Financial Advisor

Job Description: Financial Advisor The Financial Advisor is responsible for conducting comprehensive financial needs analyses focused on life and investment planning. This role involves utilizing extensive expertise to provide tailored financial advice to clients, with an emphasis on expanding the client base through proactive prospecting and...

Job Title: Junior Financial Advisor Reporting To: Regional Head Purpose 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...

- RE 5 - Bachelor's degree in Finance, Business Administration, or related field (for recent - graduates). - Minimum 2 years of experience in financial advisory services with proven track - Record of success in insurance sales and client relationship management; Strong - understanding of insurance products and industry regulations. - Must have experience...

We are looking for self-driven, entrepreneurial-thinking Financial Advisors to join our growing team as we extend our global presence. Submit your contact details, if you are an experienced IFA who wants to maximise your income and skill set while ensuring you have a worldwide support and training platform, along with market-leading goods and...

About the RoleWe are seeking a skilled Private Advisor to join our team at FirstRand Bank Limited. As a Private Advisor, you will be responsible for delivering exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation.Key ResponsibilitiesDeliver exceptional experience and education to Private...

Job Title: MFC Salaried Financial AdvisorOld Mutual is seeking a highly skilled and experienced MFC Salaried Financial Advisor to join our team.Key Responsibilities:Provide financial advice to customers in line with the company's value proposition and compliance framework.Work in specific allocated markets and with a range of products.Accountable for service...

{"title": "Private Client Advisor", "description": "Unlock Your PotentialAs a Private Client Advisor at FirstRand Group, you will play a critical role in delivering exceptional experience and education to our Private Clients. Your expertise will help them achieve their financial goals and increase their vertical sales index (VSI) through effective money...

Job SummaryWe are seeking a highly skilled and experienced MFC Salaried Financial Advisor to join our team at Old Mutual. The successful candidate will be responsible for providing financial advice to customers and working in allocated markets and with specific products.Key ResponsibilitiesProvide financial advice to customers in line with the company's...

{"title": "Private Client Advisor", "description": "Deliver Exceptional ResultsAs a Private Client Advisor, you will be responsible for delivering exceptional experience and education to Private Clients on basic wealth creation, accumulation, and overall protection tactics. Your goal will be to increase vertical sales index (VSI) and drive client retention...

An exciting opportunity has become available within a mining holding company for a Group Tax Specialist. Reporting to the Group Financial Manager the successful incumbent will be responsible for providing input and implementing a tax strategy to manage all tax matters within the group. **Responsibilities**: - Ensure accurate submission of all returns and...

We are looking for a talented and ambitious Financial AdvisorOld Mutual is committed to providing innovative financial services to our valued customers. As a Financial Advisor, you will play a crucial role in helping our customers achieve their long-term financial goals.About the Role Identify and understand our customers' financial needs Provide sound...

Description Hello future Banking Advisor – Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Role Purpose To...

This is an excellent opportunity to join a leading global asset/investment management entity. This position will provide a considerable career opportunity to the successful applicant and is an in office role based in the southern suburbs, Cape Town. As an Investment Analyst, you will work closely with the Portfolio Managers and Investment Committee to...

Unlock Your Potential with Old MutualWe are seeking a self-motivated and dynamic individual to join our team as a Commissioned Financial Advisor.The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing tailored financial plans...

Job Title: Retail Business Development Manager Location: Western Cape Reports to: Head of Retail Business Unit: Investment Management (Retail Division) Job Summary: The Retail Business Development Manager will play a key role in driving the growth of the companys retail investment portfolio in the Western Cape. This individual will be responsible for...

Unlock Your Potential as a Financial AdvisorOld Mutual is a leading insurance company that believes in the African opportunity and our diverse talent reflects this.About the RoleWe are seeking self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join our team.The role involves championing our valued customers to achieve...

Description Hello future Private Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Are you someone who can: ...

Unlocking African PotentialWe are a leading insurance company committed to empowering our customers to achieve their lifetime goals. As a self-motivated and dynamic Commissioned Financial Advisor, you will be responsible for championing our valued customers by identifying their financial needs, providing sound financial advice, and recommending and...

Job Title: Client Relationship Manager Reporting Line: Operations Manager Location: Steenberg, Tokai Business Unit: Investment Management Purpose of the Role The Client Relationship Manager is responsible for providing exceptional support and oversight in fund administration services. This dynamic role requires a passion for client service and delivery....

**Job description** **Requirements**: Minimum 4 years of experience in the financial services industry rendering financial advice (desirable) Compliance with FAIS Fit and Proper requirements (desirable) NQF Level 6 qualification (desirable) Driver’s license and own transport (desirable) **Salary**: Up to R20,000.00 per month