Overview Hire Resolve’s client is urgently seeking the expertise of a Senior Financial Advisor located in Cape Town, SA. Your main responsibilities will include assessing clients’ financial situations, developing personalized financial plans, and providing recommendations on investments, insurance, and other financial products. You will also monitor clients’ portfolios, provide ongoing...
Our client is a well-established provider ofcomprehensive financial solutions, offering a range of products including lifeinsurance, short-term insurance, disability cover, medical aid, investments,retirement annuities, estate planning, and wills. They are committed to helping individuals andbusinesses secure their financial futures with tailored financial advice. - We are recruiting motivated,...
Location: Constantia, Cape Town, South Africa (National travel required) About the Role This is a senior role for an individual with a proven track record in the employee benefits space. The successful candidate will manage and service existing employee benefit clients , secure new clients through referrals from affiliate companies , and help expand a national client base. The role also involves...
Berghshire Wealth BlueStar is a committed team of elite financial planners devoted to finding solutions to suit every client's specific financial needs. Based in all three major provinces of South Africa, our financial experts have built long-lasting relationships with our clients and we have a solid industry track record based on in-depth knowledge of the markets, products and industry...
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....
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 differently. We are...
Description of the role:Our client based in the Cape Town are looking for qualified and non-qualified Financial Advisors to join their well established team. RequirementsMatric (Grade 12)Own reliable vehicle RE5 Certificate (advantage)CPD Hours (advantage)NQF5 Wealth management (advantage)Competencies: Self driven and Target orientatedExisting Book would be an advantageOutspoken and outgoing...
As a Financial Advisor, you will manage a portfolio of clients, provide ongoing financial planning support, and develop new business opportunities. You will offer advice on investment strategies, retirement planning, estate planning, and risk management, while ensuring compliance with all financial regulations. The role requires a confident, client-focused professional with strong technical and...
Financial Advisor in the Insurance Industry.Commission basis only.Flexible working hours.Minimum qualification is Grade 12Positions available in Uitenhage/Port Elizabeth/Queenstown/East London/Cape Town/Pretoria/Bloemfontein/Kuruman.
Key performance areas: Documentation Processing - Income reviews i.e. managing reminders, preparing docs for Advisor to discuss with client, changes etc. - Coordinate and produce annual reviews incl. reports etc. - Emails, system management and follow ups of any instructions incl. obtaining proof and checking correctness. Personal Effectiveness - Accountable for service delivery and take...
We want YOU to join our vibrant brand. We are looking for dynamic individuals who have a passionate entrepreneurial spirit, with excellent interpersonal skills and who is up for the challenge. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for...
Company Description The Hereford Group, an affiliate of Liberty Life, was established in 1995 and is a leading financial advisory organization with a strong presence in South Africa's major hubs: Gauteng, Western Cape, and Kwa-Zulu Natal. We provide a diverse range of services, including Personal Financial Planning, Investment Management, Employee Benefits, Retirement Planning, and Estate...
Salaried Financial Advisors: Durban --------------------------------------------------------------- Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for...
EXCLUSIVE AND UNIQUE OPPORTUNITY TO JOIN OUR INVESTMENT BANKING TEAM LOCATED IN MAURITIUS The deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. Founded in 2002 and now comprising of 97 different legal entities globally, deVere...
To provide professional, independent financial advice to clients, leveraging an established client base while building and managing your own portfolio of high-net-worth and mass-affluent clients. The role offers long-term growth within a highly reputable wealth and asset management firm known for its integrity, technical expertise, and client-centric service. Minimum Requirements and...
Financial Advisor Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer: - Commission-based earning potential - Location: South of Johannesburg - Hybrid working model with flexibility for home working - Opportunity to build and grow your client portfolio - Career advancement in financial services What You''''ll Do: - Provide clients with...
Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent financial planning firm? A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking a highly competent Junior Financial...
JOIN OUR TEAM AS A FINANCIAL ADVISOR! Are you passionate about helping others achieve their financial goals? Do you have a passion for numbers and a desire to build a rewarding career in the financial services industry? Look no further! A leading financial services organisation in South Africa, with over six decades of excellence, offers an exciting opportunity for aspiring financial...
Location: Constantia, Roodepoort, Gauteng Position: Long-Term Financial Advisor Platinum Talentis proud to represent a distinguished client in the financial services sector,currently seeking multiple seasoned Long-Term Financial Advisors to jointheir thriving long-term division. This is an exceptional opportunity forprofessionals who are passionate about empowering clients through...
Description of the role:Our client based in Pretoria are looking for qualified Financial Advisors and non-qualified aspiring financial advisors to join their well-established team. RequirementsMatric (Grade 12)Own reliable vehicle RE5 CertificateCPD HoursNQF5 Wealth managementCompetencies:1 week product training and accreditation.3 weeks sales and field training.Clients gifts supplied.Tablet with...