financial advisor cape town

Our client based in the Insurace/Financial Sector requires Financial Advisors.Offices are in Irene, Alberton and Tygervalley.You must be money hungry and put the client s needs first. Desired Expereince & Qualifications : Matric/Grade 12 RE5 NQF5-Wealth Management/Financial Planning plus experience in the Insurance Industry. This position is office based. A Laptop and phone will be provided Remun...

As a leading South African financial services provider, Liberty serves individual, business and institutional clients and we have developed a unique platform to continue to strengthen our leadership position. It is important for everyone to have a financial plan in place that leads us to where we want to be in life. Joining a team of winners, you will set up your own business within one of the mo...

Job DescriptionTo assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Wealth Advisors through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.Hello future Banking Advisor,FN...

Job DescriptionTo assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Wealth Advisors through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.Hello future Banking Advisor, F...

Job Purpose Effective marketing of life assurance and funeral products within the Bellville- Western Cape area Job Outputs: Selling of life assurance and funeral policies Conducting clients needs analysis Following up on leads Servicing new and existing members Quality control of new business Qualifications and Experience Matric/Grade 12 FAIS credits on NQF level 4 as per FSCA legislative require...

Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a 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:...

Direct Reporting Line:Head of Finance & AccountingVarsity Collegeis an educational brand of The Independent Institute of Education (The IIE). The IIE enjoys the reputation of being at the forefront of private higher education in South Africa, and is registered with the Department of Higher Education and Training (DHET) to provide higher education qualifications accredited by the Council on Higher...

Direct Reporting Line: Head of Finance & Accounting Varsity Collegeis an educational brand of The Independent Institute of Education (The IIE). The IIE enjoys the reputation of being at the forefront of private higher education in South Africa, and is registered with the Department of Higher Education and Training (DHET) to provide higher education qualifications accredited by the Council on High...

If you want to enter the Wealth Management Industry , then a Liberty Financial Sales Adviser Graduate Career Opportunity is probably one of the best things that you can do. Enjoy the privilege of working with top class Management and Support professionals within the field. At Liberty we employ more than 6 000 people across 7 businesses. Every day, our employees grow their knowledge by working wit...

Liberty is a leading South African financial services group which offers a comprehensive range of investment and long-term insurance products and services to meet the changing financial, investment and lifestyle risk situations of both the personal and corporate markets. Liberty Group aims to be the market leading investment and insurance company in Africa. Liberty is committed to treating all ou...

If you want to enter the Wealth Management Industry , then a Liberty Financial Sales Adviser Graduate Career Opportunity is probably one of the best things that you can do. Enjoy the privilege of working with top class Management and Support professionals within the field. At Liberty we employ more than 6 000 people across 7 businesses. Every day, our employees grow their knowledge by working wit...

As a leading South African financial services provider, Liberty serves individual, business and institutional clients and we have developed a unique platform to continue to strengthen our leadership position. It is important for everyone to have a financial plan in place that leads us to where we want to be in life. Joining a team of winners, you will set up your own business within one of the mo...

As a leading South African financial services provider, Liberty serves individual, business and institutional clients and we have developed a unique platform to continue to strengthen our leadership position. It is important for everyone to have a financial plan in place that leads us to where we want to be in life. Joining a team of winners, you will set up your own business within one of the mo...

As a leading South African financial services provider, Liberty serves individual, business and institutional clients and we have developed a unique platform to continue to strengthen our leadership position. It is important for everyone to have a financial plan in place that leads us to where we want to be in life. Joining a team of winners, you will set up your own business within one of the mo...

These jobs were popular with other job seekers Reference: JHB000961-VM-1 Leading 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 essential Short-term insurance experi...

Introduction one of the 4 major banks in the country. Description Tied Advisor Role Purpose Engage with prospective clients to understand their financial needs. Provide financial advice and recommend Life and Investment products that align with the clients' financial requirements. Accurately record client information, produce records of advice and sales details Achieve sales, quality and conversi...

We looking for Financial Advisors for commercial lines for short term insurances Who are expected to generate their own leads Reach targets Close the deal Meet continuing professional development objectives as required by the industry Keep up to date and fully informed on product comparisons with opposition products Ensure that you are up to date with all own product changes Be compliant in all a...

The 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. The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financia...

Tied Advisor Role PurposeEngage with prospective clients to understand their financial needs.Provide financial advice and recommend Life and Investment products that align with the clients financial requirements.Accurately record client information, produce records of advice and sales detailsAchieve sales, quality and conversion targets.Comply with legislative regulations and adhere to all compli...

time type Full time posted on Posted 2 Days Ago job requisition id R12617 Job DescriptionTo provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests in the Cape Town region. Job DescriptionTo provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and pr...

time type Full time posted on Posted 2 Days Ago job requisition id R12617 Job DescriptionTo provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests in the Cape Town region. Job DescriptionTo provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and pr...

Job DescriptionTo provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests in the Cape Town region. Achieve net profit growth for business Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions Manage existing clients and grow portfolio through m...

time type Full time posted on Posted 2 Days Ago job requisition id R12617 Job DescriptionTo provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests in the Cape Town region. Job DescriptionTo provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and pr...

time type Full time posted on Posted 2 Days Ago job requisition id R12617 Job DescriptionTo provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests in the Cape Town region. Job DescriptionTo provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and pr...