advising clients jobs in Eastern Cape

A leading financial services institution in Mthatha seeks a Financial Adviser to join their team. The successful candidate must have a minimum of Matric and 12 months’ financial services experience. Ideal candidates will possess additional qualifications such as the Long-term Insurance Class of Business and will be skilled in consultative selling and customer service. Applicants should have a...

Overview 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 : East London, Eastern Cape, South Africa Application Deadline : February 02, 2026 Job Description Key Accountabilities Accountability: To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff) - Participate in reciprocal leads activities and sales/pipeline meetings to identify opportunities...

Company Description Old Mutual Limited is a Pan-African financial services company listed on the Johannesburg Stock Exchange, with secondary listings in London, Malawi, Namibia, and Zimbabwe. We are deeply committed to addressing Africa's needs and empowering its people through education, infrastructure development, and business support. As a trusted partner across the continent, Old Mutual has...

Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary Provide specialist advise and support for...

A leading financial institution in South Africa is seeking a Financial Adviser for hybrid work in Gqeberha. You will provide specialist advice and manage stakeholder relationships while ensuring compliance with operational standards. The ideal candidate should have a Further Education and Training Certificate in Business, Commerce, or Management Studies. This role requires proactive client...

A leading financial services company in Gqeberha seeks a Part-Time Financial Adviser. This role requires a Grade 12 qualification and proven communication skills. The successful candidate will provide financial advice to clients while retaining their current role. The position offers flexibility combined with the opportunity to enhance income and leverage existing networks. Ideal for those with...

A leading financial institution in South Africa seeks a FAIS licensed financial adviser to deliver tailored financial planning solutions. This role requires establishing client relationships, conducting financial needs analyses, and continuously reviewing client portfolios. Ideal candidates will possess strong communication skills, dedication to compliance, and a track record of meeting sales...

This is an opportunity for a dynamic Wealth Adviser to join a well-established office. In this role you will receive referrals to clients to assist with financial planning and advice as well as developing new client relationships. Responsibilities: - Financial advice and planning - Handle and solve client enquiries - Client portfolio management - Dealing with products (Wealth Local, Wealth,...

Designation: - Wealth Adviser | Port Elizabeth, Eastern Cape | Permanent Category: - Advisers Job Level: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents Posted by: - PSG Financial Services Posted on: - 20 Feb 2025 Reference Number: - POS39670 Closing date: - 27-Feb-2025 Position Type: - Permanent Location: - Glen...

A prominent financial institution in South Africa is seeking a licensed financial adviser to join their team. The successful candidate will be responsible for conducting financial needs analyses, making tailored recommendations, and maintaining professional relationships with clients. This role requires strong sales skills and a focus on exceeding growth targets. Experience in client relationship...

A financial services company is seeking a Short-Term Insurance Adviser in Gqeberha, South Africa. The successful candidate will develop their sales pipeline and manage client relationships while meeting monthly targets. Key qualifications include a Matric certificate, FAIS Regulatory exam, and a minimum of three years' experience in short-term insurance. The role demands excellent interpersonal...

Financial Adviser: EC Everyday Banking STLT (FAIS) page is loaded## Financial Adviser: EC Everyday Banking STLT (FAIS)remote type: Hybridlocations: Port Elizabethtime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 29, 2026 (6 days left to apply)job requisition id: R-15983086### Empowering Africa’s tomorrow, together…one story at a time.With over 100 years of rich...

A leading insurance company in Africa seeks dynamic individuals to champion customer needs and deliver tailored financial solutions. In this role, you'll be responsible for acquiring new business and expanding sales to existing clients, primarily through your own leads. Ideal candidates will possess skills in consultative selling and customer service, along with an NQF Level 5 qualification or...

A leading financial services provider is seeking a part-time Financial Adviser based in Gqeberha, Eastern Cape. The role requires candidates with Grade 12 education, strong sales orientation, and the ability to build trust with clients. Responsibilities include providing financial advice and leveraging existing networks. Ideal candidates should be proactive, possess excellent communication...

Role Purpose Short-Term Insurance Advisers are committed, driven, results oriented advisers who can work on their own 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 Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if...

Empowering Africa’s tomorrow, together…one story at a timeWith over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary - To follow the six steps of financial...

Empowering Africa’s tomorrow, together…one story at a timeWith over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary - To follow the six steps of financial...

Role Purpose Short-Term Insurance Advisers are committed, driven, results oriented advisers who can work on their own 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 Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if...

Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary To follow the six steps of financial...