Current jobs related to Senior Financial Advisor - Roodepoort - Platinum Talent

  • Financial Advisor

    7 months ago

    Roodepoort, South Africa CMH Consulting (Pty) Ltd Full time

    **Experienced Financial Advisor or Short-Term Advisor.** - Be able to establish and maintain a professional relationship/client base with Individuals/businesses. - Prospect for new clients through various means to ensure good pipeline for the business. - Minimum of 12 months + of sales experience - A Clear ITC and Criminal Record **What is on offer to...

  • Financial Advisors

    4 days ago

    Roodepoort, South Africa Micah Govender Developments Full time

    **Company offers the following**: - Provision of office space and full infrastructure for financial planners - Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms - Access to business coaching and client advice support - Assistance with practice management - Training support, i.e. technical...

  • Personal Financial Advisor

    7 months ago

    Roodepoort, South Africa FirstRand Full time

    Job Description To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy. Hello Future Personal Financial Advisor. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and...

  • Financial Advisor

    3 days ago

    Roodepoort, South Africa Micah Govender Developments Full time

    Business Description: Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial planners to be based in...

  • Financial Advisor

    5 days ago

    Roodepoort, South Africa Discovery Full time

    Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial...

  • Senior Financial Director

    2 weeks ago

    Roodepoort, Gauteng, South Africa IOCO Full time

    OverviewIOCO is seeking a Senior Financial Manager to oversee the financial aspects of our project in Roodepoort, Johannesburg. This role will be instrumental in managing complex financial streams, ensuring fiscal responsibility, and optimizing financial strategies aligned with our project's goals and stakeholders' interests.Key ResponsibilitiesDevelop and...

  • Senior Financial Manager

    6 months ago

    Roodepoort, South Africa IOCO Full time

    We are seeking a highly qualified Senior Financial Manager to oversee the financial aspects of our project. This role will be instrumental in managing complex financial streams, ensuring fiscal responsibility, and optimizing financial strategies aligned with our project's goals and stakeholders' interests.What you’ll do:Financial Planning and...

  • Senior Financial Manager

    2 weeks ago

    Roodepoort, Gauteng, South Africa IOCO Full time

    Job Title: Senior Financial Manager">About the Job:">We are seeking a highly qualified Senior Financial Manager to oversee the financial aspects of our project. This role will be instrumental in managing complex financial streams, ensuring fiscal responsibility, and optimizing financial strategies aligned with our project's goals and stakeholders'...

  • Financial Advisor Professional

    3 weeks ago

    Roodepoort, Gauteng, South Africa Liberty Standard Bank Group Full time

    About Liberty Standard Bank GroupLiberty Standard Bank Group is a leading financial institution that prioritizes innovation and customer satisfaction.Salary InformationWe offer an attractive annual salary of $80,000 - $120,000, depending on experience and qualifications.Job DescriptionAs a Sales Entrepreneur, you will be responsible for identifying business...

  • Financial Advisor

    7 months ago

    Roodepoort, South Africa Sanlam Full time

    **Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...

  • Financial Advisor

    7 months ago

    Roodepoort, South Africa Sanlam Full time

    Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...

  • IOCO Senior Financial Director Position

    2 weeks ago

    Roodepoort, Gauteng, South Africa IOCO Full time

    About the Opportunity:">We are seeking a highly experienced Senior Financial Manager to join our team at IOCO. As a key member of our finance team, you will play a vital role in shaping the financial strategy and direction of our project.">About the Role:">The Senior Financial Manager will be responsible for overseeing the financial aspects of our project,...

  • Senior Lecturer

    7 months ago

    Roodepoort, South Africa IIE MSA and IIE Varsity College Full time

    **Direct Reporting Line**: Programme Manager: School of Law IIE MSA, since April 2019 we are part of The Independent Institution of Education (The IIE), a leader in the higher education sphere. The IIE is internationally recognised by the British Accreditation Council. IIE MSA, located on a 100-hectare campus in Ruimsig, Johannesburg, in the province of...

  • Senior Financial Administrator

    1 week ago

    Roodepoort, Gauteng, South Africa Kontak Recruitment Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Senior Financial Administrator to join our dynamic team at Kontak Recruitment. As a key member of our finance department, you will play a crucial role in managing debtor accounts, handling client interactions, and providing administrative support.Job DescriptionKey Responsibilities:Process...

  • Student Advisor

    4 weeks ago

    Roodepoort, South Africa IIE MSA and IIE Varsity College Full time

    Job title : Student Advisor (Undergraduate) - Roodepoort Job Location : Gauteng, Roodepoort Deadline : December 22, 2024 Quick Recommended Links Jobs by Location Job by industries Duties and Responsibilities: Presentation Target Deliver engaging presentations at targeted schools, showcasing the benefits of our institution. The ability...

  • Senior Financial Controller

    20 hours ago

    Roodepoort, South Africa Objective Personnel Full time

    **Qualifications**: - Bcom Accounting or similar **Requirements**: - 5 years minimum relevant experience - Experience in a number of finance environments - SAP experience - extensive. Duties - Oversee full financial function - Add value to the company, better processes - Present financial reporting and potential risks to management - Prepare / oversee...

  • Financial Leadership Role at IOCO

    2 weeks ago

    Roodepoort, Gauteng, South Africa IOCO Full time

    Join Our Team:">We are looking for a talented Senior Financial Manager to join our team at IOCO. As a key member of our finance team, you will play a vital role in shaping the financial strategy and direction of our project.">About the Role:">The Senior Financial Manager will be responsible for overseeing the financial aspects of our project, including...

  • Financial Operations Lead

    2 weeks ago

    Roodepoort, Gauteng, South Africa IOCO Full time

    Job DescriptionIOCO is seeking a highly qualified Senior Financial Manager to lead our financial operations in Roodepoort, Johannesburg. As a key member of our team, you will be responsible for managing complex financial streams, ensuring fiscal responsibility, and optimizing financial strategies aligned with our project's goals and stakeholders'...

  • Senior Banking Strategist

    4 weeks ago

    Roodepoort, Gauteng, South Africa Network International Full time

    Job OpportunityWe are seeking a highly skilled Senior Banking Strategist to join our client, a leading global brand in the banking sector. As a key member of the team, you will play a critical role in driving economic insights and strategic decision-making.About the RoleThis is an extraordinary opportunity to make a lasting impact on the banking industry by...

  • Senior Banking Strategist Lead

    1 month ago

    Roodepoort, Gauteng, South Africa Network International Full time

    Network International Seeks Seasoned EconomistA Recruitment Consultant is seeking a visionary Senior Banking Strategist Lead for her esteemed client, Network International. This exceptional opportunity allows an influential economist to drive economic insights that shape decision-making at the highest level within the banking sector.About the RoleThis...

Senior Financial Advisor

2 months ago

Roodepoort, South Africa Platinum Talent Full time

Our client is a well-established provider of comprehensive financial solutions, offering a range of products including life insurance, short-term insurance, disability cover, medical aid, investments, retirement annuities, estate planning, and wills.

They are committed to helping individuals and businesses secure their financial futures with tailored financial advice.

  • We are recruiting motivated, ambitious, and self-driven individuals for the position of Financial Advisor.
  • This role provides an excellent opportunity to build a successful advisory practice, offering the flexibility of a hybrid working model and the potential for recurring income.
  • The primary focus will be on providing expert financial guidance to clients, ensuring that their financial goals are met with personalized solutions.


Requirements
  • Matric (Grade 12) or higher qualification
  • FSCA clearance (essential)
  • Clear credit and criminal record (essential)
  • Own laptop and reliable internet connection
  • Own reliable transportation
  • RE5 qualification (advantageous)
  • Previous financial advisory experience (advantageous)
  • Strong multilingual communication and interpersonal skills
  • Excellent sales, negotiation, and closing abilities
  • Self-motivated with a passion for helping clients achieve financial success

Key Responsibilities:

  • Conduct comprehensive financial needs analyses for clients.
  • Offer tailored advice on financial planning, insurance, and investment products.
  • Build and maintain long-term relationships with clients
  • Continuously review and adjust clients' financial strategies as their needs evolve.
  • Actively source and generate new business opportunities.
  • Stay current with industry trends, product knowledge, and regulatory updates.
  • Attend regular meetings and training sessions at the client’s West Rand office.


Benefits
  • Hybrid work model (office and remote)
  • Commission-based income with recurring income potential (subject to terms and conditions)
  • Comprehensive training and ongoing professional development
  • Access to a diverse range of financial products
  • Supportive work environment and access to a mentor network