Branch Financial Advisor – Client Solutions

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

Job summary

A leading financial services company in Pongola is looking for a candidate to manage client relationships, ensuring satisfaction through tailored financial solutions. This role requires solid knowledge of products, compliance with regulations, and a commitment to customer service. Ideal candidates should have at least a Matric qualification and be compliant with FAIS requirements to thrive in this dynamic environment.

Benefits

Career development opportunities

Diverse and inclusive workplace

Qualifications

• Matric (Grade 12) required.
• RE5 qualification advantageous.
• FAIS compliance needed for Wealth Management.

Responsibilities

• Understand product ranges to meet customer needs.
• Responsible for in-branch client service and retention.
• Remain compliant with quality and regulatory standards.

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 company in Pongola is looking for a candidate to manage client relationships, ensuring satisfaction through tailored financial solutions. This role requires solid knowledge of products, compliance with regulations, and a commitment to customer service. Ideal candidates should have at least a Matric qualification and be compliant with FAIS requirements to thrive in this dynamic environment.