16 Advisor Financial Services Jobs in Durban
-
Policy Servicing Administrator (Remote Working) Talented Recruitment - Durban Proficiency in using Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty websites and quote packages. Utilize Zoho Office and Atwork CRM system... 9 days ago
-
Advisor Liaison Consultant - Retail Investments Rory Mackie & Associates - Durban Always be supportive in offering assistance to the brokers/broker assistants and able to train their assistants Submit, track, and give feedback on any instructions to Advisors and Advisor Assistants Manage... More than 30 days ago
-
Financial Controller Sandi Crowther Recruitment - Durban Manage day-to-day accounting operations, including AR / AP, cash flow, and monthly close process Develop and maintain detailed financial reports, KPIs, and dashboards Proficiency in accounting software... 22 days ago
-
Paraplanner The Recruitment Council - Durban Analyze data to provide insights and recommendations to financial planners for the planning process. Prepare financial projections and reports for clients to support planners during client interactions... R360 000 Per Annum More than 30 days ago
- Forum: Start a Discussion Join
-
APPOINTMENT SETTER /DIALER SDC - Durban, eThekwini Metropolitan Municipality, KwaZulu-Natal, 4057, South Africa Provide exceptional customer service to clients which include customer rejection and objection handling. You need to possess a positive, upbeat and enthusiastic attitude RESPONSIBILITIES: 7 days ago
-
Financial Advisor - Everyday Banker Palesa Mbali Group - Durban Identify opportunities for cross-selling and recommend appropriate banking products to enhance client portfolios. Maintain detailed records of client interactions, plans, and transactions in line with... More than 30 days ago
-
Financial Advisor Administrator The Recruitment Council - Durban Operational Efficiency: Follow company processes meticulously, keeping records up to date and completing all administrative tasks in a timely manner. Coordinate with product providers to obtain statements... R240 000 Per Annum More than 30 days ago
-
Service Advisor Bosch Umhlanga - Durban, KwaZulu Natal Stay up-to-date with industry advancements, manufacturer specifications, and service techniques through ongoing training and professional development. Greet customers in a friendly and professional manner... More than 30 days ago
-
Call centre agent - Durban Catch - N/A Durban, South Africa ✓ Pitch the business to potential new clients and book appointments with doctors for the financial advisor’s visit. ✓ Work closely with the financial advisors and their teams. This position is for highly... More than 30 days ago
-
Broker Consultant Basic plus commission DK Consulting - Durban, Kwazulu Natal, South Africa Blue-chip and listed Insurer requires experienced Broker Consultant to develop relationships and exceed targets Insurance qualifications (NQF5 Financial planning or Wealth Management; Own cellphone Basic plus commission 3 days ago
Top locations