Financial Adviser: Growth & Client Impact

Sanlam; Durban; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial services provider is seeking a Financial Advisor to provide essential financial advice and develop strong client relationships. This role requires a Grade 12 qualification and adherence to compliance standards. Responsibilities include client consultations, ensuring ethical practices, and achieving business targets. A career at this firm promotes personal growth and recognizes employee contributions.

Qualifications

• Grade 12 qualification required.
• Fit and Proper requirements for financial advisors are mandatory.
• Experience in client consultations and financial planning is preferred.

Responsibilities

• Provide financial advice to clients to meet their needs.
• Achieve business targets and maintain client relationships.
• Ensure ethical standards in all client interactions.

Skills

Financial advice and support

Production target achievement

Compliance and risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12

FAIS Fit and Proper requirements

Job description

A leading financial services provider is seeking a Financial Advisor to provide essential financial advice and develop strong client relationships. This role requires a Grade 12 qualification and adherence to compliance standards. Responsibilities include client consultations, ensuring ethical practices, and achieving business targets. A career at this firm promotes personal growth and recognizes employee contributions.