Branch Financial Advisor: Client Growth & Service

Sanlam Limited; Malmesbury; Presencial; ZAR 240.000 - 320.000; Jornada completa

Descripción de la vacante

Sanlam Limited in Malmesbury seeks a Branch Consultant/Financial Advisor to promote SRM products, advise clients, and manage branch service delivery. You will maintain client portfolios, perform risk assessments, and ensure compliance in a busy retail branch environment.

Responsibilities include sales delivery, client service, and regulatory compliance, with CPD maintenance and reporting. Matric and FAIS DOFA alignment are essential; RE5 is advantageous.

Formación

• Matric (Grade 12) is required.
• RE5 advantageous for the role.
• FAIS compliance in wealth management is required by DOFA.
• Class of Business training to be completed within 12 months of employment.

Responsabilidades

• Sales delivery: understand SRM products and advise clients in a branch context.
• In-branch service: manage client profiles, follow up on queries, and maintain client records.
• Quality and compliance: stay compliant, maintain CPD, log activities and report.
• Monthly planning and reporting: deliver daily/weekly/monthly reports and meet deadlines.

Educación

Matric

RE5 advantageous

FAIS Compliant (Wealth Management) as per DOFA requirements

Class of Business training

Descripción del empleo

Sanlam Limited in Malmesbury seeks a Branch Consultant/Financial Advisor to promote SRM products, advise clients, and manage branch service delivery. You will maintain client portfolios, perform risk assessments, and ensure compliance in a busy retail branch environment.

Responsibilities include sales delivery, client service, and regulatory compliance, with CPD maintenance and reporting. Matric and FAIS DOFA alignment are essential; RE5 is advantageous.