Branch Financial Advisor | Client Growth & Service

Sanlam; Butterworth; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Butterworth is seeking a candidate to promote financial products and provide exceptional client service. Responsibilities include understanding customer needs, managing client profiles, and ensuring regulatory compliance. Suitable candidates should have Matric and preferably be RE5 compliant. This role offers the chance to build a career within a supportive environment.

Benefits

Career development opportunities

Comprehensive training programs

Qualifications

• Matric (Grade 12) is required.
• RE5 certification is advantageous.
• Must be FAIS compliant as per DOFA requirements.

Responsibilities

• Promote SRM products and provide high-level client service.
• Conduct due diligence on clients to identify risks.
• Ensure compliance and maintain quality standards.

Skills

Client service

Sales and cross-selling tactics

Analytical thinking

Technologically oriented

Strong communicator

Customer service orientation

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant

Job description

A leading financial services provider in Butterworth is seeking a candidate to promote financial products and provide exceptional client service. Responsibilities include understanding customer needs, managing client profiles, and ensuring regulatory compliance. Suitable candidates should have Matric and preferably be RE5 compliant. This role offers the chance to build a career within a supportive environment.