Aspiring Financial Adviser (Bellville)

Old Mutual South Africa; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job description

Job Listings (refined)

Note: The original description contains multiple job postings aggregated from various sources. This refined version preserves the job titles, locations, and key responsibilities/qualifications where clearly stated, and reorganizes content into valid HTML blocks using only allowed tags.

Aspiring Financial Adviser Bellville in Cape Town

Aspiring Financial Adviser Bellville in Cape Town (Location: Bellville, Cape Town). This is presented as a listing reference with regional tagging and typical marketplace navigation text (e.g., “Showing 13 Aspiring Financial Adviser Bellville jobs in Cape Town”).

Business Development Manager – Financial Services

Location: Cape Town, Western Cape. Employer: The Recruitment Council. Posted: 4 days ago. Job Description includes:

• Identify, develop, and convert new business opportunities within the IFA and wealth management sectors.
• Drive sales growth and asset inflows through targeted campaigns and presentations.
• Develop and implement growth strategies for your region; onboard and activate new IFAs; deepen relationships with existing IFAs; ensure high client satisfaction through portfolio reviews.
• Requirements: Experience in business development, sales, or relationship management in financial services; strong commercial and client-focused mindset; excellent communication, networking, and presentation skills; self-motivated and organized; solid understanding of financial markets and investment products; compliance-oriented.

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Wealth Management Associate

Location: Cape Town, Western Cape. Employer: Conova Recruitment. Posted: 2 days ago.

Job Description highlights:

• Key responsibilities: prepare onboarding documentation, manage client CRM, liaise with providers, manage admin queries, prepare client review packs, apply FAIS Code of Conduct, draft records of advice, ensure CDD per FICA, maintain product knowledge, compile proposals and needs analyses.
• Requirements: Commerce or financial degree (advantageous); 3–5 years in financial planning; CFP/RE5 advantageous; MS Office; XPlan advantageous; ability to prioritise and manage large information; attention to detail; interest in Fintech.

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Job: Full-time Financial Advisor roles

Location: Various (including Bellville, Western Cape). Employer: Momentum, iMasFinance Co-operative, and others. Multiple postings indicate commission-based structures and varied requirements (e.g., RE5, NQF5, FAIS).

• Example: SureX Life posting describes a Financial Advisor role with vehicle requirement, matric, and sales experience; offers training and growth path; commission-based compensation.
• Example: iMasFinance posting details independent broker role in Bellville with minimum qualifications (Matric, FAIS, RE5 advantageous) and requirements (clear ITC, clear criminal record).

Note: Regions for applicants vary by advertiser; some postings indicate region restrictions.

Other postings and notes

Additional postings include:

• General Manager (Senior Financial Advisor) - Employee Benefits (Cape Town, Western Cape)
• Metropolitan postings describing long-standing brand with a broad product suite; regional opportunities and commissions described; disclaimers about legitimacy of adverts.

Is this job a match or a miss? This advertiser has chosen not to accept applicants from your region. (Indicator: 3-9 across various listings)

Disclaimer and Legal/Compliance References

Several postings include FAIS/FICA/POPIA compliance references, licensure requirements, and regulatory expectations (RE5, CFP, NQF levels). Some entries include “Disclaimer: verify legitimacy” and “The position is open only to South African citizens.”

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