A leading financial services firm in Pretoria is seeking a highly competent Junior Financial Advisor to manage client portfolios and provide tailored financial planning solutions. The ideal candidate will hold a CFP® designation and a Postgraduate Diploma in Financial Planning, with at least 2 years of client-facing experience. This role provides an excellent mentorship opportunity, emphasizing...
Senior Financial Advisor Gauteng and KZN We are looking for a Senior Financial Advisor to join our business in Johannesburg and KZN. At Momentum the role of the financial adviser goes beyond offering advice. It is about forming a meaningful partnership with clients to guide them towards achieving their financial goals. As a financial adviser, your role is to help clients create strategies for...
About the Role We are seeking a highly skilled and motivated Senior Financial Advisor to join an elite team focused on delivering exceptional financial guidance to high-net-worth individuals and businesses. This is a key leadership position where youll work directly with senior clients to craft bespoke financial strategies, managing both their wealth and legacy with precision and care. As a...
An established industry player is seeking a knowledgeable Financial Advisor / Trust Officer to join their team in Knysna. In this exciting role, you will provide comprehensive financial advice and services, focusing on investment strategies, estate planning, and trust administration. Your exceptional communication and interpersonal skills will help you build strong relationships with clients,...
A leading financial advisory firm is seeking an experienced Financial Advisor to join their winning team in Johannesburg. This role offers full admin support, allowing you to focus on your clients while enjoying ongoing training and industry-leading benefits. The ideal candidate will have an NQF5 qualification in Financial Planning and 5+ years of experience. Ready to take your career to new...
A leading financial services provider in Klerksdorp is seeking an Established Financial Advisor for a full-time, on-site role. The successful candidate will be responsible for providing expert financial planning, retirement planning, and investment strategies. Strong analytical and communication skills are essential, along with relevant financial certifications. This position offers a key...
A financial services firm in South Africa is seeking a National Recruitment Leader to work with advisors and brokers. Enjoy the flexibility to set your own schedule while building streams of income through competitive commission splits. Applicants should have a driver's license, at least 120 FAIS Credits, and 3 years of experience in Financial Services. This role provides practice-building...
A leading financial services recruitment agency is seeking a Long Term Financial Advisor in Johannesburg to provide comprehensive financial advice and maintain strong client relationships. Ideal candidates should have a Matric, RE5 Certification, and be committed to client service excellence. This full-time role involves building a client portfolio and requires reliable transport. Attractive...
A financial services company in Pretoria is seeking a Senior Financial Wellness Consultant to assist corporate employees in improving their financial wellbeing. This role involves evaluating financial situations, providing personal loan solutions, and educating employees on financial health principles. A Matric qualification, 2 years of experience in the financial services sector, and a driver's...
A financial services company is seeking an Advancing Financial Adviser in Limpopo, Musina. This role involves strengthening customer relationships and identifying sales opportunities through consultative selling. The ideal candidate should possess skills in customer feedback management and effective communication. An NQF Level 5 certification or equivalent is required. The position is crucial for...
A recruitment agency is seeking a qualified legal professional in Johannesburg. The candidate will assist in minimizing legal risks for businesses by providing legal advice and support, managing litigation, and conducting legal research. Applicants must hold an LLB degree, have at least 5 years of financial services experience, and demonstrate the ability to draft complex legal documents. This...
A leading South African bank is seeking a dedicated Client Service Representative in Cape Town to provide personalized financial solutions and exceptional client service. The ideal candidate should have 3-6 years of banking experience, strong relationship management skills, and an advanced diploma. Key responsibilities include nurturing client relationships, identifying sales opportunities, and...
Berghshire Wealth BlueStar is a committed team of elite financial planners devoted to finding solutions to suit every client's specific financial needs. Based in all three major provinces of South Africa, our financial experts have built long-lasting relationships with our clients and we have a solid industry track record based on in-depth knowledge of the markets, products and industry...
A leading financial services firm in Pretoria is seeking an experienced Administrator to assist Financial Advisors. The role includes scheduling meetings, processing documentation, and maintaining client portfolios. Candidates should have Grade 12, strong communication skills in Afrikaans and English, and at least 5 years of experience in a financial advisory practice. A valid driver's license...
Location: Constantia, Cape Town, South Africa (National travel required) About the Role This is a senior role for an individual with a proven track record in the employee benefits space. The successful candidate will manage and service existing employee benefit clients , secure new clients through referrals from affiliate companies , and help expand a national client base. The role also involves...
Overview Hire Resolve’s client is urgently seeking the expertise of a Senior Financial Advisor located in Cape Town, SA. Your main responsibilities will include assessing clients’ financial situations, developing personalized financial plans, and providing recommendations on investments, insurance, and other financial products. You will also monitor clients’ portfolios, provide ongoing...
Our client is a well-established provider ofcomprehensive financial solutions, offering a range of products including lifeinsurance, short-term insurance, disability cover, medical aid, investments,retirement annuities, estate planning, and wills. They are committed to helping individuals andbusinesses secure their financial futures with tailored financial advice. - We are recruiting motivated,...
A leading financial services company is seeking a Senior Financial Advisor in Johannesburg and KZN. The ideal candidate will build meaningful client relationships, develop tailored financial strategies, and guide clients towards their financial goals. Applicants should have a valid South African ID, a Grade 12 certificate, and 3 years of advisory experience. This full-time position offers an...
A financial services firm in Scottburgh, KwaZulu-Natal is seeking a full-time MFC Salaried Financial Advisor. The ideal candidate will have sales experience and a strong customer service orientation. Key responsibilities include providing quality service, developing customer relationships, and analyzing solutions to problems. Candidates must have a valid driver's license and own vehicle, with a...
A leading insurance company in South Africa is seeking self-motivated individuals to champion customers' financial goals. Responsibilities include procuring new business and expanding sales with existing customers. Ideal candidates must possess strong consultative selling skills and relevant certification. This role offers an opportunity to make a significant impact in the financial lives of...