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.Responsibi...
Are you ready to turn your business mindset into a rewarding career in finance? Seeking a path that combines your passion for business with the opportunity to guide others toward financial success? Join us as a Financial Advisor and embark on a journey where every day is an adventure in innovation and empowerment. As a Financial Advisor, you will: Craft tailored financial strategies that empower ...
Currently hiring for interested and enthusiastic Old Mutual agents/ financial advisors that has prior experience in sales. The position will require you to market Old mutual products to clients and selling funeral policies. Salary : Commission based only. Requirements : Matric , Regulatory examinations ( advantageous) and previous working experience in financial services industry. If you are a Sa...
Elevate the art of risk management by crafting inventive insurance plans that not only protect assets but also unlock hidden opportunities. We believe in client-centricity. You will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilising extensive expertise to provide financial advice to customers, grow your client base, and prospect for new c...
Financial Adviser
Elevate the art of risk management by crafting inventive insurance plans that not only protect assets but also unlock hidden opportunities. We believe in client-centricity. You will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilising extensive expertise to provide financial advice to customers, grow your client base, and prospect for new c...
Key Activities: Source, develop and nurture your own client base by networking and prospecting Source new business from retained clients and by means of referrals Meet clients in person to provide them with financial planning advice and solutions Sales as an outcome of needs analysis conducted and advice provided Identify a clients insurance and investment needs, risk tolerance and profile, other...
MAKE 2024 YOUR YEAR OF SUCCESS At Liberty we're More Than Insurance. We are not afraid to step outside the box and release the potential for ultimate success. We allow you to carve your own professional path in many areas. In the field, our Advisers provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customer's uniq...
Elevate the art of risk management by crafting inventive insurance plans that not only protect assets but also unlock hidden opportunities. We believe in client-centricity. You will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilising extensive expertise to provide financial advice to customers, grow your client base, and prospect for new c...
MAKE 2024 YOUR YEAR OF SUCCESS At Liberty we're More Than Insurance. We are not afraid to step outside the box and release the potential for ultimate success. We allow you to carve your own professional path in many areas. In the field, our Advisers provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customer's uniq...
Key Activities: Source, develop and nurture your own client base by networking and prospecting Source new business from retained clients and by means of referrals Meet clients in person to provide them with financial planning advice and solutions Sales as an outcome of needs analysis conducted and advice provided Identify a clients insurance and investment needs, risk tolerance and profile, other...
JOIN an opportunity aimed at enhancing your Career. Liberty offers comprehensive training for the next generation of Liberty Financial Advisers. Our program takes a holistic approach by incorporating technical, sales, and soft skills training to fully position the new advisers for success. The Financial Adviser in training will learn to build their practice with the learning from the support and ...
MAKE 2024 YOUR YEAR OF SUCCESS At Liberty we're More Than Insurance. We are not afraid to step outside the box and release the potential for ultimate success. We allow you to carve your own professional path in many areas. In the field, our Advisers provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customer's uniq...
Key Activities: Source, develop and nurture your own client base by networking and prospecting Source new business from retained clients and by means of referrals Meet clients in person to provide them with financial planning advice and solutions Sales as an outcome of needs analysis conducted and advice provided Identify a clients insurance and investment needs, risk tolerance and profile, other...
Key Activities: Source, develop and nurture your own client base by networking and prospecting Source new business from retained clients and by means of referrals Meet clients in person to provide them with financial planning advice and solutions Sales as an outcome of needs analysis conducted and advice provided Identify a clients insurance and investment needs, risk tolerance and profile, other...
Elevate the art of risk management by crafting inventive insurance plans that not only protect assets but also unlock hidden opportunities. We believe in client-centricity. You will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilising extensive expertise to provide financial advice to customers, grow your client base, and prospect for new c...
Liberty is honoured to be a high-quality provider within the insurance industry and is focused on growing our business. We are currently hiring talented Financial Advisers to proactively identify and sell a broad array of products to our VALUED customers. As a Financial Adviser your primary responsibilities include: Go above and beyond for customers: Aspire to deliver world class customer service...
If you are searching for a meaningful career that offers the opportunity to make a difference in the lives of customers and you want to work for a company that is a leader in its field, you will find it at Liberty. Requirements: Laptop Clear credit record Clear criminal record Industry experience (advantageous) Own vehicle Skills: A high degree of determination Exceptional problem-solving and dec...
Commissioned Financial Advisor page is loaded Commissioned Financial Advisor Apply locations Potchefstroom time type Full time posted on Posted 6 Days Ago job requisition id JR-51372 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who have a passionate entr...
Commissioned Financial Advisor page is loaded Commissioned Financial Advisor Apply locations Vredenburg time type Full time posted on Posted Yesterday job requisition id JR-53869 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who have a passionate entrepre...
Aspiring Financial Advisor page is loaded Aspiring Financial Advisor Apply locations Bloemfontein time type Full time posted on Posted Yesterday job requisition id JR-51308 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for self-motivated and dynamic individuals wh...
Aspiring Financial Advisor page is loaded Aspiring Financial Advisor Apply locations Potchefstroom time type Full time posted on Posted 2 Days Ago job requisition id JR-51368 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for self-motivated and dynamic individuals ...
Commissioned Financial Advisor page is loaded Commissioned Financial Advisor Apply locations Johannesburg time type Full time posted on Posted 2 Days Ago job requisition id JR-53830 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who have a passionate entre...
Salaried Financial Advisor page is loaded Salaried Financial Advisor Apply locations Pretoria time type Full time posted on Posted 3 Days Ago job requisition id JR-53813 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This role provides advice on a specific range of products to a specific allocated...
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