Job title : Branch Consultant/ Financial Advisor - Alberton. Providing sound financial advice and a high level of client service in a Branch context. Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy t...
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. Job title : Commissioned Financial Advisor - Kwa-Zulu ...
Job title : Branch Consultant/ Financial Advisor - Tembisa. Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible. ...
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. Job title : Experienced Financial Advisor (East London...
The Financial Advisor is responsible for conducting comprehensive financial needs analyses focused on life and investment planning. A minimum of two years'''' experience as a financial advisor within the financial services industry, particularly with affluent clients in life and investment products....
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. Job title : Aspiring Financial Advisor (Mthatha). Aspi...
Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals. This role enables a driven and ambitious individual to become a trained Financial Planner. Understand clients’ financial needs. D...
With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Sell products in line with client & required financial needs by conducting aff...
Job title : Branch Consultant/ Financial Advisor - Jabulani Job Location : Gauteng, Springs Deadline : January 06, Quick Recommended Links Jobs by Location Job by industries What will you do?. To promote Sanlam Retail Mass (SRM)'s products and increase market share through: Providing sound financia...
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. ...
Who are we?Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and aff...
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. ...
Description of the role:Our client based in Pretoria are looking for qualified Financial Advisors to join their well established team. ...
Location: Pretoria, Gauteng, ZA Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offe...
Financial Advisor PositionOur client is looking for Financial Advisors:Qualifications and Requirements:Full Qualification ( credits)RE52+ years industry experienceExcellent interpersonal skillsAbility to work remotelyOpportunity to earn up to % commission. ...
Customer Service / Client Service Consultant to join their branch in Cape Town on a 12-month contract.Qualifications and experience: .No less than 2 years' experience within a Client Service role within asset management sector / wealth sector.Must have experience within investments / retirement fun...
Our client is looking for an experienced Paraplanner / Junior Financial advisor to join their growing team. Partnering with the Lead Advisor, this would entail providing support in the management of clients - from preparing financial plans and reviews, attending to email queries, working with the in...
Join a dynamic team as a Financial Advisor, helping clients reach their life and investment goals through expert financial planning. Financial Advisor & Broker Experience advantageous >. Perform comprehensive analyses of clients’ financial situations to identify their needs and aspirations. Create t...
As an Established Financial Advisor within Direct Financial Advice, you have the opportunity to work within a financial sales outbound contact center where you will receive qualified leads, and you will be enabled by receiving comprehensive training, the necessary system and management support to as...
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 ...
As a Financial Advisor with Liberty, you'll embark on an exhilarating journey towards personal and financial fulfilment. Fulfil dreams by assisting individuals in achieving their financial goals. Conduct thorough financial needs assessments and deliver expert advice. You will have an opportunity to ...
Hire Resolve’s client in Knysna is seeking a knowledgeable and experienced financial advisor/trust officer to provide comprehensive financial advice and services to their clients. Job Title: Financial Advisor/Trust Officer. Proven experience as a Financial Advisor or Trust Officer. Develop and imple...
With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Sell products in line with client & required financial needs by conducting aff...
Financial Advisor PositionOur client is looking for Financial Advisors:Qualifications and requirements:Full Qualification ( credits)RE52+ years industry experienceExcellent interpersonal skillsAbility to work remotelyOpportunity to earn up to % commission. ...
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 appointmentmunicate and receive confirmation from the ST...