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Results for financial advisor in Accounting & Finance Jobs in KwaZulu-Natal
1
What is a financial advisor?
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years - Integrity, Professionalism, Customer-first, Advice led.
What is required of you?
Provide appropriate financial advice, in line with the customers resources and financial goals, to enable positive financial futures and protection of assets and estate.
Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
Providing relevant and appropriate financial advice, hinges on a complete understanding of the customers personal and financial circumstances - and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.
What do we need from you?
* A Grade 12 (Matric) certificate
* FAIS compliance
* RE5 an advantage
* A valid Drivers licence and your own car
* A clear criminal and credit check
* A minimum of 3 years working experience (preferably in sales)
* Proven computer literacy (MS Office suite)
* Excellent communication skills (written and verbal)
What we can do for you!
Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters - Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.
Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Old Mutual Limited has decided to adopt the mandatory vaccination policy requiring its workforce to be fully vaccinated by 1 April 2022. All prospective employees are required to disclose their vaccination certificates or cards as part of the recruitment process.
Responsibilities
As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial advisor profession requires continuous personal development through the attendance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzU2NTZfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1147925&xid=1554_5656
2y
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The successful
candidate will provide holistic financial planning advice, including but not
limited to long-term risk, investment, medical aid & gap and short-term.
Grow and maintain existing client relationships, source new clients. Maintain,
Service & provide holistic financial planning. Ensure all FAIS and FICA
compliance requirements are met Requirements. Undertake the procurement of
sustainable business of a high quality, in accordance with the business targets
set. Maintain and service these clients as part of a long- term relationship
which builds loyalty to the brand and generates ongoing advice and sales.Requirements 1.
own
reliable transport with a valid driver’s license.2.
Own
computer 3.
Own
mobile6.
Matric7.
RE5 (Beneficial) 8. 120
Credits (Beneficial)
9d
1
What is a financial advisor?
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years - Integrity, Professionalism, Customer-first, Advice led.
What is required of you?
Provide appropriate financial advice, in line with the customers resources and financial goals, to enable positive financial futures and protection of assets and estate.
Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
Providing relevant and appropriate financial advice, hinges on a complete understanding of the customers personal and financial circumstances - and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.
What do we need from you?
* A Grade 12 (Matric) certificate
* FAIS compliance
* RE5 an advantage
* A valid Drivers licence and your own car
* A clear criminal and credit check
* A minimum of 3 years working experience (preferably in sales)
* Proven computer literacy (MS Office suite)
* Excellent communication skills (written and verbal)
What we can do for you!
Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters - Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.
Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Old Mutual Limited has decided to adopt the mandatory vaccination policy requiring its workforce to be fully vaccinated by 1 April 2022. All prospective employees are required to disclose their vaccination certificates or cards as part of the recruitment process.
Responsibilities
As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial advisor profession requires continuous personal development through the attendance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzU2NjZfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1147954&xid=1554_5666
2y
Ads in other locations
1
My client in the Short Term Insurance is looking for a Broker
Minimum requirements for successful candidates:
MatricFull qualification (NQF4) Short-term insurance - Commercial and Personal lines.Successfully completed the class business examSuccessfully completed the RE5 examCurrently registered with the Financial Sector Conduct Authority as a full representative2+ years, of experience as a representative rendering Financial Advice and Intermediary servicesMust be computer literate on a basic intermediary level on Microsoft softwareMust have excellent negotiation and presentation skills and possesses the ability to close dealsMust have high initiative and entrepreneurial skills and must be able to work independentlyOwn transport and a cell phone are mandatoryAFRIKAANS & ENGLISH First Language ESS
Responsibilities will be, but are not limited to:
Prospection and closing of new businessMaintaining existing businessTo have a holistic approach to financial adviceEstablishing and defining a professional relationship with clienteleAnalysing and evaluating current insurance policies and cover informationDeveloping and presenting recommendations and/or alternatives to clienteleThe implementation of recommendationsThe monitoring and maintaining of clients short-term insurance portfolios
The remuneration and value proposition are to be compiled in collaboration with each successful individual advisor.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMTAzNjQ2MzYwP3NvdXJjZT1ndW10cmVl&jid=1302138&xid=2103646360
7h
1
My client in the Short Term Insurance is looking for a Broker
Minimum requirements for successful candidates:
MatricFull qualification (NQF4) Short-term insurance - Commercial and Personal lines.Successfully completed the class business examSuccessfully completed the RE5 examCurrently registered with the Financial Sector Conduct Authority as a full representative2+ years, of experience as a representative rendering Financial Advice and Intermediary servicesMust be computer literate on a basic intermediary level on Microsoft softwareMust have excellent negotiation and presentation skills and possesses the ability to close dealsMust have high initiative and entrepreneurial skills and must be able to work independentlyOwn transport and a cell phone are mandatoryAFRIKAANS & ENGLISH First Language ESS
Responsibilities will be, but are not limited to:
Prospection and closing of new businessMaintaining existing businessTo have a holistic approach to financial adviceEstablishing and defining a professional relationship with clienteleAnalysing and evaluating current insurance policies and cover informationDeveloping and presenting recommendations and/or alternatives to clienteleThe implementation of recommendationsThe monitoring and maintaining of clients short-term insurance portfolios
The remuneration and value proposition are to be compiled in collaboration with each successful individual advisor.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MTIwNTAwNjM1P3NvdXJjZT1ndW10cmVl&jid=1289282&xid=4120500635
7h
1
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Positions available in the following areas: This is a Salaried Financial Adviser position in MFC
What is a financial advisor?
The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their familys financial futures to them.
The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority, and requires continuous professional development.
As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years - Integrity, Professionalism, Customer-first, Advice led.
What is required of you?
Provide appropriate financial advice, in line with the customers resources and financial goals, to enable positive financial futures and protection of assets and estate.
Provide pro-active, on-demand financial service and advice to customers within your allocated customer markets.
As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial advisor profession requires continuous personal development through the attendance and completion of accredited courses and programs.
Providing relevant and appropriate financial advice, hinges on a complete understanding of the customers personal and financial circumstances - and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.
What do we need from you?
* A Grade 12 (Matric) certificate
* FAIS compliance
* RE5 an advantage
* A valid Drivers license and your own car
* A clear criminal and credit check
* A minimum of 3 years working experience (preferably in sales)
* Proven computer literacy (MS Office suite)
* Excellent communication skills (written and verbal)
What we can do for you!
Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which are at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters - Old Mutual Finance, Retail Mass Market, Old Mutual Invest, and Personal Finance. The Group provides many opportunities for growth and development.
*Desired Skills: *
* Sales
* Advice
* Insurance
*Desired Qualification Level: *
* Grade 12 / Matric
*Employer & Job Benefits: *
* Pension fund
* Vehicle Allowance
* Medical Aid
* Group Life Assurance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzgyNjdfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1175273&xid=1554_8267
2y
1
What is a financial advisor?
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years - Integrity, Professionalism, Customer-first, Advice led.
What is required of you?
Provide appropriate financial advice, in line with the customers resources and financial goals, to enable positive financial futures and protection of assets and estate.
Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
Providing relevant and appropriate financial advice, hinges on a complete understanding of the customers personal and financial circumstances - and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.
What do we need from you?
* A Grade 12 (Matric) certificate
* FAIS compliance
* RE5 an advantage
* A valid Drivers licence and your own car
* A clear criminal and credit check
* A minimum of 3 years working experience (preferably in sales)
* Proven computer literacy (MS Office suite)
* Excellent communication skills (written and verbal)
What we can do for you!
Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters - Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.
Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Old Mutual Limited has decided to adopt the mandatory vaccination policy requiring its workforce to be fully vaccinated by 1 April 2022. All prospective employees are required to disclose their vaccination certificates or cards as part of the recruitment process.
Responsibilities
As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial advisor profession requires continuous personal development through the attendance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzU2ODBfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1147902&xid=1554_5680
2y
1
What is a financial advisor?
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years - Integrity, Professionalism, Customer-first, Advice led.
What is required of you?
Provide appropriate financial advice, in line with the customers resources and financial goals, to enable positive financial futures and protection of assets and estate.
Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
Providing relevant and appropriate financial advice, hinges on a complete understanding of the customers personal and financial circumstances - and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.
What do we need from you?
* A Grade 12 (Matric) certificate
* FAIS compliance
* RE5 an advantage
* A valid Drivers licence and your own car
* A clear criminal and credit check
* A minimum of 3 years working experience (preferably in sales)
* Proven computer literacy (MS Office suite)
* Excellent communication skills (written and verbal)
What we can do for you!
Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters - Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.
Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Old Mutual Limited has decided to adopt the mandatory vaccination policy requiring its workforce to be fully vaccinated by 1 April 2022. All prospective employees are required to disclose their vaccination certificates or cards as part of the recruitment process.
Responsibilities
As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial advisor profession requires continuous personal development through the attendance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzU2NzBfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1147899&xid=1554_5670
2y
1
SavedSave
ANational Corporate Financial Services Provider is recruiting experienced Fin.Advisors in the Western Cape to market a unique Product offering to GovtEmployees. This is a first in the market which research shows that 75% of GovtEmployees need. Shouldyou have the following Criteria , we want to hear from You, 1.Experience in the Industry with no Criminal Record.2.Be FAIS Complaint preferably - based on Date of First Appointment.3.Have a passion to grow and develop a Professional Career in Financial Services4.Preferably have your own Transport.5.Be willing to present at all Govt Departments.6.Be someone that is Goals orientated to achieve Ifthis is YOU , please email a CV to wcnewbus@rgsg.online
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQ3NzA5X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1178969&xid=1266_47709
2y
1
SavedSave
Johannesburg - To market and sell the Banks Wealth Management Products within the respective region by providing excellentservice to customers and adherence to the banks policies and procedures. MAIN FUNCTIONS OF THE JOB INCLUDE:Wealth Managemento Conducts marketing and sales of the unit trust products.o Ensures Wealth Management Sales budgets are meto Provides clients with efficient service and professional advice on the products.o Ensure that all applications forms are completed, and correspondence is provided to the Client.o Engage in marketing activities hosted by the Banko Ensure that regular contact sessions are held with Clients, thereby keeping them abreast of theirinvestment portfolios and explore further investment opportunities with Clients.o Ensures that the relevant forms are submitted to the third-party unit trust company i.e Old Mutualtimeously and that all FICA and compliance is done before opening these accounts.o Ensures that the correct advice is given to the client and a needs analysis is conducted in order to ensurethat the correct product is recommended.Sales and Marketingo Attend to new clients by offering them the Banks Products as well as servicing existing clients and offeradditional services.o Meets with clients at their convenience at the Branch or at clients premiseso Markets and sells the Banks productso Acquires new clients by requesting qualified leads from existing clients, other departments and leadsgenerated internally or by customer serviceo Conducts a needs analysis on products and services in order to make recommendations to clients.o Offers advice to clients based on their wealth management needso Ensures all requirements are met in order to conclude the transactionClient Relationshipo Develops constructive and cooperative working relationship with clients, and maintaining them over timeo Attends to all clients Wealth requests and querieso To ensure that existing clients are contacted annually to discuss their portfolio and assist with anyrequirements.o To ensure existing clients are managed and cater for ad hoc requests.o Provides an efficient and effective service to all clients at all times in order to promote the Banksserviceso Manages/Handles difficult client queries via face-to-face communication with walk in clients or by visitingclients and addresses client concerns by listening to any concerns/complaints in an efficient andappropriate manner in line with the professional image of the bank and providing an effective solution tothe benefit of both the bank and the clientAdministrationo Maintain a client visit register on SharePoint by updating information weeklyo Ensure that all administration regarding information meets FAIS and FICA legislative requirements.o All sales must be recorded in the schedule on share point as and when new business is concluded.o Follow up with the unit trust companies in order to ensure that the business is recorded accuratelyQUALIFICATIONSo An Accounting /
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzUzNzkxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1202113&xid=1266_53791
2y
1
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An exciting Financial Advisor opportunity is available at Liberty for individuals who have an entrepreneurial flair and want to build up a successful career within the financial services sector.
Job Objectives:
* Effectively analysing a clients needs to provide advice on suitable solutions from a predefined package of benefits
* Offer financial solutions and benefits to clients and in ultimately growing the business
* To manage the long-term relationship between Liberty and the client, not only to meet the clients evolving needs but also to position Liberty as the market leader and enhance the reputation of the organization.
* Identify opportunities to contribute to the growth of the organization.
* Continuously review client portfolios to re-assess their needs and make recommendations and add value to clients.
Role Requirements:
* Smartphone or laptop (essential)
* Computer Literacy (essential)
Qualifications:
* Grade 12 (essential)
Experience:
* Telephone and face to face sales experience (desirable)
Benefits:
* Medical Aid Contributions
* Provident Fund
* Attractive Incentives
*Desired Skills: *
* Presentation Skills
* Written And Verbal Communication
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzgzNTRfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1175299&xid=1554_8354
2y
1
SavedSave
An exciting Financial Advisor opportunity is available at Liberty for individuals who have an entrepreneurial flair and want to build up a successful career within the financial services sector.
Job Objectives:
* Effectively analysing a clients needs to provide advice on suitable solutions from a predefined package of benefits
* Offer financial solutions and benefits to clients and in ultimately growing the business
* To manage the long-term relationship between Liberty and the client, not only to meet the clients evolving needs but also to position Liberty as the market leader and enhance the reputation of the organization.
* Identify opportunities to contribute to the growth of the organization.
* Continuously review client portfolios to re-assess their needs and make recommendations and add value to clients.
Role Requirements:
* Smartphone or laptop (essential)
* Computer Literacy (essential)
Qualifications:
* Grade 12 (essential)
Experience:
* Telephone and face to face sales experience (desirable)
Benefits:
* Medical Aid Contributions
* Provident Fund
* Attractive Incentives
*Desired Skills: *
* Presentation Skills
* Written And Verbal Communication
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzgzNTJfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1175310&xid=1554_8352
2y
1
SavedSave
Financial Advisors/BrokersMondaine Financial Services group has a large national Independent Brokerage division. Now expanding its highly successful business model throughout Cape Town. If you have 2 years + Insurance sales experience and completed your RE5 exam. We want to share with you our unique offering. You can now present your clients with140 product provider mandates including all the leading Insurance companies. Accreditation arranged from day one.Plus much, much more.Please forward your CV to arrange an immediate interview. paul@mondaineconsult.co.za.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQ1NTE5X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1168289&xid=1266_45519
2y
1
SavedSave
An exciting Financial Advisor opportunity is available at Liberty for individuals who have an entrepreneurial flair and want to build up a successful career within the financial services sector.
Job Objectives:
* Effectively analysing a clients needs to provide advice on suitable solutions from a predefined package of benefits
* Offer financial solutions and benefits to clients and in ultimately growing the business
* To manage the long-term relationship between Liberty and the client, not only to meet the clients evolving needs but also to position Liberty as the market leader and enhance the reputation of the organization.
* Identify opportunities to contribute to the growth of the organization.
* Continuously review client portfolios to re-assess their needs and make recommendations and add value to clients.
Role Requirements:
* Smartphone or laptop (essential)
* Computer Literacy (essential)
Qualifications:
* Grade 12 (essential)
Experience:
* Telephone and face to face sales experience (desirable)
Benefits:
* Medical Aid Contributions
* Provident Fund
* Attractive Incentives
*Desired Skills: *
* Presentation Skills
* Written And Verbal Communication
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzgzNTRfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1175299&xid=1554_8354
2y
1
SavedSave
Our Client based in Sandton is looking for a Credit Risk AdvisorMinimum requirements:3-5 years experience in a business being exposed to all financial facets and risks associated with tradingDebtors and creditors exposure Experience at a managerial level will be an advantage Experience dealing with Credit Insurers will be an advantageFinancial, economic, law, or business management degree or diplomaService clients and clearly identify risk issues in all spectrums of service offering including strategicpartners- Management of all aspects of the client’s account and monitoring of the account to ensure the quality ofservice provided
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzUwNjczX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1191139&xid=1266_50673
2y
1
SavedSave
Financial AdvisorLooking for a Financial Advisor to Join our Team. We are oneof the leading financial services providers in the entry-level market. What you need to do? - To go out into the field andprovide financial advice to customer’s and treating customers fairly.. - To offer customer service’s- To market our products and getin New Business- To arrange appointments withpotential clients to write up. - To update and inform customers and client public of our newproducts. - Valid Matric a MUST (grade 12)or NQF level 4 - Must have a SA ID- Self-motivated and able to goaround to rural areas looking for clients- Reside in and around EC- Own transport- Clear Credit and Criminalrecords - At least ONE years’ work experience within sales ormarketing - Covid Certificate a Must We’re all about building strong, lasting relationships withour employees. We know that you have hopes for your future – your career, yourpersonal development and of achieving great things. We pride ourselves inhelping our employees to realize their worth. Please email Full CV and Matric Certificate to: Yolande.nass@gmail.com
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQ3MzM5X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1178010&xid=1266_47339
2y
1
SavedSave
*Junior Accountant (JB1627)*
*Junior Accountant (JB1627)*
Edenvale, Johannesburg
R15 000 – R20 000
Duration: Permanent
*Company Overview*
Our client works with highly successful families who have created significant wealth through years of hard work and sacrifice.
They help their clients preserve, diversify and deploy their wealth effectively with an emphasis on the maintenance of their lifestyles through varying economic environments.
As experienced investment advisors our client resists fads and group think. They focus their energies on identifying the managers and strategies that they believe can deliver consistent, prudent returns relative to a client’s investment goals and tolerance to risk.
*Minimum Requirements*
Qualifications (ACA, ACCA or CIMA)
Excellent knowledge of MS Office and familiarity with relevant computer software
Excellent knowledge of Sage One Accounting
Proven experience as a junior accountant
Excellent organizing abilities
Great attention to detail
Good with numbers and figures and an analytical acumen
Good understanding of accounting and financial reporting principles and practices
*Job Description*
Post and process journal entries to ensure all business transactions are recorded
Update accounts receivable and issue invoices
Update accounts payable and perform reconciliations
Assist in the processing of balance sheets, income statements and other financial statements according to legal and company accounting and financial guidelines
Ensuring Company compliance is kept up to date in terms of CIPC
Assist with reviewing of expenses, payroll records etc. as assigned
Update financial data in databases to ensure that information will be accurate and immediately available when needed
Prepare and submit monthly reports
Assist auditors in the preparation of yearly closings
Assist with other accounting projects
*Minimum Requirements*
Qualifications (ACA, ACCA or CIMA)
Excellent knowledge of MS Office and familiarity with relevant computer software
Excellent knowledge of Sage One Accounting
Proven experience as a junior accountant
Excellent organizing abilities
Great attention to detail
Good with numbers and figures and an analytical acumen
Good understanding of accounting and financial reporting principles and practices
R15 000 – R20 000
Duration: Permanent
*Minimum Requirements*
Qualifications (ACA, ACCA or CIMA)
Excellent knowledge of MS Office and familiarity with relevant computer software
Excellent knowledge of Sage One Accounting
Proven experience as a junior accountant
Excellent organizing abilities
Great attention to detail
Good with numbers and figures and an analytical acumen
Good understanding of accounting and financial reporting principles and practices
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzI2NTA2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1191538&xid=1555_26506
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#SHIFTINTOHIGHCAREER to a successful Wealth & Investment Company that requires the services of a Financial Advisor Assistant Minimum RequirementsInvestment Product knowledge essentialMust have good Communications skillsKnowledge of FICA and FIAS regulations essentialMust have 3 to 5 years’ experience in similar role with contactable referencesTertiary Diploma or Degree will be advantageous Must be fully Microsoft Office literate Salary StructureSalary Package negotiable depending on experience (Only suitable candidates will be shortlisted and contacted within 14 days) Please send your CV to louis@gapconsulting.co.zaVisit our website on www.gapconsulting.co.zaFollow us on Facebook and LinkedIn @GAP Consulting or on Twitter @GAPAutoGAP Consulting - General Automotive PersonnelSA’s Premium Automotive Recruitment Consultancy
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzUxMDE4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1192384&xid=1266_51018
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An exciting Financial Advisor opportunity is available at Liberty for individuals who have an entrepreneurial flair and want to build up a successful career within the financial services sector.
Job Objectives
* Effectively analyzing a clients needs to provide advice on suitable solutions from a predefined package of benefits
* Offer financial solutions and benefits to clients and in ultimately growing the business
* To manage the long-term relationship between Liberty and the client, not only to meet the clients evolving needs but also to position Liberty as the market leader and enhance the reputation of the organization.
* Identify opportunities to contribute to the growth of the organization.
* Continuously review client portfolios to re-assess their needs and make recommendations and add value to clients.
Role Requirements
* Smartphone or laptop (essential)
* Computer Literacy (essential)
Qualifications
* Grade 12 (essential)
Experience:
* Telephone and face to face sales experience (desirable)
Benefits
* Medical Aid Contributions
* Provident Fund
* Attractive Incentives
*Desired Skills: *
* communication skills.
* Presentation Skills
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0Xzg0NTRfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1176538&xid=1554_8454
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What is a financial advisor?
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
What is required of you?
Provide appropriate financial advice, in line with the customers resources and financial goals, to enable positive financial futures and protection of assets and estate.
Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
Providing relevant and appropriate financial advice, hinges on a complete understanding of the customers personal and financial circumstances - and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.
What do we need from you?
* A Grade 12 (Matric) certificate
* FAIS compliance
* RE5 an advantage
* A valid Drivers licence and your own car
* A clear criminal and credit check
* A minimum of 3 years working experience (preferably in sales)
* Proven computer literacy (MS Office suite)
* Excellent communication skills (written and verbal)
What we can do for you!
Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters - Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.
Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Responsibilities
As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial advisor profession requires continuous personal development through the attendance and completion of accredited courses and programmes.
*Desired Skills: *
* Financial Advisory
* Drivers Licence
* Matric
*Desired Qualification Level: *
* Grade 12 / Matric
*About The Employer: *
As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years - Integrity, Professionalism, Customer-first, Advice led.
*Employer & Job Benefits: *
* Vehicle Allowance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzExMjE0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1197876&xid=1554_11214
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