Menu Close

Pretoria: Financial Advisor




Date 2024-04-05
Job Title Financial Advisor
Employer
More Information
Salary Annual Salary
Category Accounting Finance
Location Tshwane
/ Pretoria

Job Summary

Our client is looking for Financial Advisors: Qualifications and requirements: Full Qualification ( 120 credits) RE5 2 years““ industry experience. Excellent interpersonal skills. Benefits Ability to work remotely Opportunity to earn up to 130% commission Admin support and lead sources

Financial Advisor position available in Tshwane, Pretoria. This job position was posted by . The job has been posted on 2024-04-05 in the Accounting Finance category

Click Go Apply to apply online!


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

Apply directly 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


Westville: Financial Advisor posted by Everlast Insurance Brokers

The successful candidate will provide holistic financial planning advice, including but not limited to long-term risk, investment, medical aid & gap and short-term. Grow and maintain existing client relationships, source new clients. Maintain, Service & pr


View Job
Financial Advisor

Gauteng: Financial Advisor Opportunity- Exciting New Business Venture posted by Star Consulting (Pty) Ltd

Discovery Limited is global company with health, life, and short-term insurance operations in multiple countries around the world. Our vitality shared-value insurance models have received international recognition and are committed to being a positive disr


View Job
Financial Advisor Opportunity- Exciting New Business Venture

Cape Town: Financial Adviser posted by Cornerstone Advisory Services

Experienced Financial Advisers and CFP Grads, Cornerstone Advisory Services, an affiliate of Liberty, are on the hunt for the next Financial Advisor superstar. Your Gig:- Ace financial advice: investments, insurance, retirement plans.- Navigate clients` fi


View Job
Financial Adviser

Bloemfontein: Financial Advisor posted by Hollard

We are hiring!Closing date: 29 March 2024Financial AdvisorRequirements:South African citizenGrade 12 MatricIdentify opportunities for new client acquisition.Monitor competition.Find prospective customers and new target segments.01 year of experience as a S


View Job
Financial Advisor

Pretoria: Financial Advisor

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 inves


View Job
Financial Advisor

Pretoria: Financial Advisor – Pretoria – Re5

A large and well-known company is looking for Financial Advisors to join their growing team. You will be responsible for providing comprehensive financial guidance and investment advice to clients. Your primary objective will be to help clients achieve the


View Job
Financial Advisor – Pretoria – Re5

Durban: Financial Advisor – Discovery

Job Description 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, protec


View Job
Financial Advisor – Discovery

Durban: Discovery Financial Advisors

Company is looking for experienced life and investment financial advisors to be based in Durban. Company offers the following: Provision of office space and full infrastructure for financial advisors Full suite of administration services, i.e. new business


View Job
Discovery Financial Advisors

Cape Town City Centre: Financial Advisor (Risk Products)

Requirements: Minimum 5 years experience as a Broker Consultant / Life Insurance Agent, etc. Ability to function at a strategic level whilst fulfilling operational responsibilities. Meet the FAIS honesty, integrity, and good standing requirements. Meet the


View Job
Financial Advisor (Risk Products)

Midrand: Financial Advisor Long Term Insurance/Life

Develop a robust personal network within the sales territory and represent the organization at industry events to identify sales opportunities. Source referrals and recommendations from existing customers and contacts to enhance the organization`s reputati


View Job
Financial Advisor Long Term Insurance/Life

Bloemfontein: Financial Advisor – Liberty Life – Bloemfontein posted by Liberty FA

Liberty, SA`s leading long term insurer is seeking a dynamic entrepreneurial minded Financial Advisor for our Bloemfontein offices. Background Founded in 1957 and now nearly 60 years later, with a presence in 16 African countries, Liberty has grown from be


View Job
Financial Advisor – Liberty Life – Bloemfontein

Pretoria: Financial Advisor

Our client is looking for Financial Advisors: Qualifications and requirements: Full Qualification ( 120 credits) RE5 2 years```` industry experience. Excellent interpersonal skills. Benefits Ability to work remotely Opportunity to earn up to 130% commissio


View Job
Financial Advisor

Durban: Financial Advisor

Our client is looking for Financial Advisors: Qualifications and requirements: Full Qualification ( 120 credits) RE5 2 years```` industry experience. Excellent interpersonal skills. Benefits Ability to work remotely Opportunity to earn up to 130% commissio


View Job
Financial Advisor

Johannesburg: Financial Advisor

Our client is looking for Financial Advisors: Qualifications and requirements: Full Qualification ( 120 credits) RE5 2 years```` industry experience. Excellent interpersonal skills. Benefits Ability to work remotely Opportunity to earn up to 130% commissio


View Job
Financial Advisor

South Africa: Financial Advisor

Our client is looking for Financial Advisors: Qualifications and requirements: Full Qualification ( 120 credits) RE5 2 years```` industry experience. Excellent interpersonal skills. Benefits Ability to work remotely Opportunity to earn up to 130% commissio


View Job
Financial Advisor

Johannesburg: Financial Advisors

Requirements: Experience in sales long term insurance experience Experience with long-term insurance products Must have driver`s licence and vehicle Proven sales record RE5 and Certified Financial planner (CFP) accreditation Lucrative packaged deals and be


View Job
Financial Advisors

Durban: Discovery Financial Advisors – Durban

Company is looking for experienced life and investment financial advisors to be based in Umhlanga. Company offers the following: Provision of office space and full infrastructure for financial advisors Full suite of administration services, i.e. new busine


View Job
Discovery Financial Advisors – Durban

Johannesburg City: Financial Advisor – Sales Representative posted by Aspire Batho Afrika

Dear Mzansi We are actively hiring in Braamfontein, Johannesburg We are looking for experienced insurance sales agent to sell long term insurance. This is a direct sales positionIf you can sell simply send your CV to Aspire Batho Afrika Financial Advisor


View Job
Financial Advisor – Sales Representative

Johannesburg: 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

Durban: Financial Advisor (Risk Products)

Requirements: Minimum 5 years experience as a Broker Consultant / Life Insurance Agent, etc. Ability to function at a strategic level whilst fulfilling operational responsibilities. Meet the FAIS honesty, integrity, and good standing requirements. Meet the


View Job
Financial Advisor (Risk Products)

Johannesburg: Liberty Financial Advisor posted by Liberty FA

Being a Financial Advisor is not a job but a long term noble profession. It is about providing your clients with financial security and building a long term relationship with them. At Liberty, we will give you that opportunity to partner with your clients


View Job
Liberty Financial Advisor

Gauteng: Financial Advisor posted by Liberty ECM

Job Overview A confident, driven and opportunistic individual is required to offer financial solutions and benefits to clients and in ultimately growing the business. This position entails effectively analyzing a clients needs to provide advice on suitable


View Job
Financial Advisor

Johannesburg: Financial Advisors posted by Engage Recruit

Requirements:Grade 12Degree related to Financial Industry preferredCertified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 creditsCompleted the class of business examCompleted the RE 5 examRegistered with the FSCA as a full repres


View Job
Financial Advisors

Johannesburg: Financial Advisor

Were all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to rea


View Job
Financial Advisor

Roodepoort: Salaried Financial Advisor

The Financial advisor is responsible for: Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy; Generating new business and preparing proposals to existing clients Client Portfolio Reviews Servicin


View Job
Salaried Financial Advisor

Share this to someone who needs a job:
Posted in Uncategorized

More Jobs in Your Area

Pretoria: Financial Advisor




Date 2024-03-15
Job Title Financial Advisor
Employer
More Information
Salary
Category Accounting Finance
Location Tshwane
/ Pretoria

Job Summary

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 investments products to Private Bank clients in accordance with FAIS legislation and according to professional financial advice guidelines.

Responsibilities:

Conducting analysis of the client’s financial affairs (including a Risk inventory), developing a financial plan (Six Step Financial Planning Process) and selling our client`s investments products directly to the clients should this be recommended in the financial plan Ensure that proper record keeping of advice is maintained Perform Annual Financial Reviews with clients Clients will be sourced through Private Bank Marketing or by referrals from the Private Bankers directly Build and maintain close relationships with Private Bankers and keep them informed in all activities with clients to ensure continued access and support Ensure credibility with clients and Private Bankers through professionalism and demonstration of expertise Assist with the sales and marketing of our client`s product range with other distribution or service channels Assist the Client Services Centre should phone in clients require advice or more technical (product and advice) support Assist regional Private Bank management with marketing and sales plans Always operate within the Private Bank business strategies and our client`s brand guidelines Develop and manage own sales plan and sales pipeline Extensive regional travel is required

Requirements:

Relevant tertiary qualification RE5 qualification is essential CFP would be preferred Experience in a Financial Advisory position Must have experience in dealing with High-Net-Worth clients Core competencies: Understanding of long-term insurance business and markets Knowledge and understanding of the relevant income tax and estate duty legislation Sound experience with financial planning processes Ensure that the core financial planning competencies are maintained through continuous training and development Client service orientated Excellent interpersonal skills Relationship building and networking Ability to organise and prioritise Ability to work under pressure Team player Must have initiative and be tenacious Ability to close a deal/sale

Financial Advisor position available in Tshwane, Pretoria. This job position was posted by . The job has been posted on 2024-03-15 in the Accounting Finance category

Click Go Apply to apply online!


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

Apply directly 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


Westville: Financial Advisor posted by Everlast Insurance Brokers

The successful candidate will provide holistic financial planning advice, including but not limited to long-term risk, investment, medical aid & gap and short-term. Grow and maintain existing client relationships, source new clients. Maintain, Service & pr


View Job
Financial Advisor

Gauteng: Financial Advisor Opportunity- Exciting New Business Venture posted by Star Consulting (Pty) Ltd

Discovery Limited is global company with health, life, and short-term insurance operations in multiple countries around the world. Our vitality shared-value insurance models have received international recognition and are committed to being a positive disr


View Job
Financial Advisor Opportunity- Exciting New Business Venture

Cape Town: Financial Adviser posted by Cornerstone Advisory Services

Experienced Financial Advisers and CFP Grads, Cornerstone Advisory Services, an affiliate of Liberty, are on the hunt for the next Financial Advisor superstar. Your Gig:- Ace financial advice: investments, insurance, retirement plans.- Navigate clients` fi


View Job
Financial Adviser

Bloemfontein: Financial Advisor posted by Hollard

We are hiring!Closing date: 29 March 2024Financial AdvisorRequirements:South African citizenGrade 12 MatricIdentify opportunities for new client acquisition.Monitor competition.Find prospective customers and new target segments.01 year of experience as a S


View Job
Financial Advisor

Pretoria: Financial Advisor

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 inves


View Job
Financial Advisor

Pretoria: Financial Advisor – Pretoria – Re5

A large and well-known company is looking for Financial Advisors to join their growing team. You will be responsible for providing comprehensive financial guidance and investment advice to clients. Your primary objective will be to help clients achieve the


View Job
Financial Advisor – Pretoria – Re5

Durban: Financial Advisor – Discovery

Job Description 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, protec


View Job
Financial Advisor – Discovery

Durban: Discovery Financial Advisors

Company is looking for experienced life and investment financial advisors to be based in Durban. Company offers the following: Provision of office space and full infrastructure for financial advisors Full suite of administration services, i.e. new business


View Job
Discovery Financial Advisors

Cape Town City Centre: Financial Advisor (Risk Products)

Requirements: Minimum 5 years experience as a Broker Consultant / Life Insurance Agent, etc. Ability to function at a strategic level whilst fulfilling operational responsibilities. Meet the FAIS honesty, integrity, and good standing requirements. Meet the


View Job
Financial Advisor (Risk Products)

Midrand: Financial Advisor Long Term Insurance/Life

Develop a robust personal network within the sales territory and represent the organization at industry events to identify sales opportunities. Source referrals and recommendations from existing customers and contacts to enhance the organization`s reputati


View Job
Financial Advisor Long Term Insurance/Life

Bloemfontein: Financial Advisor – Liberty Life – Bloemfontein posted by Liberty FA

Liberty, SA`s leading long term insurer is seeking a dynamic entrepreneurial minded Financial Advisor for our Bloemfontein offices. Background Founded in 1957 and now nearly 60 years later, with a presence in 16 African countries, Liberty has grown from be


View Job
Financial Advisor – Liberty Life – Bloemfontein

Pretoria: Financial Advisor

Our client is looking for Financial Advisors: Qualifications and requirements: Full Qualification ( 120 credits) RE5 2 years```` industry experience. Excellent interpersonal skills. Benefits Ability to work remotely Opportunity to earn up to 130% commissio


View Job
Financial Advisor

Durban: Financial Advisor

Our client is looking for Financial Advisors: Qualifications and requirements: Full Qualification ( 120 credits) RE5 2 years```` industry experience. Excellent interpersonal skills. Benefits Ability to work remotely Opportunity to earn up to 130% commissio


View Job
Financial Advisor

Johannesburg: Financial Advisor

Our client is looking for Financial Advisors: Qualifications and requirements: Full Qualification ( 120 credits) RE5 2 years```` industry experience. Excellent interpersonal skills. Benefits Ability to work remotely Opportunity to earn up to 130% commissio


View Job
Financial Advisor

South Africa: Financial Advisor

Our client is looking for Financial Advisors: Qualifications and requirements: Full Qualification ( 120 credits) RE5 2 years```` industry experience. Excellent interpersonal skills. Benefits Ability to work remotely Opportunity to earn up to 130% commissio


View Job
Financial Advisor

Johannesburg: Financial Advisors

Requirements: Experience in sales long term insurance experience Experience with long-term insurance products Must have driver`s licence and vehicle Proven sales record RE5 and Certified Financial planner (CFP) accreditation Lucrative packaged deals and be


View Job
Financial Advisors

Durban: Discovery Financial Advisors – Durban

Company is looking for experienced life and investment financial advisors to be based in Umhlanga. Company offers the following: Provision of office space and full infrastructure for financial advisors Full suite of administration services, i.e. new busine


View Job
Discovery Financial Advisors – Durban

Johannesburg City: Financial Advisor – Sales Representative posted by Aspire Batho Afrika

Dear Mzansi We are actively hiring in Braamfontein, Johannesburg We are looking for experienced insurance sales agent to sell long term insurance. This is a direct sales positionIf you can sell simply send your CV to Aspire Batho Afrika Financial Advisor


View Job
Financial Advisor – Sales Representative

Johannesburg: 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

Durban: Financial Advisor (Risk Products)

Requirements: Minimum 5 years experience as a Broker Consultant / Life Insurance Agent, etc. Ability to function at a strategic level whilst fulfilling operational responsibilities. Meet the FAIS honesty, integrity, and good standing requirements. Meet the


View Job
Financial Advisor (Risk Products)

Johannesburg: Liberty Financial Advisor posted by Liberty FA

Being a Financial Advisor is not a job but a long term noble profession. It is about providing your clients with financial security and building a long term relationship with them. At Liberty, we will give you that opportunity to partner with your clients


View Job
Liberty Financial Advisor

Gauteng: Financial Advisor posted by Liberty ECM

Job Overview A confident, driven and opportunistic individual is required to offer financial solutions and benefits to clients and in ultimately growing the business. This position entails effectively analyzing a clients needs to provide advice on suitable


View Job
Financial Advisor

Johannesburg: Financial Advisors posted by Engage Recruit

Requirements:Grade 12Degree related to Financial Industry preferredCertified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 creditsCompleted the class of business examCompleted the RE 5 examRegistered with the FSCA as a full repres


View Job
Financial Advisors

Johannesburg: Financial Advisor

Were all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to rea


View Job
Financial Advisor

Roodepoort: Salaried Financial Advisor

The Financial advisor is responsible for: Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy; Generating new business and preparing proposals to existing clients Client Portfolio Reviews Servicin


View Job
Salaried Financial Advisor

Share this to someone who needs a job:
Posted in Uncategorized

More Jobs in Your Area