Financial Planner : Richards Bay & Surrounding Areas

Sanlam Group; KwaZulu-Natal; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading company in the financial services sector seeks a Financial Planner for the Richards Bay area. The role involves providing tailored financial advice, maintaining client relationships, and achieving sales targets. Ideal candidates will have a Grade 12 qualification and FAIS compliance. Join a dynamic team and contribute to business growth while promoting ethical practices.

Qualifications

• Regulatory Examination success if registered with FSCA for over 24 months.

Responsibilities

• Provide professional financial advice tailored to clients' needs.
• Maintain long-term client relationships to foster loyalty.
• Achieve targets related to revenue and premiums.

Skills

Client Relationship Management

Networking

Sales

Education

Grade 12

FAIS Compliance

Job description

Job Title:

Financial Planner: Richards Bay & Surrounding Areas

Job Location:

KwaZulu-Natal, Richards Bay

Deadline:

May 15

What will you do?

The role involves providing clients with professional financial advice, planning, and products tailored to their needs. You will procure high-quality, sustainable business, maintain long-term client relationships to foster loyalty, and promote the Sanlam Group's brand ethically and compliantly.

What will make you successful in this role?

• Assist in growing the Sanlam Adviser Business
• Contribute to marketing and business development plans
• Apply market segmentation and customer profiling knowledge to support sales
• Achieve targets related to revenue, premiums, and activity quotas
• Promote the Sanlam brand and ensure fair treatment of customers
• Engage in networking, prospecting, and lead generation
• Develop and strengthen client relationships
• Utilize social media for marketing
• Identify sales opportunities within existing client base
• Implement targeted campaigns and seek referrals
• Monitor client activities and respond accordingly
• Conduct compliant client consultations and needs analyses
• Provide comprehensive financial advice using relevant tools
• Review client portfolios annually
• Deliver excellent client service and maintain professional conduct
• Engage in continuous learning and relationship building
• Document activities and update client records regularly

Qualifications and Experience

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) compliance
• Regulatory Examination success (if registered with FSCA for over 24 months)