duties of a financial advisor

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...

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...

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...

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...

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...

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...

Wealth Advisor Assistant Paarl Well-established Financial Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. The purpose of the role is to provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient and self-driven individual who thrives in a professional...

Wealth Advisor Assistant Paarl Well-established Financial Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. The purpose of the role is to provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient and self-driven individual who thrives in a professional...

Wealth Advisor Assistant Paarl Well-established Financial Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. The purpose of the role is to provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient and self-driven individual who thrives in a professional...

Job Summary To provide efficient and effective sales support, solutions, guidance and advisory service to prospects and/or potential students. The role of a student advisor involves programme/product sales to clients and prospects within the allocated region. Responsible for overall sales, support and activities, from school appointments, capturing, database mining, consulting to closing the sale...

PURPOSE OF ROLELesedi seeks an exceptional Chief Financial Officer (CFO) to play a vital role in steering the financial direction of the company. The CFO will have a broad mandate to oversee all financial aspects of the company, serve as a strategic advisor to the executive team, and ensure that financial strategies align with our long-term objectives. This strategic role demands not only financi...

Reference: GTG001398-CG-2 This environment offers a driven attorney to join the in-house team in corporate finance. Very reputable organization that can offer you great financial rewards. Your responsibilities would include assisting in general legal, compliance and company secretarial duties, internally for a corporate finance entity. Requirements LLB Admitted Attorney Minimum 4 years post-artic...

Reference: GTG001398-CG-2 This environment offers a driven attorney to join the in-house team in corporate finance. Very reputable organization that can offer you great financial rewards. Your responsibilities would include assisting in general legal, compliance and company secretarial duties, internally for a corporate finance entity. Requirements LLB Admitted Attorney Minimum 4 years post-artic...

To ensure service excellence at the point of sale by ensuring fast and efficient customer service and point of sale (POS) operational activities. Job Objectives: To efficiently direct and control all operational activities at the point of sale in a timely and efficient manner. To ensure the effective and safe management of stock and cash, minimising shrinkage and ensuring a high standard of gener...

To ensure service excellence at the point of sale by ensuring fast and efficient customer service and point of sale (POS) operational activities. Job Objectives: To efficiently direct and control all operational activities at the point of sale in a timely and efficient manner. To ensure the effective and safe management of stock and cash, minimising shrinkage and ensuring a high standard of gener...

Beauty Advisor NeededIs your interest in beauty and health more than "skin deep"? Do your friends and family members ask you for cosmetics advice? Are you up-to-date with the latest beauty trends and products? Do you like meeting new people, and helping make their outer beauty shine as brightly as their inner beauty?If so, you could be just the person we're looking for . . .The London Drugs team ...

Beauty Advisor Needed Is your interest in beauty and health more than "skin deep"? Do your friends and family members ask you for cosmetics advice? Are you up-to-date with the latest beauty trends and products? Do you like meeting new people, and helping make their outer beauty shine as brightly as their inner beauty? If so, you could be just the person we're looking for . . . The London Drugs te...

PURPOSE OF ROLE Lesedi seeks an exceptional Chief Financial Officer (CFO) to play a vital role in steering the financial direction of the company. The CFO will have a broad mandate to oversee all financial aspects of the company, serve as a strategic advisor to the executive team, and ensure that financial strategies align with our long-term objectives. This strategic role demands not only financ...

APPLY DIRECTLY VIA CRAYON HERE: you'll roleIn your role as the Financial Advisor, you must effectively plan, manage leads, and interact with potential clients in order to achieve company goals and objectives. Additionally, you will be in charge of evaluating the requests of healthcare and legal experts and recommending appropriate protective strategies.What you'll doAchieve objectives and targets...

Introduction Our client who is a MSP based in Rivonia is looking for a Technology Advisor. The Company is a technology driven company and make use of technology to better aid and support their clients. We're are looking for motivated and dynamic young individuals who want to further their career in the IT industry The salesperson, known as the Technology Advisor, plays a crucial role in solving p...

PURPOSE OF ROLE Lesedi seeks an exceptional Chief Financial Officer (CFO) to play a vital role in steering the financial direction of the company. The CFO will have a broad mandate to oversee all financial aspects of the company, serve as a strategic advisor to the executive team, and ensure that financial strategies align with our long-term objectives. This strategic role demands not only financ...

R20 000 > R35 000 Commission (excellent earning potential)Our client, looking to fill the role of Senior Para-Planner in their branch based in Irene, PretoriaPurpose of the role:To carry out the day-to day administrative, customer services, research and operational tasks and to provide Senior and Junior Planners with internal advice services:Research on advice-related issues to be utilised in cli...

Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 12 African countries includi...