advising clients jobs in Centurion

Role Purpose To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education. Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients t Role Purpose Responsible for configuring the O2 System accurately as well timely implementation and maintenance of...

Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the...

Introduction- Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations.We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network...

Overview Job Title: Wealth Adviser Assistant Location: Pretoria Salary: Competitive The Wealth Adviser Assistant will provide support to Wealth Advisers in a financial firm located in Pretoria. The ideal candidate will have a background in finance, excellent organizational skills, and the ability to work in a fast-paced environment. Key Responsibilities: Assist Wealth Advisers with client...

Job Location : Pretoria, Gauteng, South AfricaApplication Deadline : February 28, 2026 Job description: - The Adviser will be responsible for the Management of an allocated client base - Client face to face meetings - Liaising and providing feedback to clients - Handling client queries - Handling of incoming and outgoing calls - Following up claims with the relevant departments - Underwriting...

Designation: Wealth Adviser | Pretoria, Gauten Category: Client/Intermediary Services Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents Posted by: PSG Financial Services Posted on: 03 Oct 2024 Reference Number: POS39009 Closing date: 11-Oct-2024 Position Type: Permanent Location: Faerie Glen 298 Glenwood...

Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary - To follow the six steps of financial...

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...

Our client within the Financial Sector has a Senior Administrative Assistant position available. This person must implement and coordinate suitable processes and procedures to ensure the effective and efficient administration of the branch. This person will be an assistant to the Financial Advisor and must be experienced, have good internet skills, and be fluent in both English and Afrikaans....

JOB TITLE: District Branch Manager LOCATION: Centurion Johannesburg EMPLOYMENT TYPE: Permanent WORKING HOURS: Monday to Friday: 08h00 17h00 Saturday: 09h00 12h00 (6-day work week) Role Overview A well-established organisation within the funeral insurance sector is seeking a driven and self-motivated District Branch Manager to lead and manage a sales network within the Johannesburg district....

- Strong knowledge of the safety at sports and recreational events Act, Act 2 of 2010 - Proven experience in events management of the physical wellbeing and rights of people at sports cultural, religious and other events - Proven experience in safety, risk management security standards covering all aspects relating to safety certificates, spectator control and public liability insurance - Minimum...

ENVIRONMENT: A leading provider of Electronic Systems seeks a highly strategic-thinking Technical Product Manager who will be responsible for designing and supporting its competitive products that meet and exceed market and end-user requirements throughout the entire product lifecycle. You will ensure the technical integrity of baseline products in the Product Life Cycle Management (PLCM)...

MAIN PURPOSE OF THE JOB: To provide a professional agriculture, economics and valuation service to support the various Provinces in effectively managing collateral by conducting on-site visits to assess the condition and value of collateral for the Region highlighting any operational factors that may impact the conditional and future value of collateral. To conduct on-farm or on-site...

Duties & Responsibilities Key roles and responsibilities: - Responsible for all creditors to be paid accurately and timeously as well as timeous collections of debtors. - Creditors / Debtors - Maintaining creditor and debtor’s database on the ERP System. - Capturing invoices for month end (ERP System). - Allocation of payments to specific invoice and receipts - Email remittance to suppliers at...

Role Purpose Short-Term Insurance Advisers are committed, driven, results oriented advisers who can work on their own as well as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by Momentum Insure. Requirements - Matric/Grade 12 - FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if...

Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides...

Designation: Wealth Adviser | Pretoria, Gauteng Category: Client/Intermediary Services Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents Posted by: PSG Financial Services Posted on: 03 Oct 2024 Reference Number: POS39009 Closing date: 11-Oct-2024 Position Type: Permanent Location: Faerie Glen 298 Glenwood...

Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the...

Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides...

Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides...