Financial Advisor jobs in Cape Town

Job title: Financial Advisors Specializing in Health Location: Cape town Role Purpose The Financial Advisor specializing in Health will be responsible for acquiring, retaining, and growing a client base for the company’s health-related products. This role involves providing expert advice through comprehensive financial planning and delivering excellent client experience. The advisor will cater...

A leading financial services provider in Cape Town is seeking a Regional Specialist Support role to assist Financial Advisors in practice development and sales execution. This role involves coordinating support, driving marketing strategies, and ensuring compliance within practices. The ideal candidate will have 3-5 years of experience in financial services support and a Grade 12 qualification. A...

Overview 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...

A leading African financial services firm is seeking a Support Paraplanner in Cape Town to generate qualified leads and assist financial advisors. The role involves sourcing new business and maintaining existing client relationships through effective communication and telephonic service. Applicants must demonstrate strong customer focus and decision-making skills, ensuring accountability in...

A financial services company is seeking a Financial Advisor Consultant (FAC) to support Financial Advisors fostering client relationships and driving sales. The role focuses on administrative tasks, managing appointments, and ensuring meticulous client data management. Successful candidates will possess strong organizational skills, written and verbal communication abilities, and a sales-oriented...

Join to apply for the Direct Financial Advisor Contact-Centre role at Old Mutual South Africa Let's Write Africa's Story Together! Minimum Requirements - Grade12 (Matric) - A clear criminal and credit check - Proven computer literacy and digital dexterity - Excellent communication skills (written and verbal) Skills - Building Trust - Consultative Selling - Customer Feedback Management -...

A financial services organization is searching for an Independent Financial Advisor in Cape Town who is knowledgeable and energetic. This role requires a proven sales track record and the ability to build a client base while ensuring customer satisfaction and loyalty. Candidates should have relevant qualifications, including 120 FAIS credits and experience in the financial services industry....

A financial services company is seeking a Personal Financial Advisor in Cape Town, South Africa. This entry-level role requires providing financial planning and advice, developing custom financial strategies, and guiding clients towards their financial goals. Candidates should have at least 12 months of relevant experience and complete necessary regulatory examinations. This full-time position...

A financial services provider in Cape Town is seeking a motivated Financial Advisor specializing in short-term insurance. The ideal candidate will have a proven sales track record, strong client relationships, and relevant finance qualifications. This independent contractor role allows for a 6-month probation period, with the opportunity for a permanent position based on performance. Candidates...

A financial services company in Cape Town is looking for entry-level Collections Advisors to provide support to customers via phone, email, and letter. This role requires a solid background in customer service, preferably with 2+ years experience in collections. Successful candidates will demonstrate strong communication skills and the ability to handle sensitive situations with empathy. This...

Cape Town – Atlantic Seaboard Only Are you a motivated and experienced financial advisor ready to take your career to the next level? Do you want to grow within a tech-powered, client-first, and entrepreneurially minded company that values integrity, results, and innovation? Metafin, a BlueStar business powered by Sanlam, is expanding its elite team in Cape Town! If you’re ready to plug into a...

About the job Financial Advisor - Long-Term Insurance Location: Cape Town, South Africa Job Description:We are seeking a skilled and motivated Financial Advisor specializing in long-term insurance to join our team in Cape Town. The ideal candidate will be responsible for providing expert financial advice and guidance to clients, focusing on long-term insurance products and solutions. Key...

A leading financial services provider is seeking a Financial Advisor in Cape Town to deliver tailored financial advice and build long-term client relationships. The role focuses on revenue generation and compliance with financial regulations. Ideal candidates should have a Grade 12 qualification and meet FAIS 'Fit and Proper' requirements, along with strong communication skills. This opportunity...

A leading financial services firm is seeking passionate customer service advisors based in Cape Town. You will be responsible for taking ownership of customer queries, providing support with empathy and understanding, and onboarding new customers. The ideal candidate has proven experience in customer service, excellent communication skills, and the ability to work in a fast-paced environment....

A leading recruitment agency is seeking a Financial Advisor specializing in Health to help clients achieve their financial goals through strategic solutions. The role involves acquiring and managing clients in health-related products, offering expert financial planning, and leveraging provided leads and support. Applicants should have at least a Matric qualification and a minimum of one year of...

A leading health and wellness company is looking for Financial Advisors to provide tailored financial solutions in their stores nationwide. You will engage with customers face-to-face, helping them make informed decisions about their financial needs. Ideal candidates will have proven sales performance, two to four years of experience in an advice-giving role, and strong interpersonal skills. This...

TheFinancial Advisor Consultant (FAC)plays a key support role in the financial advisory process by enabling Financial Advisors (FAs) to focus on client interaction and sales. The FAC is responsible for managing the advisor’s diary, preparing files for meetings, handling all related sales administration, and ensuring the successful conversion of leads and appointments into new business...

A leading financial services provider in South Africa seeks a Financial Advisor to deliver professional and relevant financial advice, while fostering long-term client relationships. The ideal candidate will be responsible for prospecting new clients, achieving sales targets, and maintaining compliance in client interactions. This role offers a unique opportunity for growth within a supportive...

About the job Financial Advisor (Short Term Insurance, Sales & Marketing) Location: Bree Street, Cape Town, South Africa Employment Type: Independent Contractor (6-month probation, potential for permanent) Company Overview: We are an Authorised Financial Services Provider specializing in short-term insurance solutions. Located in the vibrant heart of Bree Street, Cape Town, we pride ourselves...

TheFinancial Advisor – Investmentsis responsible for providing expert investment advice and financial planning services to clients. This includes assessing clients’ financial goals and risk profiles, developing tailored investment strategies, and maintaining long-term advisory relationships. The Advisor must operate within the framework of the Financial Advisory and Intermediary Services (FAIS)...