Branch Financial Advisor & Client Success

Sanlam Limited; Cape Town; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading financial services provider in South Africa is looking for individuals to enhance their market presence through sound financial advice and excellent client service. The role involves in-branch client retention, compliance with financial standards, and reporting on various activities. Applicants should have at least a Matric certificate, with additional financial training being advantageous. This position offers opportunities for career development within a supportive environment.

Responsibilities

• Provide sound financial advice and high levels of client service in a Branch context.
• Maintain client profiles and ensure retention.
• Report on daily activities using relevant technology platforms.

Skills

Business insight - Contributing independently

Decision quality - Contributing independently

Builds effective teams - Contributing independently

Plans and aligns - Contributing independently

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Job description

A leading financial services provider in South Africa is looking for individuals to enhance their market presence through sound financial advice and excellent client service. The role involves in-branch client retention, compliance with financial standards, and reporting on various activities. Applicants should have at least a Matric certificate, with additional financial training being advantageous. This position offers opportunities for career development within a supportive environment.