financial advisor assistant jobs in Alberton

Description na Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. Responsibilities Customer Service Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description na Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.Responsibilities Customer Service Provide a quality service to customers while...

Job Specification: Junior Financial Advisor (Salaried Role R30,000 per month + Incentives) Location: Bedfordview, Johannesburg (Hybrid/Remote possible after training) Employment Type: Full-Time Salary: R30,000 per month (fixed salary) --------------------------------------------------------------- Role Overview Were looking for a driven Junior Financial Advisor,salaried position, starting...

Job Number- 73003 Job Type- Permanent Job Title- Assistant to Financial Advisor Computer Skills- MS Office Industry- Financial Services City- Johannesburg Province- Gauteng- Capturing and taking minutes of meetings from Financial Advisors interaction with clients;- Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing;-...

Description To deliver an exceptional and efficient customer experience by proactively understanding customer needs, providing tailored product solutions, and directing customers to the most suitable service channels (including eChannels and self-service). Ensure all interactions align with established policies, processes, and service standards. Hello Future FNB Community Advisor Alternative...

Job Title: Administrator - Service Advisor (Non-Technical) Location: Bryanston Company: Motus Audi Bryanston Position Type: Full-time Job Summary: We are seeking a detail-oriented and customer-focused individual to join our team as an Administrator - Service Advisor. The primary responsibility of this role is to provide administrative support to the service department and assist customers...

Listing reference: 018690Listing status: Online-Position summary Industry:Wholesale & Retail Trade- Job category:Other: FMCG, Retail, Wholesale and Supply ChainLocation:Alberton- Contract:PermanentRemuneration:Market Related- EE position:YesIntroduction- Are you passionate about health and beauty products and helping people look and feel good? Are you confident to control the operational...

As a Financial Advisor, you will manage a portfolio of clients, provide ongoing financial planning support, and develop new business opportunities. You will offer advice on investment strategies, retirement planning, estate planning, and risk management, while ensuring compliance with all financial regulations. The role requires a confident, client-focused professional with strong technical and...

Job Specification: Financial AdvisorOverview Our clients are looking for qualified and experienced Financial Advisors to join their teams. The successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills, a customer-focused approach, and the...

Financial Advisor Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer: - Commission-based earning potential - Location: South of Johannesburg - Hybrid working model with flexibility for home working - Opportunity to build and grow your client portfolio - Career advancement in financial services What You''''ll Do: - Provide clients with...

Department: Distribution Retail Channel Reports to: Regional Team Lead Location: Dis-Chem Stores Nationwide You became a Financial Advisor to make a difference, to help people make informed decisions for them and their loved ones. At Dis-Chem Life, we are giving you the platform to do just that. Welcome to the frontline of protection. At Dis-Chem Life, we are doing it differently. We are...

At Sanlam, we are intent on bolstering our adviser footprint to better service the South African population. A wealth of resources and support will be available to ensure you are successfully vested as a financial adviser.Rewards of working at Sanlam:- Assistance to help you grow your practice.- Back-office support.- A market-leading remuneration contract designed to provide income...

Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires 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 companies. The role at a glance is about championing our valued customers to achieve...

Company Description We suggest you enter details here. Role Description This is a full-time hybrid role for a Financial Advisor based in Hurlingham, with some flexibility for remote work. The Financial Advisor will be responsible for providing personalized financial planning services, developing strategies for investments and retirement planning, and offering knowledgeable financial advice to...

Our client is a trusted provider in the Wealth Managementand Risk Solutions space, offering clients holistic advice and tailoredstrategies to protect and grow their financial well-being. Their core servicesinclude life insurance, disability cover, risk management, retirementplanning, estate planning, and investments, with additional solutions inmedical aid, short-term insurance, and wills. They...

Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent financial planning firm? A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking a highly competent Junior Financial...

Description To deliver exceptional financial advisory and intermediary service and education to Private Clients. The Private Financial Advisor will provide financial advice, focusing on insurance and investment solutions. The role requires FAIS accreditation, product expertise, and strong client engagement skills. Hello Future Private Financial Advisor Welcome to FNB, the home of the...

Financial Advisor Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer: - Commission-based earning potential - Location: South of Johannesburg - Hybrid working model with flexibility for home working - Opportunity to build and grow your client portfolio - Career advancement in financial services What You'll Do: - Provide clients with...

Location: Constantia, Roodepoort, Gauteng Position: Long-Term Financial Advisor Platinum Talentis proud to represent a distinguished client in the financial services sector,currently seeking multiple seasoned Long-Term Financial Advisors to jointheir thriving long-term division. This is an exceptional opportunity forprofessionals who are passionate about empowering clients through...

Financial Advisor – Health Products Specialist Location: Meyersdal, Johannesburg, Gauteng Industry: Financial Services | Health Products Focus RE5 Certification Required Requirements Minimum Requirements - RE5 Certification – non-negotiable - Matric (NQF Level 4) – further financial or health product-related qualifications are advantageous - Minimum 2 years’ experience in financial advising...