financial advisor assistant jobs in Cape Town

A leading financial services provider in Cape Town is seeking a Regional Specialist Support role to assist Financial Advisors in practice development and sales execution. This role involves coordinating support, driving marketing strategies, and ensuring compliance within practices. The ideal candidate will have 3-5 years of experience in financial services support and a Grade 12 qualification. A...

A leading African financial services firm is seeking a Support Paraplanner in Cape Town to generate qualified leads and assist financial advisors. The role involves sourcing new business and maintaining existing client relationships through effective communication and telephonic service. Applicants must demonstrate strong customer focus and decision-making skills, ensuring accountability in...

TheFinancial Advisor Consultant (FAC)plays a key support role in the financial advisory process by enabling Financial Advisors (FAs) to focus on client interaction and sales. The FAC is responsible for managing the advisor’s diary, preparing files for meetings, handling all related sales administration, and ensuring the successful conversion of leads and appointments into new business...

A leading financial services firm in Cape Town seeks a candidate responsible for generating qualified leads for Financial Advisors. The role includes sourcing new business, understanding customer needs, and managing existing client relationships. Ideal candidates will exhibit strong communication and customer focus, as well as decision-making capabilities. This position is aligned with the...

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 a...

A financial services company is seeking a Personal Financial Advisor in Cape Town, South Africa. This entry-level role requires providing financial planning and advice, developing custom financial strategies, and guiding clients towards their financial goals. Candidates should have at least 12 months of relevant experience and complete necessary regulatory examinations. This full-time position...

If you’re motivated, people-focused, and hungry for more than a fixed salary and routine job titles, this is your opportunity to step into a career where your growth, income, and impact are directly tied to your effort. This is not a desk job. This is not a call-centre role. This is your chance to build a long-term professional business in financial services, backed by a nationally established...

About the job Financial Advisor (Short Term Insurance, Sales & Marketing) Location: Bree Street, Cape Town, South Africa Employment Type: Independent Contractor (6-month probation, potential for permanent) Company Overview: We are an Authorised Financial Services Provider specializing in short-term insurance solutions. Located in the vibrant heart of Bree Street, Cape Town, we pride ourselves...

Overview 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...

Reference: JHB000961-VM-1 Leading organisation within the investments and financial services industry requires a Risk Consultant for the Western Cape branch. Duties & Responsibilities - Minimum 5 years’ experience as a Broker Consultant or Life Insurance Agent / Financial Advisor. - Life insurance experience is essential. - Short-term insurance experience is an advantage. - Appropriate...

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...

A financial services provider in Cape Town is seeking a motivated Financial Advisor specializing in short-term insurance. The ideal candidate will have a proven sales track record, strong client relationships, and relevant finance qualifications. This independent contractor role allows for a 6-month probation period, with the opportunity for a permanent position based on performance. Candidates...

A leading financial services provider is seeking a Financial Advisor in Cape Town to deliver tailored financial advice and build long-term client relationships. The role focuses on revenue generation and compliance with financial regulations. Ideal candidates should have a Grade 12 qualification and meet FAIS 'Fit and Proper' requirements, along with strong communication skills. This opportunity...

A nationally established advisory firm seeks motivated individuals for the role of Financial Advisor in Cape Town. You will be provided with world-class training, mentorship, and the opportunity to build a professional business in financial services. The position offers uncapped income and a performance-driven progression pathway. Ideal candidates will have strong communication skills and a...

A leading health and wellness company is looking for Financial Advisors to provide tailored financial solutions in their stores nationwide. You will engage with customers face-to-face, helping them make informed decisions about their financial needs. Ideal candidates will have proven sales performance, two to four years of experience in an advice-giving role, and strong interpersonal skills. This...

A financial services company is seeking a Financial Advisor Consultant (FAC) to support Financial Advisors fostering client relationships and driving sales. The role focuses on administrative tasks, managing appointments, and ensuring meticulous client data management. Successful candidates will possess strong organizational skills, written and verbal communication abilities, and a sales-oriented...

A leading financial services provider in South Africa seeks a Financial Advisor to deliver professional and relevant financial advice, while fostering long-term client relationships. The ideal candidate will be responsible for prospecting new clients, achieving sales targets, and maintaining compliance in client interactions. This role offers a unique opportunity for growth within a supportive...

About the job Financial Advisor - Long-Term Insurance Location: Cape Town, South Africa Job Description:We are seeking a skilled and motivated Financial Advisor specializing in long-term insurance to join our team in Cape Town. The ideal candidate will be responsible for providing expert financial advice and guidance to clients, focusing on long-term insurance products and solutions. Key...

TheFinancial Advisor – Investmentsis responsible for providing expert investment advice and financial planning services to clients. This includes assessing clients’ financial goals and risk profiles, developing tailored investment strategies, and maintaining long-term advisory relationships. The Advisor must operate within the framework of the Financial Advisory and Intermediary Services (FAIS)...

A leading financial services provider in Cape Town seeks a financial advisor to enhance market share through exceptional client service and sound financial advice. You will promote SRM products, maintain compliance, and facilitate client retention efforts. Ideal candidates must have Matric, RE5 is a plus, and be FAIS compliant. This role offers opportunities for career growth within a company...