cfp jobs in Eastern Cape

Financial Adviser | Mthatha, Eastern Cape We are seeking an experienced Financial Adviser to provide long-term life risk and financial planning advice within a limited architecture framework. The role focuses on delivering tailored insurance solutions, managing client portfolios, and building a sustainable adviser practice. Key Responsibilities: - Advise clients on life assurance and long-term...

Company Description Old Mutual Limited is a Pan-African financial services company listed on the Johannesburg Stock Exchange, with secondary listings on the London, Malawi, Namibia, and Zimbabwe stock exchanges. Focused on Africa and its people, Old Mutual has played a pivotal role in educating children, empowering small businesses, and improving infrastructure across the continent. Our deeply...

Job Description To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles Hello future Private Clients Advisor Welcome to FNB, the home of the...

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 independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building...

Eastern Cape, East London- Annually Cost To Company (Market related, Negotiable) To deliver exceptional experience and education to Private Wealth or clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles JOB DESCRIPTION- Identify Local...

Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products...

Description To deliver exceptional experience and education to FNB Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principlesProvide appropriate banking and financial solutions across an allocated portfolio of clientsConduct...

Closing Date2023/03/20Reference NumberMMH221024-10Job TitleRetail Business Consultant- PEPosition TypePermanentRole FamilySalesClusterMomentum Distribution ServicesRemote OpportunitySome of the timeLocation - CountrySouth AfricaLocation - ProvinceEastern CapeLocation - Town / CityPort ElizabethIntroduction Momentum, a financial services provider of choice since 1966, known for its...

Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions,...

Description To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles Hello future Private Clients Advisor Welcome to FNB, the home of the #changeables....

Job Description To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles Hello future Private Clients Advisor Welcome to FNB, the home of the...