Financial Advisor - Somerset West

This is a full-time on-site role for a Financial Advisor located in Somerset West, Western Cape. · ...

Attract and retain clients by selling company products to generate new business and provide after sales service to ensure client retention. · ...

We are looking for a Financial Advisor to attract acquire and retain clients by selling company products to generate new business and provide after sales service to clients. · Sell products that align with the clients' financial requirements. · Achieve targets related to producti ...

Minimum Requirements · Valid Driver's License · Own Reliable Transport · 25+ years of Age · 2 – 4 years industry experience · RE5 Certificate · Beneficial Requirements · NQF5 Wealth Management OR BComm or relevant Law Degree · PGDFP and/or CFP Designation · Qualifying documents t ...

Insurance & Wealth Creation Professionals offers a modern approach to financial advisory with over 100 years of industry management experience. · ...

Company Description · Succession Financial Planning Advisory Services is a licensed financial services provider dedicated to helping clients achieve financial freedom and wellness at any stage of life. SFP creates lasting partnerships between clients and advisors, tailoring solut ...

This is an opportunity to step into a career where your growth, income and impact are directly tied to your effort. · This is not a desk job or call-centre role. You'll build a long-term professional business in financial services,backed by a nationally established advisory firm. ...

Sanlam is a purpose-led financial services group headquartered in South Africa. · A full-time on-site Financial Advisor role located in Cape Town -with the main office in Belville and a satellite office in Paarl. financial planning · retirement planning · providing financial advi ...

This is a full-time, on-site role located in Cape Town for a Financial Advisor. · ...

This is a full-time hybrid position for a Financial Advisor based in Cape Town and Gauteng with the flexibility of remote work. · Providing clients with personalized financial advice · Creatingsnd managing financial plans · Guiding them in retirement planning investment strategie ...

Company Description · Liberty Group South Africa, established in 1957, has grown from a South African life insurer to a prominent Pan-African financial services company. We provide a comprehensive range of services, including asset management, investment, and insurance solutions, ...

Job Outline · As a Financial Advisor, your role will be to provide comprehensive financial advice to clients, aligning with the customer value proposition and the Treating Customers Fairly (TCF) framework. The role involves working with allocated key accounts and markets, utilizi ...

This is a full-time hybrid role for an Independent Financial Advisor based in Cape Town, with flexibility for remote work.The role involves providing financial and investment advice tailored to clients' needs, developing comprehensive financial plans, and managing client portfoli ...

Complete Financial & Business Solutions (CFBS) offers expert financial advice and business analysis to help clients achieve peace of mind. · ...

We are an authorised FSP situated in Claremont that is contracted to Old Mutual. We strongly believe in building strong, lasting relationships with our financial advisors. Our key purpose is to provide excellent financial services to our clients. · • Assist in growing Khusela Fin ...

Become a Financial Advisor at Liberty – Where Ambition Meets Opportunity. · At Liberty,We don't just offer jobs — we create entrepreneurs.This is your chance to be part of a respected financial brand that has been empowering South Africans to achieve financial freedom for over 60 ...

This is a full-time, on-site role located in Cape Town for a Financial Advisor. The Financial Advisor will engage in creating tailored financial planning strategies, conducting consultations with clients to analyze their financial goals, · and recommending solutions to manage inv ...

This is a full-time hybrid role for a Financial Advisor located in Cape Town, with opportunities for remote work. Responsibilities include developing customized financial plans, advising clients on insurance, investments and retirement planning. · ...

This is a full-time hybrid role for an Independent Financial Advisor based in Cape Town with flexibility for remote work. Strong knowledge of financial planning investment management and wealth advisory · Excellent communication client relationship management and client service s ...

Build a Career on Your Terms.Are you ambitious, driven, and ready to take control of your career? · Your earnings are completely uncapped; your success is in your hands. · ...