Financial Advice Service Consultant

As a Senior Financial Wellness Consultant at Bayport, your primary objective is to assist employees improve their overall financial wellbeing through the evaluation of employee’s financial situation; solving complex financial matters with a specific focus on those currently distressed or listed under bureau records. Your responsibility is to guide...

Job Description To provide expertise, advice and support the financial advisory philosophy and framework across the end-to-end product matrix to achieve our front-line sales objectives through coaching, supervision and enabling Money Managers and Financial Advisors and Wealth Managers to provide the best advice to our clients that adheres to business rules...

Job Description To provide analytical support in the assessment of financial advice using a standardise matrix of parameters to mitigate against advice risk - Control expenditure and identify process improvements to contain and reduce costs - Analyse and assess records of advice for compliance to regulatory standards and the standardised matrix of...

Purpose The role will focus on providing advice and facilitation services to grow our client numbers within the pre‑retirement and accumulation segments from our corporate membership base in both an advised and facilitated. In addition, it will provide support to the broader FPC business to ensure advice leads and opportunities are channelled to the...

Job PurposeProvide an effective and efficient conduit between ASI Financial Services (ASI) and its clients (i.e. members and appointed representatives of the organisation) through provision of advice, query resolution, administrative service, communication, training and education.Key ResponsibilitiesDemonstrate a good understanding of the Employee Benefits...

**Position Summary**: As a Financial Planner at ASI Wealth Gauteng, you will be responsible for delivering comprehensive financial planning services to our clients. This includes providing advice on investments, retirement, estate planning, tax planning, and risk management. Your role is critical in helping clients achieve their financial objectives through...

Reference JHB Location Roodepoort - Office Based Role Financial Services - Trade Credit Insurance - Customer Service Consultant About the Company A leading privately owned Financial Services company specialising in Trade Credit Risk Insurance for large enterprises across several industries is looking for an experienced service consultant to join their...

A leading financial services firm in Johannesburg is looking for an Advice Monitoring Specialist to provide analytical support in assessing financial advice and ensuring compliance with regulatory standards. The ideal candidate should have strong analytical skills and experience in financial services. The role emphasizes teamwork and requiring excellent...

Reference: JHB -HLG-1 Location: Roodepoort - Office Based Role: Financial Services - Trade Credit Insurance - Customer Service Consultant A leading privately owned Financial Services company specialising in Trade Credit Risk Insurance for large enterprises across several industries is looking for an experienced service consultant to join their dynamic team!...

A leading financial services company is seeking an OMF Financial Consultant for the Diepsloot Mall Branch in Johannesburg. The role focuses on providing tailored financial advice and building customer relationships. Applicants should possess an NQF Level 5 qualification and have strong customer service and consultative selling skills. This full-time position...