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Financial Advisor jobs in Durban
We are looking for experienced Financial advisors for our client in Umhlanga. Requirements are as follows: Own vehicle Sales experience 2 years + Achieved RE5 Achieved Wealth Management NQF 5 or 120 credits Demonstrated commission average of R15 000
Job Location : Durban, KwaZulu-Natal, South AfricaApplication Deadline : February 11, 2026 Job description: - This is a career-track position for an ambitious graduate looking to become a fully licensed Representative and Key Individual (KI). - Initially, you will focus on Short-Term Insurance (Commercial & Personal Lines) and Investments to build a solid foundation in risk management. - Over...
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...
Salaried Financial Advisors: Durban --------------------------------------------------------------- Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for...
Job Overview:Date Posted: Posted 11 hours ago-Location: Durban, Kwazulu Natal-Job Title: Financial Advisor-Education Level: Diploma-Job Level: Intermediate-Minimum Experience: 1 - 3 YearsFinancial Advisor position available in Durban.:The role of financial advisor demands utmost professionalism, rectitude and client-centricity in order to achieve proficiency in business development and good...
Role Purpose Managing and servicing of direct personal lines insurance portfolios whilst ensuring a balance between the company's business priorities including growth and client retention whilst adhering to the Insurance needs of clients, in conjunction with Financial Services Regulations. Requirements: - Matric/Grade 12 - 3 Years' Experience in Servicing - 120 FAIS Credits - Own vehicle -...
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,...
2years- Client/Prospect portfolio preparation and analysis- Assisting clients with Vitality and Vitality Drive- Proactively manage client queries- Prepare quotes (on all product lines), updating schedules, monitor and manage claims, process new business, investment switches and transfers,- Scheduling client meetings- Keep up to date with latest product and benefits- Manage compliance system-...
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 literacy (MS Word, Powerpoint and Outlook) · Excellent communication skills (written and verbal) · Presentations skills an added...
Location: Derby Downs Office Park, Westville. SouthAfrica Join our client as a Long Term Financial Advisor in theirlong term division, where you’ll deliver holistic, client-centered financialadvice that aligns with FAIS requirements. This role focuses on understandingclient needs to create tailored financial plans, upholding their values ofinnovation, empathy, and excellence. Platinum Talent is...
Advisor Location- Durban, South AfricaLanguage- English*** Job Advert: - Let your wanderlust and passion for people inspire you to start a new career as a Travel Advisor at Webhelp. Working on an exciting international travel campaign, you’ll be based in our vibrant Durban office and become a part of a high-energy team of individuals, motivated to help customers feed their travel bug. We are...
Job Description I am hiring for our client (Financial Services Company) based in Durban. Preference: ACI candidates. Requirements: •Relevant Marketing & / Sales degree / Diploma. •FAIS Credits (min 30 credits in short term insurance if DOFA is before 2010). •Full recognized qualification as per FSCA qualification list (beneficial). •Knowledge of the current regulatory environment (FAIS,...
Job Location : Durban, KwaZulu-Natal, South AfricaApplication Deadline : February 13, 2026 Job 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...
Description To deliver an exceptional customer experience by understanding and responding to individual needs and aspirations. Provide tailored, value-adding solutions in a fast-paced environment, while consistently adhering to company policies and proceduresExecute own work in accordance with the organisational values and code of ethics.Comply with and adhere to identified governance and...
We have an exciting opportunity for experienced life and investment Sales advisors in KZNJob description:Serves as an advisor to provide an advice-based approach to financial solutionsActively solicits new and existing investments and insurance solutionsBased on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customersUses sales...
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,...
Advisor Location- Durban, South AfricaLanguage- English*** Job Advert: - Are you the work hard/play hard type? We have an opportunity for goal-driven go-getters to join vibrant Durban office of bubbly beings who bring fun to work every day! We’re looking for a team of fast learners and quick thinkers to jumpstart their career as Customer Service Advisors working on an international...
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...
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,...
Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment executive sales financial planners to be based in its Durban & Gauteng...