Client-Focused Financial Planner & Advisor

Sanlam; Sandton; On-site; ZAR 30 000 - 70 000; Full time

Job summary

Join a forward-thinking financial services provider where your potential is recognized and nurtured. This role focuses on delivering tailored financial advice to clients, building lasting relationships, and achieving business growth through effective networking and compliance. You will play a crucial part in enhancing client loyalty and driving sustainable business success. With a commitment to transformation and diversity, this innovative firm offers a supportive environment for your personal and professional development. If you're passionate about finance and client service, this opportunity is perfect for you.

Qualifications

• Grade 12 and FAIS requirements must be met for this role.
• Strong financial advisory skills and compliance knowledge are essential.

Responsibilities

• Provide professional financial advice and maintain long-term client relationships.
• Generate leads and conduct client consultations for tailored financial solutions.

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 forward-thinking financial services provider where your potential is recognized and nurtured. This role focuses on delivering tailored financial advice to clients, building lasting relationships, and achieving business growth through effective networking and compliance. You will play a crucial part in enhancing client loyalty and driving sustainable business success. With a commitment to transformation and diversity, this innovative firm offers a supportive environment for your personal and professional development. If you're passionate about finance and client service, this opportunity is perfect for you.