advisor jobs in Bellville

Personal Assistant to RGM: Broker and Advisor: SLS: SanlamConnect: Cape Region : Bellville Location: Bellville, Western Cape, ZA Who are we? SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting...

Momentum – Financial Advisor – Peninsula – Bellville, Western Cape, South Africa Job Overview Attract, acquire, and retain clients by selling company products, generating new business, and providing after‑sales service to ensure client retention, increase market share, and contribute to overall business objectives and its long‑term viability. Requirements - Matric / N4 Equivalent...

Job Description To assist in proactively managing a portfolio of RMB Private Wealth Clients with a team of Private Advisors through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. - Provide sound services and...

- AUTOMOTIVE EXPERIENCE IS A MUST IF YOU DO NOT HAVE YOU DO NOT QUALIFY Handling customer inquiries and providing exceptional customer service. - Welcoming customers to a warm environment and giving customers peace of mind by explaining work carried out on collection. - Following up with workshop and providing accurate feedback to customers multiple times a day. - Assisting with scheduling...

Job description Our company is currently seeking vibrant, target driven Debt Advisors for our Debt Review company. Requirements: Min of Grade 12/ Matric Certificate. 1 year telemarketing/ sales experience. Experience in a financial institution advantage. Must have a clear command of English / Afrikaans. Ability to speak more than one South African language. Must be computer literate...

Being a FINANCIAL ADVISOR is not a job but a long-term noble profession. It is about providing your clients with financial security and building a long-term relationship with them. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals. Minimum Requirements: - Minimum of 2 years in a Financial Advisory Role - Computer Literate - RE 5...

Unlock Exceptional Earnings in a World of Elegance About Us As a premier name in luxury jewellery, we are renowned for crafting exquisite pieces that define timeless elegance. With a distinguished presence across South Africa and the UK, and our flagship Sydney boutique opening in 2025, we invite driven individuals to be part of our exclusive team. The Opportunity: Jewellery Advisor Are you...

A leading financial institution in Bellville is looking for a candidate to assist in proactively managing a portfolio of affluent clients. You will work with a team of Private Bankers to identify opportunities for new and existing clients. Ideal candidates will have a RE5 Certificate and a degree in Finance or Accounting, with 2 to 3 years of experience in a financial sales environment. This role...

A dynamic financial services provider in Bellville is looking for a motivated individual to effectively market life assurance and funeral products. You will be responsible for selling policies, conducting needs analysis, following up on leads, and servicing both new and existing members. The ideal candidate must possess Matric, relevant FAIS credits, a valid driver's license, and at least 1 year...

Role Purpose: Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability. Requirements - Matric/ N4 Equivalent Qualification. - FAIS requirements based on DOFA date. - Relevant regulatory...

Being a Financial Advisor/Broker is not a job but a long term noble profession. It is about providing your clients with financial security and building a long-term relationship with them. We are a well established Financial Instituition looking at appointing 20 motivated individuals in the Old Mutual, Metropolitan, Sanlam, Avbob space. Minimum Requirements: - Go Getter - Money Hungry - Reliable...

Overview Job Description To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Welcome to FNB, the home of the...

A financial services company is seeking a Financial Advisor in Bellville, Western Cape. The ideal candidate will attract, acquire, and retain clients through selling company products and providing exemplary after-sales service. Required qualifications include Matric/N4 equivalence and FAIS compliance. Candidates should have strong computer literacy and at least 2-3 years' experience in a sales...

A leading insurance company in South Africa is seeking an entry-level candidate to attract and retain clients through sales of financial products. The ideal applicant will have a Matric qualification, strong computer skills, and fluency in English. Responsibilities include client engagement, achieving sales targets, and ensuring compliance with regulatory requirements. This is a full-time role in...

A leading financial services provider based in Bellville seeks a specialist support role to assist and coach financial advisors. This position involves practice development, compliance, and driving sales initiatives. Ideal candidates should have Grade 12, a driver's license, and 3-5 years of experience in financial services sales support. The company offers opportunities for professional growth...

Job Description To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. - Provide sound services and recommendations...

In support of the iMas Finance transformation strategy, preference will be given to candidates from the designated groups. Why Join Us? At iMas Insurance Brokers, you’ll be part of a dynamic and growing team where your experience will directly contribute to our success and make a significant impact in our non-life division. Job Purpose Effective marketing of life assurance and funeral...

Senior Legal Advisor: Dispute Resolution Unit: SLS: Legal Services: Job Grade: 13: Bellville(Re-run) Date: 11 Sept 2025 Location: Bellville, Western Cape, ZA Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the...

Being a FINANCIAL ADVISOR is not a job but a long-term noble profession. It is about providing your clients with financial security and building a long-term relationship with them. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals. Minimum Requirements: - Minimum of 2 years in a Financial Advisory Role - Computer Literate - RE 5...

A leading insurance company in South Africa is looking for a Client Engagement Adviser to provide top-notch service to clients. The candidate will be responsible for addressing client queries effectively and ensuring service level agreements are met. Required qualifications include a Grade 12 certificate and NQF Level 4 in Short Term Insurance, along with 5-7 years of customer service experience....