Financial Advisor

 

Recruiter:

DK Consulting

Job Ref:

FP

Date posted:

Friday, October 29, 2021

Location:

CapeTown, South Africa

Salary:

3 month basic + Commission


SUMMARY:
Are you a successful Financial Advisor with at least 2 years experience?

POSITION INFO:

Secure new business;

Do a financial needs'''''''' analysis for your client;

Provide solutions for your client;

Prepare quotes;

Keep clients up to date on market updates, market performance;

Educate clients on risks;

Resolve client queries, claims, etc.

 

Minimum Educational Requirements

Matric with English and Mathematics (not Maths Literacy);

RE5;

FAIS Accredited

 



 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

Similar jobs you might be interested in:

Financial Advisor (Investment Specialist)
Location: Cape Town
Salary:
80 days ago


Paraplanner
Location: Cape Town
Salary:
17 days ago


Business Development Manager – Financial Services
Location: Capetown
Salary: Market Related
Business Development Manager – financial Services
76 days ago


DIVISIONAL HEAD - FINANCE
Location: Cape Town
Salary:
Brackenfell Area, Cape Town – Western Cape: An opportunity has arisen for a Divisional Head: Finance to lead and oversee all financial management, reporting, and strategy for the division across multiple operations and/or countries. This role ensures the financial sustainability, integrity, and operational efficiency of the divisions while navigating diverse regulatory, economic, and cultura...
1 day ago


Financial Accountant
Location: Cape Town
Salary:
If spreadsheets are your love language and balance sheets spark joy, this one’s for you. A growing group with cross-border operations is on the hunt for a sharp financial Accountant who enjoys owning the numbers and keeping everything squeaky clean. This role sits within a well-established group operating across South Africa and Namibia. You’ll step into a hands-on accounting position ...
4 days ago


Area Manager Cape Town
Location: Cape Town
Salary:
Are you a natural deal-maker who knows their switchgear from their circuit breaker and can spark sales without tripping relationships? If the thought of growing a territory, electrifying client relationships and powering revenue gets your current flowing, this Area Manager (External Sales) role in Cape Town’s northern suburbs is ready for you to plug into.
15 days ago


Retail Management Accountant
Location: Cape Town
Salary:
Crunch numbers, flex brains, and make spreadsheets bow to your brilliance, your next adventure in management accounting awaits. If turning numbers into strategy makes your heart skip a beat, this is the role for you: you’ll lead reporting, budgeting, and forecasting like a pro, collaborate across teams to make business decisions smarter (and less boring), influence efficiency, guide stakehol...
26 days ago


Senior Finance Manager - Retail Operations
Location: Cape Town
Salary:
Are you a CA(SA) who dreams in spreadsheets, spots risks like a hawk, and can herd operations, HR, and property teams without breaking a sweat, ready to call the plays instead of just keeping score? Step into a leadership role with a financially solid national retailer where your insights shape strategy, your CA(SA) skills are celebrated, and you can lead a high-performing finance team while makin...
26 days ago


Finance Manager: Crypto & Blockchain
Location: Cape Town
Salary:
Ever wanted to be the superhero accountant who wrangles chaos, tames wild spreadsheets, and makes blockchain bow to your brilliance? Step into a leadership role where you’ll lead a team of 10+ accounting whizzes, shape processes like a spreadsheet ninja, dive deep into digital assets and blockchain, and combine hands-on accounting with strategy and leadership in a fast-growing global finance...
26 days ago


Crypto Accountant
Location: Cape Town
Salary:
Are you tired of crunching numbers in a traditional ledger? Ready to take your accounting chops to the digital frontier where the only thing faster than transactions is the coffee you’ll need to keep up? Our client is looking for a Web3 Accountant who can balance books, blockchain, and brilliance - all at once. If you can make sense of fiat and crypto, we’ve got a wallet with your name...
26 days ago


Create a free job alert for Financial Advisor in CapeTown

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions