- Certified Financial Planner (CFP) / RE5 qualification MUST HAVE
- Proven experience in financial planning and investment advisory roles.
- Strong knowledge of financial markets, investment products, and financial planning strategies.
- Excellent interpersonal and communication skills.
- Ability to analyse complex financial information and communicate it effectively to clients.
- Detail-oriented, organized, and able to manage multiple tasks simultaneously.
-
Financial Advisor
Found in: Executive Placements ZA C2 - 2 days ago
Finding Personnel (Pty) Ltd Centurion, South Africa Full timeSluit by die span aan as 'n Finansiële Adviseur, wat spesialiseer in boere en die landbouwaardeketting. Maak 'n betekenisvolle impak op die lewens van individue in die landbousektor. · ROLES AND RESPONSIBILITIES · Netwerk en Verhoudings: Bou kontak met boere, landbou-ondernemings ...
-
Financial Advisor
Found in: Executive Placements ZA C2 - 2 days ago
Rory Mackie & Associates Pretoria, 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 Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Pri ...
-
Financial Advisor
Found in: Talent ZA C2 - 1 day 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 ...
-
Financial Advisor
Found in: Talent ZA 2A C2 - 3 days ago
Scholtz Partners International Pretoria, South Africa PermanentBrief 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 ...
-
Financial Advisor
Found in: Talent ZA 2A C2 - 2 days ago
The Recruitment Council Pretoria, South AfricaOur client who is an independent financial planning practice is looking for a Financial Advisor (Investment Specialist), their purpose of the role is to: · Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing ...
-
Independent Financial Advisor
Found in: Talent ZA 2A C2 - 2 days ago
The Recruitment Council Pretoria, South AfricaDo you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at convincing and does your negotiation skills know no bounds? Are you hungry for Sales and willing to go the extra mile to obtain them? Are you knowled ...
-
Tied Financial Advisor
Found in: Talent ZA 2A C2 - 2 days ago
The Recruitment Council Pretoria, South AfricaRESPONSIBILITIES · Sales Opportunities Creation · Develop a personal network within the sales territory and represent the · organization at relevant industry events, sourcing of referrals, and · recommendations from existing customers and other contacts to identify sales · oppor ...
-
Salaried Financial Advisor
Found in: Talent ZA C2 - 22 hours 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 ...
-
Salaried Financial Advisor
Found in: Talent ZA C2 - 2 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. The position has been identified as a FAIS position and falls within the ambit contemplated by ...
-
Commissioned Financial Advisor
Found in: Talent ZA C2 - 1 day 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 ...
-
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 ...
-
Commissioned Financial Advisor
Found in: Talent ZA C2 - 6 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. · We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insuranc ...
-
MFC Salaried Financial Advisor
Found in: Talent ZA C2 - 22 hours 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 ...
-
Senior Assistant to Financial Advisor
Found in: Job Placements ZA C2 - 1 day 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 ...
-
Senior Assistant to Financial Advisor
Found in: Talent ZA C2 - 1 day 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 ...
-
Senior Assistant to Financial Advisor
Found in: Talent ZA C2 - 1 day 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 ...
-
Distribution Channel Director
Found in: Talent ZA 2A C2 - 3 days ago
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, ...
-
employee benefit consultant
Found in: Job Placements ZA C2 - 4 days ago
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 ...
-
Municipal Finance Advisor for USAID Resilient Cities Limpopo
Found in: Talent ZA C2 - 3 days ago
Tetra Tech Pretoria, South AfricaTetra Tech International Development is currently accepting expressions of interest from qualified candidates for a potential Municipal Finance Advisor position on a USAID-funded program in Southern Africa. · Position Description/Summary: · The purpose of the Resilient Cities Li ...
-
Broker Assistant/ Paraplanner
Found in: Talent ZA C2 - 3 days ago
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 ...
Financial Advisor - Pretoria, South Africa - ES Recruitment
Description
A large and well-known company is looking for Financial Advisors to join their growing team. You will be responsible for providing comprehensive financial guidance and investment advice to clients. Your primary objective will be to help clients achieve their financial goals by assessing their financial situation, developing personalized financial plans, and recommending suitable investment strategies.
THIS IS A COMMS BASED POSITION ONLY
Previous experience as Financial Advisor is a MUST
Requirements for this role: