Client Advisor - Bloemfontein

Job Classification · REQ Twanette Coetser · Closing Date - 3 March 2026 · Job Family · Personal and Private Banking - Consumer Channel · Rocklands, Bloemfontein, Free State · Career Stream · Sales · Leadership Pipeline · Manage Self: Technical (MST) · FAIS Affected · FAIS Affecte ...

Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market share. · ...

Company Description · Kato360 is a Google Marketing Agency specializing in business lead generation across various niches through innovative digital marketing strategies. Our mission is to help businesses grow by driving more leads and sales using effective marketing techniques. ...

Role Description · This is a full-time on-site role for a Financial Advisor located in the Free State. The Financial Advisor will be responsible for creating and managing financial plans for clients, analyzing their financial goals, and offering personalized investment and retire ...

We are looking for a motivated, entrepreneurial Financial Advisor to join our growing financial services team. · This role is ideal for individuals who want full control over their time, earnings, · and client base, with 100% commission-based income and uncapped earning potential ...

Company Description · Kato360 is a Google Marketing Agency specializing in business lead generation across various niches through innovative digital marketing strategies. Our mission is to help businesses grow by driving more leads and sales using effective marketing techniques. ...

To provide a solution orientated sales and service to customers in Short-term Insurance business risks and give advice. · ...

++To provide a solution orientated sales and service to customers in Short-term Insurance business risks and give advice. · ++FSCA-Approved Qualification · Regulatory Exam for Representatives (RE5) · Continuous Professional Development · Benefits:+ Energetic , self - motivated , ...

We are seeking an experienced Financial Advisor to join our team in Bloemfontein. As a Financial Advisor, you will be responsible for providing financial advice and planning to new and existing clients. You will need to have excellent communication skills and be able to work inde ...

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 and of achieving great things. · We pride ourselves in helping our financial advisors to realise their worth. ...

As a Financial Planner at Sanlam Life Ltd, you will provide professional and relevant financial advice to new and existing clients. You will be responsible for growing the Sanlam Adviser Business by applying knowledge of market segmentation and customer profiles to support sales ...

This is for top-tier Finance Managers who want more than just another role on their CV. · ...

· Reference: NFC023808-CL-1 · If you're a top-tier CA(SA) who doesn't blend into the crowd, this is for you. I work with high-performing, commercially sharp finance professionals who want more than just another role on their CV. I partner with elite businesses across Bloemfontei ...

· Introduction · As an Estate Consultant, you are the human element in the Estate Administration process. This means that you will be the primary point of contact for any client or Financial Advisor during the estate administration process. · Duties & Responsibilities · Obtainin ...

We help clients build trust and reinvent so they can turn complexity into competitive advantage. We're a tech-forward, people-empowered network with more than 370,000 people in 149 countries. Across audit and assurance, tax and legal, deals and consulting we help clients build, a ...

Manage and grow a portfolio of clients driving revenue increasing product adoption reducing churn across our fintech ecosystem. · ...

+We're Hiring: Sales Manager. This is a rare opportunity to build and grow their own team. · + · + · +* Proven experience in financial services / advisory leadership · +* A strong track record in sales, production, and business growth · +* Ability to recruit, coach, and develop a ...

To provide efficient administration support to financial advisors ensuring more customers whilst mitigating risk by segregating duties.Provide operational support related to activities contributing to overall growth and profitability. · Identify potential risks leading increased ...

To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio ...

Top-tier CA(SA) seeking high-performing finance professionals for elite businesses in Bloemfontein. · Lead full financial management function within commercial environment. · Deliver accurate management reporting, budgeting, forecasting. · ...