Branch Financial Advisor — Client Growth & Solutions

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

Job summary

A leading financial services provider is seeking a Branch Consultant/Financial Advisor in Durban, KwaZulu-Natal. The role involves understanding client needs, managing relationships, and providing appropriate financial solutions. Candidates must have a Matric, and be FAIS compliant, with bonus qualifications being RE5. This position offers a chance for personal and professional growth within a supportive company culture.

Benefits

Opportunities for growth

Supportive work environment

Qualifications

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

Responsibilities

• Maintain understanding of product ranges to meet customer needs.
• Manage client retention through effective servicing.
• Ensure compliance with quality standards and regulatory requirements.

Skills

Business insight

Decision quality

Builds effective teams

Plans and aligns

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Job description

A leading financial services provider is seeking a Branch Consultant/Financial Advisor in Durban, KwaZulu-Natal. The role involves understanding client needs, managing relationships, and providing appropriate financial solutions. Candidates must have a Matric, and be FAIS compliant, with bonus qualifications being RE5. This position offers a chance for personal and professional growth within a supportive company culture.