Branch Financial Advisor: Client Growth & Advice Expert

Sanlam Limited; Paarl; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Paarl is looking for a Branch Consultant/Financial Advisor to deliver sound financial advice and enhance client satisfaction. The role involves managing client relationships, ensuring compliance with regulations, and increasing market share through strategic client interactions. The ideal candidate should possess a matric qualification and relevant financial training. Opportunities for personal development and growth are available within this dynamic organization.

Qualifications

• Matric is required, with RE5 advantageous.
• FAIS compliance as per DOFA requirements is expected.
• Class of Business training to be completed within 12 months.

Responsibilities

• Provide financial advice and client services in a branch.
• Manage client profiles to ensure retention and service.
• Stay compliant with regulations and quality standards.
• Meet reporting deadlines on activities and results.

Skills

Business insight

Decision quality

Team building

Planning and alignment

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Job description

A leading financial services provider in Paarl is looking for a Branch Consultant/Financial Advisor to deliver sound financial advice and enhance client satisfaction. The role involves managing client relationships, ensuring compliance with regulations, and increasing market share through strategic client interactions. The ideal candidate should possess a matric qualification and relevant financial training. Opportunities for personal development and growth are available within this dynamic organization.