financial advisor assistant jobs in Durban

2years- Client/Prospect portfolio preparation and analysis- Assisting clients with Vitality and Vitality Drive- Proactively manage client queries- Prepare quotes (on all product lines), updating schedules, monitor and manage claims, process new business, investment switches and transfers,- Scheduling client meetings- Keep up to date with latest product and benefits- Manage compliance system-...

Job Location : Durban, KwaZulu-Natal, South AfricaApplication Deadline : February 11, 2026 Job description: - This is a career-track position for an ambitious graduate looking to become a fully licensed Representative and Key Individual (KI). - Initially, you will focus on Short-Term Insurance (Commercial & Personal Lines) and Investments to build a solid foundation in risk management. - Over...

Salaried Financial Advisors: Durban --------------------------------------------------------------- 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...

We are looking for experienced Financial advisors for our client in Umhlanga. Requirements are as follows: Own vehicle Sales experience 2 years + Achieved RE5 Achieved Wealth Management NQF 5 or 120 credits Demonstrated commission average of R15 000

Purpose of the Job: The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs. Scope of the Job: This is a commission-based role of holistic...

Job Overview:Date Posted: Posted 11 hours ago-Location: Durban, Kwazulu Natal-Job Title: Financial Advisor-Education Level: Diploma-Job Level: Intermediate-Minimum Experience: 1 - 3 YearsFinancial Advisor position available in Durban.:The role of financial advisor demands utmost professionalism, rectitude and client-centricity in order to achieve proficiency in business development and good...

Role Purpose Managing and servicing of direct personal lines insurance portfolios whilst ensuring a balance between the company's business priorities including growth and client retention whilst adhering to the Insurance needs of clients, in conjunction with Financial Services Regulations. Requirements: - Matric/Grade 12 - 3 Years' Experience in Servicing - 120 FAIS Credits - Own vehicle -...

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 funeral insurance, savings for education,...

Description Requirements: Skills, Qualifications and Experience required · Grade 12 (Matric). · Valid Driver’s licence and Own Car · FAIS Compliance · Clear criminal and credit check · Minimum of 3 years working experience (preferably in sales) · Computer literacy (MS Word, Powerpoint and Outlook) · Excellent communication skills (written and verbal) · Presentations skills an added...

Job Location : Durban, KwaZulu-Natal, South AfricaApplication Deadline : March 01, 2026 - This position is responsible for coordinating and administrating financial operations within the assigned business unit/area. The Financial Controller reviews, analyses and interprets financial reports. Job Description Leadership and Oversight - Direct all aspects of accounting operations. - Coordinate...

What this traineeship offers: - The opportunity to work closely with senior Financial Planners to obtain guidance and practical experience with the 6-step Financial Planning Process, client interaction & meetings. - Thorough training and understanding of the company’s in-house Financial Planning platform. - The opportunity to become part of an existing Financial Planning team and align with the...

Location: Derby Downs Office Park, Westville. SouthAfrica Join our client as a Long Term Financial Advisor in theirlong term division, where you’ll deliver holistic, client-centered financialadvice that aligns with FAIS requirements. This role focuses on understandingclient needs to create tailored financial plans, upholding their values ofinnovation, empathy, and excellence. Platinum Talent is...

Our client in the Financial Services sector based in Berea, Durban is seeking the services of an experienced Financial Services Assistant. Requirements: - Matric - Degree or Diploma in Financial Services would be an advantage - IFA Support Experience will be an advantage - At least 5 - 8 years’ experience in the financial services arena - MS Office (Especially Excel) - Strong administrative...

Advisor Location- Durban, South AfricaLanguage- English*** Job Advert: - Let your wanderlust and passion for people inspire you to start a new career as a Travel Advisor at Webhelp. Working on an exciting international travel campaign, you’ll be based in our vibrant Durban office and become a part of a high-energy team of individuals, motivated to help customers feed their travel bug. We are...

Job Title: Service Advisor Purpose of the Role: The Service Advisor will be responsible for coordinating service requests, assisting customers, and ensuring the efficient scheduling and completion of service, maintenance, and support related to alternative energy solutions. Key Responsibilities: - Serve as the first point of contact for service-related customer enquiries - Log service calls...

We have an exciting opportunity for experienced life and investment Sales advisors in KZNJob description:Serves as an advisor to provide an advice-based approach to financial solutionsActively solicits new and existing investments and insurance solutionsBased on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customersUses sales...

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 funeral insurance, savings for education,...

Advisor Location- Durban, South AfricaLanguage- English*** Job Advert: - Are you the work hard/play hard type? We have an opportunity for goal-driven go-getters to join vibrant Durban office of bubbly beings who bring fun to work every day! We’re looking for a team of fast learners and quick thinkers to jumpstart their career as Customer Service Advisors working on an international...

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 funeral insurance, savings for education,...

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 executive sales financial planners to be based in its Durban & Gauteng...