| Date | 2024-11-24 |
|---|---|
| Job Title | Financial Advisor: Fixed Salary |
| 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: Fixed Salary position available in Western Cape, Bellville. This job position was posted by HR Option. The job has been posted as a premium ad on 2024-11-24 at 09:06:09 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.
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
Johannesburg South: Personal Financial Advisor posted by LKB Consult
Join a leading FSP as a Financial Adviser earn up to 100% commission.Were expanding and looking for ambitious financial advisers to help us reach new heights.Whats in it for you?Up to 100% Commission and guaranteed monthly bonuses for your first year! Inc
View Job
Personal Financial Advisor
Johannesburg: Financial Advisor
Job Description: Financial Advisor The Financial Advisor is responsible for conducting comprehensive financial needs analyses focused on life and investment planning. This role involves utilizing extensive expertise to provide tailored financial advice to
View Job
Financial Advisor
Johannesburg: Financial Advisor
Job Title: Financial Advisor (Investment Specialist) The Financial Advisor (Investment Specialist) plays a pivotal role in guiding individuals toward achieving their financial goals through comprehensive financial planning and investment management. This p
View Job
Financial Advisor
Durban: Financial Advisor
Job Title: Financial Advisor (Investment Specialist) The Financial Advisor (Investment Specialist) plays a pivotal role in guiding individuals toward achieving their financial goals through comprehensive financial planning and investment management. This p
View Job
Financial Advisor
South Africa: Junior Financial Advisor
Job Title: Junior Financial Advisor Reporting To: Regional Head Purpose of the Job: The Junior Financial Advisor plays a pivotal role in contributing to the overall profitability of the business by supporting advisory partners with documentation and compli
View Job
Junior Financial Advisor
South Africa: Financial Advisor
Job Title: Financial Advisor (Investment Specialist) The Financial Advisor (Investment Specialist) plays a pivotal role in guiding individuals toward achieving their financial goals through comprehensive financial planning and investment management. This p
View Job
Financial Advisor
Alberton: Financial Advisors (Short Term) Heidelberg And Alberton
Job Spec_Financial Adviser_Short Term_(Commission based) Alberton and Heidelberg You will provide comprehensive financial planning, from estate and business insurance to medical aid and/or short-term insurance. With a focus on client relationships and indu
View Job
Financial Advisors (Short Term) Heidelberg And Alberton
Cape Town City Centre: Financial Client Advisor
Minimum requirements for the role: Must have a relevant accountancy qualification Minimum 3 years experience within an accounting firm or accounting role is essential Must have experience in producing management accounts and VAT returns Experience using Xe
View Job
Financial Client Advisor
Cape Town: Financial Advisor – Short Term Insurance posted by Staff Concepts
The financial advisor will give expert advise to clients. assisting clients with products There primary advice will focus on short term insurance solutionsFace to Face presentations to ClientsProspecting new clientsEstablishing client relationshipsReaching
View Job
Financial Advisor – Short Term Insurance
South Africa: Financial Advisor
Job Description: Financial Advisor The Financial Advisor is responsible for conducting comprehensive financial needs analyses focused on life and investment planning. This role involves utilizing extensive expertise to provide tailored financial advice to
View Job
Financial Advisor
Pretoria: Intern: Financial Advisor
A year internship as financial advisor. Qualifications: 3-year Finance-related degree (preferably B.Com Finance) Experience: No experience required Duties include but are not limited to: Undertake highly technical analytical work. Assessment of client fina
View Job
Intern
Durban: Sales, Marketing And Financial Advisory (Durban)
A major nationwide company is looking to employ candidates who are entrepreneurial and who is driven in sales and marketing for their Durban branch. They are seeking individuals looking to transition into the financial sector, who are eager to learn and ta
View Job
Sales, Marketing And Financial Advisory (Durban)
Johannesburg: Financial Advisor
The company deals with working capital offerings and as such they require a strong Financial Advisor that can promote their products and services to the wider public. The candidate must have: Some form of financial background and exposure to working capita
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)
Bellville: Intern: Financial Advisor
A year internship as financial advisor. Qualifications: 3-year Finance-related degree (preferably B.Com Finance) Experience: No experience required Duties include but are not limited to: Undertake highly technical analytical work. Assessment of client fina
View Job
Intern
Bellville: Financial Advisor posted by Beech Financial Solutions
Company DescriptionBEECH FINANCIAL SOLUTIONS LIMITED is an insurance company based in Brackenfell, Cape Town.Role DescriptionThis is a full-time hybrid role for a Sales Representative at BEECH FINANCIAL SOLUTIONS LIMITED. The Sales Representative will be r
View Job
Financial Advisor
Bellville: Financial Advisor: Fixed Salary
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
Durban: Financial Advisor – Urgently Needed posted by Liberty
Company Description At Liberty we believe that knowledge shared can change people`s realities, every day. Since 1957, we have grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment,
View Job
Financial Advisor – Urgently Needed
Johannesburg: Financial Advisor Assistant | Medical Aid & Employee Benefits
Job Title: Financial Advisor Support Administrative Role We are seeking a dedicated and dynamic individual to join a growing advisory firm as a Financial Advisor Support. This role is primarily administrative, offering a great opportunity for someone with
View Job
Financial Advisor Assistant | Medical Aid & Employee Benefits
Centurion: Financial Advisor
My client is looking for Financial Advisors for both Short- and Longterm Insurance. As a Financial Advisor, the main objective is to analyse clients` financial status, provide expert guidance on different financial services and products, and create customi
View Job
Financial Advisor
Stellenbosch: Financial Manager posted by Sagen Advisory
Diversified and established group based in the Cape Winelands is searching for an adept and ambitious Finance Manager. The business in mainly involved in Commercial Agriculture, Export, Property Development, Retail, and Marketing. As Finance Manager your r
View Job
Financial Manager
Cape Town: Financial Advisor Administrator posted by JenRecruitment
Financial Advisor Administrator is responsible for providing administrative support to brokers and the broader team. This role ensures the smooth operation of daily tasks related to client accounts, policy processing, and data management. The Broker Admini
View Job
Financial Advisor Administrator
Stellenbosch: Financial Manager posted by Sagen Advisory
Large, integrated and well-established group in the agriculture sector is looking to employ an experienced, motivated and driven Financial Manager to one of their divisional groups. This group has interests across the country and this role will be situated
View Job
Financial Manager
Port Elizabeth: Regional Financial Accountant posted by Sagen Advisory
DescriptionLarge and well-established group in the agriculture sector wants to employ a motivated and experienced Regional Financial Accountant. This group has interests across the country and this role will be situated in Port Elizabeth. This is an excell
View Job
Regional Financial Accountant
Stellenbosch: Junior Financial Manager posted by Sagen Advisory
Diversified and established group based in the Cape Winelands is searching for an ambitious and talented financial professional to join them as a Junior Financial Manager. The business is mainly involved in commercial agriculture, exports, property develop
View Job
Junior Financial Manager
Email Alerts
Click the button below and submit your email to receive email alerts with the latest jobs.
This service is offered by Result Generation
We do not save your information, and your email is the only information we forward to the service.
If you wish to unsubscribe, please click here
