Financial Advisor & Client Growth Specialist

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

Job summary

A leading financial services provider in Potchefstroom seeks a Financial Advisor to deliver tailored financial advice and build strong client relationships. This role involves generating new business, ensuring compliance, and conducting thorough client needs analyses. Ideal candidates possess a Grade 12 qualification and are registered with the FSCA. The firm fosters personal development and values strong interpersonal skills. Join a company committed to transformation and diversity.

Qualifications

• Must have completed the FAIS 'Fit and Proper' requirements.
• Registered with FSCA for over 24 months.
• Possess interpersonal and communication skills.

Responsibilities

• Provide financial advice and services to clients.
• Undertake business development activities to generate leads.
• Ensure compliance in all client interactions.
• Conduct client financial needs analysis.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Education

Grade 12 Financial Advisory and Intermediary Services Act requirements

Job description

A leading financial services provider in Potchefstroom seeks a Financial Advisor to deliver tailored financial advice and build strong client relationships. This role involves generating new business, ensuring compliance, and conducting thorough client needs analyses. Ideal candidates possess a Grade 12 qualification and are registered with the FSCA. The firm fosters personal development and values strong interpersonal skills. Join a company committed to transformation and diversity.