Financial Advisor & Client Growth Specialist

Sanlam; Mbombela; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading financial services provider seeks a Financial Advisor in Mbombela to offer tailored financial advice and cultivate lasting client relationships. The ideal candidate will manage client portfolios, comply with industry regulations, and contribute to business growth through effective networking and understanding client needs. This role emphasizes the importance of ethical standards and client satisfaction, while offering opportunities for professional development within a supportive environment.

Qualifications

• Must have completed FAIS regulatory examination if registered for over 24 months.
• Effective communication skills required for client interactions.
• Technical savvy needed for using financial tools.

Responsibilities

• Provide professional financial advice and services to clients.
• Generate sustainable business and maintain long-term client relationships.
• Conduct comprehensive financial needs analyses and planning.

Skills

Financial advice and support

Client relationship management

Production target achievement

Compliance and risk management

Education

Grade 12

FAIS Fit and Proper requirements

Job description

A leading financial services provider seeks a Financial Advisor in Mbombela to offer tailored financial advice and cultivate lasting client relationships. The ideal candidate will manage client portfolios, comply with industry regulations, and contribute to business growth through effective networking and understanding client needs. This role emphasizes the importance of ethical standards and client satisfaction, while offering opportunities for professional development within a supportive environment.