Our Value Proposition: Up to 7 different income streams from services rendered to clients. Professional and Efficient office support. In-house Training, Support and Development Ongoing training and mentorship. Access to Liberty Product Specialists Fully paid office expenses. We are a dynamic company that provides you with all the support through our boutique type environment. We allow you to focu...
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...
Who are we?Sanlam Developing Markets SDM (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life c...
Aspiring Financial Advisor (NK Highway) page is loaded Aspiring Financial Advisor (NK Highway) Apply locations Durban time type Full time posted on Posted 30 Days Ago job requisition id JR-50253 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 ...
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...
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 entrepreneurial spirit to join one of Africa's leading insurance companies.The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying the...
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 AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.The role at a glance is about championing our valued customers to achieve their ...
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 AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.The role at a glance is about championing our valued customers to achieve their ...
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...
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...
These jobs were popular with other job seekersOur Client is looking for an individual to provide advice, guidance, recommendations on the adherence of regulatory compliance practices in client facing divisions (1st line) ensuring compliance regulatory risks are identified, assessed, and reported on for the Group. Job Description Identify and manage all Regulatory requirements of the Group which i...
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...
We are seeking a highly skilled and experienced Accountant to join our team. You will be responsible for managing all financial aspects related to family trusts and holding companies, ensuring compliance with legal and regulatory requirements, and optimizing financial strategies to meet the family office objectives. The ideal candidate will possess strong analytical skills, attention to detail, a...
We are seeking a highly skilled and experienced Accountant to join our team. You will be responsible for managing all financial aspects related to family trusts and holding companies, ensuring compliance with legal and regulatory requirements, and optimizing financial strategies to meet the family office objectives. The ideal candidate will possess strong analytical skills, attention to detail, a...
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...
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...
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...
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...