Financial Adviser: Strategic Planning & Client Growth

Sanlam; Cape Town; On-site; ZAR 300 000 - 700 000; Full time

Job summary

An established industry player is seeking dedicated financial advisors to join their dynamic team. In this role, you'll provide tailored financial advice and solutions to clients, ensuring their needs are met with professionalism and care. Your ability to build and maintain strong relationships will be key to driving business growth and client loyalty. This role offers a unique opportunity to develop your career in a supportive environment that values your contributions and aspirations. Join a forward-thinking company that prioritizes personal development and recognizes your worth in the financial services sector.

Qualifications

• Grade 12 and FAIS requirements completed.
• Experience in financial advisory and client relationship management.

Responsibilities

• Provide professional financial advice and products to clients.
• Maintain long-term client relationships to ensure loyalty.

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

An established industry player is seeking dedicated financial advisors to join their dynamic team. In this role, you'll provide tailored financial advice and solutions to clients, ensuring their needs are met with professionalism and care. Your ability to build and maintain strong relationships will be key to driving business growth and client loyalty. This role offers a unique opportunity to develop your career in a supportive environment that values your contributions and aspirations. Join a forward-thinking company that prioritizes personal development and recognizes your worth in the financial services sector.