Financial Advisor jobs in Mthatha

Branch Consultant / Financial Advisor - Lusikisiki Date: 11 Apr 2025 Location: Mthatha, Eastern Cape, ZA 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...

Financial Adviser | Mthatha, Eastern Cape We are seeking an experienced Financial Adviser to provide long-term life risk and financial planning advice within a limited architecture framework. The role focuses on delivering tailored insurance solutions, managing client portfolios, and building a sustainable adviser practice. Key Responsibilities: - Advise clients on life assurance and long-term...

Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description na Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. Responsibilities Customer Service Provide a quality service to customers while...

A leading financial institution seeks a Future Branch Advisor in Mthatha, Eastern Cape. The role involves providing excellent customer service, building relationships, and analyzing customer needs to recommend appropriate banking solutions. Candidates should have a relevant NQF 5 qualification and 1-2 years of experience in client services. This position offers opportunities for personal and...

Description Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process. Hello Future Branch Advisor Welcome to FNB, the home of the #changeables. We strive to be a trusted partner helping to create a better world by...

Requisition and Specialist Recruiter Information REQ 143106 - Lebogang Monate Pipeline Advert for future roles Cluster and Location Personal and Private Banking - Consumer Channel Cape Town Nothern Suburbs, Somerset West and Stellenbosch Career Stream Sales Leadership Pipeline Manage Self: Technical (MST) FAIS Affected FAIS Affected - Yes Client Advisor - Client Advisor – Northern...

A financial services company located in Mthatha is seeking a dynamic team manager to lead a group of Financial Advisors. This role involves motivating the team to ensure excellent client experiences and achieving sales targets. Candidates should have a NQF Level 5 qualification, RE5 certification, and at least 3 years of experience in the financial services sector, including a minimum of 2 years...

Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser. Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licenced Financial...

Description na Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. Responsibilities Customer Service Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex...

A leading financial services provider in South Africa is seeking a Financial Advisor in Mthatha. This role focuses on providing sound financial advice while enhancing client relationships and driving sales. Successful candidates will have at least 1 year of experience in sales or marketing, preferably within the insurance sector, and must be compliant with FAIS requirements. This position...

Job Description Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process. Future Branch Advisor Hello Future Branch Advisor Welcome to FNB, the home of the #changeables. We strive to be a trusted partner helping...

Requisition and Specialist Recruiter Information REQ 143105 - Lebogang Monate Pipeline Advert for future roles Cluster and Location Personal and Private Banking - Consumer Channel Cape Town Central Suburbs Career Stream Sales Leadership Pipeline Manage Self: Technical (MST) FAIS Affected FAIS Affected - Yes Client Advisor - Cape Town Central Suburbs Job Purpose Educate clients on...

BBranch Consultant/ Financial Advisor - Matatiele Date: 21 Aug 2024 Location: Mthatha, Eastern Cape, ZA 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...

Requisition and Specialist Recruiter Information REQ 143104 - Lebogang Monate Pipeline Advert for future roles Cluster and Location Personal and Private Banking - Consumer Channel Cape Town Nothern Suburbs, Somerset West and Stellenbosch Career Stream Sales Leadership Pipeline Manage Self: Technical (MST) FAIS Affected FAIS Affected - Yes Client Advisor - Cape Town: Northern Suburbs,...

Description Requirements: Skills, Qualifications and Experience required Grade 12 (Matric).Valid Driver’s licence and Own CarFAIS Compliance (NQF Level 5 FSCA Approved Qualification)Clear criminal and credit checkMinimum of 3 years working experience (preferably in sales)Computer literacy (MS Word, Powerpoint and Outlook)Excellent communication skills (written and verbal)Presentations skills an...

A leading financial institution in Mthatha seeks a dedicated professional to enhance customer experience and achieve sales targets. This role requires managing account migrations, growing the client base, and ensuring compliance with governance and audit requirements. Applicants should have at least an NQF 4 qualification, with NQF 5 preferred, and 1-3 years of relevant client experience. The...

A leading financial services provider in South Africa is seeking a Branch Consultant/Financial Advisor for their Lusikisiki branch. The successful candidate will promote financial products, provide sound advice, and manage client relationships effectively. Responsibilities include understanding client needs, maintaining portfolios, and delivering exceptional service. Applicants should have a...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser. Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licenced Financial...

A leading South African financial services provider is seeking a Branch Consultant/Financial Advisor in Mthatha to provide expert financial advice and enhance client relationships. Candidates should possess a Matric qualification and ideally have experience in sales or marketing. The role involves managing client profiles, ensuring compliance with regulations, and reporting on daily activities....

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,...