Financial Advisor & Client Growth Specialist

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

Job summary

A leading financial services provider in South Africa is seeking an individual for a financial advisory role focused on delivering tailored financial advice and building long-term client relationships. The role requires meeting business targets while complying with regulatory standards. Prospective candidates should have at least a Grade 12 qualification and experience in financial planning and client management, and should be committed to ethical practices.

Qualifications

• Completed the Financial Advisory and Intermediary Services Act requirements.
• Experience in client consultations and financial planning.
• Understanding of market segmentation.

Responsibilities

• Provide financial advice to clients tailored to their needs.
• Maintain long-term client relationships and service.
• Implement marketing plans for business growth.

Skills

Financial advice

Client relationship management

Compliance and risk management

Communication skills

Tech savvy

Education

Grade 12

FAIS Fit and Proper requirements

Job description

A leading financial services provider in South Africa is seeking an individual for a financial advisory role focused on delivering tailored financial advice and building long-term client relationships. The role requires meeting business targets while complying with regulatory standards. Prospective candidates should have at least a Grade 12 qualification and experience in financial planning and client management, and should be committed to ethical practices.