Wealth Advisor

3 months ago


Bloemfontein, South Africa Origin Financial Group Full time

This is a remote position.

Company Description: A leading Independent Financial Advisor (IFA) in the South African market, is known for offering customised solutions and advice tailored to the financial life cycle of each client. Origin Group has a strong presence with a national footprint, working with partners and service providers within the financial services industry to provide clarity and order to clients' financial affairs.

Responsibilities:
  1. Develop new business and maintain existing business
  2. Build relationships with clients
  3. Retain existing clients and generate business from them by reviewing existing portfolios
  4. Meet with new clients to perform a full financial needs analysis, or specific needs, whichever is required, uncovering areas of need to generate new business
  5. Generate new business by referrals and “cross-selling” for the different entities within the organisation, i.e. Trust, Wills, Tax and Accounting, Short-term insurance and Health
  • Oversee and manage quotations, policy activations, amendments and claims
  • Prepare and present proposals to potential clients
  • Closing of leads
  • Perform annual review/renewal for all existing clients
  • Attend to client requests in a timeous manner
  • Develop and maintain relationships with key account clients
  • Develop and maintain excellent relationships with the markets/product providers
  • Manage and maintain new and existing clients relationships through a client SLA
  1. Understand and remain current on changes in client’s situations/needs (short and long term financial objectives, risk tolerance)
  2. Inform clients of changes to their portfolio and/or market trends that may affect the client’s financial objectives
  • Travel within South Africa and neighbouring countries when required
  • Develop individual business plan
  • Achieve sales targets by acquiring profitable new business
  • Monthly business reporting
  • Adhere to compliance, operational procedures and practice management standards
  • Responsible for maintaining and improving knowledge of various products as well as staying abreast of industry and regulatory changes
  • Responsible for adherence with continuous professional development requirements in line with qualification




Requirements
  • Workpool & Google Docs Knowledge
  • 3 - 5 years experience
  • Industry related Qualification
  • Registered as Representative of related FSP
  • FAIS legislature requirements, which include, but not limited to:
  • RE1 and RE5
  • Responsible for meeting the CPD requirements
  • Continue to meet all Fit and Proper requirements as per the latest legislation.
  • This role requires frequent business travel.


Benefits
  • Competitive remuneration packages with company benefits
  • A fast-paced work environment
  • Employee recognition initiatives



  • Wealth Advisor

    1 month ago


    Bloemfontein, South Africa Perfect Placement Recruitment Full time

    Our client, formed from merging four financial entities, offers comprehensive services under one roof, providing tailored compliance, performance-oriented, and strategic solutions to meet diverse client needs. They seek a Wealth Advisor to join their team.Job Title: Wealth AdvisorLocation: KZN and/or BloemfonteinSalary: Commision basedBenefits: Employee...

  • Wealth Advisor

    2 months ago


    Bloemfontein, South Africa Perfect Placement Recruitment Full time

    Job Title: Wealth AdvisorLocation: KZN and/or BloemfonteinSalary: Commision basedBenefits: Employee recognition initiativesVacancy Type: Remote (KZN and/or Bloemfontein)Closing date: End Nov 2024 Duties and responsibilities:Develop new business and maintain existing business.Build relationships with clients.Retain existing clients and generate business from...

  • Wealth Advisor

    2 months ago


    Bloemfontein, South Africa Perfect Placement Recruitment Full time

    Job Title: Wealth AdvisorLocation: KZN and/or BloemfonteinSalary: Commision basedBenefits: Employee recognition initiativesVacancy Type: Remote (KZN and/or Bloemfontein)Closing date: End Nov 2024 Duties and responsibilities: Develop new business and maintain existing business. Build relationships with clients. Retain existing clients and generate...


  • Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full time

    We are seeking a skilled Wealth Advisor to join our team at Perfect Placement Recruitment. As a leading recruitment agency, we have a reputation for delivering top talent to our clients.Salary: R1 200 000 - R1 800 000 per annumJob DescriptionA Wealth Advisor will be responsible for developing new business and maintaining existing relationships with clients....


  • Bloemfontein, Orange Free State, South Africa Liberty Standard Bank Group Full time

    Embark on a rewarding career path as a Professional Financial Wealth Advisor with Liberty Standard Bank Group. Our company is built on the principles of empowering individuals who believe in themselves and are passionate about helping others succeed.A Liberty Financial Adviser is more than just an advisor - they help clients achieve their dreams by creating...

  • Wealth Advisor

    1 month ago


    Bloemfontein, South Africa Origin Financial Group Full time

    Job Description This is a remote position. Company Description: A leading Independent Financial Advisor (IFA) in the South African market, is known for offering customised solutions and advice tailored to the financial life cycle of each client. Origin Group has a strong presence with a national footprint, working with partners and service providers...

  • Legal Advisor

    3 months ago


    Bloemfontein, South Africa Momentum Distribution Services Full time

    **Introduction** - Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in...


  • Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full time

    Job Title: Financial Services ProfessionalWe are seeking a highly skilled Financial Services Professional to join our team at Perfect Placement Recruitment.About the RoleThis is an excellent opportunity for a motivated and experienced Wealth Advisor to take on a challenging role, driving business growth and development in South Africa and neighbouring...


  • Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full time

    Job Title: Financial Services SpecialistSalary Range: R300,000 - R600,000 per annumJob DescriptionThis role is an excellent opportunity for a skilled Wealth Advisor to join our team at Perfect Placement Recruitment. As a Financial Services Specialist, you will be responsible for developing new business and maintaining existing relationships with clients.You...


  • Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full time

    As a seasoned Wealth Advisor with Perfect Placement Recruitment, you will be responsible for building and maintaining relationships with clients to develop new business and retain existing ones.The ideal candidate will have 3-5 years of experience in a similar role, with knowledge of Workpool and Google Docs, as well as industry-related qualifications and...


  • Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full time

    Perfect Placement Recruitment is a leading recruitment agency that connects clients with top talent in the financial sector.We are currently seeking a skilled Financial Services Specialist to join our client's team in KZN and/or Bloemfontein. The ideal candidate will have a strong background in wealth management and excellent communication skills.The role...


  • Bloemfontein, Orange Free State, South Africa Liberty Standard Bank Group Full time

    We are seeking a highly motivated and driven Professional Financial Wealth Advisor to join our team at Liberty Standard Bank Group.About the RoleAs a Liberty Financial Adviser, you will have the opportunity to create a real difference in people's lives by helping them achieve their financial goals. You will work closely with clients to identify and tailor a...


  • Bloemfontein, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job...


  • Bloemfontein, Orange Free State, South Africa Origin Financial Group Full time

    Job OverviewWe are seeking a skilled Financial Services Professional to join our team at Origin Financial Group.About the RoleThis is a remote position with frequent business travel within South Africa and neighboring countries. As a Wealth Advisor, you will be responsible for developing new business and maintaining existing relationships with clients.Key...


  • Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full time

    Key ResponsibilitiesThe successful candidate will be responsible for developing new business and maintaining existing business relationships with clients.Key Responsibilities Include:Building and maintaining relationships with clients to increase loyalty and generate new business opportunities.Developing and maintaining comprehensive financial plans for...


  • Bloemfontein, Orange Free State, South Africa Liberty Standard Bank Group Full time

    Job SummaryWe are seeking a motivated and ambitious individual to join our team as a Financial Adviser at Liberty Standard Bank Group. In this role, you will have the opportunity to work with clients to identify and achieve their financial goals, while also building your own business practice under the trusted Liberty Brand.About UsLoved by many for its...


  • Bloemfontein, South Africa Sanlam Full time

    **Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...