- 1-2 years' experience in a financial advice rendering role (essential)
- 1-3 years' experience in the financial services industry (desirable)
- Degree in Financial Planning, Business, Finance, Economics, or equivalent qualification
- Certificate of proficiency in Insurance or equivalent qualification
- Relevant legislative/regulatory exams or qualifications
- Specific licensing or registration
- Certified Financial Planner (CFP) or equivalent registration
- Interpersonal skills
- Communication skills
- Planning skills Influencing skills
- Knowledge of the financial services industry
- Knowledge of relevant legislation Duties & Responsibilities
- Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
- Sell products in line with client & required financial needs by conducting affordability analysis in order to achieve clients & required financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion. Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client & rsquos financial wellness.
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum. Competencies
- Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems.
- Interacting with People: Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people.
- Convincing People: Is comfortable having to persuade others shapes opinions by being outspoken seeks to negotiate with others.
- Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.
- Conveying Self Confidence: Is self-assured and projects inner confidence is confident and determines own future values own contributions.
- Thinking Positively: Is optimistic and positive recovers easily from setbacks and obstructions is jovial and projects cheerfulness.
- Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.
- Following Procedures: Conforms and adheres to rules closely follows instructions and procedures minimizes risks by sticking to processes.
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Financial Advisor
Found in: Trabajos Diarios ZA C2 - 3 days ago
STRUCTURED WEALTH SOLUTIONS (PTY)LTD Cape Town, South Africa PermanentCurrently hiring for interested and enthusiastic Old Mutual agents/ financial advisors that has prior experience in sales. The position will require you to market Old mutual products to clients and selling funeral policies. Salary : Commission based only. Requirements : Matric , ...
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Financial Advisor
Found in: Talent ZA C2 - 6 days ago
Origin Financial Group Cape Town, South AfricaCompany description: · Origin Financial is one of the biggest IFA's in the South African market. We specialise in customized solutions and advice, tailored to each individual client's financial life cycle. · We present a significant opportunity for experienced financial advisors ...
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Financial Advisor
Found in: Talent ZA C2 - 6 days ago
Origin Financial Group Cape Town, South AfricaJob Description · Company description: · Origin Financial is one of the biggest IFA's in the South African market. We specialise in customized solutions and advice, tailored to each individual client's financial life cycle. · We present a significant opportunity for experienced f ...
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Financial Advisor
Found in: Job Placements ZA C2 - 3 hours ago
Bertlie Recruitment CapeTown, South AfricaOur client who is aleading wealth management firm that focuses on offering our clients bespoke financial products that allow them to diversify their investments and grow their money offshore and in local markets is looking for experienced Financial Advisors. · Qualifications and ...
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Financial Advisor
Found in: Trabajos Diarios ZA C2 - 3 days ago
Old Mutual Cape Town, South Africa PermanentCurrently hiring for interested and enthusiastic Old Mutual agents/ financial advisors that has prior experience in sales. The position will require you to market Old mutual products to clients and selling funeral policies. Salary : Commission based only. Requirements : Matric , ...
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Financial Advisor
Found in: beBee S2 ZA - 4 days ago
Jobking Cape Town, South Africa Full timeDepartment: Administration · Sector: Financial Services, Asset Manager · Salary: Market related · A well-known Asset Manager based in CPT is looking for a Financial Assistant to join their Administration team. The successful candidate will be responsible for delivering exceptiona ...
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Financial Advisor
Found in: Executive Placements ZA C2 - 3 days ago
Rory Mackie & Associates Cape Town, South Africa Full timeOverview: · Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Ba ...
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Financial Advisor
Found in: Trabajos Diarios ZA C2 - 3 days ago
Danie Brynard Brokers Cape Town, South Africa PermanentWe are looking for Self motivated, Energetic and Sales driven individuals to market and sell Old Mutual, Metropolitan, Sanlam and Avbob products. Align yourself with a leading Brand.Minimum requirement:Matric or equivalent qualification.Sales experience will be an advantage.Train ...
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Financial Advisor
Found in: Talent ZA C2 - 5 days ago
Crayon Cape Town, South Africa Full timeTo find out more, click Apply or head on over to Crayon to review the full spec and apply? · How you'll role · In your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achie ...
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Associate Financial Advisor
Found in: Talent ZA C2 - 4 days ago
Old Mutual Cape Town, South Africa Full timeLet's Write Africa's Story Together · Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. · Aspires to be a Financial Advisor · We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to ...
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Independent Financial Advisor
Found in: Executive Placements ZA C2 - 4 days ago
Numeral Financial Services Group Cape Town, South AfricaLocation: East Rand, Nelspruit, Durban, Western-Cape · We are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or hers ...
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Senior Financial Advisor
Found in: Talent ZA C2 - 5 days ago
SET Recruitment Consultants Cape Town, South Africa Full timeSenior Financial Advisor, W Cape · Entrepreneurial Bank seeks driven indiv. Be instrumental in acquiring and managing a portfolio of High-Net-worth clients in the Western Cape region. Exciting career opportunity to build a book of Wealth clients. · Main Responsibilities · Generat ...
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Senior Financial Advisor
Found in: Talent ZA 2A C2 - 3 days ago
Set Consulting Cape Town, South AfricaSenior Financial Advisor, W Cape · Entrepreneurial Bank seeks driven indiv. Be instrumental in acquiring and managing a portfolio of High-Net-worth clients in the Western Cape region. Exciting career opportunity to build a book of Wealth clients. · Main Responsibilities · Generat ...
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Commissioned Financial Advisor
Found in: Talent ZA C2 - 5 days ago
Old Mutual Cape Town, South Africa Full timeLet's Write Africa's Story Together · Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. · We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insuranc ...
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Financial Advisor/Trust Officer
Found in: Talent ZA C2 - 6 days ago
Hire Resolve Cape Town, South Africa Full timeOur client is currently seeking a skilled and experienced Financial Advisor/Trust Officer to join a leading company in the financial services industry. · As a Financial Advisor/Trust Officer, you will be responsible for providing comprehensive financial advice to clients and mana ...
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MFC Salaried Financial Advisor
Found in: Talent ZA C2 - 5 days ago
Old Mutual Cape Town, South Africa Full timeDescription · Do you have what it takes to work for a leading financial services company? Then you may be what we are looking for. Whether you're are a graduate or a experienced professional trying to elevate your career, Old Mutual has something to offer you. An accredited fina ...
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Short term financial advisor: National positions
Found in: Talent ZA C2 - 1 day ago
Sanlam Western Cape, South AfricaWho are we? · Sanlam Life Ltd is one of the top financial services providers in the South African market. · We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development a ...
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Legal Advisor
Found in: Executive Placements ZA C2 - 4 days ago
Set Consulting Cape Town, South Africa Full timeLegal Advisor · R1.3m per annum · Cape Town · Excellent Career Opportunity with a leading Renewable Energy Independent Power Producer for a Legal Advisor. Reporting to the Senior Legal Advisor, you will be responsible for providing primary support to the Transactions Team which ...
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Wealth Manager
Found in: Job Placements ZA C2 - 3 days ago
The Recruitment Council Cape Town, South AfricaAside from the obvious responsibility of providing sound financial advice, the Wealth Manager is, in many ways, the face of the organisation, representing the company to the outside world while simultaneously representing the client within the organisation. It is imperative that ...
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Para-Planner/Paraplanner/New Business Assistant
Found in: Talent ZA C2 - 2 days ago
Sagen Advisory Cape Town, South Africa Full timeSagen Advisory Recruitment company is looking for a young, dynamic, experienced, and qualified Para-Planner, who has a passion for growth, teamwork, and mentorship for a reputable Financial Advisory and Consultancy Company in Durbanville, Cape Town. · The Job requires your full u ...
Financial Advisor - Cape Town, South Africa - MMI Holdings Ltd
Description
Closing Date2023/03/31Reference NumberMMH Job TitleFinancial Advisor - Cape Town CBDPosition TypePermanentRole FamilySalesClusterMetropolitan LifeRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceWestern CapeLocation - Town / CityCape TownIntroduction 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 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life
INTERNAL PROCESS
CLIENT
PEOPLE
FINANCE