Branch Financial Advisor: Growth & Client Service

Sanlam; uPhongolo Local Municipality; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in KwaZulu-Natal is seeking a candidate for a role involving the promotion of financial products and providing top-notch client service. Responsibilities include understanding clients' needs, managing their profiles, and ensuring compliance with regulations. The ideal candidate holds a Grade 12 Matric and is FAIS compliant. This position offers opportunities for growth within a supportive environment.

Benefits

Opportunities for growth and development

Supportive work environment

Qualifications

• Matric (Grade 12) qualification is mandatory.
• RE5 certification is advantageous for this role.
• FAIS compliance in Wealth Management is required.

Responsibilities

• Promote products and increase market share.
• Provide financial advice and client service in a branch.
• Manage client profiles to ensure retention and address queries.

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 provider in KwaZulu-Natal is seeking a candidate for a role involving the promotion of financial products and providing top-notch client service. Responsibilities include understanding clients' needs, managing their profiles, and ensuring compliance with regulations. The ideal candidate holds a Grade 12 Matric and is FAIS compliant. This position offers opportunities for growth within a supportive environment.