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Financial Advisor jobs in Cape Town
My client is a reputable and award-winning independent financial advisory firm with branches in Johannesburg, Cape Town, and Durban. The firm is known for providing holistic financial planning and wealth management solutions to both individual and corporate clients, built on a foundation of integrity, professionalism, and a client-first approach. We are currently seeking a Financial Advisor...
Overview HireResolve has partnered with a leading Wealth and Fund Management firm who is looking for a Financial Advisor to join their team based at the Waterfront in Cape Town. As a boutique firm the offers a bespoke and personal service to their clients and they are seeking a Financial Advisor who will prioritise their client’s needs Responsibilities: Meeting individually with clients to...
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 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...
Job title: Financial Advisors Specializing in Health Location: Cape town Role Purpose: The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for the company’s health-related products. This role involves providing expert advice through comprehensive financial planning and delivering excellent client experience. The advisor will cater...
EXCLUSIVE AND UNIQUE OPPORTUNITY TO JOIN OUR INVESTMENT BANKING TEAM LOCATED IN MAURITIUS The deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. Founded in 2002 and now comprising of 97 different legal entities globally, deVere...
We are looking for Financia Advisors for the insurance industry Personal and Commercial lines who 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 Business Development Consultants for motor and household domestic insurance. Basic R 20000.00 plus UNCAPPED commission plus...
We are in search of experienced Financial Advisors with a proven track record who find themselves grappling with challenging changes in their current work environment and relationships. If you no longer experience the trust and security that were once prevalent or if you feel burdened by the cumbersome and relentless administrative and compliance requirements, hindering your ability to provide...
What being part of the Sigma Family means for you: As our business continues to grow and succeed, we’re on the lookout for exceptional individuals to join the Sigma Family as Collections Advisors in the Financial Services sector. Before diving into the details of this exciting role, let us share why becoming a part of Sigma is an incredible opportunity. Who are the Sigma Family? Our core...
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...
Location: East Rand, Nelspruit, Durban, Western-Cape We are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs. Role and Responsibilities: - Develop 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...
Closing Date2023/03/31Reference NumberMMH230303-23Job TitleFinancial Advisor - Cape Town CBDPosition TypePermanentRole FamilySalesClusterMetropolitan LifeRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceWestern CapeLocation - Town / CityCape TownIntroduction Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of...
📍 Cape Town – Atlantic Seaboard Only Are you a motivated and experienced financial advisor ready to take your career to the next level? Do you want to grow within a tech-powered, client-first, and entrepreneurially minded company that values integrity, results, and innovation? Metafin, a BlueStar business powered by Sanlam, is expanding its elite team in Cape Town! If you’re ready to plug into...
Job description- Our client requires financial advisors with RE5 accreditation, sales experience within the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer, and ensure they are offered the best cover to suit their respective needs.Key Duties, but not limited to:- Ensure all clients have a good understanding of...
Description This role offers an opportunity to build your financial advisory knowledge and assist in relationship management of our private clients through supporting a Financial Adviser. You will be able to execute certain products yourself and will be part of the broader Private Client ecosystem. You will build relationships with bankers to deliver a wholistic proposition to our clients. By...
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,...
Source sufficient lead generating opportunities- Maintain and update your Lead Generation Matrix on a weekly basis- Once a quote is requested the consultant must arrange a one on one meeting with the client in order to conduct a proper needs analysis and offer professional advice- Manage the lead generation process which includes group presentations, one on one consultations, ensuring regular...
Overview Hire Resolve’s client is urgently seeking the expertise of a Senior Financial Advisor located in Cape Town, SA. Your main responsibilities will include assessing clients’ financial situations, developing personalized financial plans, and providing recommendations on investments, insurance, and other financial products. You will also monitor clients’ portfolios, provide ongoing...
Financial Advisors Specializing in Health (Centurion and Cape Town) Role Purpose: The Financial Advisor specializing in Health will be responsible for acquiring, retaining, and growing a client base for the company’s health-related products. This role involves providing expert advice through comprehensive financial planning and delivering excellent client experience. The advisor will cater to...
What being part of the Sigma Family means for you As our business continues to thrive and expand, we are searching for exceptional individuals to become part of the Sigma Family as Financial Advisors. Before delving into the details of this role, let us explain why joining us at Sigma is a fantastic opportunity. Who are the Sigma Family? Our core mission is to #ImproveEverythingAlways, with a...