Branch Financial Advisor: Client Growth & Solutions

Sanlam; Newcastle; On-site; ZAR 180,000 - 340,000; Full time

Job summary

Sanlam Developing Markets (SDM) seeks a customer-focused financial adviser in a branch context to promote SRM products, provide sound financial guidance and deliver high-quality service to clients. The role involves understanding client needs, cross-selling solutions, and maintaining accurate client records while complying with FAIS requirements.

The position requires Matric, FAIS compliance, and ongoing CPD, with RE5 advantageous and Class of Business training to be completed within 12 months

Qualifications

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

Responsibilities

• Promote SRM products and increase market share.
• Provide sound financial advice and high client service in a branch context.
• Cross-sell value-added services to clients.
• Maintain client portfolios and update on product changes.
• Ensure compliance with regulatory requirements and maintain records.

Skills

Financial advisory

Client service

Sales & cross-selling

Communication

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Job description

Sanlam Developing Markets (SDM) seeks a customer-focused financial adviser in a branch context to promote SRM products, provide sound financial guidance and deliver high-quality service to clients. The role involves understanding client needs, cross-selling solutions, and maintaining accurate client records while complying with FAIS requirements.

The position requires Matric, FAIS compliance, and ongoing CPD, with RE5 advantageous and Class of Business training to be completed within 12 months