Client-Focused Financial Advisor & Planner

Sanlam; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Cape Town is seeking a Financial Advisor to provide clients with relevant financial advice and products. You will focus on building lasting relationships, achieving performance targets, and ensuring compliance in all client interactions. Candidates should have completed the necessary regulatory examinations and demonstrate strong client management skills. This role offers opportunities for personal and professional growth.

Qualifications

• Successful completion of Regulatory Examination if registered with FSCA for more than 24 months.
• Ability to achieve production targets and manage budgets.

Responsibilities

• Provide professional financial advice and products to clients.
• Build long-term client relationships and loyalty.
• Conduct financial needs analysis and offer tailored solutions.
• Ensure compliance during client interactions.
• Document and report on business performance regularly.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Education

Grade 12

Job description

A leading financial services provider in Cape Town is seeking a Financial Advisor to provide clients with relevant financial advice and products. You will focus on building lasting relationships, achieving performance targets, and ensuring compliance in all client interactions. Candidates should have completed the necessary regulatory examinations and demonstrate strong client management skills. This role offers opportunities for personal and professional growth.