Customer Relationship Development / Prospecting.Customer Relationship Management / Account Management.Customer Relationship Management (CRM) Data.Matric/SAQA Accredited Equivalent (Essential).Full FAIS accreditation (150 credits) (Essential)....
Your primary objective will be to help clients achieve their financial goals by assessing their financial situation, developing personalized financial plans, and recommending suitable investment strategies. Previous experience as Financial Advisor is a MUST!!. Strong knowledge of financial markets, ...
Assists in planning and implementing pursuit of strategic opportunities for relationships and identifying new markets for Business Insurance products or services.Monitor and assess sales and market data for a specific geographic region and market segment produce reports that will assist management i...
We are looking for Financial Advisor. Are you passionate about helping individuals and families secure their financial future? If yes then this opportunity is for you. ...
As a Financial Adviser, you will play a crucial role in providing comprehensive financial guidance and advice to our clients, empowering them to make informed decisions about their financial future. Provide expert financial advice to clients, addressing their unique financial goals and challenges. G...
Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal. Provision of office space and full infrastructure for financial advisors. Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a com...
An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them. Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protectio...
Independent Financial Advisor with RE5 required. Independent Financial Advisor – POS23099. Should you be interested in furthering your career in Financial Advisory, love working with people, and have an ambitious attitude. Financial Advisory sales experience. ...
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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. ...
Financial Advisor with FAIS and RE5 qualification required. Should you be interested in furthering your career in Financial Advisory, love working with people, and have an ambitious attitude. Financial Advisory sales experience. Analise and evaluate financial status. ...
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 ...
Financial Advisor with FAIS and RE5 qualification required. Independent Financial Advisor – POS23098. Should you be interested in furthering your career in Financial Advisory, love working with people, and have an ambitious attitude. Financial Advisory sales experience. ...
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...
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. A structured learni...
Hire Resolve's client is seeking a dedicated and detail-oriented Financial Advisor Assistant to support our client's team of Financial Advisors in providing superior financial planning and investment advice to clients. The ideal candidate will have strong organizational skills, excellent communicati...
Atleast 2 years Financial Advisory experience. Conduct a comprehensive risk evaluation for the client and provide sound financial advice to. ...
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 affordable fin...
Our client in Paarl is looking for Financial Advisors. Gathering of financial data and the setting of financial objectives. Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits). Currently registered with the Financial Sector Conduct Authority as a full represe...
The Financial Advisor will be responsible for conducting financial needs analysis. Conduct financial needs analysis, client portfolio analysis and. Financial Services Industry external regulation, and industry best practices. Financial Service Provider, we are mandated to ensure that all our. ...
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...
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The role at a glance is about championing our clients' 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. ...
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