Academy Financial Advisor Jobs in South Africa

Financial Advisor

Randburg

 Negotiable

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

Academy Head: Wealth

Pretoria  Market related

• Post Graduate Degree in Financial Planning with CFP status.
• RE5.
• Min of 5 years experience in the financial services industry.
• Minimum of 3 years of interns that want to have a career in the financial services industry.
• Create a curriculum activities of trainers and trainees in the Training Academy.
• Conducts performance evaluations that relationships with colleagues and clients throughout the financial services environment, both within and outside

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Wealth Academy Head

Pretoria

 Market related

• Post Graduate Degree in Financial Planning with CFP status.
• RE5.
• Min of 5 years experience in the financial services industry.
• Minimum of 3 years of interns that want to have a career in the financial services industry.
• Create a curriculum activities of trainers and trainees in the Training Academy.
• Conducts performance evaluations that relationships with colleagues and clients throughout the financial services environment, both within and outside

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Financial Advisor Louis Trichardt

 Ikusasa Recruitment Group

Louis 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

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Financial Advisors (copy)

 Executive Search Africa

Cape 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

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Financial Advisor And Risk Consultant

Cape Town City Centre

 Monthly

Broker Consultant or Life Insurance Agent / Financial Advisor etc.
Life insurance experience is essential opportunities within the client bases of their panel of financial planning partners practice
Prepare comprehensive short term insurance leads from the companys financial planning partners
On receipt of the clients 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

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Senior Assistant To Financial Advisor

Fourways

 R15k - 22k per month + comm + incentives

Senior Assistant to Financial Advisor (POS24137)

Fourways

R 15 000 to ring and taking minutes of meetings from Financial Advisors interaction with clients;

new them

as well as uploading quotations prior to Financial Advisor/s meeting with the client;

• Ensuring portfolios are prepared one week prior to the Advisor/s meeting with the

clients;

• Checking

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Financial Advisor And Risk Consultant

 Ultra Personnel : Pharmaceutical, Insurance, Engineering

Durban

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

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Financial Advisor And Risk Consultant

Durban

 Monthly

opportunities within the client bases of their panel of financial planning partners practice
Prepare comprehensive short term insurance leads from the companys financial planning partners
On receipt of the clients 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 />Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome

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