Financial Advisor jobs experience required

To find out more, click Apply or head on over to Crayon to review the full spec and apply? you'll roleIn your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both the company's goals and objectives as well as your own. You will provide bespoke financial advice to local and internati...

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...

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:...

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. Responsi...

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. Responsi...

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 financing needs.Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng / Western C...

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 financing needs. Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng / Western...

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 solutions from a predefined package of benefits. Job Objectives: To manage the long-term relationship between Liberty@Work and the client, not...

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 solutions from a predefined package of benefits. Job Objectives: To manage the long-term relationship between Liberty@Work and the client, not...

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 solutions from a predefined package of benefits. Job Objectives: To manage the long-term relationship between Liberty@Work and the client, not...

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 solutions from a predefined package of benefits. Job Objectives: To manage the long-term relationship between Liberty@Work and the client, not...

What is a financial adviser? The role of a financial adviser is one that demands utmost professionalism, integrity and a customer centric approach. An accredited financial adviser commands the respect and trust of those customers who are entrusting their and their families' financial futures to them. The role calls for a formal inhouse training, the completion of the prescribed Regulatory exams, ...

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 solutions from a predefined package of benefits. Job Objectives: To manage the long-term relationship between Liberty@Work and the client, not...

We are a part of the Hollard stable based in Centurion and we are looking for experienced and qualified Financial Advisors. Financial Advisers must have experience selling risk cover including: -1.Life Cover.2.Disability Cover.3.Critical Illness Cover.4.Key-person Cover.5.Buy-and-sell agreements.Candidates should be in possession of: -1.RE5 / RE1 Optional2.Fully Qualified (minimum level NQF5 or s...

We are a part of the Hollard stable based in Centurion and we are looking for experienced and qualified Financial Advisors. Financial Advisers must have experience selling risk cover including: - 1. Life Cover. 2. Disability Cover. 3. Critical Illness Cover. 4. Key-person Cover. 5. Buy-and-sell agreements. Candidates should be in possession of: - 1. RE5 / RE1 Optional 2. Fully Qualified (minimum ...

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 solutions from a predefined package of benefits. Job Objectives: To manage the long-term relationship between Liberty@Work and the client, not...

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 solutions from a predefined package of benefits. Job Objectives: To manage the long-term relationship between Liberty@Work and the client, not...

Opportunity to start your career in the Financial Services Sector. We are looking for a dynamic candidateto join us inimproving people'slives by making their financial freedom possible. With extensive training, support and development opportunities...We're looking for a sales professional with experience bringing in new leads and closing deals. You'll be an expert relationship-builder and great a...

Role Purpose Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insurance (MI). Business Development Consultants advise primarily on motor and household domestic insurance. Responsibilities and work outputs Source sufficient lead gener...

Customer Experience Advisor page is loaded Customer Experience Advisor Apply locations Johannesburg time type Full time posted on Posted 3 Days Ago job requisition id R12403 Job DescriptionTo provide excellent customer experience by welcoming customers, understanding their requirements, and managing the waiting experience by directing customers to the correct channels (eChannel's and Self Service...

Position: Discovery Financial Advisor Location: NationalAluma Capital strives to be South-Africa's leading Asset and Fund Management Company. In partnership with Discovery Invest we provide several investment options to our clients, including long-term insurance and retirement annuity products. Who are we looking for? A Financial Advisor (financial agent / broker) who will be responsible for sell...

Financial Planner About the company: We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax and estate planning to medical practitioners nationally. About the role: We are seeking suitably experienced financial advisor's who are self-motivated, dynamic and who share a passion for service excellence to join our growing team. The role i...

Financial Planner - (CFP or CFA Preferred) About the company: We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax and estate planning to medical practitioners nationally. About the role: We are seeking suitably experienced financial advisor's who are self-motivated, dynamic and who share a passion for service excellence to join our...

Customer Experience Advisor page is loaded Customer Experience Advisor Apply locations Johannesburg time type Full time posted on Posted 3 Days Ago job requisition id R12403 Job DescriptionTo provide excellent customer experience by welcoming customers, understanding their requirements, and managing the waiting experience by directing customers to the correct channels (eChannel's and Self Service...