Date | 2024-07-02 |
---|---|
Job Title | Financial Advisor |
Employer | Crayon More Information |
Salary | 0 |
Category | Finance Accounting |
Location |
Kwazulu Natal / Durban |
Job Summary
To find out more, click Apply or head on over to Crayon to review the full spec and apply?
How you`ll role
In your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both the companys goals and objectives as well as your own. You will provide bespoke financial advice to local and international clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire to continuously learn and upskill yourself.
What you`ll do
- Achieve objectives and targets through effective planning, lead management, and engaging with potential clients
- Identify and target key stakeholders and ensure strong relationships are fostered
- Contact potential clients and create a rapport by networking and following up on leads
- Conduct in depth needs analyses and provide comprehensive wealth planning to clients
- Provide sound advice on Investments, Wealth and Estate planning.
- Maintain an internationally recognised customer experience
- Ongoing servicing of client book
- Conduct regular meetings with key clients
What you`ll need
- Minimum requirement: NQF5 qualification
- 5+ years` experience in a financial advisory role
- Financial planning and sales experience
- Must be in possession of an RE 5 qualification
- High-performing and target driven
- The ability to work independently
- A transferable book of AUM will be beneficial
- Offshore experience will be beneficial
To find out more, click Apply or head on over to Crayon to review the full spec and apply?
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
Pretoria East: Financial Advisor posted by RAMGRO
Are you a motivated sales professional based in Gauteng, South Africa, with a passion for finance and helping others achieve their financial goals? Do you thrive in a dynamic, remote work environment where you have the flexibility to reach clients from any
View Job
Financial Advisor
Centurion: Financial Advisor – Long Term Insurance posted by Hollard
Financial Advisers must have experience selling risk cover including: -1.Life Cover.2.Disability Cover.3.Critical Illness Cover.4.Key-person Cover.5.Buy-and-sell agreements.Candidates should be in possession of : - 1.RE5 / RE1 Optional (should be willing t
View Job
Financial Advisor – Long Term Insurance
Roodepoort: Financial Advisor posted by SureX Insurance
You will provide clients with expert advice on financial planning, investments, insurance, and estate planning. Your primary goal is to help clients achieve their financial goals by offering tailored financial solutions. You will build long-term relationsh
View Job
Financial Advisor
Fourways: Senior Assistant To Financial Advisor
Senior Assistant to Financial Advisor (POS24137) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements Matric Previous experience in a similar role Tertiary qualification will be an advantage Duties Capturing and taking minute
View Job
Senior Assistant To Financial Advisor
Gauteng: Financial Advisor posted by IWCP
A once in a lifetime opportunity for new to the Industry candidates. Are you motivated, ambitious and thrive in a challenging environment? Are you dynamic, entrepreneurial and can negotiate at all levels? If you want to determine your own income and hav
View Job
Financial Advisor
Durban: Financial Advisor Commercial Business Insurance
Business Development Customer Relationship Development / Prospecting Customer Needs Clarification Sell Customer Propositions Sales Opportunities Creation Customer Relationship Management / Account Management Customer Relationship Management (CRM) Data Oper
View Job
Financial Advisor Commercial Business Insurance
Durban North: Financial Advisor posted by Apex Recruitment
Join Sanlam Financial Advisers and Become Part of Their Professional Adviser NetworkThis is an Opportunity to Further Your Career Within One of The Largest, Most Dynamic Financial Services Companies in South AfricaTo discuss this opportunity further and in
View Job
Financial Advisor
Cape Town City Centre: Financial Advisor (Maternity Fill) – Asset Management
One of the TOP banks in S.A. is seeking an experienced Client Service consultant with Asset management industry experience to fill a 6 month maternity fill contract. Responsibilities: Resolving client queries in a timeous manner Educate clients about produ
View Job
Financial Advisor (Maternity Fill) – Asset Management
Cape Town: Financial Sales Advisor posted by ML3
Exiting opportunity for motivated individuals to join our growing Cape Town team! Determine your own income by selling a wide range of financial products to selected clients or groups. Previous sales experience, own transport and license advantageous. Matr
View Job
Financial Sales Advisor
Pretoria City: Financial Advisor posted by Hollard Life Insurance
To market insurance products.Requirements: Matric2 yrs. sales expRE 5 advantageousFAIS credits advantageousTo apply, send CV to Hollard Life Insurance Financial Advisor position available in Gauteng, Pretoria City. This job position was posted by Hollard
View Job
Financial Advisor
Durban Central: Financial Advisors posted by ZEETHANDO CONSULTING
Job Title: Financial AdvisorsLocation: Gauteng and KZNCompany: ZT Wealth SolutionsAbout Us: ZT Wealth Solutions is a leading provider of comprehensive financial services accredited by Old Mutual. We pride ourselves on delivering personalized financial sol
View Job
Financial Advisors
Durban North: Financial Advisor posted by Astute FS
An opportunity for a career driven individual with exceptional communication skills, strong sales and business management experience background to establish your own successful practice with full training, mentorship and support.Duties & Responsibilities-
View Job
Financial Advisor
Pretoria: Financial Advisor posted by Emporium Human Capital
Min role requirements Senior Certificate (Matric / Grade 12/ NQF 4) 24 months experience in life insurance sales. Must have a drivers license and own car. Must meet the FAIS Fit and Proper requirements. Regulatory Examination/RE5 essential. Completed FSB r
View Job
Financial Advisor
Johannesburg: Financial Advisor posted by BASHr Consulting
Great news!!We are seeking a dynamic and a result-oriented individual to join our team as a Financial Adviser. As a Financial Adviser, you will play a crucial role in providing comprehensive financial guidance and advice to our clients, empowering them to
View Job
Financial Advisor
South Africa: Financial Advisor posted by Emporium Human Capital
Min role requirements Senior Certificate (Matric / Grade 12/ NQF 4) 24 months experience in life insurance sales. Must have a drivers license and own car. Must meet the FAIS Fit and Proper requirements. Regulatory Examination/RE5 essential. Completed FSB r
View Job
Financial Advisor
Sandton: Senior Assistant To Financial Advisor posted by Emporium Human Capital
Senior Assistant to Financial Advisor (POS24137) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements Matric Previous experience in a similar role Tertiary qualification will be an advantage Duties Capturing and taking minute
View Job
Senior Assistant To Financial Advisor
Johannesburg: Financial Advisor posted by Emporium Human Capital
Min role requirements Senior Certificate (Matric / Grade 12/ NQF 4) 24 months experience in life insurance sales. Must have a drivers license and own car. Must meet the FAIS Fit and Proper requirements. Regulatory Examination/RE5 essential. Completed FSB r
View Job
Financial Advisor
Pretoria: Financial Services Products Manager (Corporate) posted by Sagen Advisory
We are looking for an exceptional candidate for a 2-year fixed-term contract, with a post-graduate degree or MBA, who brings 5-8 years of dynamic experience in banking product management and a minimum of 2 years in a leadership role. If you have a proven t
View Job
Financial Services Products Manager (Corporate)
Cape Town: Financial Advisor (Maternity Fill) – Asset Management posted by Isilumko Staffing
One of the TOP banks in S.A. is seeking an experienced Client Service consultant with Asset management industry experience to fill a 6 month maternity fill contract. Responsibilities:Resolving client queries in a timeous mannerEducate clients about product
View Job
Financial Advisor (Maternity Fill) – Asset Management
South Africa: Relationship, Sales And Business Development Manager (Financial Services) posted by Sagen Advisory
An exciting opportunity exists for a Relationship and Business Development Manager to join a UK based group of companies within the Fintech industry. This is a remote working opportunity, and the company will provide training and equipment. The ideal candi
View Job
Relationship, Sales And Business Development Manager (Financial Services)
Pretoria: Financial Manager posted by Sagen Advisory
Purpose of Role: This is an exciting opportunity to step into a new role to build and grow a dedicated team. Energetic Financial Manager with a BCompt Accounting or similar degree successfully completed his/her Articles to become a CA, boasting 5-10 years
View Job
Financial Manager
Cape Town: Financial Advisors: Partially Vested, Vested, Senior And Career Advisors Positions Available. posted by Sagen Advisory
Sagen Advisory is recruiting passionate Financial Planners, of all levels. Our client, based in Durbanville, and Stellenbosch in Cape Town is rapidly expanding and has exciting roles open that offer tremendous growth opportunities. Whether you`re a seasone
View Job
Financial Advisors
Durban: Financial Advisor posted by Rory Mackie & Associates
Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and invest
View Job
Financial Advisor
Stellenbosch: Regional 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 Regional Financial Manager. This group has interests across the country and this role will be situated in either Paarl or Stell
View Job
Regional Financial Manager
Cape Town: Independent Financial Advisor posted by Numeral Financial Services Group
Location: East Rand, Nelspruit, Durban, Western-CapeWe are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and
View Job
Independent Financial Advisor