20 Financial advisor Jobs and Work in Eastern Cape

Client Advisor
Nedbank —Idutywa, Eastern Cape
20h
Financial Advisor
Dis-Chem Life —Buffalo City, Eastern Cape
14d
Branch Consultant/Financial Advisor - Mount Frere
Sanlam —Mthatha, Eastern Cape
FNB Community Advisor DHA
FirstRand —Aliwal North, Eastern Cape
- Part-time
5d
Trainee Financial Planner / Financial Advisor
financial planner —Port Elizabeth, Eastern Cape
- R12 000 - R100 000 a month
- Full-time
Quick Apply
FNB Community Advisor Alternative Channels
FirstRand —Butterworth, Eastern Cape
- Part-time
5d
Branch Advisor FAIS
FirstRand —Alice, Eastern Cape
- Full-time
5d
Financial Planner : BLUE OCEAN PORT ELIZABETH
Sanlam —Port Elizabeth, Eastern Cape
Financial Advisor Gqeberha
PPS Recruitment —Port Elizabeth, Eastern Cape
Financial Planner : BLUE OCEAN WILD COAST
Sanlam —East London, Eastern Cape
Financial Advisor
Personal Financial Solutions —Port Elizabeth, Eastern Cape
- Full-time
Quick Apply
8d
Financial Advisor
FINANCIAL WISE WEALTH —Port Elizabeth, Eastern Cape
- R5 000 - R25 000 a month
Quick Apply
14d
Financial Advisor - Consolidations
Personal Financial Solutions —Port Elizabeth, Eastern Cape
- Full-time
Quick Apply
Outside Sales Representative
IMANII LIFE SOLUTIONS —Matatiele, Eastern Cape
- R1 000 - R10 000 a week
Quick Apply

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Client Advisor
Nedbank —Idutywa, Eastern Cape
Enable Nedbank's strategy of being financial experts who do good. Contribute to the success of Nedbank through meeting your service excellence, teamwork and…
20h
Financial Advisor
Dis-Chem Life —Buffalo City, Eastern Cape
Minimum 2–4 year's experience in either an advice-giving role within insurance or financial services, or in a high-traffic retail environment (FMCG, automotive,…
14d

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Client Advisor

Nedbank -
Idutywa, Eastern Cape

Apply Now

Job Details

20 hours ago

Full Job Description

Requisition Details

Requisition Number: 147590

Location : Dutywa

Closing Date: 07 September 2026

Job Family

Sales and Service

Career Stream

Sales

Leadership Pipeline

Manage Self: Technical (MST)

FAIS Affected

FAIS Affected - Yes

Job Purpose

Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market share.

Job Responsibilities

Client Engagement:

Respond to client needs by offering the right service and solution.
Build client trust by applying your expertise and experience to do good for your client.
Educate clients and potential clients on how to subscribe and service their account.
Treat clients with respect, build trust, show care and humility in all client interactions.
Help clients achieve their goals and grow financially.
Own the client request end to end and route for alternative intervention if not equipped to service the client.
Entrench clients and deliver value through cross selling.
Facilitate the sales process by informing clients of the product features and benefits.
Document client needs analysis and provide corresponding product solutions.
Obtain referrals from existing clients as well as leads from other business units.
Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries, and requests.
Educate clients on the use of, secure, alternative, cost effective, time saving and convenient self-service channels.
Collaborate with internal stakeholders to provide complete financial solutions for clients.
Ensure great client experiences by making the client feel welcome, listened to, and owning and solving their financial problems.
Ensure clients are onboarded in line with Nedbank's product strategy, policy, and procedure.
Act with a client first mindset in all client engagements.

Nedbank Goals:

Contribute to the success of Nedbank through meeting your service excellence, teamwork and personal development goals whilst adhering to Nedbank security, operational and compliance procedures, and policies.
Develop, retain, and grow the business by delivering against individual and team goals that support a positive client experience.
Increase market share of primary clients by entrenching clients through Core+ needs discussions, salary and debit order switching as well as enrolling clients on the various digital platforms.
Identify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards.
Ensure all sales activities are completed to plan, progress reviewed, and corrective action taken.
Support the achievement of the sales and service strategy objectives and values.
Enable Nedbank's strategy of being financial experts who do good.
Covert leads into sustainable business for Nedbank in a responsible manner.

Risk and Compliance:

Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information.
Report suspicious transactions to the relevant department.
Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, communications, and training material.
Manage risk by meeting technical, company standards, practices, and resource management (e.g. ultra-violet lights to identify false identity documents).
Be a responsible employee by being compliant to Nedbank policies, controls, regulations, and banking legislation.

Essential Qualifications - NQF Level

Diploma

Preferred Qualification

FAIS Approved Qualification

Minimum Experience Level

1 - 2 years Retail/Banking Client Service, Sales, Relationship experience

Technical / Professional Knowledge

Product sales skills
Sales Strategies
Product Knowledge
Customer service principles
Nedbank policies and procedures
Customer relationship management

Behavioural Competencies

Building Customer Loyalty
Building Trusting Relationships
Sales Persuasion
Technology Savvy
Planning and Organizing
Adaptability
Applied Learning

Please contact the Nedbank Recruiting Team at +27 860 555 566

Apply Now

Refine Your Search

financial advisor jobs in eastern cape

Client Advisor

Financial Advisor

Branch Consultant/Financial Advisor - Mount Frere

FNB Community Advisor DHA

Trainee Financial Planner / Financial Advisor

FNB Community Advisor Alternative Channels

Branch Advisor FAIS

Financial Planner : BLUE OCEAN PORT ELIZABETH

Financial Advisor Gqeberha

Financial Planner : BLUE OCEAN WILD COAST

Financial Advisor

Financial Advisor

Financial Advisor - Consolidations

Outside Sales Representative

More jobs to discover

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Requisition Details

Job Family

Career Stream

Leadership Pipeline

FAIS Affected

Job Purpose

Job Responsibilities

Essential Qualifications - NQF Level

Preferred Qualification

Minimum Experience Level

Technical / Professional Knowledge

Behavioural Competencies

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