Investment Advisor jobs in Centurion

Company DescriptionOUTsurance has been propelling the South African insurance industry forward for the last 24 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values.Our continued success can be attributed to OUTstanding employees who set the bar high with their energy and expertise. If you’re keen...

Company Description Leolo and Partners is an established professional service firm that offers tax, assurance and advisory solutions, is currently seeking a Certified Investment Analyst to join the team. Job Purpose The Certified Investment Analyst is responsible for conducting in-depth investment research, financial analysis, and portfolio support to inform investment decision-making and...

Our client within the Financial Sector has a Senior Administrative Assistant position available. This person must implement and coordinate suitable processes and procedures to ensure the effective and efficient administration of the branch. This person will be an assistant to the Financial Advisor and must be experienced, have good internet skills, and be fluent in both English and Afrikaans....

Momentum, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation and create value through unique insights of how to achieve specific outcomes by using a defined set of Health capabilities. Momentum Health Solutions is...

Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme),and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business andpeople from all walks of life to achieve their financial goals and life aspirations.We help people grow their savings, protect what matters to them and invest for the...

A well established company in Pretoria is looking for aSenior Independent Financial Advisor to join our awesome team.Duties and Responsibilities:- Build and deepens relationships by providing a high-quality client experience in all interactions.- Promote financial products offered by the various product providers- Obtain and review clients investment goals, time horizons and tolerance for market...

Gauteng, Centurion- Negotiable (Negotiable)Senior Independent Financial Advisor- Centurion, PretoriaA well established company in Pretoria is looking for a Senior Independent Financial Advisor to join our awesome team.Duties and Responsibilities:- Build and deepens relationships by providing a high-quality client experience in all interactions.- Promote financial products offered by the various...

Work alongside an award-winning Financial Planner, gaining valuable experience in a supportive and high-performing environment. If you are passionate about financial services and committed to excellence, this is the opportunity for you. Key Responsibilities: - Provide general administrative support and personal assistance to the Financial Advisor. - Prepare client quotes and process policy...

Requirements: - Matric. - Own reliable vehicle and laptop. - Bachelors degree (BCom, BA, LLB, or related degree) - Must be bilingual English and Afrikaans Skills: - Experience in sales/key accounts/customer relations/marketing/business development. - Good interpersonal skills and ability to build and maintain quality client relationships. - Resilient, competitive, ambitious, confident, positive...

This is an opportunity for a dynamic Customer Financial Adviser to join a well-established office. In this role you will be allocated a portfolio of clients to assist with financial planning and advice as well as new client relationships to be developed. No of Leads available 5000 Salary Commission - 50/50 Responsibilities:Provide financial advice and planning. Handle and solve client...

Key Responsibilities: - Provide general administrative support and personal assistance to the Financial Advisor. - Prepare client quotes and process policy amendments. - Manage claims and new business applications. - Update investment portfolios and conduct risk profiling. - Address premium non-payments and related inquiries. Requirements: - Minimum of 3 years' experience in a similar role. -...

Job Description The Principal Investment Officer is responsible for formulating and executing the strategic objectives of the business in collaboration with the Transacting Head, whilst generating deal flow and building a robust pipeline of prospective projects for development financing bankability. Key Responsibilities Key Performance Areas: Transaction Assessments - Evaluate the...

Job Location : Pretoria, Gauteng, South AfricaApplication Deadline : February 04, 2026 Job Summary - Provide specialist advice and support in the implementation/development of operational planning and associated service delivery processes, methods and techniques. Job Description - Solutioning & Advisory: Provide ongoing support to senior advisors in driving business development and...

Key Responsibilities - Providing full administrative and PA support to two Financial Advisors - Managing diaries, scheduling appointments, and coordinating meetings - Handling client correspondence and queries professionally - Preparing and submitting documentation for new business, amendments, and reviews - Liaising with product providers, insurers, and internal stakeholders - Maintaining...

Job Purpose The Group Financial Accountant at Newbridge Education Group (Pty) Ltd plays a key role across a complex, multi‑entity structure in driving financial excellence through accurate reporting in a timely manner, strategic insights, and effective collaboration with internal and external stakeholders. This position is responsible for providing insightful financial analysis, leading...

My client is seeking a detail-oriented and analytical Financial Accountant to take ownership of accurate financial recording, analysis, and reporting across the business. This role plays a key part in maintaining strong financial controls, ensuring statutory compliance, and supporting management with reliable financial insights. The successful candidate will work closely with the wider finance...

A well-established and reputable financial services practice is seeking a highly organised and proactive Personal Assistant / Administrator to provide dedicated support to two Financial Advisors in a hybrid working environment. This role is ideal for someone who thrives in a structured yet flexible environment, enjoys client interaction, and has strong attention to detail. Key...

Role Purpose - Responsible for reporting, forecasting, and analysing margin and revenue across the Momentum Investments portfolio of businesses and planning units. - Support profitability for the division and each subsidiary while providing insights for strategic decision-making. - Oversee governance processes related to investment fees. - Develop the information systems, relationships, and...

Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced Managing Director: Investment to join their team. This is an excellent opportunity for an individual with strong leadership, mentoring, and team collaboration abilities to grow their career within a reputable organisation. Your: Formal Education: - Relevant degree in business...

We are a leading financial services firm with a strong foundation in mentorship, innovation, and people-centered values. Being the biggest Independent Franchise in South Africa, we are committed to developing financial planners who are passionate about helping clients and businesses achieve their financial goals. With over 23 years of success in the industry, we continue to grow and empower our...