- 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.
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Financial Advisor
22 minutes ago
Propulsio BrokerWorx Pretoria, South Africa**Your Resonsibilities**: · - As a Financial Advisor, you will provide planning and consulting services to help clients manage their money more efficiently. · - You will advise your clients on investments that fit their style, goals and risk tolerance, developing and adjusting in ...
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Financial Advisor
16 minutes ago
Select One Pretoria, South AfricaDuties include but will not be limited to: · - Reaching target · - Selling and marketing products to the public · - Cold calling clients to obtain business and leads · - Gathering information and documentation needed to request quotations and fulfil compliance standards · - Perfo ...
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Financial Advisor
16 minutes ago
Select One Pretoria, South AfricaDuties include but will not be limited to: · - Reaching target · - Selling and marketing products to the public · - Cold calling clients to obtain business and leads · - Gathering information and documentation needed to request quotations and fulfil compliance standards · - Perfo ...
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Discovery Financial Advisor
26 minutes ago
Aluma Capital Pretoria, South Africa**Position: Discovery Financial Advisor** · **Location: National** · - Aluma Capital strives to be South-Africa's leading Asset and Fund Management Company. In partnership with Discovery Invest we provide several investment options to our clients, including long-term insurance an ...
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Assistant Financial Advisor
15 minutes ago
CareerfinderZA Pretoria, South Africa**Key Performance Area**: · - Client/Prospect portfolio preparation and analysis · - Assisting clients with Vitality and Vitality Drive · - Proactively manage client queries · - Prepare quotes (on all product lines), updating schedules, monitor and manage claims, process new busi ...
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Financial Advisor
14 hours 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 ...
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Financial Advisor
22 minutes ago
Scholtz Partners International (Pty) Ltd Kempton Park, South AfricaMinimum 2 years' experience as a Financial Advisor · - Must have RE5 and grade 12. · - COB - certificates (must be in place and have certificates sent through) · - CPD points (must have proof) · - Must be able to sell and advise clients on Retirement, investment and Risk planning ...
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Financial Advisor
29 minutes ago
Afrizan Sandton, South AfricaOne of our clients is looking for an experienced Financial Advisor / Life Broker to join their dynamic team. · **That is what makes them different.** · "They challenge the status quo, they push the boundaries of what is possible, by building amazing insurance products that can ch ...
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Financial Advisor
16 minutes ago
Ikusasa Recruitment Group Sandton, South Africa**THE ROLE** · Financial advisors / Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment · Financial advisors / Business Development Consultants advise primarily on motor and household ...
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Financial Advisor
16 minutes ago
Arivu Recruitment and Consulting Randburg, South Africa_**Position: Financial Advisor**_ · - **Location: Randburg, Gauteng**_ · - **Remuneration: Commission only**_ · A Liberty affiliated client is looking for dynamic and ambitious Financial Advisors to join their growing team · A Financial Advisor is responsible for educating client ...
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Financial Advisor
28 minutes ago
Ikusasa Recruitment Group Sandton, South Africa**THE ROLE** · Financial advisors / Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment · Financial advisors / Business Development Consultants advise primarily on motor and household ...
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Financial Advisor
1 day 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
14 hours 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 ...
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Independent Financial Advisors
2 hours ago
Status Asset Management Pretoria, South Africa Full timePosition: Independent Financial Advisor (IFA) · Location: National · Aluma Capital strives to be South-Africa's leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. ...
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Aspiring Financial Advisor
4 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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Independent Financial Advisor
10 hours 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 ...
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Financial Advisor Short Term Insurance Personal
28 minutes ago
Ikusasa Recruitment Group Centurion, South Africa**THE ROLE** · Financial advisors / Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment · Financial advisors / Business Development Consultants advise primarily on motor and household ...
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MFC Salaried Financial Advisor
4 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 In-House Salaried Financial Advisor
14 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. The position has been identified as a FAIS position and falls within the ambit contemplated by ...
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Salaried Financial Adviser
23 minutes ago
Fokus Personnel Pretoria, South AfricaOur international client within the Financial Services Sector is looking to appoint qualified Financial Advisors / Risk Advisors for their branches in South Africa. To become part of a premier general insurance broker network and notable ASX top 100 company, we encourage you to a ...
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: