Financial Advisor - Durban, South Africa - Crayon

Crayon Durban, South Africa

10 hours ago

Full time

Description

To 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 achieve both the company's goals and objectives as well as your own. You will provide bespoke financial advice to local and international clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire to continuously learn and upskill yourself.

What you'll do

Achieve objectives and targets through effective planning, lead management, and engaging with potential clients

Identify and target key stakeholders and ensure strong relationships are fostered

Contact potential clients and create a rapport by networking and following up on leads

Conduct in depth needs analyses and provide comprehensive wealth planning to clients

Provide sound advice on Investments, Wealth and Estate planning.

Maintain an internationally recognised customer experience

Ongoing servicing of client book

Conduct regular meetings with key clients

What you'll need

Minimum requirement: NQF5 qualification

5+ years' experience in a financial advisory role

Financial planning and sales experience

Must be in possession of an RE 5 qualification

High-performing and target driven

The ability to work independently

A transferable book of AUM will be beneficial

Offshore experience will be beneficial

To find out more, click Apply or head on over to Crayon to review the full spec and apply?

Financial Advisor

13 hours ago

Karana Independent Consulting & Recruitment Durban, South Africa

We are seeking experienced Financial advisors on a national basis. · **Qualifications & Requirements**: · - Bachelor's degree in Finance or related field · - 2+ years' of industry experience · - Strong understanding of financial products - Retirement planning, investment etc. · - ...
Financial Advisor

1 day ago

Unique Personnel Durban, South Africa

**Job Number** · - 72903 · **Job Type** · - Permanent · **Job Title** · - Financial Advisor · **Computer Skills** · - Ms Office · **Industry** · - Financial Services · **City** · - eThekwini (Durban) · **Province** · - Kwazulu Natal · - We are looking for entrepreneurial individu ...
Financial Advisor

13 hours ago

Discovery Ltd. Durban, South Africa

**Business Unit**:Sales & Distribution**Function**:Administration and Office Support**Date**:16-Feb-2023**Discovery** · **Sales & Distribution** · **Financial Adviser** · **DFCR KZN** · **About Discovery** · - Discovery's core purpose is to make people healthier and to enhance an ...
Financial Advisor

1 day ago

Micah Govender Developments Durban, South Africa

**Business Description**: · Sanlam Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing ne ...
Financial Advisor

2 days ago

HeadHunters Durban, South Africa

**Reference** · - PE002316/RW**Location** · - KwaZulu Natal, Durban**Salary Interval** · - Monthly**Package** · - None-negotiable**Description** · **Our client in the Financial Services Industry **based in KZN is currently looking to employ **a **Financial Advisor (Risk Products) ...
Financial Advisor

13 hours ago

Bright Futures Holdings (Pty) Ltd Durban, South Africa

BFH is recruiting on behalf of one of the leading Financial Services Providers in South Africa. The FSP is offering to prospective financial advisers a compelling opportunity to join them grow their advisor team in the Durban and Surrounding areas. · **Remuneration and Benefits** ...
Financial Advisor

13 hours ago

Micah Developments Durban, South Africa

**Business Description**: · Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Co ...
Mlm Financial Advisor

1 day ago

PSQUARED RIST SOLUTION Durban, South Africa

We are looking Experienced Financial Advisors to sell Hollard MLM life Policies. This product is a consolidation product. · Own transport would be an advantage. · Good Planner · Good Networking skills · Opportunity for growth · **Education**: · - High School (matric) (preferred) ...
Senior Financial Advisor

2 days ago

Trident Wealth Management Durban, South Africa

**About Us** · Trident Wealth Management is one of the largest and fastest growing franchise of Old Mutual Life Assurance Ltd. Our success and growth is largely due to our focus and dedication on attracting and retaining the right calibre of financial advisors. We are the trusted ...
Financial Legal Advisor

1 day ago

beBee Professionals Durban, South Africa Legal Advisors Freelance

beBee Professionals is looking for a Financial Legal Advisor to join our team in Durban. · The successful candidate will be responsible for providing legal advice and guidance on financial matters, including but not limited to, banking, investments, taxation, and corporate financ ...
Corporate Financial Advisor Assistant

1 day ago

Affinity Solutions Durban, South Africa

We are seeking a Corporate Financial Advisor who would possibly play a pivotal role in supporting the identification, evaluation and engagement of potential transaction opportunities for our corporate finance firm. Your role will be instrumental in driving deal origination effort ...
Field Financial Advisor Durban

13 hours ago

A1 Financial Services Durban, South Africa

Our position is aimed at individuals who are looking for better prospects and is based in and around Durban. · Benefits Included: · - Uncapped commission · - Performance bonus · - Work-related incentives for top performers · - Minimum 12 months experience in a Financial Services ...
Field Financial Advisor Durban

2 days ago

A1 Financial Services Durban, South Africa

Our position is aimed at individuals who are looking for better prospects and is based in and around Durban. · Benefits Included: · - Uncapped commission · - Performance bonus · - Work-related incentives for top performers · - Minimum 12 months experience in a Financial Services ...
Outsurance Financial Advisor: Life and Investments

3 days ago

OUTLife Durban, South Africa

Company Description · OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and st ...
Financial Advisor

1 day ago

Providential Financial Services Umhlanga, South Africa

Job Title: Financial Services Advisor · Location: Umhlanga and Durban North Area · **Job Type**: Part Time · Compensation plan: Please note that this role is purely commission based · Providential Financial Services is a leading financial institution in KZN dedicated to empowerin ...
Financial Advisor

3 days ago

Providential Financial Services Umhlanga, South Africa

Job Title: Financial Services Advisor · Location: Umhlanga and Durban North Area · **Job Type**: Part Time · Compensation plan: Please note that this role is purely commission based · Providential Financial Services is a leading financial institution in KZN dedicated to empowerin ...
Financial Advisors

3 days ago

Caishen Bluestar Umhlanga, South Africa

Financial Advisors needed · Caishen Bluestar is a Sanlam MO Bluestar Franchise within the Sanlam Group of Companies. · We are in search of Experienced and Junior Advisors. · Some of the benefits: · - Full training and Support · - Training allowance/ Stipend · - 13th Cheque · - Ve ...
Financial Advisor

1 day ago

Ikusasa Recruitment Group Umhlanga, South Africa

Our clients is looking for financial advisors to sell the short term insurance products in personal lines · - Extensive knowledge of the Short-Term Insurance Industry · - Thorough understanding of the short-term insurance industry and products · - Thorough understanding of busine ...
Financial Advisor

2 days ago

Discovery Ltd. Umhlanga, South Africa

**Business Unit**:Sales & Distribution**Function**:Financial Advisors (Certified Financial Planner)**Date**:14-Feb-2023**Discovery** · **Financial Adviser** · - DFC Umhlanga · - **About Discovery** · - Discovery's core purpose is to make people healthier and to enhance and protec ...
Financial Advisor

10 hours ago

Employed2020 Durban, South Africa Full time

Financial Advisor required for 2024 in the Durban Central area. · The Ideal candidate must be target driven, and willing to excel in sales. · Minimum 6 months sales experience needed. · Short term insurance, Life cover & Vehicle tracking experience will be an advantage. · We o ...