Administrative Associate to Financial Advisor

**Financial Advisor** **Sales Western Cape Role** - Innovative a leading finical service provider in South Africa that serves individual, businesses and institutional clients. - We believe in people who believe in themselves and have a strong desire to make a success of their lives and strive to create an environment where motivated people with positive...

Financial Advisor Sales Western Cape Role · Innovative a leading finical service provider in South Africa that serves individual, businesses and institutional clients. · We believe in people who believe in themselves and have a strong desire to make a success of their lives and strive to create an environment where motivated people with positive attitude...

**Job description** - Our client requires 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...

Associate Financial Advisor (Bellville) Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspire to be a Financial Advisor We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...

Associate Financial Advisor (Pinelands) Location: Cape Town Time Type: Full time Posted on: Posted 22 Days Ago Job Requisition ID: JR-58556 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspire to be a Financial Advisor We are looking for self-motivated and dynamic...

**Job Opportunity: Exceptional Financial Advisors Wanted in CPT!** Are you an outstanding financial advisor seeking an opportunity that perfectly aligns with your expertise and ambition? Look no further! At Metaf.in Financial Services, we are embarking on an exciting new venture with a strong focus on FINTECH. Join us on this incredible journey and...

Overview: Our client is a small Wealth Management firm dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client’s unique financial goals. The...

Seeking a highly skilled Financial Planning Associate to join Sagen Advisory Recruitment in Durbanville, Cape Town. This dynamic role requires a strong passion for growth, teamwork, and mentorship, along with excellent attention to detail, prompt action, and a hunger for financial analytics. Key responsibilities include new business administration, managing...

**Financial Advisor** **Qualifications & Requirements** - Qualified B.Com/CA/BSc; CFP will be advantageous. - FAIS Compliant (NQF level 5 and with adequate unit standards to qualify for FSB registration as representative as defined in the FAIS act). - 2+ years experience in the financial services industry. - Education or background experience to include tax...

Job Title: Administrative AssociateLocation: Somerset WestEmployment Type: PermanentJob DescriptionThe Administrative Associate will play a vital role in a growing holistic independent financial planning business. This position is ideal for a self-motivated and driven individual who thrives in a collaborative team environment.Key ResponsibilitiesSecretarial...

Cross Wealth Financial Services is based in Northgate Park, Milnerton. We are looking for Financial Advisors to join our team and help build solid relationships with clients and provide them with financial advice and solutions Requirements. **Requirements**: - Full FAIS recognized qualification - RE 5 - Not under supervision for all product categories -...

**looking for proactive and enthusiastic financial advisors with a passion for guiding clients towards their goals.** **Individual must be willing to work on the road as sales will be made in different locations.** **Key Responsibilities**: - Offer personalized advice and recommendations based on clients' financial or business needs. - Build and maintain...

Job title : Financial AdvisorJob Location : Western Cape, Cape TownDeadline : December 30, 2024Quick Recommended Links Jobs by Location Job by industries The core function of the successful candidate will be to manage and grow their portfolio of clients while providing financial planning advice. Requirements Bachelor's degree in Finance, Accounting,...

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...

Company OverviewRory Mackie & Associates is a Wealth Management firm dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning.SalaryThe estimated annual salary for this position is around R250,000 - R350,000, depending on experience and qualifications.Job DescriptionWe are seeking a highly...

We are in search of experienced Financial Advisors with a proven track record who find themselves grappling with challenging changes in their current work environment and relationships. If you no longer experience the trust and security that were once prevalent or if you feel burdened by the cumbersome and relentless administrative and compliance...

ob description Risk Free Solutions, an Old Mutual Agency franchise, is a trusted financial services provider that offers advisors the tools and support needed to succeed in building their practices. As a franchisee, you will be able to work for yourself while also benefiting from hands-on guidance and support, all backed by Old Mutual’s reputation as...

Are you interested in a challenging role within the insurance industry? Origin Financial Group is currently seeking an Insurance Risk Management Associate to join their team.About the RoleThis is an exciting opportunity for a recent graduate or someone looking to transition into a career in insurance risk management. As an Insurance Risk Management...

Financial Advisor We're seeking a self-motivated and results-driven Financial Advisor to join our growing team. As a commission-based advisor, you'll have the freedom to build your own client base and create your own schedule, with no set office hours. Your success will be directly tied to your ability to provide exceptional financial guidance and build...

Financial Advisor Administrator is responsible for providing administrative support to brokers and the broader team. This role ensures the smooth operation of daily tasks related to client accounts, policy processing, and data management. The Broker Administrator plays a key part in maintaining accurate records, assisting with client inquiries, and...