Cape Town: Financial Advisor Internship posted by Sagen Advisory

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

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

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,

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

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

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

A major nationwide company is looking to employ Financial Advisors for their George branch. They are seeking recent graduates or individuals looking to transition into the financial sector, who are eager to learn and take on a new role within a financial a

A major nationwide company is looking to employ Financial Advisors for their Gauteng branches. They are seeking recent graduates or individuals looking to transition into the financial sector, who are eager to learn and take on a new role within a financia

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

Were looking for driven and ambitious individuals to help clients secure their financial future. About the Role Youll provide expert advice on a diverse range of products, including: Life Insurance Risk Insurance Short-term Insurance Wills and Estate Plann

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

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

My client a leader in the Insurance industry is looking for dynamic and vibrant Financial advisors to join their team. Initially you will be selling funeral cover. This role is commission only and training on all products will be given. Financial Advisors

Job Title: Financial Advisor Administrator Job Overview: An exciting opportunity has arisen for a highly organized and proactive Financial Advisor Administrator to join a dynamic team. This role offers a chance to work in a fast-paced environment, providin

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

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

My client a leader in the Insurance industry is looking for dynamic and vibrant Financial advisors to join their team. Initially you will be selling funeral cover. This role is commission only and training on all products will be given. Financial Advisor

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

Boutique investment holding company in Stellenbosch with various and diversified holdings is looking to employ a Financial Manager. They have investments in investment management, property, renewable energy, hospitality and education. The ideal candidate w

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

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

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

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

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 customis

Job Spec_Financial Adviser_Short Term_(Commission based) Alberton and HeidelbergYou 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 indus