duties of a financial advisor

These jobs were popular with other job seekers Managed Outsourced Technology Solutions t/a MOTS Recruit Managed Outsourced Technology Solutions t/a MOTS Recruit Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers Duties & Responsibilities Develo...

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 minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that appl...

Liberty is searching for driven individuals who have a previous sales track record. You will be responsible for providing solutions to clients based on their financial situation. We are searching for individuals who have a strong network and who have the ability to build and maintain new business, developing strong relationships and providing an excellent service. Duties: New business development...

Liberty is searching for driven individuals who have a previous sales track record. You will be responsible for providing solutions to clients based on their financial situation. We are searching for individuals who have a strong network and who have the ability to build and maintain new business, developing strong relationships and providing an excellent service. Duties: New business development...

Liberty is searching for driven individuals who have a previous sales track record. You will be responsible for providing solutions to clients based on their financial situation. We are searching for individuals who have a strong network and who have the ability to build and maintain new business, developing strong relationships and providing an excellent service. Duties: New business development...

Liberty is searching for people who are determined to make a successful career as a Financial Adviser. Successful Advisers are competitive individuals who pride themselves on excellence in everything they do. We specialise in all aspects of personal financial planning, wealth protection, and creation. We pride ourselves in our culture, team, and the passion that we have to improve the lives of pe...

Liberty is searching for people who are determined to make a successful career as a Financial Adviser. Successful Advisers are competitive individuals who pride themselves on excellence in everything they do. We specialise in all aspects of personal financial planning, wealth protection, and creation. We pride ourselves in our culture, team, and the passion that we have to improve the lives of pe...

Liberty is searching for people who are determined to make a successful career as a Financial Adviser. Successful Advisers are competitive individuals who pride themselves on excellence in everything they do. We specialise in all aspects of personal financial planning, wealth protection, and creation. We pride ourselves in our culture, team, and the passion that we have to improve the lives of pe...

Liberty is searching for people who are determined to make a successful career as a Financial Adviser. Successful Advisers are competitive individuals who pride themselves on excellence in everything they do. We specialise in all aspects of personal financial planning, wealth protection, and creation. We pride ourselves in our culture, team, and the passion that we have to improve the lives of pe...

Momentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by using a defined set of Health capabilities. Role Purpose T...

Customer Service Technical Agents Required!We are currently in the market to recruit highly skilled technical agents to join our dynamic team!Responsibilities & DutiesProvide excellent customer experience through technical support.Serve as the interface between the customer and various departments.Troubleshoot and resolve customer issues promptly and efficiently.Document and track customer issues...

About The Role At GSF Car Parts, our Sales Advisors make it happen. They are outgoing, dynamic and passionate, and always ensuring they are giving the very best service. They care about their customers and our business, and this is part of the foundation to making our business so successful. We are looking for an outgoing Sales Advisor who as part of your role will support the branch by fully sat...

About The RoleAt GSF Car Parts, our Sales Advisors make it happen. They are outgoing, dynamic and passionate, and always ensuring they are giving the very best service. They care about their customers and our business, and this is part of the foundation to making our business so successful.We are looking for an outgoing Sales Advisor who as part of your role will support the branch by fully satis...

These jobs were popular with other job seekers Managed Outsourced Technology Solutions t/a MOTS Recruit Managed Outsourced Technology Solutions t/a MOTS Recruit Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers Duties & Responsibilities Develo...

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 minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that appl...

Basic to £26,000, plus benefits including, 33 days holiday, pension, life insurance, company rewards and incentives, OTE £45,000 £65,000 Overview: Rare opportunity for a CeMAP 1 qualified trainee mortgage broker or trainee mortgage adviser, trainee mortgage advisor to work for one of the best-known estate agency brands in the East London area, with full training, support towards the CeMAP qualifi...

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 minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that appl...

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 minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that appl...

These jobs were popular with other job seekersThe role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them. At a glance it is about championing our valued customers to achieve their lifetim...

These jobs were popular with other job seekers Managed Outsourced Technology Solutions t/a MOTS Recruit Managed Outsourced Technology Solutions t/a MOTS Recruit Are you passionate about finance and eager to launch your career in the field? We're seeking motivated individuals to join our team as Entry-Level Financial Advisors. In this role, you'll receive comprehensive training and mentorship to h...

These jobs were popular with other job seekers Braamfontein, East Gate, Cresta, Woodmead, Rosebank, and Menlyn Insurance and Wealth Creation Professionals t/a IWCP Braamfontein, East Gate, Cresta, Woodmead, Rosebank, and Menlyn Braamfontein, East Gate, Cresta, Woodmead, Rosebank, and Menlyn Insurance and Wealth Creation Professionals t/a IWCP Braamfontein, East Gate, Cresta, Woodmead, Rosebank, a...

Financial Adviser Life Bank (FAIS) page is loaded Financial Adviser Life Bank (FAIS) Apply remote type Hybrid locations Durban time type Full time posted on Posted Yesterday job requisition id R-15963725 Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with ou...

These jobs were popular with other job seekers Reference: JHB000961-VM-1Leading organisation within the "investments and financial services industry" requires a Risk Consultant for the Western Cape branch. Duties & Responsibilities Minimum 5 years' experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc.Life insurance experience is essentialShort-term insurance experienc...

These jobs were popular with other job seekers Reference: JHB000960-VM-1Leading organisation within the "investments and financial services industry" requires a Risk Consultant for the KZN branch. This position is based in Kloof / Gillitts. Duties & Responsibilities Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent, etc.Preference will be given to candidates with a CFPRE5 ...