advising clients jobs in George

A leading financial services firm seeks an Advancing Financial Adviser in George. The role requires a minimum Matric qualification and 12 months of experience in financial services. Successful candidates will demonstrate consultative sales skills and a strong customer service focus. Additional qualifications related to long-term insurance and a valid driver’s license are required. Join us in...

Momentum George, Western Cape, South Africa 1 month ago 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...

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 SummaryTo identify the long term (life) risk and give...

Empowering Africa’s tomorrow, together…one story at a time. Job Summary To identify the long term (life) risk and give advice to clients on their life assurance needs using the limited architecture framework. To provide solutions for the client’s long term insurance and financial planning needs by regularly reviewing the client’s portfolio in order to build a sustainable broker practice. Job...

A leading insurance company is seeking self-motivated and dynamic individuals to join their team in George, South Africa. The role involves championing customers' financial goals, advising on financial needs, and expanding sales with existing clients. Candidates should have at least 24 months of financial industry experience, a Senior Certificate, and a valid driver's license. Join the journey to...

A leading financial institution is seeking a Private Wealth Advisor in George, Western Cape, to provide exceptional service and financial solutions to clients. The ideal candidate should possess a relevant degree, have 3 to 5 years of experience in financial advising, and demonstrate strong knowledge of investment and wealth management principles. Responsibilities include managing portfolios,...

A financial services provider in South Africa seeks a Wealth Manager to advise high-income clients on investments and financial planning. The ideal candidate will possess a relevant degree and a Certified Financial Planner qualification, with experience in managing client portfolios. Responsibilities include analyzing financial data, providing proactive financial insights, and ensuring compliance...

Job Summary G4S Cash Solutions (SA), a leading provider of integrated cash management solutions, has a vacancy for an Planner based at our operations in George, reporting to the Branch Manager. We welcome applications from all suitably qualified candidates, but SA citizens will have a distinct advantage. Key Performance Areas (KPAs) Operations Planning and Coordination - Responsible and...

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...

- Maintain the company’s brand reputation and ethos in a professional manner at all times. - Conduct an average of ten client calls per day, ensuring that a weekly call report is completed and submitted to the Sales Manager. - Complete a client call planner and ensure it is repeated on a four-to-six-week cycle. - Monitor sales performance and gross profit activities. - Present and sell company...

HR Manager (Agriculture/Nursery) Our client is looking for an experienced HR Manager to lead the People function across farm, lab, and nursery operations in George, Western Cape. This role partners closely with operational leaders and reports to the Group Head of HR. This is a full time, in-office, permanent position. Salary offered: Market related and negotiable (dependent on experience and...

Job Classification Job Family Sales and Service Career Stream Client Service Leadership Pipeline Manage Self: Technical (MST) FAIS Affected Job Purpose To educate clients on the convenience, security and functionality of digital and self-service solutions; processing cash transactions and cash fulfillment (i.e.balancing and replenishment) and performing first line device maintenance in...

A leading financial services provider in South Africa is seeking a Wealth Manager to provide financial advice to high income clients. The role demands a strong background in investment planning, with duties including advising clients on financial products and achieving sales targets. Ideal candidates should have experience as a Wealth Manager alongside relevant qualifications such as a degree in...

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...

A leading South African insurance company seeks self-motivated individuals for the Aspiring Financial Adviser position in George. This role involves championing customers by identifying their financial needs, providing sound advice, and implementing effective financial plans. Candidates should possess a Matriculation Certificate and have dynamic entrepreneurial skills. Join us in making a...

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 identify the long term (life) risk and...

A leading financial institution in South Africa is looking for a Life Assurance Adviser to provide tailored financial solutions to clients. Responsibilities include establishing client relationships, preparing financial analyses, and recommending financial products to meet client needs. Ideal candidates will have a Further Education and Training Certificate in Business or relevant field and...

Business Development Consultant - Plettenberg Bay MMH250806-22 Momentum Bitou, Western Cape, South Africa Role Purpose: Business Development Consultants 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...

Job Location: George, Western Cape, South Africa Application Deadline: February 13, 2026 Are you someone who can: - Inform and educate customers on products and services to ensure retention of existing customers, increase sales revenue and increase the organisation's customer base. - Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer...

Business Development Consultant - George Momentum George, Western Cape, South Africa 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...