Our long term insurance and investment product offering has grown significantly over the years. We have now developed a face to face distribution channel with custom made systems processes and products. · ...

The Operations Supervisor will provide ad-hoc support to newly trained advisors ensuring they handle customer calls effectively and deliver high-quality service. · ...

The Operations Supervisor will provide ad-hoc support to newly trained advisors ensuring they handle customer calls effectively and deliver high-quality service. · Matric / Equivalent qualification. · ...

This role undertakes a co-ordination and practice supporting function across Succession to Financial Advisors on both the AFP and SFP sides of the business. · ...

This is a full-time, on-site role located in Cape Town for a Financial Advisor. The Financial Advisor will engage in creating tailored financial planning strategies, conducting consultations with clients to analyze their financial goals, · and recommending solutions to manage inv ...

This is an opportunity to step into a career where your growth income and impact are directly tied to your effort. · Attract and build long-term client relationships · ...

We're currently looking for motivated individuals to join our growing team in Cape Town. · ...

This is a full-time hybrid role for a Senior Financial Advisor based in Cape Town with flexibility to work remotely as needed. · The Senior Financial Advisor will provide tailored financial planning including investment and retirement strategies to individuals and businesses. Key ...

The Legacy Planning Institute is seeking a Business Development Manager to build and nurture strong relationships with financial advisors. · Matric · Minimum of 4 years' experience in the insurance industry · RE5 certificate (required) · ...

The purpose of a back office agent is to assist the RCIC's office with obtaining all documentation to complete the visa application. It is part of our mission to provide sensitive and thoughtful support to our clients who are embarking on a new journey as they approach their immi ...

This role provides top-tier advice, tools, and frameworks for success in a full-time on-site position as a Financial Advisor located in Cape Town Northern Suburbs. · Assisting clients with financial planning · Meting with clients to assess their financial needs · Developing compr ...

This is a regionally based specialist support role reporting to a Regional Business Manager.This role undertakes a co-ordination and practice supporting function across Succession to Financial Advisors on both the AFP and SFP sides of the business. · Assist with practice developm ...

The Operations Supervisor will provide ad-hoc support to newly trained advisors ensuring they handle customer calls effectively and deliver high-quality service. · This role involves evaluating and improving advisor performance responding to ad-hoc requests for assistance and sit ...

This is a full-time, on-site role located in Cape Town for a Financial Advisor. · ...

This is an opportunity to step into a career where your growth, income and impact are directly tied to your effort. · This is not a desk job or call-centre role. You'll build a long-term professional business in financial services,backed by a nationally established advisory firm. ...

We're currently looking for motivated individuals to join our growing team in Cape Town. At SWS, we are committed to helping our advisors build a long-term, sustainable book of business. · Valid Driver's License · RE5 qualification (preferred) · Other Relevant Qualifications In F ...

We are seeking a skilled and motivated Financial Advisor specializing in long-term insurance to join our team. · Conduct comprehensive financial needs analysis to understand clients' goals and objectives. · Develop personalized financial plans and recommend suitable long-term ins ...

This is a full-time hybrid role for a Senior Financial Advisor, based in Cape Town with flexibility to work remotely as needed. Provide tailored financial planning, including investment and retirement strategies, · Assessing clients' financial needs,Developing personalized plans, ...

This is a full-time hybrid role for a Senior Financial Advisor based in Cape Town with flexibility to work remotely as needed. · Provide tailored financial planning including investment and retirement strategies to individuals and businesses. · ...

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, ...

This is a full-time hybrid position for a Financial Advisor based in Cape Town and Gauteng with the flexibility of remote work. · Providing clients with personalized financial advice · Creatingsnd managing financial plans · Guiding them in retirement planning investment strategie ...