Financial Advisor
6 days ago
Company description:Origin Financial is one of the biggest IFA's in the South African market. We specialise in customized solutions and advice, tailored to each individual client's financial life cycle.We present a significant opportunity for experienced financial advisors to grow and secure their financial practice in our organization with a national footprint, through our partners and service providers, within the financial services industry.Our services are designed to simplify the complexity. of managing wealth and providing clarity and order our clients' financial affairs.We pride ourselves on helping our financial advisors to realise their worth. We attribute our growth and performance to our incredible partners and our market -leading value proposition of holistic advice that, in turn, secures consistent growth in earnings within our team of financial advisors.Role description:Origin Financial is seeking experienced financial advisors located in Western Cape (specifically Cape Town and the Garden Route district). We offer flexibility and follow a hybrid workplace model. Our advisors are supported by an in -house dedicated team of administrators and para -planners.As a financial advisor, you will be responsible for providing comprehensive financial planning, offering expert advice on finance, retirement planning, investment, and financial advisory services.You will work closely with clients to develop customized solutions to meeting their financial goals and objectives. RequirementsHave a thorough understanding of the Financial Advisory and Intermediary Services (FAIS) Act and Financial Intelligence Centre Act (FICA).Regulatory examination successfully completed and registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.Excellent knowledge of financial planning principles and investment strategies.CFP or Post diploma in Financial Planning advantageous.Strong communication and interpersonal skills to collaborate effectively with clients.Passionate about providing the best financial services and advice to clients.Ability to maintain and develop relationships with clients and communicate complex financial advice.Minimum of 3 -5 years DOFA and supervision completion. BenefitsCompetitive remuneration packages with company benefits.Fast -paced work environment.Employee centric practices.Remote working conditions (hybrid teams).Employee recognition and appreciation initiatives.
-
Financial Advisor
2 weeks ago
Cape Town, South Africa Financial Wealth Capital Full timeAt Financial Wealth Capital, we truly care about your family’s financial future. This is why we endeavour to help consumers live financially free by providing them with expert guidance on navigating each step of their financial journey. We are currently looking for a Financial Advisor with an RE5 accreditation. **Key Duties, but not limited to**: -...
-
Financial Advisor
2 weeks ago
Cape Town, South Africa Infinitum Financial Solutions Full timeWe want high-achievers, collaborators, people-orientated advisors with entrepreneurial drive. We are hiring qualified financial advisors. Great value propositions. Training allowance of R50,000. No vaccination needed. Minimum requirements: - NQF5 qualification - RE5 - minimum 2 years financial planning experience - COB training completed **Job Types**:...
-
Financial Advisor
6 days ago
Cape Town, South Africa Metafin Financial Services Full time**Job Opportunity: Exceptional Financial Advisors Wanted in CPT!** Are you an outstanding financial advisor seeking an opportunity that perfectly aligns with your expertise and ambition? Look no further! At Metaf.in Financial Services, we are embarking on an exciting new venture with a strong focus on FINTECH. Join us on this incredible journey and...
-
Qualified Financial Advisor
2 weeks ago
Cape Town, Western Cape, South Africa Succession Financial Planning Full time R900 000 - R1 200 000 per yearCompany DescriptionSuccession Financial Planning Advisory Services is a licensed financial services provider dedicated to fostering lasting partnerships between clients and advisers. Our mission is to help each client achieve financial freedom and wellness, regardless of their life stage. We aim to guide our clients towards their financial goals through...
-
Financial Advisor
2 weeks ago
Cape Town, South Africa Infinitum Financial Solutions Full time**JOIN OUR DYNAMIC TEAM OF FINANCIAL ADVISORS!** **For recent graduates who want a career in sales with uncapped commission potential!** - A grade 12 (Matric) certificate - Excellent (written & verbal) communication skills - Proven computer literacy (MS Office Suite) - A clear criminal and credit record - 6-12 months of sales/retail experience - Previous...
-
Financial Advisor
2 weeks ago
Cape Town, South Africa Metafin Financial Services Full time**Financial Advisor - Metafin | Cape Town (Atlantic Seaboard)**: - Empower lives. Shape futures. Leverage technology._ Are you passionate about financial empowerment and ready to take your advisory career to the next level? Join **Metafin**, a dynamic and forward-thinking financial advisory firm backed by Sanlam, where integrity, innovation, and impact...
-
Financial Advisor
2 days ago
Cape Town, South Africa Cross Wealth Financial Services Full timeCross Wealth Financial Services is based in Northgate Park, Milnerton. We are looking for Financial Advisors to join our team and help build solid relationships with clients and provide them with financial advice and solutions Requirements. **Requirements**: - Full FAIS recognized qualification - RE 5 - Not under supervision for all product categories -...
-
Financial Advisors
2 days ago
Cape Town, Western Cape, South Africa Succession Financial Planning Full time R250 000 - R500 000 per yearCompany DescriptionSuccession Financial Planning Advisory Services is a licensed financial services provider dedicated to helping clients achieve financial freedom and wellness at every life stage. With a commitment to fostering meaningful, long-term partnerships between clients and advisers, the organization places a strong emphasis on personalized...
-
Financial Advisors and Key Individual
6 days ago
Cape Town, South Africa IWI FINANCIAL SERVICES Full timeCape Town Financial Advisors required 1. Own laptop 2. Smart phone 3. Access to a stable WiFi Network 4. 2 Years Sales experience 5. Matric Certificate 6. Team Leaders with experience highly advantages 7. Benefits offered Key Individual 1. Qualified - RE1 + RE5 2. 1 Year experience 3. COB - Longterm and Short-Term 4. Subcategories: A,B and C +...
-
Financial Advisors and Key Individual
6 days ago
Cape Town, South Africa IWI FINANCIAL SERVICES Full timeCape Town Financial Advisors required 1. Own laptop 2. Smart phone 3. Access to a stable WiFi Network 4. 2 Years Sales experience 5. Matric Certificate 6. Team Leaders with experience highly advantages 7. Benefits offered Key Individual 1. Qualified - RE1 + RE5 2. 1 Year experience 3. COB - Longterm and Short-Term 4. Subcategories: A,B and C +...
