Branch Financial Advisor & Client Growth Specialist

Sanlam; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Cape Town is seeking a dedicated professional to enhance client financial services and sales delivery. You will be responsible for providing sound financial advice and maintaining high client service standards. The ideal candidate should have Matric and relevant FAIS compliance, with a strong focus on client engagement and sales capabilities. Competitive growth and development opportunities offered within a diverse work environment.

Benefits

Opportunities for growth and development

Diverse and inclusive workplace

Qualifications

• Matric certification is required.
• RE5 certificate is advantageous.
• FAIS compliance as per DOFA is mandatory.

Responsibilities

• Promote SRM products and increase market share.
• Provide sound financial advice in a Branch context.
• Ensure compliance and quality standards.

Skills

Financial advice

Client service

Sales delivery

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant

Job description

A leading financial services provider in Cape Town is seeking a dedicated professional to enhance client financial services and sales delivery. You will be responsible for providing sound financial advice and maintaining high client service standards. The ideal candidate should have Matric and relevant FAIS compliance, with a strong focus on client engagement and sales capabilities. Competitive growth and development opportunities offered within a diverse work environment.