Branch Financial Advisor – Client Growth & Service

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

Job summary

A financial services provider in Pietermaritzburg seeks a Branch Consultant/Financial Advisor. The role involves promoting financial products, providing high-quality client service, and ensuring compliance with industry standards. The ideal candidate will have a Matric qualification, be FAIS compliant and possess the RE5 qualification. This role offers an opportunity to build a successful career with a company dedicated to professional development and transformation.

Qualifications

• Matric qualification required.
• RE5 qualification is advantageous.
• Must be FAIS compliant as per DOFA requirements.

Responsibilities

• Promote products and increase market share through sound financial advice.
• Manage client service and client retention effectively.
• Ensure compliance with quality standards and company policies.
• Report on daily activities and deliver on deadlines.

Skills

Business insight

Decision quality

Team building

Planning and alignment

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Job description

A financial services provider in Pietermaritzburg seeks a Branch Consultant/Financial Advisor. The role involves promoting financial products, providing high-quality client service, and ensuring compliance with industry standards. The ideal candidate will have a Matric qualification, be FAIS compliant and possess the RE5 qualification. This role offers an opportunity to build a successful career with a company dedicated to professional development and transformation.