Aspiring Financial Advisor

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...

Job DescriptionCompany 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...

**Job description** The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a...

The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a good understanding of...

Location: East Rand, Nelspruit, Durban, Western-Cape We are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs.   ...

Location: East Rand, Nelspruit, Durban, Western-CapeWe are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs.  Role...

We require financial advisors with RE5 accreditation, sales experience within the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer, and ensure they are offered the best cover to suit their respective needs. **Key Duties, but not limited to**: - Ensure all clients have a...

Department: AdministrationSector: Financial Services, Asset ManagerSalary: Market relatedA well-known Asset Manager based in CPT is looking for a Financial Assistant to join their Administration team. The successful candidate will be responsible for delivering exceptional Administration Support to Financial Advisers, in their goal to secure new Clients and...

Currently hiring for interested and enthusiastic Old Mutual agents/ financial advisors that has prior experience in sales. The position will require you to market Old mutual products to clients and selling funeral policies. Salary : Commission based only. Requirements : Matric , Regulatory examinations ( advantageous) and previous working experience in...

**JOB DESCRIPTION** - Screening of all other requirements relating to the financial transaction. - Screening of confirmations of transactions / activities to ensure accuracy and correct reporting. - Keep Client/Advisor informed of progress of all activities till completion. - Liaise with Advisor and Client to establish what documents/ information is required...

Job Title - Financial Advisor - Job Number - 72848 - Skills - Ms Office - Industry - Financial Services - City - Cape Town - Job Description - Sourcing and meeting potential clients. - Establish their financial needs and goals. - Enabling a professional Financial Needs Analysis to be drafted. - Dispensing / selling of suitable financial insurance products...

Currently hiring for interested and enthusiastic Old Mutual agents/ financial advisors that has prior experience in sales. The position will require you to market Old mutual products to clients and selling funeral policies. Salary : Commission based only. Requirements : Matric , Regulatory examinations ( advantageous) and previous working experience in...

Western Cape, CPT - CBD - Annually Cost To Company (Market related, Negotiable) To deliver exceptional Administration Support to Financial Advisers, in their goal to secure new Clients and service an existing Client base **JOB DESCRIPTION**- Screening of all other requirements relating to the financial transaction.- - Screening of confirmations of...

Currently hiring for interested and enthusiastic Old Mutual agents/ financial advisors that has prior experience in sales. The position will require you to market Old mutual products to clients and selling funeral policies. Salary : Commission based only. Requirements : Matric , Regulatory examinations ( advantageous) and previous working experience in...

Currently hiring for interested and enthusiastic Old Mutual agents/ financial advisors that has prior experience in sales. The position will require you to market Old mutual products to clients and selling funeral policies. Salary : Commission based only. Requirements : Matric , Regulatory examinations ( advantageous) and previous working experience in...

Western Cape, CPT - CBD - Annually Cost To Company (Market related, Negotiable) To deliver exceptional Administration Support to Financial Advisers, in their goal to secure new Clients and service an existing Client base. To cultivate great Client relationships and deliver great Client service **JOB DESCRIPTION** - Screening of all other requirements...

Make the right choice and start 2023 with our dynamic team. Take your career to the next level with the backing of the national brand. **Job description**: To market Onshore, Offshore Investments, Commercial, Personal Short Term Insurance, insurance products. **Minimum requirements**: - Matric - NQF5 - Financial Planning - RE5 - 2 years industry...

**Role**: - Aspirational Advisers who have established themselves in the industry, looking to grow theirpractices and ready to take them to the next level. - Professionals who are driven by innovation and pioneering new developments in the industry. - Must be able to provide appropriate financial advice, in line with the customers financial goals and...

Our client is currently seeking a skilled and experienced Financial Advisor/Trust Officer to join a leading company in the financial services industry.As a Financial Advisor/Trust Officer, you will be responsible for providing comprehensive financial advice to clients and managing trust accounts. You will work closely with clients to understand their...

Attention all sales professionals with a passion for finance! We are excited to announce that we are currently seeking a Junior Financial Advisor to join our dynamic team. All you need is to have your Matric, be credit and criminal clear and have min 2 years Sales Experience or 1 year field sales experience. This is an excellent opportunity to take the...