Client-Focused Financial Advisor | Grow Relationships

Sanlam; Cape Town; On-site; ZAR 300 000 - 600 000; Full time

Job summary

Join a leading financial services provider dedicated to empowering its employees and clients. This role focuses on delivering tailored financial advice and building strong relationships with clients, ensuring their needs are met with professionalism and integrity. As part of a dynamic team, you'll engage in networking, client consultations, and continuous learning to thrive in a supportive environment. With a commitment to transformation and diversity, this opportunity promises personal growth and the chance to make a meaningful impact in the financial sector.

Qualifications

• Grade 12 and FAIS requirements completed if registered with FSCA for over 24 months.
• Strong knowledge in financial advice, compliance, and client management.

Responsibilities

• Provide professional financial advice and products to clients.
• Build and maintain long-term client relationships for loyalty and sales.
• Conduct comprehensive financial needs analysis for clients.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Financial planning and recommendations

Education

Grade 12

FAIS 'Fit and Proper' requirements

Job description

Join a leading financial services provider dedicated to empowering its employees and clients. This role focuses on delivering tailored financial advice and building strong relationships with clients, ensuring their needs are met with professionalism and integrity. As part of a dynamic team, you'll engage in networking, client consultations, and continuous learning to thrive in a supportive environment. With a commitment to transformation and diversity, this opportunity promises personal growth and the chance to make a meaningful impact in the financial sector.