financial advisor assistant jobs in Ethekwini

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...

Company Description DNP Wealth is a progressive Wealth and Financial services business dedicated to delivering uncompromised service and custom solutions. We provide advice on Life Cover, Retirement, Investment, HealthCare, Business Insurance, Employee Wellness With a focus on clarity and actionable strategies, we simplify complex financial markets using insights and expertise. Our mission is...

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

Company Description The Hereford Group, an affiliate of Liberty Life, was established in 1995 and is a leading financial advisory organization with a strong presence in South Africa's major hubs: Gauteng, Western Cape, and Kwa-Zulu Natal. We provide a diverse range of services, including Personal Financial Planning, Investment Management, Employee Benefits, Retirement Planning, and Estate...

Company Description Lonfin Group (A franchise of Sanlam) Role Description This is a full-time on-site role located in Umhlanga. The Experienced Financial Advisor will provide clients with personalized financial advice, develop comprehensive financial plans, and guide clients to make informed decisions about investments, retirement planning, and financial strategies. The role requires...

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...

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...

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 Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability. Requirements - Matric/ N4 Equivalent Qualification. - FAIS requirements based on DOFA date - Relevant regulatory...

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 -...

SKILLS AND EXPERIENCE REQUIRED: - Strictly Min. 3 years "Insurance" sales and Business Development (Sales) experience in Financial products. - Must have Proven sales 'success" in Financial Products. - Min. Matric - plus valid drivers license SALES DUTIES;- Calling on Government Departments and Corporate Companies.- Scheduling appointments with Employers to do presentations for Debt...

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...

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,...

Company Description Lonfin Group is a Sanlam Bluestar Franchise with branches nationally Role Description This is a full-time on-site role for a Financial Advisor, located in Umhlanga. The Financial Advisor will provide tailored financial advice to clients, including financial planning, investment consultation, and retirement planning. Responsibilities include assessing clients' current...

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,...