financial advisor assistant jobs in Edenvale

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;-...

As a Financial Assistant focused on commission payments, your core responsibility is to ensure all broker commission payments are accurately prepared, processed, reconciled, and reported on promptly. You ll also serve as a key contact for brokers providing clear communication, timely feedback, and efficient handling of their queries. This varied position also involves premium reconciliations,...

Job Specification: Financial Advisor 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 necessary...

A financial services firm in Johannesburg is seeking an experienced Financial Advisor to provide expert financial advice and assist clients in managing their financial plans. The ideal candidate will have a minimum of 2 years of experience and possess a relevant degree. This role offers a commission-based earning structure and a hybrid working model, providing flexibility for working from home....

Job Specification : Financial Advisor Overview 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...

Join to apply for the MFC Salaried Financial Advisor role at Old Mutual South Africa 1 day ago Be among the first 25 applicants Join to apply for the MFC Salaried Financial Advisor role at Old Mutual South Africa Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Let's Write Africa's Story Together! Old Mutual is...

MFC Salaried Financial Advisor page is loaded## MFC Salaried Financial Advisorlocations: Albertonposted on: Posted Todayjob requisition id: JR-70954Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionnaProvides advice on a specific range of products to a specific allocated market and are individually...

Introduction A leading Financial Services company based in Johannesburg, is currently seeking a motivated, entrepreneurial and client-focused Financial Advisor to join their team. Duties & Responsibilities - Provide financial planning and advice to individual and corporate clients. - Build and manage a sustainable book of business. - Conduct client reviews, needs analysis, and provide tailored...

A prominent financial services provider in South Africa is seeking Financial Advisors to connect with customers in-store and provide tailored financial solutions. This role requires engaging with individuals who care about their health and financial security. Candidates should have at least a Matric certificate, sales experience in a retail environment, and strong interpersonal skills. The...

A leading financial services firm in South Africa is seeking self-motivated individuals for the role of Financial Advisor. This position involves championing valued customers to achieve their financial goals through effective financial advice and planning. The ideal candidate will possess strong skills in consultative selling and customer service, combined with the necessary education...

A leading Pan-African financial services company is seeking a passionate Financial Advisor in Johannesburg to join their team. This full-time hybrid role offers the opportunity to provide personalized financial planning and expert advice, helping clients achieve their financial goals. You will build client relationships and develop investment strategies. Strong interpersonal skills and a relevant...

MFC Salaried Financial Advisor page is loaded## MFC Salaried Financial Advisorlocations: Johannesburgposted on: Posted Todayjob requisition id: JR-70941Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionnaProvides advice on a specific range of products to a specific allocated market and are individually...

A financial services firm is seeking qualified Financial Advisors in Midrand, Gauteng. Successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. The role demands strong analytical and interpersonal skills. Ideal applicants will have a RE5 qualification, a NQF Level 5 in finance, and at least 3 years of...

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...

As a Financial Assistant focused on commission payments, your core responsibility is to ensure all broker commission payments are accurately prepared, processed, reconciled, and reported on promptly. You'll also serve as a key contact for brokers—providing clear communication, timely feedback, and efficient handling of their queries. This varied position also involves premium reconciliations,...

A leading financial services provider is seeking a dedicated Financial Advisor in Alberton, Gauteng. You will deliver tailored financial advice to clients, ensuring they achieve their financial goals and protect their assets. The ideal candidate must possess a Grade 12 certificate and at least three years of sales experience. Exceptional communication and interpersonal skills are essential for...

Are you passionate about people, driven by results, and excited about making a real impact in the lives of others? We are recruiting Financial Advisors in the Rosebank, Johannesburg area to join our dynamic team! What we’re looking for - Strong interpersonal and communication skills - A passion for helping individuals and businesses achieve financial freedom - Entrepreneurial mindset with the...

A leading insurance company in Johannesburg is looking for a self-motivated Commissioned Financial Advisor to provide sound financial advice and implement tailored financial plans for clients. Candidates should have strong communication skills and a focus on customer needs. This role presents the opportunity to be part of a dynamic team that champions clients in achieving their financial goals...

Commissioned Financial Advisor-2 page is loaded## Commissioned Financial Advisor-2locations: Johannesburgtime type: Full timeposted on: Posted Todayjob requisition id: JR-75594Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.We are looking for self-motivated and dynamic individuals who have a passionate...

A leading insurance company in Johannesburg is seeking a Commissioned Financial Advisor to help customers achieve their financial goals through sound financial advice and tailored solutions. The ideal candidate should be self-motivated and possess an entrepreneurial spirit. Responsibilities include acquiring new business and expanding sales with existing customers. Join us to champion our...