financial advisor assistant jobs in Kempton Park

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;-...

Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market share. Job Responsibilities Client Engagement: - Respond to client needs by offering the right service and solution. - Build client trust by applying your expertise and experience to do good for your client. - Educate...

SUMMARY : POSITION INFO : 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...

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...

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...

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...

We are seeking a highly experienced, discreet, and proactive Executive Personal Assistant to provide comprehensive support to the executive office overseeing a diverse portfolio of companies. These interests span the manufacturing, marketing, and distribution of hygiene products across retail and business-to-business channels, as well as local and international property investments. This role...

A leading financial advisory firm is seeking an experienced Financial Advisor to join their winning team in Johannesburg. This role offers full admin support, allowing you to focus on your clients while enjoying ongoing training and industry-leading benefits. The ideal candidate will have an NQF5 qualification in Financial Planning and 5+ years of experience. Ready to take your career to new...

A leading financial services recruitment agency is seeking a Long Term Financial Advisor in Johannesburg to provide comprehensive financial advice and maintain strong client relationships. Ideal candidates should have a Matric, RE5 Certification, and be committed to client service excellence. This full-time role involves building a client portfolio and requires reliable transport. Attractive...

Vouch is a digital insurance brokerage that provides South Africans with the personalized advice you need, without the spam – it's not just about the lowest price! We combine technology with human advisors to offer upper-middle and affluent South African consumers transparent and personalized processes that help them understand, compare, purchase, and manage financial products. Backed by one of...

A leading financial services provider in Johannesburg is seeking an experienced Private Financial Advisor. In this role, you will provide tailored financial advice to clients, developing personalized financial plans while ensuring compliance with FAIS regulations. Strong financial planning acumen and a minimum of 3 years' experience in the industry are essential. The ideal candidate will also...

Financial Advisor Position Our client is looking for Financial Advisors: Qualifications and requirements: - Full Qualification (120 credits) - RE5 - 2+ years industry experience - Excellent interpersonal skills - Ability to work remotely Opportunity to earn up to 130% commission. Admin support and lead sources provided. #J-18808-Ljbffr

About the Role We are seeking a highly skilled and motivated Senior Financial Advisor to join an elite team focused on delivering exceptional financial guidance to high-net-worth individuals and businesses. This is a key leadership position where youll work directly with senior clients to craft bespoke financial strategies, managing both their wealth and legacy with precision and care. As a...

A leading financial services provider in South Africa is seeking a Financial Advisor to deliver tailored financial advice to clients. Responsibilities include generating leads, monitoring client portfolios, and ensuring compliance with all regulatory standards. Ideal candidates will have a strong background in financial products and client relationship management, with a commitment to ethical...

Overview Join the Liberty Family of Financial Advisers Liberty is looking for entrepreneurs, with a sound track record of sales success and experience in networking, identifying potential clients and closing business, to join our dynamic team of Financial Advisors. At Benchmark Capital, we’re more than just a business; we’re your partner in success. With us, you’ll benefit from: - Prospect...

Calling All Qualified Financial Advisors! Are you ready to level up your career with the #1 Risk Insurance FSP in the Country ? Were looking for a rockstar Financial Advisor to join our clients winning team! Why Them? - Full Admin Support Focus on your clients while we handle the rest. - Ongoing Training Stay ahead in the game. - Industry-Leading Benefits Short & long-term investments, private...

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 leading insurance firm in South Africa is seeking a dynamic Financial Advisor who is self-motivated and possesses an entrepreneurial spirit. You will champion customers to achieve their lifetime goals by identifying financial needs and providing tailored financial advice. The ideal candidate will have a Matriculation Certificate and strong skills in consultative selling, customer service, and...

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...

A leading insurance company is seeking a passionate Financial Advisor in Boksburg to champion customers towards achieving their financial goals. The ideal candidate should be self-motivated and possess strong consultative selling skills. Responsibilities include identifying clients' financial needs and providing tailored financial solutions. Candidates with NQF Level 5 certification are...