- Meet and review client portfolios to provide professional financial advice and offerings.
- Prospect and acquire new clients to expand our book of business.
- Provide financial products and services in a professional manner, building strong relationships with clients.
- Collaborate with various FSPs and internal departments to resolve concerns or queries efficiently.
- Maintain ongoing communication with clients to ensure their needs are met.
- Develop comprehensive financial plans tailored to individual clients' needs.
- Offer advice on investment strategies, retirement planning, estate planning, and tax optimization.
- Stay up-to-date on market trends and economic developments.
- Evaluate clients' risk tolerance and recommend suitable risk management strategies.
- Provide guidance on investment and risk products.
- Identify opportunities for cross-selling and upselling financial services.
- Network with professionals, attend industry events, and participate in marketing initiatives.
- Ensure compliance with industry regulations and ethical standards.
- Maintain accurate records and documentation.
- Stay informed about changes in financial laws and regulations.
- Prepare regular reports for management and clients.
- Matric with tertiary education in a finance-related field (NQF5: Wealth Management/BCom) - Non-Negotiable
- RE5 certification - Non-Negotiable
- Relevant Class of Business in place
- Fit and Proper designation
- Minimum 3 years of experience in a Financial Planning role
- Excellent proficiency in Microsoft Excel or related software
- Experience working with professionals and high-net-worth clients
- No previous book required
- Driver's License and own vehicle - Non-Negotiable
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Financial Advisor
2 days ago
Micah Govender Developments DurbanBusiness Overview: · Personal Finance delivers comprehensive financial service solutions to South African clients in the entry, middle, affluent and self-employed markets for long-term wealth creation, protection and niche financing needs. · The company seeks experienced life and ...
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Financial Advisor
5 days ago
Oasis Crescent DurbanFinancial Advisor Job Description · About the Job: · An excellent opportunity exists for a Financial Advisor to join a diversified wealth management company focused on delivering long-term value to its investors. · The successful candidate will be responsible for managing and gro ...
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Financial Advisor
1 week ago
Palesa Mbali Group DurbanJob Title: Financial Advisor – Relationship Banking · The Role: · We are seeking an experienced and dynamic Financial Advisor to join our clients Relationship Banking team. The ideal candidate will have a strong background in investments, life products, and estate & trust product ...
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Financial Advisor
1 week ago
The Recruitment Council DurbanJob Title: Financial Advisor (Investment Specialist) · The Financial Advisor plays a pivotal role in guiding individuals toward achieving their financial goals through comprehensive financial planning and investment management. This position is ideal for a motivated financial pro ...
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Financial Advisor
2 days ago
Capital Growth DurbanKey Responsibilities: · Develop and implement sales strategies to drive growth in the designated territory. · Maintain a thorough understanding of our products and services to effectively communicate their value to potential clients. · Establish key performance indicators (KPIs) ...
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Aspiring Financial Advisor
5 days ago
Old Mutual KwaZulu-NatalJob Title: Aspiring Financial Advisor (Howick and Pietermaritzburg) · A highly motivated individual is sought to join our team as a Financial Advisor. The ideal candidate will be passionate about championing customers' financial goals, identifying their needs, and providing sound ...
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Aspiring Financial Advisor
17 hours ago
Old Mutual Durban<description>Aspiring Financial Advisor (Westville/ Highway/ Overport/ CBD/ Greater Durban)<br><br>Let's Write Africa's Story Together<br><br>Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.<br><br>Aspiring to be a Financial Advisor<b ...
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Branch Financial Advisor
5 days ago
Old Mutual KwaZulu-NatalJob Title: Branch Financial Advisor · Branch Financial Advisors are sought to serve two branches in Vryheid and Ladysmith, KwaZulu-Natal. The ideal candidate will possess strong networking and relationship-building skills, be self-motivated, and have a proven track record in Fina ...
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Branch Financial Advisor
5 days ago
Old Mutual DurbanJob Title: Branch Financial Advisor · A dynamic role as a Branch Financial Advisor is available at our Pine City Shopping Centre location in Durban. This position offers an opportunity to excel in a fast-paced environment and make a significant impact on the financial well-being ...
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Established Financial Advisor
5 days ago
Old Mutual KwaZulu-NatalJob Title: Established Financial Advisor · We are seeking a self-motivated and dynamic individual to join our team as an Established Financial Advisor in KwaZulu-Natal. · Key Responsibilities: · Procure new business opportunities · Expand sales of products and services with exist ...
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Financial Advisor Administrator
1 week ago
The Recruitment Council DurbanJob Title: Financial Advisor Administrator · An exciting opportunity has arisen for a highly organized and proactive Financial Advisor Administrator to join our team. · This role offers a chance to work in a fast-paced environment, providing efficient administrative support while ...
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MFC Salaried Financial Advisor
5 days ago
Old Mutual DurbanJob Title: MFC Salaried Financial Advisor · A financially savvy professional is required to provide expert advice on a range of products to allocated markets. · Develop and maintain strong relationships with customers to identify and secure new business opportunities. · Analyze c ...
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MFC Salaried Financial Advisor
5 days ago
Old Mutual KwaZulu-NatalJob Title: MFC Salaried Financial Advisor · Summary: · This role involves providing financial advice to allocated customers and meeting sales targets. · Key Responsibilities: · Customer Service: Provide quality service to customers, identifying opportunities for new business or r ...
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Branch Consultant/ Financial Advisor
5 days ago
Sanlam Group KwaZulu-NatalJob Title: Branch Consultant/Financial Advisor · Sales Delivery: · Gain and maintain an in-depth understanding of SRM product ranges. · Gain an understanding of the customer's needs, financial goals, and means, and provide the right product (or selection of products) that will sa ...
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business consultant/financial advisor
1 week ago
Micah Govender Developments DurbanLong-term requirement for a Field Sales professional. · Key qualifications include: · Matriculation certificate · Driver's license and use of own vehicle · The ideal candidate will have: · Clear identification and transport documents (ITC) · No prior convictions or criminal recor ...
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Financial Advisor Long Term Insurance/Life
1 week ago
Rad Resources DurbanRole Overview: · To succeed in this role, you will conduct thorough financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning. This involves analyzing client portfolios to provide tailored financial advice ...
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Financial Services Entrepreneur
16 hours ago
Envestpro Umhlanga RocksFuel Your Entrepreneurial Journey: Transform into a Financial Advisor · Are you ready to turn your business mindset into a rewarding career in finance? Seeking a path that combines your passion for business with the opportunity to guide others toward financial success? Embark on ...
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LNL Financial Servises
1 week ago
LNL Financial Investment (Pty) Ltd Durban Full timeJob Description · We are seeking skilled sales professionals to market our diverse product portfolio, including funeral insurance and other strategic initiatives such as Tracker and Africa Life campaigns. · In addition, we require experienced financial advisors with a vehicle who ...
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Paraplanner
1 week ago
The Recruitment Council DurbanParaplanner Job Description · The Paraplanner will be a crucial support role in our team, assisting financial planners in their daily activities. This position is ideal for young professionals aiming to become Financial Advisors in the long term. · Key Responsibilities: · Adminis ...
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Branch Manager
6 days ago
Metropolitan Life Ltd. DurbanMetropolitan 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 gr ...
Salaried Financial Advisor - Umhlanga - Fouche & Co Recruitment

Description
Job Title: Financial AdvisorAbout the Role:
We are seeking a highly skilled and experienced Financial Advisor to join our team. As a key member of our financial services department, you will play a critical role in providing expert financial advice and guidance to our clients.
Responsibilities:
Requirements:
What We Offer:
A competitive salary package and the opportunity to work with a dynamic team in a rapidly evolving industry.
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Financial Advisor
Micah Govender Developments- Durban
-
Financial Advisor
Oasis Crescent- Durban
-
Financial Advisor
Palesa Mbali Group- Durban
-
Financial Advisor
The Recruitment Council- Durban
-
Financial Advisor
Capital Growth- Durban
-
Aspiring Financial Advisor
Old Mutual- KwaZulu-Natal
-
Aspiring Financial Advisor
Old Mutual- Durban
-
Branch Financial Advisor
Old Mutual- KwaZulu-Natal
-
Branch Financial Advisor
Old Mutual- Durban
-
Established Financial Advisor
Old Mutual- KwaZulu-Natal
-
Financial Advisor Administrator
The Recruitment Council- Durban
-
MFC Salaried Financial Advisor
Old Mutual- Durban
-
MFC Salaried Financial Advisor
Old Mutual- KwaZulu-Natal
-
Branch Consultant/ Financial Advisor
Sanlam Group- KwaZulu-Natal
-
business consultant/financial advisor
Micah Govender Developments- Durban
-
Financial Advisor Long Term Insurance/Life
Rad Resources- Durban
-
Financial Services Entrepreneur
Envestpro- Umhlanga Rocks
-
LNL Financial Servises
Full time LNL Financial Investment (Pty) Ltd- Durban
-
Paraplanner
The Recruitment Council- Durban
-
Branch Manager
Metropolitan Life Ltd.- Durban