financial advisor assistant jobs in Mthatha

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,...

Financial Adviser | Mthatha, Eastern Cape We are seeking an experienced Financial Adviser to provide long-term life risk and financial planning advice within a limited architecture framework. The role focuses on delivering tailored insurance solutions, managing client portfolios, and building a sustainable adviser practice. Key Responsibilities: - Advise clients on life assurance and long-term...

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...

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...

Job Description Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process. Hello Future Branch Advisor Welcome to FNB, the home of the #changeables. We strive to be a trusted partner helping to create a better...

Description Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process. Hello Future Branch Advisor Welcome to FNB, the home of the #changeables. We strive to be a trusted partner helping to create a better world by...

Requisition and Specialist Recruiter Information REQ 143106 - Lebogang Monate Pipeline Advert for future roles Cluster and Location Personal and Private Banking - Consumer Channel Cape Town Nothern Suburbs, Somerset West and Stellenbosch Career Stream Sales Leadership Pipeline Manage Self: Technical (MST) FAIS Affected FAIS Affected - Yes Client Advisor - Client Advisor – Northern...

Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser. Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licenced Financial...

Main Purpose To optimise the selling of Financial Services products to customers through the store channel by integrating with the store staff, supporting their selling activities and optimizing store and customer relationships in line with sales strategies. Key Responsibilities - Assist with implementation of Sales operating plans in stores in line with business strategies, policies and...

Role Purpose Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets Requirements Qualifications: - Matric or equivalent NQF Level 5 qualification - RE5 - FAIS Representative legislative qualification - Class of Business 3 and 7 (preferable) Experience - 3-5 years of working experience in the...

Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 12 African countries...

Introduction Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 12 African...

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...

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,...

Requisition and Specialist Recruiter Information REQ 143105 - Lebogang Monate Pipeline Advert for future roles Cluster and Location Personal and Private Banking - Consumer Channel Cape Town Central Suburbs Career Stream Sales Leadership Pipeline Manage Self: Technical (MST) FAIS Affected FAIS Affected - Yes Client Advisor - Cape Town Central Suburbs Job Purpose Educate clients on...

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 Carry out standard customer service activities and...

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,...

Requisition and Specialist Recruiter Information REQ 143104 - Lebogang Monate Pipeline Advert for future roles Cluster and Location Personal and Private Banking - Consumer Channel Cape Town Nothern Suburbs, Somerset West and Stellenbosch Career Stream Sales Leadership Pipeline Manage Self: Technical (MST) FAIS Affected FAIS Affected - Yes Client Advisor - Cape Town: Northern Suburbs,...

Description Requirements: Skills, Qualifications and Experience required Grade 12 (Matric).Valid Driver’s licence and Own CarFAIS Compliance (NQF Level 5 FSCA Approved Qualification)Clear criminal and credit checkMinimum of 3 years working experience (preferably in sales)Computer literacy (MS Word, Powerpoint and Outlook)Excellent communication skills (written and verbal)Presentations skills an...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser. Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licenced Financial...