection solutions to our clients.About the Role:This is a full-time remote role for a Financial Adviser/Insurance...
-
Professional Financial Services Consultant
2 weeks ago
Cape Town, Western Cape, South Africa Old Mutual Full timeEmpowering Customers through Strategic Financial PlanningOld Mutual, a leading insurance company in Africa, is committed to delivering exceptional financial services to its valued customers.About the RoleWe are seeking highly motivated and dynamic individuals who have a passion for entrepreneurial spirit to join our team as Professional Financial Services...
-
Professional Financial Planning Consultant
4 weeks ago
Cape Town, Western Cape, South Africa Old Mutual Full timeAbout Old MutualAt Old Mutual, we are passionate about creating opportunities for our customers to achieve their lifetime goals. We believe in the African opportunity and our diverse talent reflects this.Role OverviewThe role of a Professional Financial Planning Consultant at Old Mutual involves championing our valued customers to achieve their financial...
-
Senior Financial Professional
1 week ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeA leading recruitment agency, CA Financial Appointments, is seeking a highly skilled Accountant to join their team on a 7-month contract. Located in a global commercial and manufacturing environment, this role offers an excellent opportunity for professional growth.The ideal candidate will have a strong background in financial reporting, accounting...
-
Professional Investment Consultant
4 weeks ago
Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full timeThe Liberty Standard Bank Group is seeking a highly skilled and motivated Professional Investment Consultant to join our team. With a competitive salary package of R10000.00 start-up stipend for new entrants, you will have the opportunity to forge a career in financial services.About the RoleAs a Professional Investment Consultant, you will be responsible...
-
Senior Financial Consultant
4 days ago
Cape Town, Western Cape, South Africa Sanlam Group Full timeJob Title: Senior Financial ConsultantWe are seeking a skilled Senior Financial Consultant to join our team in Cape Town. This is a challenging opportunity for a results-driven professional to grow and develop their career.
-
Senior Financial Consultant
1 week ago
Cape Town, Western Cape, South Africa Intelligent Debt Management Full timeJob Title : Senior Financial ConsultantOur company, Intelligent Debt Management, is a reputable organization in the financial services industry. We are seeking an experienced and skilled Senior Financial Consultant to join our team.As a Senior Financial Consultant, you will be responsible for assessing clients' financial situations, providing expert advice,...
-
Professional Financial Consultant
4 days ago
Cape Town, Western Cape, South Africa Liberty Standard Bank Group 2 Full timeJob Description:Contacting clients and arranging meetings within a professional setting, or at their homes or business premisesWe are seeking an experienced and skilled Financial Consultant to join our team at Liberty Standard Bank Group 2. As a key member of our team, you will be responsible for providing expert advice and guidance to clients in achieving...
-
Senior Financial Professional
1 month ago
Cape Town, Western Cape, South Africa GG Financial Recruitment Full timeJob Title: Financial ManagerAbout the Role:GG Financial Recruitment is seeking an experienced Financial Manager to join our dynamic team. As a Financial Manager, you will be responsible for overseeing the finance department and operations of the company.Key Responsibilities:• Prepare and review financial reports, including cash flow, management reports,...
-
Senior Financial Professional
1 week ago
Cape Town, Western Cape, South Africa Accounting and Financial Advisory Full timeJob Title: Senior Financial Professional - Cape TownAbout the Role:We are seeking a highly skilled and detail-oriented accountant to join our team at Accounting and Financial Advisory in Western Cape, Cape Town. The ideal candidate will be responsible for maintaining financial records, preparing financial reports, analyzing data, and assisting with budget...
-
Financial Management Professional
2 weeks ago
Cape Town, Western Cape, South Africa Gap Consulting Full timeJob SummaryWe are seeking a highly skilled Financial Management Professional to join our team at Gap Consulting. This role will involve managing debtor relationships, processing payments, and maintaining accurate financial records.Key ResponsibilitiesDebtors Administration: The successful candidate will be responsible for monitoring and following up on...
-
Financial Consultant Assistant
1 week ago
Cape Town, Western Cape, South Africa Ntice Sourcing Solutions Full timeAbout the RoleWe are seeking a motivated and detail-oriented Financial Consultant Assistant to join our team at Ntice Sourcing Solutions in Cape Town. The ideal candidate will have excellent communication skills, be tech-savvy, and possess a growth mindset.Job ResponsibilitiesContact clients to gather information about their financial situationAssess client...
-
Financial Services Professional
3 weeks ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeJob Summary:We are seeking a highly analytical and results-driven Financial Services Professional to join our team as a Loan Specialist. This role involves analyzing unlisted businesses, preparing loan submissions, and related agreements.Key Responsibilities:Compliance and Risk Management: Ensure all policies and procedures are followed to minimize risk...
-
OMF Financial Consultant
4 days ago
Cape Town, Western Cape, South Africa Old Mutual Full timeJob Title: OMF Financial Consultant About the Role:In this exciting opportunity, you will have the chance to work as a Financial Consultant for OMF, providing exceptional customer service and financial education. You will be responsible for achieving lending, servicing, transactional banking, and insurance sales targets through marketing and selling of Old...
-
Financial Professional
2 months ago
Cape Town, Western Cape, South Africa Centre Recruit Consultants Full timeAccountant / BookkeeperWe are seeking a highly skilled and experienced Accountant to join our dynamic financial team at Centre Recruit Consultants. The ideal candidate will have a strong accounting background, excellent analytical skills, and the ability to work effectively in a team-oriented environment.Key Responsibilities:Financial Reporting: Prepare and...
-
Financial Strategy Consultant
2 weeks ago
Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full timeJob DescriptionThe Personal Financial Advisor will be responsible for providing financial planning, offering personalized financial advice, creating customized retirement plans, and delivering financial services to clients. The role involves developing tailored financial strategies, analyzing financial data, and guiding clients towards their long-term...
-
Financial Professional with FMCG Experience
4 weeks ago
Cape Town, Western Cape, South Africa Tumaini Consulting Full timeCompany OverviewTumaini Consulting is a leading consulting firm that provides expert advice to clients in various industries.Job DescriptionWe are seeking an experienced Financial Accountant with a background in FMCG (Fast-Moving Consumer Goods) to support our team. The ideal candidate will have a professional accounting qualification and at least 3 years of...
-
Financial Services Professionals
1 month ago
Cape Town, Western Cape, South Africa Financial Advisors HR Full timeUnlock Your Earning PotentialWe are seeking highly motivated individuals to join our team as Financial Advisers/Insurance Brokers/Salespeople. As a top-performing insurance broker franchise, we offer a lucrative 100% commission-only structure.Our current advisers are earning between R30,000 to R300,000 per month, and we are committed to providing the...
-
Financial Assistant for Property Management
4 days ago
Cape Town, Western Cape, South Africa Marvel Placement Consultant Full timeJob Title : Financial Assistant for Property ManagementWe are currently recruiting a highly skilled and experienced Financial Assistant to join our client's team in Cape Town. The ideal candidate will have 1+ years of experience in an administrative financial role, providing exceptional support to the accounting team.The successful candidate will be...