Menu Close

Bellville: Financial Advisor: Bellville posted by HR Option

Date 2024-10-13
Job Title Financial Advisor: Bellville
Employer HR Option
More Information
Salary 35000
Category Finance Accounting
Location Western Cape
/ Bellville

Job Summary

This position is for a financial advisor managing an existing portfolio for a fixed salary.

Your:

  • Formal Education:
    • BCom
    • Post Graduation Diploma in Financial Planning
    • CFP accreditation would be advantageous
    • RE Examinations completed
  • Experience:
    • 5 years in a Wealth Management role
    • Verbal and written communication, in English and Afrikaans, at all levels

will nable you to do the following duties:

  • Client Portfolio Reviews
    • Research performance of client portfolios and prepare Reviews in accordance with company policy and standards;
    • Conduct Client Reviews and ensure that Review Reports are submitted in accordance with company policy;
  • Servicing of Existing Clients
    • Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to clients regarding their portfolios i.r.o. risk, market trends, investment performance, benchmarks, insured values, etc.;
    • Process and implement instructions from clients i.r.o.: Switches, Repurchases, Maturities, Surrenders, Sect 14 and Sec 37 transfers;
    • Attend to and resolve clients’ concerns, queries, requests and complaints regarding their portfolios;
    • Opening of CCM Accounts and authorisation of payments;
    • Assist Clients in general Tax matters as well as obtaining Tax certificates, etc.;
    • Assist Clients with the preparation and signing of Wills and execution of estates, in association with the executor.
    • Ensure that the principles of the TCF Policy are applied in all interactions with clients;
  • Generating New Business
    • Pro-actively identify new business opportunities and market the range of services and products offered by the EFG;
    • Compilation of proposals for, and Implementation of instructions from clients;
  • Leadership & Support to Wealth Planner
    • Assist the Wealth Planner in the mentoring and supervision of the Wealth Assistant to ensure supervision and other legal compliance requirements;
    • Assist the Wealth Planner in the identification of training requirements for the Wealth Assistant and provide input for the Performance Appraisal Evaluation of the Wealth Assistant ;
    • Assist the Wealth Planner in the quality control of work outputs of the Wealth Assistant to ensure high standards of client service and portfolio management;
    • Liaison with Service Providers to resolve problems in client service;
  • General Administration
    • Recording of all client interaction upon completion of such interaction;
    • Maintain and update client records and database including static data;
    • Ensure compliance with FICA and FAIS legislation.

Financial Advisor: Bellville position available in Western Cape, Bellville. This job position was posted by HR Option. The job has been posted as a premium ad on 2024-10-13 at 09:02:10 in the Finance Accounting category

Click Go Apply to apply online!


You might also like to look at the available jobs in the same area.



Select one of the buttons below to browse for more available jobs.





View Job  Cape Town Region: Pod/ Admin Clerk (Road Freight)





Apply directly on jobmail for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.

We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.


Here are some more related positions


Western Cape: Financial Advisor posted by Quinway Consulting

Requirements: Car & License Matric Clear credit score and no criminal recordBenefits: Groundbreaking training on sales, mindset and financial planning A chance to build true wealth and 100% commission structure. Financial Advisor position available in West


View Job
Financial Advisor

Gauteng: Financial Advisor – Exciting Opportunity posted by OneSpark

Big News: OneSpark is Revolutionizing Insurance! At OneSpark, were not just an insurance companywere transforming the industry with cutting-edge AI and technology, making life insurance instant, smart, and affordable. We`ve partnered with giants like Googl


View Job
Financial Advisor – Exciting Opportunity

Johannesburg: Financial Advisor posted by Liberty

For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, weve helped you dream of it, plan for it, deal with it. Weve been in it with y


View Job
Financial Advisor

Centurion: Financial Advisor: Fixed Salary – Midstream

Your: Formal Education: BCom Post Graduation Diploma in Financial Planning CFP accreditation would be advantageous RE Examinations completed Experience: 5 years in a Wealth Management role Verbal and written communication, in English and Afrikaans, at all


View Job
Financial Advisor

Bellville: Financial Advisor: Fixed Salary – Bellville

Your: Formal Education: BCom Post Graduation Diploma in Financial Planning CFP accreditation would be advantageous RE Examinations completed Experience: 5 years in a Wealth Management role Verbal and written communication, in English and Afrikaans, at all


View Job
Financial Advisor

Johannesburg: Financial Advisor

About Us: Our client is a prestigious Independent Financial Brokerage providing exceptional and unique services to professionals in the market for over 30 years. Their success is built on strong relationships and professional service. What Youll Do: Client


View Job
Financial Advisor

Johannesburg: Financial Advisor (Relationships Banking)

Are you a professional and career Financial Advisor serving high-net-worth individuals. My Client, one of South Africas largest banking groups is offering an exceptional career opportunity to join a team that provides you with access to an extensive networ


View Job
Financial Advisor (Relationships Banking)

Johannesburg: Financial Advisor

We are looking Financial Advisors in the Long-Term Insurance space in the Gauteng region. DUTIES - Develops relationships with customers to enable growth within the Business Insurance channel. Alongside meeting the required metrics set out by business, thi

View Job  Cape Town: Intermediate/ Senior Reactjs Developer posted by Hire Resolve

View Job
Financial Advisor

Bryanston: Short Term Insurance: Financial Advisor

Your NQF 5 Full Short Term Qualification approved by FSCA, 5 Years experience in an Account Manager/Executive or similar role, 8 Years experience in Short Term Insurance together with verbal and written communication, in English and Afrikaans , at all leve


View Job
Short Term Insurance

Rondebosch: Short Term Insurance: Financial Advisor

Your NQF 5 Full Short Term Qualification approved by FSCA, 5 Years experience in an Account Manager/Executive or similar role, 8 Years experience in Short Term Insurance together with verbal and written communication, in English and Afrikaans , at all leve


View Job
Short Term Insurance

Bellville: Financial Advisor: Bellville

This position is for a financial advisor managing an existing portfolio for a fixed salary. Your: Formal Education: BCom Post Graduation Diploma in Financial Planning CFP accreditation would be advantageous RE Examinations completed Experience: 5 years in


View Job
Financial Advisor

Centurion: Financial Advisor: Midstream

This position is for a financial advisor managing an existing portfolio for a fixed salary. Your: Formal Education: BCom Post Graduation Diploma in Financial Planning CFP accreditation would be advantageous RE Examinations completed Experience: 5 years in


View Job
Financial Advisor

Johannesburg: Financial Advisor At Onespark (In Partnership With Dis-Chem)

Are you a Financial Advisor ready to take your career to new heights? Join OneSpark , South Africas most innovative insurance brand, in partnership with Dis-Chem , one of the nations leading healthcare retailers. At OneSpark, were not just about selling in


View Job
Financial Advisor At Onespark (In Partnership With Dis-Chem)

Johannesburg: Financial Advisor (Re5)

An accredited financial services provider based in Gauteng is looking for 10 Financial Advisors to provide financial advice, recommends and implements financial plans, and builds relationships with customers. Their responsibilities include: Identifying a c


View Job
Financial Advisor (Re5)

Johannesburg: Financial Advisor

Join OneSpark, the worlds most innovative InsureTech, where we`re transforming life insurance with advanced AI and our exclusive Dis-Chem partnership. You`ll have access to unlimited leads and unmatched growth potential Key Responsibilities: Sell and advis


View Job
Financial Advisor

South Africa: Financial Advisor

Business Description: Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche f


View Job
Financial Advisor

South Africa: Financial Advisor

RE 5 Bachelor`s degree in Finance, Business Administration, or related field (for recent graduates). Minimum 2 years of experience in financial advisory services with proven track Record of success in insurance sales and client relationship management; Str


View Job
Financial Advisor

Durban: Financial Advisor

We Offer: Fully equipped office space Comprehensive admin and tech support Professional development and coaching Lead generation systems and training Practice management and succession planning support Your Mission: Build client relationships Create tailor

View Job  Cape Town: Resident Engineer posted by Hire Resolve

View Job
Financial Advisor

Johannesburg: Financial Advisor

We Offer: Fully equipped office space Comprehensive admin and tech support Professional development and coaching Lead generation systems and training Practice management and succession planning support Your Mission: Build client relationships Create tailor


View Job
Financial Advisor

Johannesburg: Financial Advisor

JOB TITLE: Financial Advisors AREA: Gauteng INDUSTRY: Insurance Salary / CTC: Commission based – with incentives Report to: Franchise Directors Job Summary: Our Client is seeking dedicated and driven individuals to join their team as Financial Advisors. A


View Job
Financial Advisor

George: Financial Advisor

Experience The successful incumbent will have at least two (2) or more years experience as a representative rendering Financial Advice and Intermediary services. Formal education and qualifications as a minimum requirement Matric Successfully completed the


View Job
Financial Advisor

Cape Town City Centre: Administrative Associate To Financial Advisor

Overview: Our client is a small Wealth Management firm dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning


View Job
Administrative Associate To Financial Advisor

Cape Town: Administrative Associate To Financial Advisor posted by Rory Mackie & Associates

Overview: Our client is a small Wealth Management firm dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning


View Job
Administrative Associate To Financial Advisor

Johannesburg: Financial Advisor posted by Finding Personnel (Pty) Ltd

JOB TITLE: Financial AdvisorsAREA: GautengINDUSTRY: InsuranceSalary / CTC: Commission based with incentivesReport to: Franchise DirectorsJob Summary:Our Client is seeking dedicated and driven individuals to join their team as Financial Advisors. A young b


View Job
Financial Advisor

Johannesburg: Tied Financial Advisor posted by Moladira Skills

JOB PURPOSE The Financial Advisor will be responsible for conducting financial needs analysisfor both Life and Investment planning needs, utilize extensive expertise toprovide financial advice to customers, grow client base and prospecting of newclients. R


View Job
Tied Financial Advisor

Error making API request.

Share this to someone who needs a job:
Posted in Jobs in Bellville, Jobs in Western Cape

More Jobs in Your Area