1,296 Financial Advisors jobs in South Africa

The ideal candidate must be able to sell and deliver personalized solutions to help clients work toward their financial goals and what their current and future needs are. They should be comfortable communicating with people as well as listen to what their client's needs are, see the available opportunities where clients lack cover, be professional, be able to draft competitive and non-competitive plans, have the ability to solve problems, be driven and deliver exceptional service to clients. They must also be presentable and look professional.

• Provide financial planning support and solutions to clients and their needs
• Support investment professionals to cultivate client relationships and delivery service according to client’s needs
• Prepare financial plans and check their accuracy
• Problem solving

• No industry expierence needed
• Training will be provided
• Excellent interpersonal skills
• Fluent in Afrikaans and English
• Have matric
• Need to have a driver's license and reliable transport
• Must be self-disciplined
• Driven
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Company Description

Sanlam is dedicated to helping individuals unlock their financial confidence. We call this unique capability The F Factor. With our guidance, you can achieve a clear plan for your finances and experience greater financial security. Our team is available online on weekdays from 8:30 to 16:00 to assist you in reaching your financial goals.

Role Description

This is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for providing expert financial planning, retirement planning, and investment advice to clients. Daily tasks include developing personalized financial plans, advising on investment strategies, assisting with retirement planning, and offering comprehensive financial advisory services.

Qualifications

• Expertise in Financial Planning and Finance
• Experience in Retirement Planning
• Knowledge of Investments and Financial Advisory
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Bachelor's degree in Finance, Economics, or related field
• Certification in relevant financial advisory areas is a plus

Now is the time to be your exceptional best at Old Mutual

We are seeking self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role, at a glance, is about championing valued customers in achieving their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Matric or related qualifications

Requirements

Drivers License

Vehicle

At least 3 years of working experience.

Contact:

Cell-
Rodger Govender

Email-

Administrative Assistant to Financial Advisors – Cape Town.

Administrative Assistant with relevant experience in the Financial Services Industry, specific to Wealth Management, required to assist the FA with processing of all financial administration for existing and new clients, record keeping and data capturing.

Position is based in Cape Town Port Side.

Salary: R18 000 – R20 000 per month.

Minimum requirements:

• Grade 12 essential
• Relevant Diploma / Tertiary qualification highly beneficial
• Minimum 3-5 years’ experience within the Insurance, Investment, Asset Management environment required
• Product knowledge – Risk Cover, RA, Investments, Preservation Funds, Pension & Provident Funds, Living Annuities, Medical Aid, Employee Benefits – required
• Excel, Elite Wealth, CRM knowledge and experience required

Duties and Responsibilities:

• Assist Financial Advisor with processing of all financial administration for new and existing clients
• Communication with clients – telephonic and electronic
• Compliance – FICA, FAIS, Due Diligence
• Data Capturing on CRM system – updating existing and new client info, record keeping
• Forms administration – prepopulating apps, sending to clients, managing return and capture of forms and submitting to Financial Institute
• Administration of Investments, Risk, Medical Aid and Employee Benefits
• Processing instructions – redemptions, Section 14, 37 & 42 Transfers, switches and local and offshore investments for clients
• Preparing client quotes and comparisons with various FSP’s
• Working with Paraplanner to prepare client proposals
• Preparation of reports, agendas, presentations and spreadsheets
• General admin support

If you are a South African Citizen & your CV meets the above criteria, please send your CV.