advising clients jobs in Centurion

Momentum Centurion, Gauteng, South Africa Short‑Term Insurance Adviser – Centurion (MMH250801-11) Role Purpose Short‑Term Insurance Advisers are committed, driven, results‑oriented advisers who can work independently as well as in a team environment, writing business (personal and commercial lines) in accordance with targets laid down by Momentum Insure. Requirements - Matric/Grade 12 - FAIS...

A leading financial services company in Centurion seeks a Financial Adviser to guide clients towards achieving their financial dreams. This full-time role offers a competitive remuneration model and includes benefits such as professional protection, growth opportunities, and cutting-edge technology. Candidates must have Grade 12, an FSCA approved qualification, and at least two years of...

An established industry player is seeking a dynamic Head of Wealth Management to lead the implementation of innovative wealth strategies. This pivotal role involves empowering financial advisers with investment insights, enhancing client relationships, and promoting a client-centric approach to financial wellness. You will be at the forefront of driving growth and ensuring compliance within a...

Designation:- Junior Insure Adviser | Centurion, Gauteng | Permanent- Category:- Administration and Operations- Job Level:- Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents- Posted by:- PSG Financial Services- Posted on:- 05 Nov 2025- Reference Number:- POS40149- Closing date:- 10-Nov-2025- Position Type:- Permanent- Location:-...

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 leading financial services firm is seeking a Financial Adviser in Pretoria, South Africa. Candidates must possess a minimum of Matric, along with at least 12 months of experience in financial services. Additional qualifications in Long-term Insurance and FAIS requirements will be advantageous. The role requires strong customer service skills and a valid driver's license. The application closes...

A leading financial services provider is looking for an entry-level Advancing Financial Adviser to join their team in Pretoria, Gauteng. The successful candidate will have financial services experience and relevant qualifications. Responsibilities include consultative selling and managing customer relationships. A valid driver’s license and the ability to pass background checks are required. This...

Position Purpose: To engage service-related calls and queries from internal and external stakeholders. Providing relevant business information and solutions with a view to resolve enquiries on first contact and note in detail all interaction with the client. Experience: Minimum 2 years call centre experience, preferably in the medical industry Qualifications: Grade 12, Call Centre, Customer...

Sanlam Limited is seeking a Financial Advisor to provide clients with professional financial advice and products tailored to their needs. This role entails client consultations, networking for prospecting, and maintaining long-term client relationships to facilitate their financial planning and investment needs. The ideal candidate will have a Grade 12 education and meet regulatory standards for...

Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the...

A leading financial services provider is seeking a Financial Adviser in Pretoria. The role involves providing tailored financial advice to clients, managing customer relationships, and enhancing financial outcomes. Candidates must have at least a Grade 12 equivalent and 12 months of relevant experience. Completing insurance qualifications such as Long-term Insurance Class is necessary. This is a...

An established industry player is seeking a Wealth Management Specialist to drive personalized financial strategies. This role emphasizes evaluating clients' financial situations and crafting tailored investment plans to enhance wealth. You'll be at the forefront of wealth management, conducting portfolio reviews, educating financial advisers, and implementing innovative financial strategies. If...

A financial services provider based in Pretoria is seeking a Financial Adviser with at least 12 months of experience in the industry. Candidates must have a Matric or equivalent and complete specific insurance and regulatory qualifications. Strong consultative selling skills and a focus on customer service are crucial for success in this role. The ideal candidate will also possess a valid...

Role Purpose To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education. Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients t Role Purpose Responsible for configuring the O2 System accurately as well timely implementation and maintenance of...

Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market.Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides strategic...

Wealth Adviser Assistant Location: Pretoria Salary: Competitive (based on experience) The Wealth Adviser Assistant will support Wealth Advisers in a financial firm located in Pretoria. The ideal candidate will have a background in finance, excellent organizational skills, and ability to work in a fast-paced environment. Key Responsibilities - Assist Wealth Advisers with client meetings,...

Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the...

Job Location: Gauteng, Pretoria Deadline: February 28, 2026 Job description - The Adviser will be responsible for the Management of an allocated client base - Client face to face meetings - Liaising and providing feedback to clients - Handling client queries - Handling of incoming and outgoing calls - Following up claims with the relevant departments - Underwriting and managing client...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...