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Banking Advisor - Wealth

Banking Advisor - Wealth

Firstrand Namibia LimitedCape Town, Western Cape, South Africa
4 days ago
Job description

Job Description

General Manager (Senior Financial Advisor) - Employee Benefits

Cape Town, Western Cape The Recruitment Council

Posted 15 days ago

About the Role

This is a senior role for an individual with a proven track record in the employee benefits space. The successful candidate will manage and service existing employee benefit clients, secure new clients through referrals from affiliate companies, and help expand a national client base. The role also involves providing leadership and strategic input to the employee benefits division and national travel to engage with clients and affiliates.

Requirements

  • 10+ years of experience in the employee benefits industry.
  • Relevant qualifications as required under FAIS.
  • Strong business development and relationship management skills.
  • A proven ability to operate at a senior level within financial services.
  • A strategic mindset with the ability to leverage group synergies.

What We Offer

  • A highly competitive basic salary (above market-related), plus commissions and performance-based bonuses.
  • The opportunity to build and grow a division within a well-established national group.
  • Strong support structures and networks through the broader group.
  • If you have the experience, drive, and vision to lead in this space, we'd love to hear from you.

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    Posted today

    Wealth Management Associate

    Cape Town, Western Cape Conova Recruitment

    Posted 2 days ago

    Job Description

    Key Responsibilities :

  • Prepare and collate new client onboarding documentation
  • Oversee the management and updating of client CRM profile
  • Liaise with external and internal providers on client specific queries
  • Resolve and manage admin related queries or issues with clients directly
  • Manage preparation of client review packs
  • Apply basic knowledge of the FAIS General Code of Conduct in daily work
  • Draft and / or check Record of Advice and Replacement disclosure forms
  • Ensure CDD is done on all clients based on their risk profile according to FICA and company RMCP
  • Ensure a basic level of product knowledge by keeping up to date with products
  • Compile proposal documents based on the Wealth Manager instruction and recommendations
  • Compile a financial needs analysis and retirement needs analysis based on Wealth Manager guidelines
  • Requirements :

  • Commerce or financial degree (advantageous)
  • 3-5 years experience in the financial planning environment assisting Family Officers and / or Wealth Managers and / or Financial Advisors
  • CFP designation (advantageous)
  • RE5 (advantageous)
  • Experience in and solid understanding of FAIS (CAT II advantageous), FICA
  • MS Office Suite
  • XPlan (advantageous)
  • Ability to prioritise, organise and plan around large amounts of information
  • High attention to detail
  • Keen interest in Fintech systems
  • What We Offer

  • Commission-only structure – unlimited earning potential based on performance.
  • Access to leads, marketing support, and back-office administrative assistance.
  • Continuous professional training, mentorship, and development opportunities.
  • Support toward completing CPD requirements and maintaining FSCA compliance.
  • Opportunity to build your own long-term advisory practice under the Opian Financial Services Group brand.
  • Ideal Candidate

    This role is best suited for a dynamic and confident professional who thrives in a results-driven environment, enjoys networking, and is passionate about helping clients achieve their financial goals.

    How to Apply

    If you meet the above requirements and are ready to grow your career in a high-performance environment, please submit your comprehensive CV and a short motivational letter outlining your experience and commitment to the financial services industry.

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    This advertiser has chosen not to accept applicants from your region.

    Limited positions available – don't miss this opportunity

    Bellville, Western Cape R - R Y Metropolitan

    Posted today

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    Job Description

    Metropolitan

    Role Purpose

    Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

    Requirements

  • Matric / N4 Equivalent Qualification.
  • FAIS requirements based on DOFA date
  • Relevant regulatory examinations if you are already working in the financial services industry.
  • 1-2 years' experience for individuals with undergraduate degree (preferred)
  • Fluency in English
  • Duties and Responsibilities

  • Engage with prospect clients to understand their financial needs.
  • Sell products that align with the clients' financial requirements.
  • Accurately record client information and sales details
  • Achieve targets related to production, quality and conversion.
  • Comply with legislative regulations and adhere to all compliance requirements.
  • As an applicant, please verify the legitimacy of this job advert on our company career page

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    Bellville, Western Cape R - R Y Metropolitan

    Posted today

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    Banking Advisor Wealth • Cape Town, Western Cape, South Africa

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