A leading financial services company seeks a Financial Advisor to provide personalized financial planning and advisory services remotely. The role involves developing tailored retirement and investment plans, managing client portfolios, and maintaining regular communication with clients. Candidates should have strong analytical skills and a relevant degree, alongside proficiency in financial...
A leading financial services provider in Johannesburg is seeking a full financial services advisor to guide high-income clients on savings, investments, and estate planning. Ideal candidates must possess RE5 and a degree at NQF level 7, along with 3 to 5 years of Wealth Management experience. This role demands a strong focus on achieving production and sales targets, maintaining compliance with...
A leading financial services provider in Klerksdorp is seeking an Established Financial Advisor for a full-time, on-site role. The successful candidate will be responsible for providing expert financial planning, retirement planning, and investment strategies. Strong analytical and communication skills are essential, along with relevant financial certifications. This position offers a key...
A well-known financial advisory firm in Umhlanga is seeking an Experienced Financial Advisor to provide personalized financial advice and develop comprehensive plans for clients. The role involves maintaining client relationships and guiding decisions on investments and retirement planning. Ideal candidates must have 3-5 years in a financial advisory role, expertise in financial planning, and...
A leading financial services provider in South Africa is seeking a Business Financial Advisor in Worcester. The ideal candidate will offer risk and investment advice through virtual channels and must possess a relevant degree along with 3 to 5 years of experience in a similar environment. Responsibilities include achieving sales targets, managing client portfolios, and ensuring legislative...
A leading financial services institution in South Africa seeks a Business Financial Advisor to provide risk and investment advice through virtual channels. The role involves achieving sales targets, managing clients, and ensuring compliance with legislative requirements. Ideal candidates should have a relevant degree, 3 to 5 years of experience in finance, and strong sales skills. This position...
A leading financial services provider in Worcester is seeking a Business Financial Advisor to provide risk and investment advice through virtual channels, adhering to compliance requirements. The ideal candidate will have a relevant degree, experience in financial services, and the ability to achieve sales targets. Responsibilities include managing client portfolios, delivering exceptional...
A financial services provider in South Africa is seeking a Business Financial Advisor to provide risk and investment advice through virtual channels. The ideal candidate should have a relevant degree and 3-5 years of experience in sales within the financial services sector. Responsibilities include identifying new business opportunities, managing client portfolios, and delivering exceptional...
A financial services provider in Worcester is seeking a Business Financial Advisor. The role involves providing risk and investment advice, achieving sales targets, and managing client portfolios. Ideal candidates have a relevant finance degree, CFP qualification, and 3-5 years of relevant experience. Strong skills in sales, client service, and compliance adherence are essential. The position...
A leading financial advisory firm is seeking a Private Financial Advisor based in Johannesburg. The successful candidate will deliver tailored financial advice, focusing on insurance and investment solutions for private clients. Candidates must possess FAIS accreditation and a minimum of 3 years industry experience. This role emphasizes client engagement, regulatory compliance, and sales...
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...
A leading financial services company in Pretoria is seeking an Investment Consultant to forge and maintain meaningful partnerships with independent financial advisors. The role demands strong expertise in the financial services and investment sectors, coupled with exceptional client relationship management. Candidates should hold a relevant BCom degree and possess 3-5 years of industry...
Senior Advisor, Legal, Investment Banking Job Overview Business Segment: Corporate & Investment Banking Location: ZA, GP, Johannesburg, 30 Baker Street To provide accurate, expert and specialised legal advice on legal and regulatory matters that arise in the negotiation, execution and implementation of transactions within the area of asset backed financing, including securitisation and equity...
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)...
Direct message the job poster from DAV Professional Placement Group We are seeking an experienced investment professional passionate about delivering tailored financial strategies to shape the future of wealth management for pension funds, insurance companies, and high-net-worth clients. What You’ll Do: - Provide expert investment advice and develop bespoke strategies aligned with clients’...
A leading financial institution in South Africa is seeking a Private Financial Advisor to deliver exceptional financial advisory services. The successful candidate will provide tailored financial advice focusing on insurance and investment solutions. A minimum of 3 years industry experience and FAIS accreditation is required. Join a dynamic team dedicated to client-centric financial planning and...
A leading financial institution in Johannesburg is seeking a full financial services advisor to provide investment and estate planning advice to high-income clients. The successful candidate will achieve sales targets, maintain expert knowledge on financial products, and ensure compliance with regulations. This role involves building customer relationships, analyzing financial information, and...
A financial services provider in Johannesburg seeks a Private Financial Advisor to deliver exceptional advisory and intermediary services to clients. This role involves providing tailored financial advice, building strong client relationships, complying with regulatory standards, and promoting financial products. The ideal candidate must have a minimum of 3 years of industry experience and be...
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their client s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...
A financial services firm is seeking a Financial Advisor - Investments to provide expert investment advice and financial planning services to clients in Cape Town. This role involves conducting thorough financial assessments, developing tailored investment strategies, and building long-term relationships with clients. Candidates must have strong knowledge of investment products, excellent...