Salaried Financial Adviser

4 days ago


Northern Suburbs, South Africa Fokus Personnel Full time

Our international client within the Financial Services Sector is looking to appoint qualified Financial Advisors / Risk Advisors for their branches in South Africa. To become part of a premier general insurance broker network and notable ASX top 100 company, we encourage you to apply. After a 12 Month mentorship programme, there can be possible immigration opportunities to Sydney, Australia.
- **Position Summary**:

- As a Risk Advisor / Financial Advisor, you are responsible for providing comprehensive, compliant and ethical advice whilst meeting the specific needs of our clients and helping them secure their financial well-being not only when they join the business, but throughout their client tenure.
- Your responsibilities encompass generating new business, ensuring client retention, and building robust referral partner networks
- **Skills and Qualifications**:

- BCom Financial Planning / Higher Certificate in Financial Planning / other suitable Qualification
- Regulatory Examination 5
- FAIS
- FICA
- Valid Drivers License
- Proven experience in Life Insurance advice and a successful track record of exceeding targets
- Strong knowledge of Life Insurance products, underwriting guidelines, and industry regulations
- Excellent communication, interpersonal, and negotiation skills
- Proficiency in using relevant software and tools for financial planning and customer relationship management
- **Key Responsibilities**:

- Providing quality advice
- New business generation
- Client Retention
- Managing referral partner relationships
- Individual Contribution
- Team Contribution
- **Please Note**:
For more information please contact:
**Mandi Hugo



  • Northern Suburbs, South Africa CA Financial Appointments Full time

    My client in the Wealth Industry is seeking a Wealth Adviser Assistant who is suitably qualified to join their team in Melrose. **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing...


  • Northern Suburbs, South Africa CA Financial Appointments Full time

    Our client, a global leader in the FMCG sector and renowned for being market leaders in respect of innovation allowing them to deliver top product lines to the market, is looking to identify a highly skilled and experienced CA(SA). Reporting directly to the Group CFO, you will partner across multiple commercial departments, providing financial information,...

  • Payroll Administrator

    2 hours ago


    Northern Suburbs, South Africa CA Financial Appointments Full time

    A fantastic and challenging opportunity has become available for a Payroll Administrator within a financial services company. **Responsibilities**: - End-to-end processing of company payroll of 600+ employees - Manage and conduct month-end and year-end statutory requirements - Reconciliation of payroll-related General Ledger accounts - Maintenance of...


  • Northern Suburbs, South Africa Tenacity Financial Services Full time

    **JOB PURPOSE** The main purpose of the role is to telephonically contact delinquent/arrear customers to make a suitable payment arrangement to achieve the business objectives. **Outbound SLA and work queues** - Dealing with both inbound and outbound calls within the guidelines of the set legal framework - Tracing uncontactable customers - Achieve daily...


  • Northern Suburbs, South Africa Tenacity Financial Services Full time

    **JOB PURPOSE** The main purpose of the role is to telephonically contact delinquent/arrear customers to make a suitable payment arrangement to achieve the business objectives. **Inbound and Outbound SLA and work queues** - Dealing with both inbound and outbound calls within the guidelines of the set legal framework - Tracing uncontactable customers -...

  • Collections Agent

    1 week ago


    Northern Suburbs, South Africa Tenacity Financial Services Full time

    JOB PURPOSE The main purpose of the role is to action and resolve Collections queries via telephone to meet the Collections objectives of the business. **Main Activities**: - Dealing with outbound calls - To rehabilitate accounts in an efficient and professional manner - To advise customers on product, legislative and account related queries - To achieve...


  • Northern Suburbs, South Africa Dante Personnel Full time

    Western Cape, Northern Suburbs FINANCIAL CONTROLLER BELLVILLE (STIKLAND) SALARY R 35 000 up depending on experience - Sign off Creditors Monthly as accurate and complete for month end._ **Minimum requirements**: - 10 years + in financial industry - 5 years + in a similar role is advantageous - BCom accounting/Management accounting - Must be fluent in...

  • Collections Agent

    6 days ago


    Northern Suburbs, South Africa Tenacity Financial Services Full time

    The main purpose of the role is to action and resolve Collections queries via telephone to meet the Collections objectives of the business. **JOB PURPOSE** The main purpose of the role is to telephonically contact delinquent/arrear customers to make a suitable payment arrangement to achieve the business objectives. **Inbound SLA and work queues** -...


  • Northern Suburbs, South Africa Tenacity Financial Services Full time

    The main purpose of the role is to action and resolve Collections queries via telephone to meet the Collections objectives of the business. **Main Activities**: - Dealing with both inbound and outbound calls - To rehabilitate accounts in an efficient and professional manner - To advise customers on product, legislative and account related queries - To...

  • Collections Agent

    1 week ago


    Northern Suburbs, South Africa Tenacity Financial Services Full time

    The main purpose of the role is to action and resolve Collections queries via telephone to meet the Collections objectives of the business. **Main Activities**: - Dealing with both inbound and outbound calls - To rehabilitate accounts in an efficient and professional manner - To advise customers on product, legislative and account related queries - To...