Financial Advisor

Sanlam; Potchefstroom; Remote; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services group in South Africa is seeking a Financial Planner to provide personalized financial planning services. This full-time remote role involves conducting financial analysis, developing plans, and advising clients on investments. Candidates should have 1-2 years of experience in the long-term insurance industry and strong communication skills. This role is commission-based.

Qualifications

• Must have 1-2 years' experience in the long-term insurance industry.
• Ability to work independently and remotely.

Responsibilities

• Conduct financial analysis and develop comprehensive financial plans.
• Advise clients on investment strategies.
• Assist clients with holistic financial planning.

Skills

Analytical skills

Problem-solving skills

Communication skills

Interpersonal skills

Finance knowledge

Education

RE5

120 Credits

FIAS Qualification

Job description

Company Description

Sanlam is a leading financial services group that helps individuals live a life of confidence every day. Looking for innovative individuals with business skills and target driven.

Role Description

This is a full-time remote role for a Financial Planner. The Financial Planner will be responsible for providing personalized financial planning services to clients. Day-to-day tasks include conducting financial analysis, developing comprehensive financial plans, advising clients on investment strategies, and assisting clients with a wholistic financial planning. Must have 1-2 years' experience in the long-term insurance industry. Commission based. Email:[e-mail]

Qualifications

• RE5 and advantage
• 120 Credits
• FIAS Qualification
• Financial Planning Experience
• Finance knowledge
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and remotely