Branch Financial Advisor: Clients, Growth & Service

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

Job summary

A financial services company in Cape Town is seeking a motivated individual to promote financial products and provide top-notch client service. The ideal candidate has a Grade 12 education and is FAIS compliant. Responsibilities include understanding product offerings, managing client relationships, and ensuring compliance with regulatory standards. This role offers a great opportunity for personal growth and career development.

Qualifications

• Understanding of SRM product ranges.
• Ability to validate client details effectively.
• Experience in servicing and managing client profiles.

Responsibilities

• Promote SRM’s products to increase market share.
• Provide sound financial advice to clients in branch.
• Manage and report on client retention.

Skills

Business insight

Decision quality

Building effective teams

Planning and aligning

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Job description

A financial services company in Cape Town is seeking a motivated individual to promote financial products and provide top-notch client service. The ideal candidate has a Grade 12 education and is FAIS compliant. Responsibilities include understanding product offerings, managing client relationships, and ensuring compliance with regulatory standards. This role offers a great opportunity for personal growth and career development.