Financial Advisor jobs in Stellenbosch

Company Description Sanlam, Africa's insurance giant, is dedicated to helping individuals achieve financial confidence. With a commitment to open conversations about finances, Sanlam provides a range of insurance and investment solutions to empower people in their financial journey. The company is located in Cape Town and offers on-site opportunities for employees to collaborate and contribute...

Job Description: Monitor and forecast cash positions across multiple entities, including subsidiaries and project vehicles Engage with local and international banks on treasury products, foreign exchange, guarantees, and letters of credit Assist in negotiating banking facilities and project finance structures Build and refine detailed project finance models to assess investment returns, funding...

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...

Are you ready to make a meaningful impact in a forward-thinking engineering environment? We are seeking a Financial Analyst to support project development, financing, and execution, with a focus on financial modelling, investment evaluation, and transaction support. In this role, you will assess project economics, contribute to debt and equity structuring, and support key capital initiatives...

Location: Johannesburg (Rosebank) or Cape Town (Stellenbosch) Employment: Full-term, permanent position Work Model: Hybrid work model (2 days per week in office) WHO ARE WE? The Genasys story began in 1997 with a visionary founder who recognised that software was the key to revolutionising insurance efficiency and delivering exceptional customer experiences. From humble beginnings, we've...

Company Description At Zen BlueStar, we strive to bridge the gap between financial confidence and wellness. Our team of expert financial planners is committed to offering holistic financial planning to our clients, addressing all their financial and fiduciary needs. Based in the picturesque town of Somerset West and authorized by Sanlam, we are dedicated to understanding your specific needs to...

Being a FINANCIAL ADVISOR is not a job but a long-term noble profession. It is about providing your clients with financial security and building a long-term relationship with them. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals. Minimum Requirements: - Minimum of 2 years in a Financial Advisory Role - Computer Literate - RE 5...

Job Description, 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...

Job Advert Summary:Purpose of the Job:Scope of the Job:It is a tied agency role of own lead generation. We have a competitive risk commission structure with a range of 55% to 100% commission split. An Advisor's performance determines mobility up these risk commission splits. It is a commission only position from month 13. We provide work tools (laptop with headset and 3G card). The position...

Company DescriptionOUTsurance has been propelling the South African insurance industry forward for the last 24 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values.Our continued success can be attributed to OUTstanding employees who set the bar high with their energy and expertise. If you’re keen...

Role Purpose Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability. Requirements - Matric/ N4 Equivalent Qualification. - FAIS requirements based on DOFA date - Relevant regulatory...

In support of the iMas Finance transformation strategy, preference will be given to candidates from the designated groups. Why Join Us? At iMas Insurance Brokers, you'll be part of a dynamic and growing team where your experience will directly contribute to our success and make a significant impact in our non-life division. Job Purpose Effective marketing of life assurance and funeral products...

Role Purpose Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability. Requirements - Matric/ N4 Equivalent Qualification. - FAIS requirements based on DOFA date - Relevant regulatory...

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,...

Being a Financial Advisor/Broker is not a job but a long term noble profession. It is about providing your clients with financial security and building a long-term relationship with them. We are a well established Financial Instituition looking at appointing 20 motivated individuals in the Old Mutual, Metropolitan, Sanlam, Avbob space. Minimum Requirements: - Go Getter - Money Hungry - Reliable...

Metropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 7 African countries...

Role Purpose Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability. Requirements - Matric/ N4 Equivalent Qualification. - FAIS requirements based on DOFA date - Relevant regulatory...

Metropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 7 African countries...

Being a FINANCIAL ADVISOR is not a job but a long-term noble profession. It is about providing your clients with financial security and building a long-term relationship with them. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals. Minimum Requirements: - Minimum of 2 years in a Financial Advisory Role - Computer Literate - RE 5...

Role Purpose Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability Requirements Requirements - Matric/ N4 Equivalent Qualification. - FAIS requirements based on DOFA date - Relevant...