Financial Advisor average salary in South Africa, 2024

Responsibilities*** The financial advisor will be responsible for taking care of their clients financial portfolio. Liberty, SA's leading long term insurer is seeking a dynamic entrepreneurial minded Financial Advisor for their Randburg offices. Background*Founded in 1957 and now nearly 60 years lat...

On receipt of the clients consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Analyse and identify Life and Short-Term Ins...

Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals. Our client who is an independent financial planning practice is looking for a ...

Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng. Provision of office space and full infrastructure for financial advisors. Financial planning for clients. Focus on identifying client needs and then offer suitable financial solutio...

On receipt of the clients consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Analyse and identify Life and Short-Term Ins...

Our client is looking for Financial Advisors:. ...

Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZNStarting Date: Actively Seeking - ongoing open opportunities Remote, Hybrid options availableIndustry: Financial Services Mandatory required documentation: Updated DOFA and CV to be emailed to : Requirements:Grade...

Conducting analysis of the client’s financial affairs (including a Risk inventory), developing a financial plan (Six Step Financial Planning Process) and selling our client's investments products directly to the clients should this be recommended in the financial plan. Our client, a leading Private ...

Provides advice in line with the customer value proposition & compliance framework.Works in specific allocated markets.Works with a specific range of products.Accountable for service delivery through own efforts.Individually accountable for managing own time, tasks and output quality for periods of ...

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The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions. Aspires to be a Financial Advisor. ...

As a Financial Advisor, you will be selling Sanlam Retail Mass products and services. To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework. Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life...

Independent Financial Advisor in Durban - Please make sure you meet all the requirements. Independent Financial Advisor – POS23089. Should you be interested in furthering your career in Financial Advisory, love working with people, and have an ambitious attitude. Financial Advisory sales experience....

Provides advice in line with the customer value proposition & compliance framework.Works in specific allocated markets.Works with a specific range of products.Accountable for service delivery through own efforts.Individually accountable for managing own time, tasks and output quality for periods of ...

On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Financial Advisor (Risk Products). Our clie...

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Please state the position you are applying for in the subject line of your email*Title: Financial AdvisorLocation: Remote, Kempton ParkSalary: Commission + BenefitsOur Client is a short-term broking business that focuses on providing insurance and risk advisory services to corporate and commercial e...

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Grade 12Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months. Conduct a financial needs analysis, using the relevant e-tools / instr...

Qualification and Experience Grade 12 Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months. Were all about building strong, lasting ...

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Atleast 2 years Financial Advisory experience. Conduct a comprehensive risk evaluation for the client and provide sound financial advice to. ...

Brief 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. No medical aid providedExp...