Financial Advisor
Area: Randburg, Gauteng
Salary: well-known Financial Service provider and they are looking to recruit Financial Advisors to provide businesses individuals with sound advice regarding their financial planning and investments.
Dutie
individually with clients to determine their financial objectives, risk tolerance, income, expenses and
a variety of financial products and services
Independent Financial Advisor position available for young, ambitious, confident, self-driven individual individual at JWE CORP, an independent financial services provider, well established in Rynfield Benoni since Conduction financial planning & financial advice within the framework of the Financial advisory intermediary & RE 5 will be beneficial. Insurance & financial services industry experience not neccesary but
Independent Financial Advisor position available for young, ambitious, confident, self-driven individual individual at JWE CORP, an independent financial services provider, well established in Rynfield Benoni since Conduction financial planning & financial advice within the framework of the Financial advisory intermediary & RE 5 will be beneficial. Insurance & financial services industry experience not neccesary but
The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting Investments Financial Planning on commercial and personal short-term insurance, Medical aids Financial Advice
lives of others by providing uniquely tailored Financial Plans for investments, insurance, and retirement This is a full-time hybrid role for a Financial Advisor / Financial Sales professional located in Woodmead remote work. As a Financial Advisor, you will be responsible for conducting financial planning, offering offering financial advice, assisting in retirement planning, analyzing investments, and providing financial English for Matric · Recognized University Degree (Financial Degree would be advantageous) · South African
The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting Investments Financial Planning on commercial and personal short-term insurance, Medical aids Financial Advice
new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office for administrative support for the Financial/Investment Advisors within the team, and includes handling documentation relating to administration of local and offshore investment instructions, including redemptions • Review debit balances and assist financial/Investment Advisors to take corrective action • Preparation and advisory record keeping as per applicable financial services legislation, ensuring that all investment
years experience within a Sales/Service area of a financial environment
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany allnew business as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing –
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused grow their portfolio of clients while providing financial planning advice. To generate leads, set up appointments or a related field 2 years experience in the financial services industry Have an understanding of Collective knowledge of financial planning principles and investment strategies CFP or diploma in Financial Planning with clients Passionate about providing the best financial services and advice to clients Effective problem-solving