financial advisor assistant jobs in Fourways

We are looking for new and established financial advisors to join our business in Sandton and Centurion At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial goals. As a financial adviser, your role is to help clients create strategies for managing their finances, aligning...

Company Description We suggest you enter details here. Role Description This is a full-time hybrid role for a Financial Advisor based in Hurlingham, with some flexibility for remote work. The Financial Advisor will be responsible for providing personalized financial planning services, developing strategies for investments and retirement planning, and offering knowledgeable financial advice to...

Our client is a trusted provider in the Wealth Managementand Risk Solutions space, offering clients holistic advice and tailoredstrategies to protect and grow their financial well-being. Their core servicesinclude life insurance, disability cover, risk management, retirementplanning, estate planning, and investments, with additional solutions inmedical aid, short-term insurance, and wills. They...

Are you passionate about finance and eager to begin a rewarding career in the insurance and financial advisory industry? We are looking for enthusiastic individuals to join our team as Entry-Level Financial Advisors. This is an excellent opportunity for those with limited or no experience — you will receive comprehensive training and mentorship from industry professionals. Key Responsibilities-...

Introduction A leading Financial Services company based in Johannesburg, is currently seeking a motivated, entrepreneurial and client-focused Financial Advisor to join their team. Duties & Responsibilities - Provide financial planning and advice to individual and corporate clients. - Build and manage a sustainable book of business. - Conduct client reviews, needs analysis, and provide tailored...

Job Number- 73003 Job Type- Permanent Job Title- Assistant to Financial Advisor Computer Skills- MS Office Industry- Financial Services City- Johannesburg Province- Gauteng- Capturing and taking minutes of meetings from Financial Advisors interaction with clients;- Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing;-...

Job Specification: Financial Advisor Our clients are looking for qualified and experienced Financial Advisors to join their teams. The successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills, a customer-focused approach, and the necessary...

As a Financial Advisor, you will manage a portfolio of clients, provide ongoing financial planning support, and develop new business opportunities. You will offer advice on investment strategies, retirement planning, estate planning, and risk management, while ensuring compliance with all financial regulations. The role requires a confident, client-focused professional with strong technical and...

Financial Advisor Financial Advisor Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer: Commission-based earning potential Location: South of Johannesburg Hybrid working model with flexibility for home working Opportunity to build and grow your client portfolio Career advancement in financial services What You''''''''ll Do: Provide...

Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent financial planning firm? A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking a highly competent Junior Financial...

Are you passionate about finance and eager to start a rewarding career in the financial industry? We are currently seeking enthusiastic individuals to join our team as Entry-Level Financial Advisors. This is a fantastic opportunity for those with little to no experience in the field to kickstart their career and receive comprehensive training from industry experts.Key Responsibilities:- Client...

Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer: Commission-based earning potential Location: South of Johannesburg Hybrid working model with flexibility for home working Opportunity to build and grow your client portfolio Career advancement in financial services What You''''ll Do: Provide clients with expert financial advice and planning...

Description To deliver exceptional financial advisory and intermediary service and education to Private Clients. The Private Financial Advisor will provide financial advice, focusing on insurance and investment solutions. The role requires FAIS accreditation, product expertise, and strong client engagement skills. Hello Future Private Financial Advisor Welcome to FNB, the home of the...

Company Description- We have an exciting position for a Financial Reporting Advisor (18 months Fixed Term Contract) who will ensure accurate, compliant reporting of consolidated financial data. Finances are vital. You’ll help us see where we’re going. Guided by our purpose and our values, we enable both high performance and purposeful action as we aim to “re-imagine mining to improve people’s...

Job Specification: Financial AdvisorOverview Our clients are looking for qualified and experienced Financial Advisors to join their teams. The successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills, a customer-focused approach, and the...

We are looking for new and established financial advisors to join our business in KZN At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial goals. As a financial adviser, your role is to help clients create strategies for managing their finances, aligning their decisions...

Financial Advisor Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer: - Commission-based earning potential - Location: South of Johannesburg - Hybrid working model with flexibility for home working - Opportunity to build and grow your client portfolio - Career advancement in financial services What You'll Do: - Provide clients with...

Location: Constantia, Roodepoort, Gauteng Position: Long-Term Financial Advisor Platinum Talentis proud to represent a distinguished client in the financial services sector,currently seeking multiple seasoned Long-Term Financial Advisors to jointheir thriving long-term division. This is an exceptional opportunity forprofessionals who are passionate about empowering clients through...

Financial Advisor – Health Products Specialist Location: Meyersdal, Johannesburg, Gauteng Industry: Financial Services | Health Products Focus RE5 Certification Required Requirements Minimum Requirements - RE5 Certification – non-negotiable - Matric (NQF Level 4) – further financial or health product-related qualifications are advantageous - Minimum 2 years’ experience in financial advising...

Our client is a well-established provider ofcomprehensive financial solutions, offering a range of products including lifeinsurance, short-term insurance, disability cover, medical aid, investments,retirement annuities, estate planning, and wills. They are committed to helping individuals andbusinesses secure their financial futures with tailored financial advice. - We are recruiting motivated,...