What being part of the Sigma Family means for you: As our business continues to grow and succeed, we’re on the lookout for exceptional individuals to join the Sigma Family as Collections Advisors in the Financial Services sector. Before diving into the details of this exciting role, let us share why becoming a part of Sigma is an incredible opportunity. Who are the Sigma Family? Our core...
Description : This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending...
Description of the role:Our client based in the Cape Town are looking for qualified and non-qualified Financial Advisors to join their well established team. RequirementsMatric (Grade 12)Own reliable vehicle RE5 Certificate (advantage)CPD Hours (advantage)NQF5 Wealth management (advantage)Competencies: Self driven and Target orientatedExisting Book would be an advantageOutspoken and outgoing...
As a Financial Advisor, you will manage a portfolio of clients, provide ongoing financial planning support, and develop new business opportunities. You will offer advice on investment strategies, retirement planning, estate planning, and risk management, while ensuring compliance with all financial regulations. The role requires a confident, client-focused professional with strong technical and...
Key performance areas: Documentation Processing - Income reviews i.e. managing reminders, preparing docs for Advisor to discuss with client, changes etc. - Coordinate and produce annual reviews incl. reports etc. - Emails, system management and follow ups of any instructions incl. obtaining proof and checking correctness. Personal Effectiveness - Accountable for service delivery and take...
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....
Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer: Commission-based earning potential Location: South of Johannesburg Hybrid working model with flexibility for home working Opportunity to build and grow your client portfolio Career advancement in financial services What You''''ll Do: - Provide clients with expert financial advice and...
Department: Distribution Retail Channel Reports to: Regional Team Lead Location: Dis-Chem Stores Nationwide You became a Financial Advisor to make a difference, to help people make informed decisions for them and their loved ones. At Dis-Chem Life, we are giving you the platform to do just that. Welcome to the frontline of protection. At Dis-Chem Life, we are doing it differently. We are...
Job Specification: Financial Advisor Our clients are looking for qualified and experienced Financial Advisors to join their teams. The successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills, a customer-focused approach, and the necessary...
Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent financial planning firm? A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking a highly competent Junior Financial...
Financial Advisor in the Insurance Industry.Commission basis only.Flexible working hours.Minimum qualification is Grade 12Positions available in Uitenhage/Port Elizabeth/Queenstown/East London/Cape Town/Pretoria/Bloemfontein/Kuruman.
My client is a reputable and award-winning independent financial advisory firm with branches in Johannesburg, Cape Town, and Durban. The firm is known for providing holistic financial planning and wealth management solutions to both individual and corporate clients, built on a foundation of integrity, professionalism, and a client-first approach. We are currently seeking a Financial Advisor...
Job Specification: Financial AdvisorOverview Our clients are looking for qualified and experienced Financial Advisors to join their teams. The successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills, a customer-focused approach, and the...
JOIN OUR TEAM AS A FINANCIAL ADVISOR! Are you passionate about helping others achieve their financial goals? Do you have a passion for numbers and a desire to build a rewarding career in the financial services industry? Look no further! A leading financial services organisation in South Africa, with over six decades of excellence, offers an exciting opportunity for aspiring financial...
Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer: =ذÜ Commission-based earning potential =ØÍÜ Location: South of Johannesburg <Øàß Hybrid working model with flexibility for home working =ØÈÜ Opportunity to build and grow your client portfolio =Þ Career advancement in financial services What You'll Do: =ءÜ Provide clients with expert...
Description : This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending...
Description of the role:Our client based in Pretoria are looking for qualified Financial Advisors and non-qualified aspiring financial advisors to join their well-established team. RequirementsMatric (Grade 12)Own reliable vehicle RE5 CertificateCPD HoursNQF5 Wealth managementCompetencies:1 week product training and accreditation.3 weeks sales and field training.Clients gifts supplied.Tablet with...
Description of the role:Our client based in the Cape Town are looking for qualified and non-qualified Financial Advisors to join their well established team.RequirementsMatric (Grade 12)Own reliable vehicleRE5 Certificate (advantage)CPD Hours (advantage)NQF5 Wealth management (advantage)Competencies:Self driven and Target orientatedExisting Book would be an advantageOutspoken and outgoing...
Description : This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending...
Financial Advisor Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer: - Commission-based earning potential - Location: South of Johannesburg - Hybrid working model with flexibility for home working - Opportunity to build and grow your client portfolio - Career advancement in financial services What You'll Do: - Provide clients with...