- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
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Financial Advisor
Found in: Job Placements ZA C2 - 3 days 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 - 14 hours ago
STRUCTURED WEALTH SOLUTIONS (PTY)LTD Cape Town, South Africa Full timeCurrently 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 : ...
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Financial Advisor
Found in: Talent ZA C2 - 10 hours ago
MMI Holdings Ltd Cape Town, South Africa PermanentClosing Date2023/03/31Reference NumberMMH Job TitleFinancial Advisor - Cape Town CBDPosition TypePermanentRole FamilySalesClusterMetropolitan LifeRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceWestern CapeLocation - Town / CityCape TownIntroduc ...
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Financial Advisor
Found in: Talent ZA C2 - 10 hours 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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Independent Financial Advisor
Found in: Executive Placements ZA C2 - 14 hours 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 - 6 hours 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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Financial Advisor/Trust Officer
Found in: Talent ZA C2 - 1 day 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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Financial Advisor and Risk Consultant
Found in: Executive Placements ZA C2 - 2 days ago
Ultra Personnel Cape Town, South AfricaMinimum 5 years experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc. · Life insurance experience is essential · Short-term insurance experience is an advantage · Appropriate tertiary qualification (bachelors degree in commerce, finance, investments p ...
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MFC Salaried Financial Advisor
Found in: Talent ZA C2 - 6 hours 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 - 4 days 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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Para Planner
Found in: Talent ZA C2 - 2 days ago
RPO Recruitment Cape Town, South Africa Full timeRPO Recruitment is currently helping its clients in the search for a detail-oriented and analytical Para Planner to join a financial planning company located in Rondebosch. As a Para Planner, you will work closely with Financial Advisors to provide support in developing and imple ...
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Para-Planner/Paraplanner/New Business Assistant
Found in: Talent ZA C2 - 6 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 ...
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Senior Legal Advisor
Found in: Talent ZA C2 - 4 days ago
SET Recruitment Consultants Cape Town, South Africa Full timeLegal Advisor · Competitive Salary Package · Cape Town · As a Legal Advisor this role is part of the Legal Team providing primary support to the Transactions Team which is responsible for taking renewable energy projects from Preferred Bidder status to Financial Close and for the ...
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Junior Investment Consultant
Found in: Job Placements ZA C2 - 1 day ago
Palesa Mbali Group Cape Town, South Africa Full timeOne of our top clients that has a reputation for being one of the best in the Finance Industry is looking to appoint a Junior Investment Consultant to start 1 December 2023 · *Currently completing / completed University Degree in Investment Management or Economics or Financial Sc ...
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Accountant
Found in: Job Placements ZA C2 - 4 days ago
Conova Recruitment Cape Town, South AfricaRESPONSIBILTIES: Manage all accounting operations, including accounts payable, accounts receivable, general ledger, and payroll. · Prepare accurate and timely financial statements, including income statements, balance sheets, and cash flow statements. · Develop and maintain finan ...
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employee benefit consultant
Found in: Job Placements ZA C2 - 3 days ago
HR Genie Cape Town, South AfricaThe following education, experience and and langauge skills: · B.Com-degree or Post Graduate Diploma in Financial Planning; · FAIS Accredited (NQF Level 7 or higher); · RE5; · CFP; · At least 7 years experience in the Employee Benefits industry in a consultancy role; · Excellent ...
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Tied Advisor
Found in: Talent ZA C2 - 10 hours ago
Moladira Skills Cape Town, South Africa ContractTied Advisor · Role Purpose · Engage with prospective clients to understand their financial needs. · Provide financial advice and recommend Life and Investment products that align with the clients' financial requirements. · Accurately record client information, produce records of ...
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Wealth Manager's Assistant
Found in: Job Placements ZA C2 - 6 days ago
Conova Recruitment Cape Town, South AfricaKey Responsibilities:Administrative support to Wealth Manager:Prepare and collate new client onboarding documentation. · Oversee the management and updating of client CRM profile. · Liaise with external and internal providers on client specific queries and implementation of instr ...
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Transfers and Onboarding Consultant
Found in: Executive Placements ZA C2 - 14 hours ago
Rory Mackie & Associates Cape Town, South AfricaOverview: · Our client, a leading global Asset Manager is seeking to appoint a Transfers and Onboarding Consultant, on a Fixed Term Contract. The Transfers and Onboarding Team is responsible for the administration of Voluntary, TFSA, Section 14 and Living Annuity transfers. These ...
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Senior Group Manager CA(SA)
Found in: Talent ZA C2 - 3 days ago
Malander Cape Town, South AfricaMalander is seeking an astute Senior Group Malander CA(SA) for a renowned retail company based in Cape Town. The Senior Group Manager CA(SA) will be responsible for overseeing the financial management of the company, ensuring compliance with all relevant regulations and standards ...
Commissioned Financial Advisor - Cape Town, South Africa - Old Mutual
Description
Let'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 insurance companies.
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 purpose" financial plans and solutions.
Skills
Education
Closing Date
23 April 2024