Job Advert Summary:Minimum Requirements:Formal Qualification: - Bachelor’s degree in commerce or related field essential. - CFP and/or investments related honours degree an advantage. - RE5. Experience: - At least 3 to 5 years’ experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business. - Discretionary Fund Manager’s and/or...
Our client is looking for a Paraplanner within the financial sector. Key Responsibilities - Client Case Preparation: Gather and analyse clients financial information, such as income, expenditure, assets, liabilities, insurance policies, and existing investments. Compile comprehensive files to ensure advisers are equipped with all necessary data before client meetings. - Financial Research and...
Do you thrive on building strong relationships and helping high-net-worth clients grow and protect their wealth? This is your opportunity to join a dynamic financial services team as a Private Banker, where youll provide tailored advice, innovative solutions, and holistic financial strategies to help clients achieve their life goals. Responsibilities: Empower Clients with Expert Advice: -...
Overview 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...
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Qualifications and Experience A minimum of Matric or equivalent A minimum 12 months’ financial services experience as a Financial Adviser A minimum of Long-term Insurance Class of Business completion. Completion of additional FAIS requirements such as Investments...
What you'll do - Proactively engage with prospective residential and commercial clients. - Educate customers on products benefits, savings, return on investment, and intelligent energy management. - Generate leads, manage inquiries, and nurture relationships from first contact to signed proposal. - Prepare and present professionally tailored quotes and ROI analyses. - Collaborate with...
Description:To receive / return stock to and from Suppliers and / or other Stores. Updating of the goods receiving vouchers onto the system and labelling of the stock. Ensure stock received is despatched to the floor for merchandising. Requirements: - Grade 12 plus 1(one) year related experience or minimum of 2 (two) years related experience - Ability to communicate in English and preferably...
Role OverviewAs a Financial Adviser within an Old Mutual franchise, you will provide tailored financial solutions to individuals, families, and small businesses. Operating under a globally recognized brand, you will leverage Old Mutual’s resources while enjoying the autonomy of a franchise model. Your role focuses on fostering financial security through expert advice on investments, insurance,...
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,...
Description:Accurate handling of all Point of Sale (POS) transactions and documentation, thereby ensuring Customer satisfaction. Ensure that no goods / stock pass through the Point of Sale (POS) without it being paid for. Requirements: - Grade 12 or minimum of 1 (one) year work related experience - Ability to communicate in English and the dominant language spoken in the geographical area where...
Who are we? What will you do? Minimum Qualification Required- NQF4/Matric/Standard 10- FAIS credits/Full Insurance Qualifications (depending on Dofa)- Financial Services Board Regulatory Exams (RE5) completed- NQF 5 & NQF 6 advantageous- Must have your own motor vehicle- Valid code B driver’s license- Minimum Experience- Minimum 3 years’ experience in the commercial insurance industry- Minimum...
Description:Accurate handling of all Point of Sale (POS) transactions and documentation, thereby ensuring Customer satisfaction. Ensure that no goods / stock pass through the Point of Sale (POS) without it being paid for. Requirements: - Grade 12 or minimum of 1 (one) year work related experience - Ability to communicate in English and the dominant language spoken in the geographical area where...
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...
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,...
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,...
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...