Financial Advisor Jobs in Somerset West
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Search Results - Financial Advisor Jobs in Somerset West
Old Mutual Personal Financial Advice-Somerset West
Role Overview
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...
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Helderberg Personnel-Somerset West
include:Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers;Assisting the financial advisor in servicing existing clients as well as new clients - handling preparation of all meeting documentation...
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Old Mutual MFC-Somerset West
Role Overview
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...
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J.A.Z Recruitment-Somerset West
The role also requires strong technical knowledge to handle escalated queries from financial advisors, members, and third parties while ensuring compliance with policies, procedures, and regulatory requirements.
Requirements:
• 3 5 years exp...
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Old Mutual South Africa-Somerset West
Old Mutual South Africa is seeking a Financial Adviser in Knysna to help clients plan for their financial futures with a consultative selling approach.
Applicants should have a Matric certificate, at least 12 months of financial services experience...
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Helderberg Personnel-Somerset West
of multi-member pension schemes, Portfolio trusts, EBT’s and Retirement Annuity Trust Schemes (RATs). In addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners, as required, to ensure a high...
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Financial Advisor jobs – More locations:
oldmutual-Somerset West
Old Mutual is seeking a Financial Adviser in South Africa. The role requires a Matric certificate and at least 12 months of financial services experience, plus Long-term Insurance Class of Business completion.
Additional FAIS qualifications like...
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Helderberg Personnel-Somerset West
of multi-member pension schemes, Portfolio trusts, EBT’s and Retirement Annuity Trust Schemes (RATs). In addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners, as required, to ensure a high...
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Sanlam Limited-Somerset West
Sanlam Life Ltd is one of the top financial services providers in the South African market.
We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal...
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J.A.Z Recruitment-Somerset West
in Business Administration, Finance, or a related field (preferred).
• 23 years experience as a Personal Assistant, Executive Assistant, or in a financial services environment.
• Experience working with financial advisers, wealth management firms...
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Liberty Group Ltd-Somerset West
Advisor with Liberty, you'll embark on an exhilarating journey towards personal and financial fulfilment. Harness your entrepreneurial spirit and dive into a world of endless opportunities within our esteemed company.
Duties & Responsibilities...
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Sanlam-Somerset West
Sanlam Life Ltd is a leading financial services provider in South Africa, seeking a senior advisory professional to manage complex intermediary and client portfolios. You will influence distribution strategy, provide financial guidance...
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oldmutual-Somerset West
Old Mutual South Africa seeks a self-motivated Financial Adviser to join our team. You will identify clients' financial needs, provide sound advice, and design fit-for-purpose plans and solutions to help clients achieve lifetime goals.
We value...
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