8 990

Finance jobs in South Africa

Branch Financial Advisor – Grow Client Portfolios

Sanlam Limited

Cape Town
On-site
ZAR 300,000 - 400,000
30+ days ago
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Branch Consultant/Financial Advisor - Malmesbury

Sanlam Limited

Cape Town
On-site
ZAR 300,000 - 450,000
30+ days ago

Branch Financial Advisor & Client Success

Sanlam Limited

Cape Town
On-site
ZAR 300,000 - 450,000
30+ days ago

Branch Financial Advisor: Grow Clients & Cross-Sell

Sanlam Limited

Butterworth
On-site
ZAR 300,000 - 400,000
30+ days ago

Branch Consultant/ Financial Advisor Butterworth

Sanlam Limited

Butterworth
On-site
ZAR 300,000 - 400,000
30+ days ago
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Sanlam Financial Adviser: Mbombela Nelspruit

Sanlam

Mbombela
On-site
ZAR 250,000 - 350,000
30+ days ago

Financial Accountant (Manufacturing/ Defence)

AtripleA

South Africa
On-site
ZAR 400,000 - 600,000
30+ days ago

Branch Consultant/Financial Advisor - Malmesbury

Sanlam

Cape Town
On-site
ZAR 300,000 - 400,000
30+ days ago
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Financial Planner - Constantia Kloof

Sanlam Limited

Roodepoort
On-site
ZAR 200,000 - 300,000
30+ days ago

Financial Planner - CebeKhulu 2024

Sanlam Limited

South Africa
On-site
ZAR 250,000 - 500,000
30+ days ago

Strategic Financial Planner for Client Growth

Sanlam Limited

South Africa
On-site
ZAR 250,000 - 500,000
30+ days ago

Sanlam Financial Adviser: Limpopo

Sanlam Limited

Limpopo
On-site
ZAR 300,000 - 500,000
30+ days ago

Financial Advisor: Growth, Planning & Client Care

Sanlam Limited

Limpopo
On-site
ZAR 300,000 - 500,000
30+ days ago

Sanlam Financial Adviser Bellville

Sanlam Limited

Bellville
On-site
ZAR 200,000 - 300,000
30+ days ago

Financial Planner - Bloemfontein

Sanlam Limited

Bloemfontein
On-site
ZAR 200,000 - 300,000
30+ days ago

Financial Advisor Johannesburg

PPS Recruitment

Johannesburg
On-site
ZAR 200,000 - 300,000
30+ days ago

Aspiring Financial Adviser

Old Mutual

Lebowakgomo
On-site
ZAR 200,000 - 300,000
30+ days ago

Aspiring Financial Adviser

Old Mutual

Lusikisiki
On-site
ZAR 200,000 - 300,000
30+ days ago

Emerging Financial Adviser: Shape Clients’ Futures

Old Mutual

Lusikisiki
On-site
ZAR 200,000 - 300,000
30+ days ago

Financial Advisor

People Dimension

Randburg
On-site
ZAR 200,000 - 300,000
30+ days ago

Aspiring Financial Adviser

Old Mutual South Africa

Pietermaritzburg
On-site
ZAR 200,000 - 300,000
30+ days ago

Senior Financial Advisor - Build Plans, Grow New Business

Old Mutual South Africa

Rustenburg
On-site
ZAR 300,000 - 500,000
30+ days ago

Commissioned Financial Adviser

Old Mutual South Africa

Rustenburg
On-site
ZAR 300,000 - 500,000
30+ days ago

Aspiring Financial Adviser

Old Mutual

Paarl
On-site
ZAR 200,000 - 300,000
30+ days ago

Financial Planner - South East Gauteng 2024

Sanlam Limited

Gauteng
On-site
ZAR 250,000 - 450,000
30+ days ago

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Branch Financial Advisor – Grow Client Portfolios
Sanlam Limited
Cape Town
On-site
ZAR 300 000 - 400 000
Full time
30+ days ago

Job summary

A leading financial services provider in Cape Town seeks a client advisor to promote financial products and provide excellent client service. Responsibilities include understanding client needs, managing profiles, and ensuring compliance. Ideal candidates should have a Matric and be FAIS compliant, with a passion for helping clients achieve their financial goals. This position offers a collaborative and supportive work environment.

Qualifications

  • Must have knowledge of SRM product ranges and client financial goals.
  • Must conduct due diligence on clients to identify risks.
  • Adhere to compliance and quality standards.

Responsibilities

  • Promote financial products and increase market share.
  • Manage and service client profiles effectively.
  • Report on daily activities and manage client queries.

Skills

Financial advice
Client service
Risk identification
Compliance adherence

Education

Matric (Grade 12)
FAIS Compliant (Wealth Management)
RE5 advantageous
Job description
A leading financial services provider in Cape Town seeks a client advisor to promote financial products and provide excellent client service. Responsibilities include understanding client needs, managing profiles, and ensuring compliance. Ideal candidates should have a Matric and be FAIS compliant, with a passion for helping clients achieve their financial goals. This position offers a collaborative and supportive work environment.

* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.