Retirement and Investment Advisor

Investment Solutions Advisor RoleWe are seeking a highly skilled Investment Solutions Advisor to join our team at Structured Wealth Solutions in Cape Town. As a key member of our Sanlam Sky team, you will be responsible for delivering exceptional client service and providing expert financial guidance to individuals and families.ResponsibilitiesProvide...

Structured wealth solutions are currently recruiting new Financial advisors to join a team for Sanlam SkyRequirement: Drivers license /Own vehicleMatric-Grade 12 RE 5 (preferably) Other relevant qualifications Previous working experience specifically in the financial services industry Is REQUIRED e.g. advisor /consultantPrevious working experience in...

**Job Description**This is a full-time role for an Independent Financial Advisor located in Cape Town, with some work-from-home flexibility. The advisor will be responsible for providing financial planning and advisory services, retirement planning, and managing investments.Day-to-day tasks include analysing financial data, developing personalised financial...

Risk and Retirement Planning RoleWe are seeking a highly skilled Risk and Retirement Planner to join our team at Structured Wealth Solutions in Western Cape. As a key member of our Sanlam Sky team, you will be responsible for providing expert financial guidance and delivering exceptional client service to individuals and families.ResponsibilitiesDevelop and...

We are looking for a highly motivated Capital Legacy Advisor to join our team. As an advisor, you will work closely with clients to identify their financial needs and develop comprehensive plans to achieve their goals.Key Accountabilities:Conduct thorough client assessments to understand their financial situation and goalsDevelop and implement customized...

Job title : Retirement Funds LawyerJob Location : Western Cape, Cape TownDeadline : April 14, 2025Quick Recommended LinksJobs by Location Job by industries Our client is a collective investment scheme in property which aims to provide investors with sustainable income. They are seeking a Retirement Funds Lawyer who will advise on all legal matters relating...

About Our CompanyOld Mutual Limited is a leading provider of financial solutions to retail and corporate customers across Africa.We are committed to helping our customers achieve their long-term financial goals through expert advice and tailored financial solutions.The OpportunityThis is a great opportunity for a Financial Advisor to join our team and make a...

Join to apply for the Financial Advisor role at Structured Wealth SolutionsStructured Wealth Solutions is currently recruiting new Financial Advisors to join a team for Sanlam Sky.RequirementsDriver's license / Own vehicleMatric - Grade 12RE 5 (preferably)Other Relevant QualificationsPrevious working experience specifically in the financial services industry...

Join to apply for the Financial Advisor - Cape Town role at Oasis CrescentJob title: Financial Advisor - Cape TownJob Location: Western Cape, Cape TownDeadline: April 14, 2025Position OverviewWe are seeking a qualified and experienced Financial Advisor to join our dynamic team. The ideal candidate will have a strong background in financial planning, possess...

About Oasis CrescentWe are a reputable investment company committed to delivering exceptional financial solutions to our clients. Our team of professionals is dedicated to providing personalized advice and comprehensive investment strategies that meet the unique needs of our clients.Job DescriptionWe are seeking a qualified and experienced Financial Advisor...

Job OverviewThe Personal Financial Advisor role at Cross Wealth Financial Services focuses on delivering exceptional financial guidance to clients. This includes developing customized financial plans, analyzing financial data, and providing strategic advice on wealth management.Main AccountabilitiesDesign comprehensive financial plans tailored to clients'...

Job title : Financial Advisor - Cape TownJob Location : Western Cape, Cape TownDeadline : April 14, 2025Quick Recommended LinksJobs by Location Job by industries Position OverviewWe are seeking a qualified and experienced Financial Advisor to join our dynamic team. The ideal candidate will have a strong background in financial planning, possess the...

**Required Skills and Qualifications**Financial Planning and Advisory skillsExperience in Finance and Investments managementExpertise in Retirement PlanningExcellent communication and client relationship skillsAbility to work independently and in a hybrid work environmentRelevant certifications and a Bachelor's degree in Finance, Business, or related...

About Old Mutual South AfricaWe are a leading financial services group that provides a range of innovative financial solutions to retail and corporate customers across key markets in Africa.We are committed to empowering our customers with expert advice and tailored financial solutions to help them achieve their long-term financial goals.Job OverviewThis is...

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionRole overviewOur fast-growing Private Clients Business is looking for a new leader of its investment capability. The role evolves on the scope of the Chief Investment Officer by including a strong strategic focus and leadership of multiple investment...

Role SummaryWe are looking for a skilled Financial Advisor to join our team in Cape Town. As a Financial Advisor, you will be responsible for providing expert advice on financial planning, retirement planning, and investments to clients. You will also contribute to the development of new business opportunities and partnerships.Main ResponsibilitiesDevelop...

Job Title: Junior Financial AdvisorReporting To: Regional HeadPurpose of the Job:The Junior Financial Advisor plays a pivotal role in contributing to the overall profitability of the business by supporting advisory partners with documentation and compliance requirements for both existing and new clients. This position requires a proactive individual with a...

Company OverviewSimply is a disruptive life insurance company that offers quick and easy insurance solutions for individuals and families. They focus on providing streamlined online buying processes, collaborating with banks and insurers for white-label partnerships.Job DescriptionThis is a full-time hybrid role for a Financial Advisor located in the City of...

RequirementsRelevant tertiary qualification.Exposure as a member of board of trustees as a Trustee or Principle Officer.5 years' experience in a similar position.Experience in a retail organisation is advantageous.Essential SkillsKnowledge of all Pension Fund Act /rules & Medical Aid Rules and PF 130 and PF circulars.Ability to draft policy documents.Ability...

We are one of Liberty's largest and top producing National Distibution partners with a large national footprint. At EQ-FIN we pride ourselves on offering a bespoke value proposition to Liberty Financial Advisors, Leadership Team and Employees. We are an organisation driven by a purpose: we want to secure the future dreams, aspirations and plans everyone has...