Branch Financial Advisor – Client Growth & Service

Sanlam Limited; uMnambithi; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Sanlam Developing Markets (SDM) is seeking a financial advisor to promote SRM products and enhance client relationships in a Ladysmith branch. You will deliver sound financial advice and high service levels, with opportunities to cross-sell and grow the customer base.

The role requires commitment to compliance and ongoing professional development. Join a leading South African financial services group focused on retail mass markets.

Qualifications

• Matric (Grade 12) is required.
• RE5 advantageous for the role.
• FAIS Compliant in Wealth Management as per DOFA requirements.
• Class of Business training to be completed within 12 months of employment.

Responsibilities

• Promote SRM products and increase market share with sound financial advice and high client service.
• Provide in-branch client service and maintain client portfolios.
• Cross-sell value-added services to clients and manage existing relationships.

Skills

Client service

Financial advisory

Cross-selling

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Job description

Sanlam Developing Markets (SDM) is seeking a financial advisor to promote SRM products and enhance client relationships in a Ladysmith branch. You will deliver sound financial advice and high service levels, with opportunities to cross-sell and grow the customer base.

The role requires commitment to compliance and ongoing professional development. Join a leading South African financial services group focused on retail mass markets.