Paarl: Financial Advisor – Paarl

Senior Financial AdvisorGayede Bluestar, authorised by SanlamAchieve Financial Freedom with Gayede BluestarAre you a driven and ambitious financial advisor looking to maximize your earning potential? Gayede Bluestar, authorised by Sanlam, is seeking top-ti

Financial Advisor The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing fit for purpose financial plans and solutions. It ent

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

Minimum Requirements: Matric Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits) Successfully completed the Class of business exam Successfully completed the RE5 exam Currently registered with the Financial Sector C

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

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

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

Join a Leading Independent Financial Brokerage Our client is a distinguished independent financial brokerage, renowned for delivering exceptional and bespoke services to market professionals. With a legacy of over 30 years, their success is deeply rooted i

Main job function Bedfordview, Gauteng - Seeking dynamic and experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic salary offering and lucrative commission structure, this is an exciting opportunity for

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

Conduct Financial Needs Analysis : Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning. Client Portfolio Management : Analyze and manage client portfolio

Conduct Financial Needs Analysis : Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning. Client Portfolio Management : Analyze and manage client portfolio

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

IGrow Group of Companies , one of SA’s top property investment companies is seeking a dynamic and forward-thinking Financial Advisor . IGrow Group of Companies is one of the most sort after companies to work for as we are constantly driving to grow our sta

Duties: Follow all the steps of financial planning in the sales process Generate leads, set up appointments and meet the client Prepare and present recommendations and/or solutions Implement, review and monitor solutions Obtain all necessary documents Meet

IGrow Group of Companies, one of SAs top property investment companies is seeking a dynamic and forward-thinking Financial Advisor. IGrow Group of Companies is one of the most sort after companies to work for as we are constantly driving to grow our staff

Our client, a franchisee of a well-known and popular fast-food brand, is seeking a Financial Accountant to lead their accounting team at their head office in Kuils River, Cape Town.REQUIREMENTS: Min Qualifications & ExperienceComm Accounting Degree or

Join Our Growing Team at Stride!Are you a dynamic and driven Financial Advisor looking for a new challenge? Stride, a division within the Third Age Group, is expanding and we want you to be a part of our success!About StrideStride is a premier financial se

Overview: Our client, a leading Private Bank and Wealth Manager catering specifically for Ultra-High-Net-Worth and High-Net-Worth clients, is seeking a Junior Financial Advisor (Risk, Retirement and Investments). They are looking for dynamic and energetic

Overview: Our client, a leading Private Bank and Wealth Manager catering specifically for Ultra-High-Net-Worth and High-Net-Worth clients, is seeking a Junior Financial Advisor (Risk, Retirement and Investments). They are looking for dynamic and energetic

Well-known and respected medium sized Accounting and Consultancy firm is searching for an experienced accounting professional to join their ranks at their offices in Stellenbosch. This is an exciting and newly created role and the incumbent will be respons

Well-known and respected medium sized Accounting and Consultancy firm is searching for an experienced accounting professional to join their ranks at their offices in Stellenbosch. This is an exciting and newly created role and the incumbent will be respons

Our client is looking for an experienced Paraplanner / Junior Financial advisor to join their growing team.This role would suit an individual who loves financial planning. Partnering with the Lead Advisor, this would entail providing support in the managem

Diversified and established group based in the Cape Winelands is searching for an adept and ambitious Financial Accountant. The business is mainly involved in Commercial Agriculture, Export, Property Development, Retail, and Marketing. The ideal candidate

A London (UK) based venture-backed fintech business is looking to appoint a Head of Client Services. This will be a remote work opportunity. The business with global banks and money services businesses, providing market data and analytics and an FX trading