- Conducting analysis of the client's financial affairs (including a Risk inventory), developing a financial plan (Six Step Financial Planning Process) and selling our client's investments products directly to the clients should this be recommended in the financial plan
- Ensure that proper record keeping of advice is maintained
- Perform Annual Financial Reviews with clients
- Clients will be sourced through Private Bank Marketing or by referrals from the Private Bankers directly
- Build and maintain close relationships with Private Bankers and keep them informed in all activities with clients to ensure continued access and support
- Ensure credibility with clients and Private Bankers through professionalism and demonstration of expertise
- Assist with the sales and marketing of our client's product range with other distribution or service channels
- Assist the Client Services Centre should phone in clients require advice or more technical (product and advice) support
- Assist regional Private Bank management with marketing and sales plans
- Always operate within the Private Bank business strategies and our client's brand guidelines
- Develop and manage own sales plan and sales pipeline
- Extensive regional travel is required
- Relevant tertiary qualification
- RE5 qualification is essential
- CFP would be preferred
- Experience in a Financial Advisory position
- Must have experience in dealing with High-Net-Worth clients
- Understanding of long-term insurance business and markets
- Knowledge and understanding of the relevant income tax and estate duty legislation
- Sound experience with financial planning processes
- Ensure that the core financial planning competencies are maintained through continuous training and development
- Client service orientated
- Excellent interpersonal skills
- Relationship building and networking
- Ability to organise and prioritise
- Ability to work under pressure
- Team player
- Must have initiative and be tenacious
- Ability to close a deal/sale
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Financial Advisor
Found in: Talent ZA 2A C2 - 4 hours ago
Scholtz Partners International Pretoria, South Africa Full timeBrief description of the vacancy: Self-motivated and driven individualGoal orientatedMinimum 2 years experience as a Financial AdvisorMust have RE5 and grade 12Must have a clean ITC recordMust be able to sell and advise clients on Retirement, investment, and Risk planning.Appoint ...
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Financial Advisor
Found in: Talent ZA C2 - 5 days ago
Sanlam Vereeniging, 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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Aspiring Financial Advisor
Found in: Talent ZA C2 - 3 days ago
Old Mutual Pretoria, 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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Commissioned Financial Advisor
Found in: Talent ZA C2 - 5 days ago
Old Mutual Pretoria, South AfricaLet'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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Salaried Financial Advisor
Found in: Talent ZA C2 - 5 days ago
Old Mutual Pretoria, South Africa Full timeDescription · This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. What is a financial adviser? · The role of a financial adviser is one that demands utmost p ...
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MFC Salaried Financial Advisor
Found in: Talent ZA C2 - 3 days ago
Old Mutual Pretoria, South Africa Full timeDescription · This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. What is a financial advisor? · The role of a financial advisor is one that demands utmost prof ...
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MFC Salaried Financial Advisor
Found in: Talent ZA C2 - 5 days ago
Old Mutual Pretoria, South Africa Full timeDescription · This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. What is a financial advisor? · The role of a financial advisor is one that demands utmost pr ...
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Financial Advisor Johannesburg
Found in: Talent ZA C2 - 4 days ago
PPS Recruitment Sandton, South AfricaPurpose of the Job: · The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS ...
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Senior Assistant to Financial Advisor
Found in: Talent ZA C2 - 5 days ago
Emporium Sandton, South Africa Full timeSenior Assistant to Financial Advisor (POS24137) · Fourways · R to R per month plus commission and incentives · Requirements · Matric · Previous experience in a similar role · Tertiary qualification will be an advantage · Duties · Capturing and taking minutes of meetings from Fin ...
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Senior Assistant to Financial Advisor
Found in: Talent ZA C2 - 5 days ago
Emporium Sandton, South Africa Full timeSenior Assistant to Financial Advisor (POS24137) · Fourways · R to R per month plus commission and incentives · Requirements · Matric · Previous experience in a similar role · Tertiary qualification will be an advantage · Duties · Capturing and taking minutes of meetings from Fin ...
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Senior Assistant to Financial Advisor
Found in: Job Placements ZA C2 - 5 days ago
Emporium Human Capital Fourways, South AfricaSenior Assistant to Financial Advisor (POS24137) · Fourways · R to R per month plus commission and incentives · Requirements · Matric · Previous experience in a similar role · Tertiary qualification will be an advantage · Duties · Capturing and taking minutes of meetings from Fin ...
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Financial Advisor Pretoria/Tshwane
Found in: Talent ZA C2 - 4 days ago
PPS Recruitment Sandton, South AfricaPurpose of the Job: · The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS ...
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Sales Manager: Connect Gauteng North Region: Lynnwood
Found in: Talent ZA C2 - 4 days ago
Sanlam Pretoria, 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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Distribution Channel Director
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The Recruitment Council Pretoria, South AfricaThe successful candidate will be responsible for translating and operationalizing the companys strategy to develop and implement a new generation PSA (Product Supplier Agents) channel. · The role is accountable for footprint growth and client expansion while using social media, ...
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employee benefit consultant
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HR Genie Pretoria, 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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Municipal Finance Advisor for USAID Resilient Cities Limpopo
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People Dimension Pretoria, South Africa Full timeSynopsis: · A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company. · Job Description: · Job Description/Duties: · • Assisting Financial Plann ...
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Development Manager: Connect: Lynnwood
Found in: Talent ZA C2 - 2 days ago
Sanlam Pretoria, 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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Development Manager: Connect Gauteng North Region
Found in: Talent ZA C2 - 2 days ago
Sanlam Pretoria, 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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Sales Manager
Found in: Talent ZA C2 - 5 days ago
Sanlam Gauteng, South AfricaWho are we? · Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide ...
Financial Advisor - Pretoria, South Africa - Rory Mackie & Associates
Description
Overview:
Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional financial advice guidelines.
Responsibilities:
Requirements:
Core competencies: