steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction... (e.g. Anti-Money Laundering, Sanctions, BCM, Basic Financial Crime Concepts). Remain fit and proper as required for FAIS...
helping to create a better world by providing an innovative, contextual, and integrated financial solutions. As part... sales results by providing contextual and integrated financial solutions to customers. Conduct yourself in an ethical...
a successful career as a Financial Adviser. The role is about championing our valued customers to achieve their lifetime financial goals.... This role has been identified to provide customers with financial advice and intermediary services under the FAIS Act...
Who are we? 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...
Job Summary JOB PURPOSE The Financial Advisor will be responsible for conducting financial needs analysis... for both Life and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client...
JOB PURPOSE The Financial Advisor will be responsible for conducting financial needs analysis for both Life... and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client base...
: Minimum of 5 years of experience in a similar administrative role, ideally within the insurance or financial services sector. FAIS...Job Summary Job Title: Financial Advisor Support Administrative Role We are seeking a dedicated and dynamic individual...
Job Overview A confident, driven and opportunistic individual is required to offer financial solutions and benefits... Requirements: Laptop or Tablet (essential) Drivers license Qualifications: Grade 12 (essential) FAIS recognized...
Job Summary Conduct Financial Needs Analysis: Perform comprehensive financial needs assessments for clients...: Analyze and manage client portfolios, providing tailored financial advice to meet both immediate and long-term financial goals...
Opportunity to join one of the leading Financial Services Companies in South Africa. The Financial Advisor... will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise...
Job Summary Conduct Financial Needs Analysis: Perform comprehensive financial needs assessments for clients...: Analyze and manage client portfolios, providing tailored financial advice to meet both immediate and long-term financial goals...
Conduct Financial Needs Analysis: Perform comprehensive financial needs assessments for clients, focusing on life... client portfolios, providing tailored financial advice to meet both immediate and long-term financial goals. Sales...
Conduct Financial Needs Analysis: Perform comprehensive financial needs assessments for clients, focusing on life... client portfolios, providing tailored financial advice to meet both immediate and long-term financial goals. Sales...
Opportunity to join one of the leading Financial Services Companies in South Africa. The Financial Advisor... will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise...
Well established Financial Services company in the Western Cape is looking for a Financial Advisors to join their team... FAIS accreditation (150 credits) (Essential) RE 5 (Essential) RE 1 (Advantageous) EXPERIENCE General Experience 3-6...
holistic, client-centered financial advice that aligns with FAIS requirements. This role focuses on understanding client needs... to FAIS standards. The ideal candidate will prioritize client needs and foster strong relationships, providing financial...
Areas Financial Advice · Provides advice in line with the customer value proposition & compliance framework. · Works... (Matric). · Valid Driver’s licence and Own Car · FAIS Compliance · Clear criminal and credit check · Minimum of 3...
ROLE PURPOSE As a Financial Advisor with Vizion Finance, powered by Old Mutual, you will deliver holistic financial... toward financial security, foster long-term relationships, and drive sustainable business success within a supportive and innovative...
insurance or financial services sector. FAIS compliance is preferred (Rep status or willingness to pursue Rep status...Job Title: Financial Advisor Support Administrative Role We are seeking a dedicated and dynamic individual...
Job Description: Financial Advisor The Financial Advisor is responsible for conducting comprehensive financial needs... financial advice to clients, with an emphasis on expanding the client base through proactive prospecting and networking. Key...