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Junior 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...
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...
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...
Job Classification Requisition: 124876 Location: Durban- Job Family- Sales And Services- Career Stream- Sales | Short-Term Insurance- Leadership Pipeline- Manage Self: Technical- FAIS Affected- FAIS Affected - YesJob Purpose- To drive penetration into the Nedbank banking customer base through relationship building and offering clients Nedbank Insurance solutions. Maintaining and growing of...
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,...
Company and Job Description: This organization operates in the office automation and business services sector, supporting a franchise network across Southern Africa. The Junior Financial Analyst will support senior finance team members with financial analysis, reporting, and franchise performance reviews. Key Responsibilities: - Assist with financial and operational analysis across business...
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...
Company and Job Description: This organisation operates in the office automation and business services sector, supporting a franchise network across Southern Africa. The Junior Financial Analyst works closely with senior finance professionals, getting involved in commercial analysis, franchise performance reviews, and the kind of numbers that drive real decisions. Key Responsibilities: Assist...
About us Woolworths Financial Services, or WFS as it is better known, is a Joint Venture with Absa Bank, that supports the Woolworths retail business by providing in-store credit in the form of the Woolworths Store Card and offering value-added services including credit cards, personal loans and short-term insurance as well as life insurance linked to other products. JUNIOR FINANCIAL PRODUCT...
• Communication and stakeholder management • Technical proficiency across BI platforms, financial systems, and data technologies (e.g. SQL, C#, Python) • Strategic problem-solving • Attention to detail • Presentation and data storytelling • High motivation and execution focus • Accountability and ownership • Stakeholder-oriented mindset with a focus on service quality • Coaching and team...
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...
Role: Junior Account Director Location:Durban, South Africa (hybrid) ROLE MISSION Working in partnership with our client, the Junior Account Director will lead the team to create powerful and impactful creative content & adaptations. The role delivers an exceptional level of strategic thinking, client service and creative thinking, Management of the OLIVER team, as well as having an active...
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,...
Key Responsibilities: - Assist with the preparation of monthly management accounts - Financial reporting and variance analysis - Budgeting, forecasting and cash flow management - Balance sheet reconciliations and month-end processes - Support year-end audits and statutory reporting - Assist with internal controls, policies and process improvements - Work closely with senior management to support...
About us Woolworths Financial Services, or WFS as it is better known, is a Joint Venture with Absa Bank, that supports the Woolworths retail business by providing in-store credit in the form of the Woolworths Store Card and offering value-added services including credit cards, personal loans and short-term insurance as well as life insurance linked to other products. JUNIOR FINANCIAL PRODUCT...
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,...