Academy Financial Advisor Jobs in South Africa - Page 4
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Financial Advisor Dainfern
Humankind Group
South Africa
customer-focused innovation and service excellence to the financial services industry. We're an undivided team of past their limits. The Financial Advisor will be responsible for conducting financial needs analysis for needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice. Sell Customer potential. Maintain an in-depth understanding of Financial Services Industry external regulation, and industry
share this job on whatsappFinancial Advisor And Risk Consultant
Ultra Personnel : Pharmaceutical, Insurance, EngineeringDurban
Leading organisation within the "investments and financial services industry" requires a Risk Consultant opportunities within the client bases of their panel of financial planning partner's practice Prepare comprehensive short term insurance leads from the company's financial planning partners On receipt of the client's consent clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment Communicate
Financial Advisor (risk Products) NEW
HeadhuntersDurban
the Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate
Financial Advisor Durban NEW
HeadhuntersDurban
the Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate
Financial Advisor Louis Trichardt NEW
Ikusasa Recruitment GroupLouis Trichardt
R40 000.00 The Adviser is responsible for the selling of short-term commercial and personal insurance products and services to the right clients Responsibilities: Aggressive selling of short-term products specialising in commercial and personal lines Quotations for clients Follow up on leads Building a client
Financial Advisor Cape Town NEW
Executive Search AfricaCape Town Region
Globex Financial Services we pride ourselves in our PERSONALISED approach to holistic Financial Planning Our aim is to continually develop professional Financial Planners who offer clients PEACE OF MIND, knowing knowing that their families/Companies/Assets are financially sound and secure amidst unexpected events in changing world. WHAT DOES A FINANCIAL ADVISOR DO? Creates and protects the financial security and wealth of of others, assists clients to acheive their financial dreams and maintains clients portfolios, creates
Head Of Health Academy / Certified Financial Planner (cfp Status) Negotiable
Trinergy Business Solutions LtdPretoria
of interns that want to have a career in the financial services industry Create a curriculum (internship activities of trainers and trainees in the Training Academy. Conducts performance evaluations that are timely relationships with colleagues and clients throughout the financial services environment, both within and outside outside of the organization. Keep up to date with financial product information. Interns to be placed under in Financial Planning with CFP status RE5 Experience: Min of 5 years' experience in the financial services
Financial Advisor Ekurhuleni (east Rand)
Liberty Group LtdEkurhuleni
What is a financial adviser? The role of a financial adviser is one that demands utmost professionalism and a customer centric approach. An accredited financial adviser commands the respect and trust of those who are entrusting their and their families' financial futures to them. The role calls for a formal inhouse prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As an accredited financial adviser with Liberty, you will represent the ideals
Junior Financial Advisor Cape Town
Insphired Recruitment SolutionsCape Town Region
and top ups from existing clients • Provide a financial roadmap and investment solution • Manage client's Managing AUM and Net Flows, Post graduate Diploma in Financial Planning - CFP Relevant B Com degree or CA or
Senior Financial Advisor Cape Town
Hire ResolveCape Town City Centre
urgently seeking the expertise of a Senior Financial Advisor located in Cape Town, SA. Your main responsibilities include assessing clients' financial situations, developing personalized financial plans, and providing recommendations other financial products. You will also monitor clients' portfolios, provide ongoing financial analysis clients achieve financial success. Requirements: Minimum 10 years experience as financial advisor CFP English
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