Independent Financial Advisor

4 weeks ago

Pretoria, South Africa Status Asset Management Full time

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. 

Role and Responsibilities:

  • Develop and maintain a personal network and represent the organization at relevant industry events.
  • Source leads and referrals.
  • Identify sales opportunities while promoting the organization and enhancing its reputation.
  • Introduce internal specialists and utilize their expertise to gather and analyse client data in order to identify the correct sales opportunities and solutions.
  • Manage the customer journey from sales to on-boarding and regular portfolio review.
  • Develop and implement a customer contact plan to communicate and engage with the client regarding product launches, sales campaigns, servicing opportunities and ongoing portfolio management.
  • Manage key client customer relationships to maintain customer satisfaction, retention and loyalty while following principles of TCF.
  • Develop and maintain knowledge, understanding and adherence to the regulatory framework and relevant codes as well as the organizations policies and procedures.
  • Participate in development programmes, assessments and activities which form part of the formal and informal training program.
  • Gain/maintain the relevant external professional accreditation requirements.
  • Maintain an in-depth understanding of the Financial Services Industry regulations, best practice solutions and fit and proper requirements.

Desired Qualification and Experience:

  • Matric/Grade 12 or SAQA Accredited Equivalent Essential.
  • 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
  • 2 or more years’ experience as a Financial Advisor within the financial services industry, life and investment essential.
  • RE 5 certificate.
  • Proven sales track record.

 

  • Independent Financial Advisors

    3 weeks ago

    Pretoria, South Africa Status Asset Management Full time

    **Position: Independent Financial Advisor (IFA)** **Location: National** - Aluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. _ **Who are we looking for?** A Financial Advisor (financial agent /...

  • Independent Financial Advisors

    2 weeks ago

    Pretoria, Gauteng, South Africa Status Asset Management Full time

    Position: Independent Financial Advisor (IFA)Location: National Aluma Capital strives to be South-Africa's leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. _Who are we looking for?A Financial Advisor (financial agent / broker) who will be...

  • Independent Financial Advisors

    4 weeks ago

    Pretoria, South Africa Status Asset Management Full time

    Position: Independent Financial Advisor (IFA) Location: National Aluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. Who are we looking for? A Financial Advisor (financial agent / broker) who will be...

  • Finacial Advisor

    2 weeks ago

    Pretoria, South Africa GDS Financial Advisor Services Full time

    We are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected to...

  • Finacial Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa GDS Financial Advisor Services Full time

    We are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected to...

  • Independent Financial Advisors

    4 weeks ago

    Pretoria, South Africa Status Asset Management Full time

    **Who are we looking for?** A Financial Advisor (financial agent / broker) who will be responsible for selling the Company’s financial services to new clients and will facilitate business growth. **Why work for us?** - No desk fees - Financial support for the first 3 - 6 months (bridging salary) - Monthly commission payments - We provide pre-qualified...

  • Independent Financial Advisors

    2 weeks ago

    Pretoria, Gauteng, South Africa Status Asset Management Full time

    Who are we looking for?A Financial Advisor (financial agent / broker) who will be responsible for selling the Company's financial services to new clients and will facilitate business growth.Why work for us? No desk fees Financial support for the first 6 months (bridging salary) Monthly commission payments We provide prequalified and prepaid leads generated...

  • Financial Advisor

    2 months ago

    Pretoria, South Africa Providence Financial Group Full time

    Company DescriptionDiscovery Limited is a global company with health, life and short term insurance operations. The company is committed to being a force for social good and brings about sustainable change in the lives of the people and communities it serves across the globe. Discovery's values of leadership, honesty, innovation and fairness act as its...

  • Financial Advisor

    4 weeks ago

    Pretoria, South Africa Discovery Financial Practice Full time

    Company DescriptionDiscovery Limited is a global company with health, life and short term insurance operations. The company is committed to being a force for social good and brings about sustainable change in the lives of the people and communities it serves across the globe. Discovery's values of leadership, honesty, innovation and fairness act as its...

  • Financial Advisor

    3 weeks ago

    Pretoria, South Africa Concept Lynnwood- Financial Solutions Full time

    Hi everyone! Concept Lynwood Financial Advisors is hiring! We have a few positions open for EXPERIENCED financial advisers, looking for a change in their career. We would like to open the floor for applicants who are based in, or willing to relocate to Pretoria. If you have an existing book, we can facilitate moving it over along with you! Potential...

  • Financial Advisor

    1 week ago

    Pretoria, South Africa Concept Lynnwood- Financial Solutions Full time

    Hi everyone! Concept Lynwood Financial Advisors is hiring! We have a few positions open for experienced financial advisers, looking for a change in their career. We would like to open the floor for applicants who are based in, or willing to relocate to Pretoria. If you have an existing book, we can facilitate moving it over along with you! Potential...

  • Financial Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa Pilanehurst Financial services Full time

    Position: Independent Long-term Insurance Broker (Commercial)Location: Sandton and Pretoria CBDDo you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at convincing and does your negotiation skills know no bounds? Raise your hand becauseWE'RE HIRINGIt's our mission to unleash the...

  • Financial Advisor

    4 weeks ago

    Pretoria, South Africa Stanleur Elite Financial Services Full time

    Hi everyone! Concept Lynwood Financial Advisors is hiring! We have a few positions open for experienced financial advisers, looking for a change in their career. We would like to open the floor for applicants who are based in, or willing to relocate to Pretoria. If you have an existing book, we can facilitate moving it over along with you! Potential...

  • Financial Advisor

    2 weeks ago

    Pretoria, South Africa IWCP Resolute Full time

    **Job Details** Do you have a passion to help people and get satisfaction out of others achieving their personal goals? If your answer is yes, be part of the change and join an **Affiliate of the Liberty Group as a Financial Advisor**. With over 100 year’s of industry management experience that will be dedicated to your personal success, structured...

  • Lead Generation

    2 weeks ago

    Pretoria, Gauteng, South Africa Online Financial Advisor Full time

    Online Financial Advisor is on the hunt for Lead generation agents to provide sales and marketing support in building a pipeline and company objectives.Responsibilities & Duties. Make outgoing calls to develop new business. Conduct customer research. Maintain lead generation database. Obtain information about potential leads.Requirements:Experience in cold...

  • Financial Advisor

    2 weeks ago

    Pretoria, South Africa Concept Full time

    **Start your new career with Sanlam.** Concept is a leading financial services company dedicated to providing exceptional financial planning and investment services to our valued clients. We are currently seeking dynamic and highly motivated individuals to join our team of Financial Advisors. If you are passionate about helping individuals and families...

  • Independant Financial Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa Nhlanhla Capital Full time

    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, risk tolerance, or other information needed to develop a financial plan. Answering client questions about financial plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management, and...

  • Financial Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa African Ambition Consulting Full time

    Financial AdvisorCommission Based + BenefitsLocation: Boksburg/ Rosebank/ Kimberley/ BloemfonteinRole: Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools Securing stocks and...

  • Financial Advisors

    2 weeks ago

    Pretoria, Gauteng, South Africa Engage Recruit Full time

    Financial Advisor - Exciting Opportunity! Are you passionate about helping individuals achieve their financial goals? We have an exciting opportunity available for a Financial Advisor in various locations across South Africa such as Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, and KZN. Starting Date: Actively Seeking - ongoing...

  • Aspiring Financial Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa Old Mutual Life Assurance Company (Sa) Ltd (Pfa) Full time

    Aspiring Financial Advisor page is loaded Aspiring Financial Advisor Apply locations Vereeniging time type Full time posted on Posted Yesterday job requisition id JR-54967 Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for...