Branch Financial Advisor: Personal Finance & Client Growth

Sanlam; Pietermaritzburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Pietermaritzburg seeks a motivated professional to promote financial products and deliver exceptional client service. The role involves advising clients, managing their financial needs, and ensuring compliance with industry standards. Candidates with a Matric qualification and RE5 certification will be preferred. Join us to build strong client relationships and contribute to their financial well-being.

Benefits

Opportunities for growth and development

Diverse and inclusive workplace

Qualifications

• Matric (Grade 12) is required.
• RE5 is advantageous.
• FAIS compliance in line with DOFA requirements is needed.
• Class of Business training must be completed within the first 12 months.

Responsibilities

• Provide sound financial advice in the branch.
• Manage client profiles and maintain services.
• Ensure compliance and quality standards are met.
• Report daily on activities and outcomes.

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 (within 12-months of employment)

Job description

A leading financial services provider in Pietermaritzburg seeks a motivated professional to promote financial products and deliver exceptional client service. The role involves advising clients, managing their financial needs, and ensuring compliance with industry standards. Candidates with a Matric qualification and RE5 certification will be preferred. Join us to build strong client relationships and contribute to their financial well-being.