Financial Advisor: Build Client Wealth & Plans

Sanlam; Potchefstroom; On-site; ZAR 300 000 - 600 000; Full time

Job summary

An established industry player is seeking motivated financial advisors to join their dynamic team. This role focuses on providing tailored financial advice and building long-term client relationships. The ideal candidate will thrive in a collaborative environment, leveraging their skills in financial planning and compliance to meet client needs. With a commitment to professional development and a diverse workplace, this opportunity offers the chance to grow your career while making a meaningful impact in the financial services sector. Join a company that values your worth and supports your journey to success.

Qualifications

• Grade 12 and FAIS requirements completed for financial advisory.
• Strong understanding of financial planning and compliance.

Responsibilities

• Provide professional financial advice to clients and maintain relationships.
• Generate leads and network to grow the client base effectively.

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 motivated financial advisors to join their dynamic team. This role focuses on providing tailored financial advice and building long-term client relationships. The ideal candidate will thrive in a collaborative environment, leveraging their skills in financial planning and compliance to meet client needs. With a commitment to professional development and a diverse workplace, this opportunity offers the chance to grow your career while making a meaningful impact in the financial services sector. Join a company that values your worth and supports your journey to success.