Branch Financial Advisor: Personal Finance & Client Growth

Sanlam; Ladysmith; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Sanlam is seeking a Financial Advisor to promote its Retail Mass products in Ladysmith, KwaZulu-Natal. This role involves providing sound financial advice and exceptional client service while helping clients identify and meet their financial goals.

The ideal candidate will have a Matric certificate and be RE5 compliant, possessing skills in financial advising and client management. Responsibilities include servicing clients, ensuring compliance, and reporting on sales activities. Join us at Sanlam to help clients achieve financial confidence.

Qualifications

• Matric is a minimum requirement.
• RE5 certification is advantageous.
• FAIS compliance as per DOFA regulations is necessary.

Responsibilities

• Promote Sanlam Retail Mass products to increase market share.
• Provide high-quality client service within a branch.
• Manage client portfolios and address their financial goals.

Skills

Financial advising

Client relationship management

Cross-selling

Compliance knowledge

Education

Matric (Grade 12)

RE5

FAIS Compliance (Wealth Management)

Job description

Sanlam is seeking a Financial Advisor to promote its Retail Mass products in Ladysmith, KwaZulu-Natal. This role involves providing sound financial advice and exceptional client service while helping clients identify and meet their financial goals.

The ideal candidate will have a Matric certificate and be RE5 compliant, possessing skills in financial advising and client management. Responsibilities include servicing clients, ensuring compliance, and reporting on sales activities. Join us at Sanlam to help clients achieve financial confidence.