Financial Advisor Pretoria/Tshwane

**Business Unit**:Sales & Distribution**Function**:Financial Advisors (Certified Financial Planner)**Date**:29 Oct 2024**About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align...

Purpose of the RoleThe primary objective of this position is to provide expert financial guidance to clients or members. The successful candidate will be responsible for identifying, retaining, and growing a client base for eligible professionals by implementing PPS financial solutions tailored to their needs.Scope of the JobThis is a commission-based role...

Purpose of the Role: The primary objective of this position is to provide expert financial services to clients or members. The successful candidate will be responsible for identifying, retaining, and expanding a membership and client base for eligible professionals by implementing PPS financial solutions tailored to the client's needs. Scope of the...

Description Are you a driven and ambitious individual looking for a rewarding career in finance? Do you want to be your own boss and earn unlimited income? We're seeking talented Financial Advisors to join our dynamic team at Envestpro Fourways and start their own practices under the Envestpro Liberty umbrella. The Financial Advisor will be responsible for...

This is a three-year internship position and is designed to be used as a springboard to launch a young graduate professional’s career in the financial industry.The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well established platform....

Sanlam stands as a leading financial services provider in South Africa. Our focus lies in fostering enduring connections with our advisors. Rooted in a deep respect for individuals' inherent value and an understanding of their potential, our company ethos drives us. In this position, you'll be tasked with delivering competent financial advice to both new and...

**Insurance Advisor Responsibilities**: - Meeting with clients. - Offering specialized financial guidance and advice. - Completing financial needs analyses. - Creating and explaining customized plans and products - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. - Analyzing clients' risk. -Encouraging clients to...

Job SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Investec. As a Senior Financial Advisor, you will be responsible for providing expert financial advice to our clients, ensuring they achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...

TWK Agri has the following vacancy available: Financial Advisor (Life Insurance) within the Insurance Department at Sandton, Gauteng. **Responsibilities and Duties** - Conduct comprehensive financial analysis to support the financial planning process - Review and analyse client information, investment portfolios and financial goals - Prepare detailed and...

Our client is looking for an experienced Paraplanner / Junior Financial advisor to join their growing team.This role would suit an individual who loves financial planning. Partnering with the Lead Advisor, this would entail providing support in the management of clients - from preparing financial plans and reviews, attending to email queries, working with...

Eduvos, a leading educational institution, seeks a highly skilled Financial Recovery Specialist to join their Pretoria campus on a permanent basis.Job Type: PermanentPurpose: To reduce debt owed to Eduvos by implementing and managing effective credit control processes.Company Overview: Eduvos is a reputable educational institution with a strong presence in...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentation and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new...

Financial Advisors who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by the client Financial who will advise primarily on motor and household domestic insurance **Requirements**: - You must have strong lead generation this is non...

This leading Asset Manager is looking for a Financial Advisor Liaison Consultant in Customer Services to join their team. Responsibilities: - Manage flow of work items (Instructions, queries, requests) - Resolve rejections via email or telephonic - Manage exceptions of internal and external stakeholder - Log and resolve queries. Be able to give...

Financial Planning RoleWe are seeking a skilled Paraplanner / Junior Financial Advisor to partner with our Lead Advisor in managing clients' financial plans and reviews.This role involves providing support in preparing financial plans, attending to client queries, working with the investment administration team, and liaising with the investment and life...

Unlock Your Potential as a Financial AdvisorAre you a self-motivated individual looking for a career that offers flexibility and unlimited earning potential? Do you have a passion for helping others achieve their financial goals? If so, we invite you to join Liberty Standard Bank Group 2 as a Financial Advisor.About the RoleAs a Financial Advisor, you will...

**Business Unit**:Discovery Life**Function**:Legal Affairs**Date**:19 Sep 2024- Discovery Life**Legal Advisor** - Marketing Legal**About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own...

**Business Unit**:Discovery Life**Function**:Legal Affairs**Date**:21 Oct 2024- Discovery Life**Legal Advisor** - Marketing Legal**About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own...

We are looking for an enthusiastic Assistant Financial Advisor with at least 2 years experience in insurance sales, bank sales and existing client servicing experience. Basic salary is negotiable, commission structure will be based on the basic salary amount. Requirement: NQF Level 5 and RE exam passed. Would prefer an existing Discovery advisor.

Role OverviewPronel Personnel is seeking a skilled Paraplanner / Junior Financial Advisor to partner with our Lead Advisor in managing clients.This role involves providing support in the management of clients, including preparing financial plans and reviews, working with the investment administration team, and liaising with the investment and life insurance...