financial advisor assistant jobs in Ballito

Company Description DNP Wealth is a progressive Wealth and Financial services business dedicated to delivering uncompromised service and custom solutions. We provide advice on Life Cover, Retirement, Investment, HealthCare, Business Insurance, Employee Wellness With a focus on clarity and actionable strategies, we simplify complex financial markets using insights and expertise. Our mission is...

Company Description The Hereford Group, an affiliate of Liberty Life, was established in 1995 and is a leading financial advisory organization with a strong presence in South Africa's major hubs: Gauteng, Western Cape, and Kwa-Zulu Natal. We provide a diverse range of services, including Personal Financial Planning, Investment Management, Employee Benefits, Retirement Planning, and Estate...

Company Description Lonfin Group (A franchise of Sanlam) Role Description This is a full-time on-site role located in Umhlanga. The Experienced Financial Advisor will provide clients with personalized financial advice, develop comprehensive financial plans, and guide clients to make informed decisions about investments, retirement planning, and financial strategies. The role requires...

Purpose of the Job: The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs. Scope of the Job: This is a commission-based role of holistic...

SKILLS AND EXPERIENCE REQUIRED: - Strictly Min. 3 years "Insurance" sales and Business Development (Sales) experience in Financial products. - Must have Proven sales 'success" in Financial Products. - Min. Matric - plus valid drivers license SALES DUTIES;- Calling on Government Departments and Corporate Companies.- Scheduling appointments with Employers to do presentations for Debt...

Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description Requirements: Skills, Qualifications and Experience required · Grade 12 (Matric). · Valid Driver's licence and Own Car · FAIS Compliance · Clear criminal and credit check · Minimum of 3 years working experience (preferably in sales) · Computer...

Designation: Wealth Adviser Assistant | Ballito / Umhlanga, KwaZulu-Natal | Permanent Category: Administration and Operations Job Level: Semi-skilled and discretionary decision making Posted by: PSG Financial Services Posted on: 17 Dec 2025 Reference Number: POS39603 Closing date: 30-Dec-2025 Position Type: Permanent Location: Ballito Simbithi Office Park Overview: VACANCY |...

We're a youth street brand that is accessible to our edit customer aged We empower our community to express themselves through fashion, music, sports and art - because we believe in more than just selling clothes. We believe in real people, real stories & real connection. We thrive off culture. Everything that we do is anchored in authentic edge and confident attitude. We sell product that...

Retail Team Member Typo is on a mission to become the global leader in stationery, travel, and gifting. As we gear up for an ambitious brand refresh, we're looking for Sales Assistants who can turn big ideas into even bigger realities.​ We design products that bring personality to your everyday, turning the expected into the unexpected, the ordinary into the extraordinary. Whether you're...

German Customer Support | Retail Customer Service | International Call Centre Role About the Opportunity We are hiring a German-Speaking Customer Service Advisor to join a stable, international retail project in our Durban North Coast on-site office. This role is ideal for customer-focused professionals looking for long-term career stability, structured growth, and international exposure. You...

Requirements: Certificated/ Degree/ Diploma in Accounting/ Commerce/ Finance/5 years experience in a similar role Duties: - Invoicing - Credit Control - Recons - Adhoc - Assist with accounts payable and receivable processes - Reconcile bank statements and company credit card transactions - Maintain accurate financial records and documentation - Liaise with internal departments and external...

Crescent Star (Pty) Ltd is a privately held property and investment company with a diverse portfolio that includes real estate and business interests. The company operates through a select team of highly qualified professionals who provide strategic advisory and management expertise to advance its objectives. We are seeking an experienced Legal Advisor with a strong business mindset to provide...

Job Description Job Overview Are you a natural-born salesperson? Do you always put your customers first no matter what? Well, if you answered YES, then you are the perfect fit to join us as a Customer Sales Advisor Who are we? We're a proud partner to many leading manufacturer and retail brands worldwide, providing appliance breakdown protection. Basically, if someone's fridge, dishwasher or...

Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers 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.Act responsibly with work related resources...

As an independent financial brokerage, our client provides a wide array of Financial Services to its Professional clients in the market including Risk, Investment, and Estate Planning. They pride themselves in providing exceptional client services unmatched within the industry. Responsibilities: - Pitch our business to potential new clients and schedule appointments with existing clients for...

Financial Planner / Business Owner Envestpro KZN – Umhlanga | Entrepreneurial Career Opportunity | Build Your Own Business At Envestpro KZN, we partner with high-performing professionals who are ready to take control of their careers and create long-term, meaningful success. We're not just offering a job — we're offering a platform where you can build your own financial advisory business,...

Who are we?Sanlam Life Ltd is one of the top financial services providers in the South African market.We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth.Our company is built...

The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well established platform. Because this period is recognised as the building period, the intern will have to be target orientated and motivated by incentive remuneration, as the package is incentivised and linked to sales...

Company Description Lonfin Group is a Sanlam Bluestar Franchise with branches nationally Role Description This is a full-time on-site role for a Financial Advisor, located in Umhlanga. The Financial Advisor will provide tailored financial advice to clients, including financial planning, investment consultation, and retirement planning. Responsibilities include assessing clients' current...

Job Description Job Overview Working in our claims department you'll be a key point of contact for customers with insurance claims queries. As a business which strives to provide fair and timely resolution for our customers, we want to ensure that their concerns are appropriately handled every time. Your main objective when you engage with our customers will be to understand, address and resolve...