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financial advisor assistant jobs in Fourways
Company Description We suggest you enter details here. Role Description This is a full-time hybrid role for a Financial Advisor based in Hurlingham, with some flexibility for remote work. The Financial Advisor will be responsible for providing personalized financial planning services, developing strategies for investments and retirement planning, and offering knowledgeable financial advice to...
Our client is a trusted provider in the Wealth Managementand Risk Solutions space, offering clients holistic advice and tailoredstrategies to protect and grow their financial well-being. Their core servicesinclude life insurance, disability cover, risk management, retirementplanning, estate planning, and investments, with additional solutions inmedical aid, short-term insurance, and wills. They...
Are you passionate about finance and eager to begin a rewarding career in the insurance and financial advisory industry? We are looking for enthusiastic individuals to join our team as Entry-Level Financial Advisors. This is an excellent opportunity for those with limited or no experience — you will receive comprehensive training and mentorship from industry professionals. Key Responsibilities-...
Introduction A leading Financial Services company based in Johannesburg, is currently seeking a motivated, entrepreneurial and client-focused Financial Advisor to join their team. Duties & Responsibilities - Provide financial planning and advice to individual and corporate clients. - Build and manage a sustainable book of business. - Conduct client reviews, needs analysis, and provide tailored...
Job Number- 73003 Job Type- Permanent Job Title- Assistant to Financial Advisor Computer Skills- MS Office Industry- Financial Services City- Johannesburg Province- Gauteng- Capturing and taking minutes of meetings from Financial Advisors interaction with clients;- Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing;-...
Job Specification: Financial Advisor Our clients are looking for qualified and experienced Financial Advisors to join their teams. The successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills, a customer-focused approach, and the necessary...
As a Financial Advisor, you will manage a portfolio of clients, provide ongoing financial planning support, and develop new business opportunities. You will offer advice on investment strategies, retirement planning, estate planning, and risk management, while ensuring compliance with all financial regulations. The role requires a confident, client-focused professional with strong technical and...
Financial Advisor Financial Advisor Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer: Commission-based earning potential Location: South of Johannesburg Hybrid working model with flexibility for home working Opportunity to build and grow your client portfolio Career advancement in financial services What You''''''''ll Do: Provide...
Department: Distribution Retail Channel Reports to: Regional Team Lead Location: Dis-Chem Stores Nationwide You became a Financial Advisor to make a difference, to help people make informed decisions for them and their loved ones. At Dis-Chem Life, we are giving you the platform to do just that. Welcome to the frontline of protection. At Dis-Chem Life, we are doing it differently. We are...
Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent financial planning firm? A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking a highly competent Junior Financial...
Financial Advisor Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer: - Commission-based earning potential - Location: South of Johannesburg - Hybrid working model with flexibility for home working - Opportunity to build and grow your client portfolio - Career advancement in financial services What You''''ll Do: - Provide clients with expert...
Job title: Financial Advisor Salary: Commission-based Vacancy: Full time Location: Krugersdorp, Gauteng What We’re Looking For: Matric (Grade 12) – Compulsory RE5 Certificate – Required A natural “people’s person” – outgoing, confident, and great at building relationships Strong sales skills and a proven track record in sales Self-motivated with a drive to succeed Excellent communication and...
Job Overview: We are seeking a highly motivated and experienced Financial Advisor to join our team, specializing in long-term insurance. The ideal candidate will have a strong background in financial services, particularly in long-term insurance, and be passionate about helping clients achieve financial security and peace of mind. In this role, you will be responsible for advising clients on...
Description To deliver exceptional financial advisory and intermediary service and education to Private Clients. The Private Financial Advisor will provide financial advice, focusing on insurance and investment solutions. The role requires FAIS accreditation, product expertise, and strong client engagement skills. Hello Future Private Financial Advisor Welcome to FNB, the home of the...
Company Description- We have an exciting position for a Financial Reporting Advisor (18 months Fixed Term Contract) who will ensure accurate, compliant reporting of consolidated financial data. Finances are vital. You’ll help us see where we’re going. Guided by our purpose and our values, we enable both high performance and purposeful action as we aim to “re-imagine mining to improve people’s...
Job Specification: Financial AdvisorOverview Our clients are looking for qualified and experienced Financial Advisors to join their teams. The successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills, a customer-focused approach, and the...
Financial Advisor Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer: - Commission-based earning potential - Location: South of Johannesburg - Hybrid working model with flexibility for home working - Opportunity to build and grow your client portfolio - Career advancement in financial services What You'll Do: - Provide clients with...
Our client is a well-established provider ofcomprehensive financial solutions, offering a range of products including lifeinsurance, short-term insurance, disability cover, medical aid, investments,retirement annuities, estate planning, and wills. They are committed to helping individuals andbusinesses secure their financial futures with tailored financial advice. - We are recruiting motivated,...
Location: Constantia, Roodepoort, Gauteng Position: Long-Term Financial Advisor Platinum Talentis proud to represent a distinguished client in the financial services sector,currently seeking multiple seasoned Long-Term Financial Advisors to jointheir thriving long-term division. This is an exceptional opportunity forprofessionals who are passionate about empowering clients through...
Financial Advisor – Health Products Specialist Location: Meyersdal, Johannesburg, Gauteng Industry: Financial Services | Health Products Focus RE5 Certification Required Requirements Minimum Requirements - RE5 Certification – non-negotiable - Matric (NQF Level 4) – further financial or health product-related qualifications are advantageous - Minimum 2 years’ experience in financial advising...