Financial Advisor & Client Growth Specialist

Sanlam; Polokwane; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a Financial Advisor to deliver tailored financial advice and planning to clients. The role focuses on building long-term relationships, generating new business through networking, and ensuring compliance with industry regulations. Successful candidates will have strong client relationship management skills and a commitment to achieving business targets. Recognizing employees' worth is central to our values, and we strive for continual professional development.

Qualifications

• Completion of the Regulatory Examination if registered with FSCA for over 24 months.
• Proficiency in financial planning and recommendations.

Responsibilities

• Provide professional financial advice to clients.
• Maintain long-term relationships with clients.
• Generate new business opportunities through networking.
• Ensure compliance in all client interactions.
• Document and present business activities and revenue.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Education

Grade 12

Financial Advisory and Intermediary Services Act (FAIS) requirements

Job description

A leading financial services provider in South Africa is seeking a Financial Advisor to deliver tailored financial advice and planning to clients. The role focuses on building long-term relationships, generating new business through networking, and ensuring compliance with industry regulations. Successful candidates will have strong client relationship management skills and a commitment to achieving business targets. Recognizing employees' worth is central to our values, and we strive for continual professional development.