Financial Adviser: Grow Client Wealth & Trust

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

Job summary

An established industry player is seeking a motivated financial advisor to provide tailored financial advice and solutions to clients. This role focuses on building strong, lasting relationships while achieving sales targets and maintaining compliance with industry regulations. The successful candidate will engage in networking and lead generation activities, ensuring a personalized approach to client interactions. Join a dynamic team that values professional growth and offers opportunities for development within a supportive environment. If you are passionate about helping clients achieve their financial goals, this position is perfect for you.

Qualifications

• Completed Grade 12 and FAIS requirements for financial advisory roles.
• Knowledge in financial planning and compliance is essential.

Responsibilities

• Provide professional financial advice tailored to client needs.
• Generate leads and maintain long-term client relationships.
• Conduct financial needs analysis and present solutions.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Financial planning and recommendations

Education

Grade 12

FAIS requirements

Job description

An established industry player is seeking a motivated financial advisor to provide tailored financial advice and solutions to clients. This role focuses on building strong, lasting relationships while achieving sales targets and maintaining compliance with industry regulations. The successful candidate will engage in networking and lead generation activities, ensuring a personalized approach to client interactions. Join a dynamic team that values professional growth and offers opportunities for development within a supportive environment. If you are passionate about helping clients achieve their financial goals, this position is perfect for you.