A financial consulting firm is seeking a Wealth Adviser Assistant in Pretoria. The role involves supporting Wealth Advisers through client meetings, research, and maintaining client records. Ideal candidates will have a degree in finance or a related field, along with strong organizational and communication skills. This position offers an excellent opportunity to gain experience in the financial...
A leading financial services company in Pretoria is seeking an Adviser to manage client relationships and ensure compliance with regulations. The role involves handling client inquiries, arranging meetings, and maintaining detailed records. Candidates should have an NQF 4 Short-Term Insurance Certificate and 3-4 years of relevant experience. Strong negotiation and communication skills are...
A well-established financial institution in South Africa is looking for a FAIS licensed financial adviser. The role involves conducting financial needs analyses and providing tailored investment and insurance solutions to clients. Candidates should have Bachelor's degrees or advanced diplomas in relevant fields and the ability to foster strong client relationships. Success will depend on...
A leading insurance company is seeking self-motivated individuals as Commissioned Financial Advisers in Sasolburg. The role involves providing sound financial advice, identifying customer needs, and implementing financial solutions. Candidates must hold an NQF Level 5 qualification and be skilled in consultative selling and customer service. This full-time position offers an opportunity to help...
A leading financial institution is seeking a Financial Adviser to help clients achieve their financial goals. This role involves establishing professional relationships, conducting financial needs analyses, and providing tailored advice on investment and insurance products. The ideal candidate will be FAIS licensed and have excellent sales skills. Responsibilities include client engagement, sales...
A leading financial services company in South Africa is looking for a financial adviser. You will provide proactive financial service and advice, maintain client relationships, and ensure compliance with financial regulations. Suitable candidates will have a Grade 12 certificate, FAIS compliance, and at least 3 years of experience in sales. The company offers training and support for professional...
A leading insurance company is looking for aspiring Financial Advisers to join their dynamic team in Cape Town, South Africa. The ideal candidates should be self-motivated and possess an entrepreneurial spirit. The role involves assisting clients in achieving their financial goals by identifying their needs and offering sound financial advice. A Matriculation Certificate is required alongside...
An exciting permanent opportunity has become available within Santam Client Solutions for a Client Engagement Adviser to join the team. The successful incumbent will be based at our offices in Tygervalley, Cape Town. WHAT WILL YOU DO? The Client Engagement Adviser will offer world class products and services to clients, whilst achieving targets related to quality, productivity and compliments...
A leading financial services provider in Durban is seeking a FAIS licensed financial adviser to establish client relationships and conduct financial needs analysis. You will prepare tailored recommendations and monitor client portfolios to ensure ongoing suitability of solutions. Candidates should possess a Bachelor's degree in Accounting and strong sales techniques. A commitment to continuous...
Sanlam Limited is seeking a Financial Adviser in Cape Town to provide clients with tailored financial advice and services. This role emphasizes relationship building and compliance, focusing on maintaining client satisfaction and revenue generation. Successful candidates will have a Grade 12 qualification and will comply with the FAIS requirements, enabling them to provide sound financial...
A leading insurance company in Bloemfontein seeks self-motivated individuals to become Commissioned Financial Advisers. Applicants will champion customers by identifying financial needs and providing tailored advice. The role emphasizes expanding sales with existing clients and working on personal leads. A minimum of NQF Level 5 is required. Join this entrepreneurial environment and contribute to...
A prominent financial services company is seeking an Aspiring Financial Adviser in Alberton, Gauteng, to provide valuable financial advice and help customers achieve their goals. This internship offers full-time employment and requires a Matriculation Certificate. Candidates will develop key skills in customer service, sales, and maintaining client relationships. The closing date for applications...
A leading financial services firm is seeking a Part-Time Financial Adviser in the Durban area, specifically covering Amanzimtoti, Umlazi, Chatsworth, Merebank, and Isipingo. The role focuses on providing tailored financial advisory services and requires applicants to have a Grade 12 qualification. Potential candidates must possess excellent communication skills and a valid driver's license. The...
A leading insurance company in South Africa seeks Aspiring Financial Advisers to help clients achieve their financial goals. Candidates should be self-motivated and possess strong consultative selling skills. The role involves understanding clients' needs and providing tailored financial solutions. This is a full-time position with opportunities for growth and development within the financial...
A major local bank is seeking a licensed financial adviser to provide comprehensive financial planning services. The successful candidate will analyze client needs, recommend suitable financial products, and build professional relationships with clients and stakeholders. The ideal applicant will have a background in finance and strong sales skills. Successful advisers will manage their own...
A leading insurance company in Johannesburg seeks a Commissioned Financial Adviser to engage with customers and help them achieve their financial goals. The ideal candidate should be self-motivated with a passion for customer service and sales. Responsibilities include developing new business, expanding existing client relationships, and providing tailored financial advice and solutions. This...
A leading financial services provider in Alberton is seeking a Financial Adviser. The role requires a minimum of Matric and 12 months of experience in financial services. Candidates should possess strong consultative selling skills and the ability to identify customer needs. Responsibilities include managing client relationships and achieving sales targets. The position offers an opportunity to...
A prominent financial services company is seeking a Financial Adviser in Cape Town. The role requires at least 12 months of experience in financial services and relevant insurance qualifications. The successful candidate will excel at consultative selling and customer service, helping clients achieve their financial goals. A valid driver's license and own car are essential. Closing date for...
A leading insurance company is looking for a Financial Adviser to join their team in Johannesburg. This role involves helping customers achieve their lifetime goals by providing tailored financial advice and developing effective financial plans. Ideal candidates are self-motivated and possess strong consultative selling and customer service skills. This position offers an opportunity to make a...
A leading insurance company in Thohoyandou seeks self-motivated individuals for the Aspiring Financial Adviser role. Candidates will be responsible for identifying customer financial needs and providing suitable financial advice and solutions. Successful applicants should have a Grade 12 certificate and a passion for entrepreneurship. Join a team championing clients to achieve their financial...