Personal Financial Adviser

Liberty is looking for Advisers to come and join its dynamic team of Financial Advisers around Gauteng. Roles and Responsibilities: · Successful candidates will be running their own professional practice under the Liberty umbrella and getting ...Minimum Requirements: · National Senior Certificate (Grade 12). · Minimum of 2 years Sales experience. · Valid...

Gauteng, Tshwane (Pretoria) - (Market related) **_ Our client in the Insurance Sector is seeking an Wealth Adviser to join their team in Pretoria - Gauteng._** **_ Position: Wealth Adviser_** **_Industry: Insurance_** **_Location: Pretoria, Gauteng_** **Minimum Requirements**: - Matric; - Certified Financial Planning (CFP) or equivalent full...

**Job description**: Our client is looking for a financial advisor to sell short term insurances for personal lines and commercial lines And do customer service **Responsibilities**: - Selling of short-term products specialising in commercial and personal lines - Advising clients on their short-term insurance needs - Quotations for clients - Obtaining New...

Description This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. What is a financial adviser? The role of a financial adviser is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited...

Description This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. What is a financial adviser? The role of a financial adviser is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited...

**Job description**: **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 business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

**Purpose of the Job**: To advise the Market Infrastructure and OTC Derivatives providers internally on a wide range of practices, conduct and concerns affecting the industry and allied activities. The person appointed to this position will report to the Legal Manager. **Key Performance Areas** - Identify shortcomings and anomalies to regulatory framework...

Purpose of the Job To advise the Market Integrity Division internally on a wide range of practices, conduct and concerns affecting the industry and allied activities of the financial markets. The person appointed to this position will report to the Senior Legal Manager. **Key Performance Areas** - Identify shortcomings and anomalies to regulatory framework...

**Designation**: Wealth Adviser Assistant | Pretoria, Gauteng **Category**: Advisers **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Konsult **Posted on**: 26 Jun 2023 **Reference Number**: PSG-DW-VAC0185 **Closing date**: 10 Jul 2023 **Position...

**Job description**: **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 business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

**_Position: Wealth Adviser_** **_Industry: Insurance_** **_Location: Pretoria, Gauteng_** **Minimum Requirements**: - Matric; - Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 Credits); - Successfully completed the Class of Business exam; - Successfully completed the RE5 exam; - Currently registered with the Financial...

**INVITATION FOR APPLICATIONS**: MEMBERSHIP OF THE FINANCIAL SECTOR CONDUCT AUTHORITY’S SOCIAL AND ETHICS SUBCOMMITTEE (1 VACANCY) The FSCA’s Social and Ethics Subcommittee was established in terms of section 68(2) of the Financial Sector Regulation Act, No. 9 of 2017, to advise the Executive Committee (EXCO) of the FSCA on social and ethics matters...

**Who are we?** Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial...

Minimum requirements: - Matric - Relevant experience within the same or similar role - Driver’s license and own car (travelling can sometimes be required) - Self-driven with the ability to think on your feet - Computer literate (MS Office and Excel) - Strong personality and structured type of person - Excellent communication and listening skills (verbal...

Job Description (Roles and Responsibilities) **Main purpose of job**: The International Academy Regional Learning Teams are based across the globe. Through a network of L&D Advisers with specialist L&D skills and knowledge, we help provide solutions to the learning and development needs for all staff on the FCDO platform overseas. L&D Advisers partner with...

Minimum requirements: MatricFinancial Management degree Proven 15 Years experience as a Financial and Human Resources ManagerProficient use of financial software (Pastel Partner, Pastel Evolution and Payspace)Developing and implementing Human Resource strategies and initiatives aligned with the overall company strategyDevelop and monitor overall HR...

Minimum requirements: Matric Financial Management degree Proven 15 Years experience as a Financial and Human Resources Manager Proficient use of financial software (Pastel Partner, Pastel Evolution and Payspace) Developing and implementing Human Resource strategies and initiatives aligned with the overall company strategy Develop and monitor overall HR...

**Key Purpose Statement** To provide financial support and assistance to staff and parents at school level and to act as the conduit between the School and Group Shared Services in providing input and resolving queries. To assist the School Principal/s with budgetary control and expense management at the School/s. Responsibilities will include payroll...

Our client is a professional quantity surveying, and construction management company, and is seeking a Personal Assistant to join their dynamic team.Area: Irene- PretoriaSalary; Market relatedRequirements:Experience in similar industryMust have personal Assistance Experience.Fully bi-lingualOwn vehiclePresentable with consistent and professional dress...

Our client is a professional quantity surveying, and construction management company, and is seeking a Personal Assistant to join their dynamic team.Area: Irene- PretoriaSalary; Market relatedRequirements:Experience in similar industryMust have personal Assistance Experience.Fully bi-lingualOwn vehiclePresentable with consistent and professional dress...