Financial Advisor: Client Planning & Growth

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

Job summary

A leading financial services provider in South Africa is seeking a skilled financial advisor to offer clients tailored financial advice and products. The advisor will focus on building sustainable client relationships, achieving business targets, and ensuring compliance with financial regulations. Candidates should have at least a Grade 12 education, comply with FAIS requirements, and demonstrate strong interpersonal skills. This role presents opportunities for personal development in a supportive environment.

Qualifications

• Must meet FAIS “Fit and Proper” requirements if registered with FSCA for over 24 months.
• Experience in providing financial advice and a proven track record of target achievement.

Responsibilities

• Provide professional financial advice and products to clients.
• Maintain and service long-term client relationships.
• Achieve business targets through networking and client consultations.

Skills

Financial advice and support

Production target achievement

Compliance and risk management

Client relationship management

Financial planning

Education

Grade 12

Regulatory Examination completed

Job description

A leading financial services provider in South Africa is seeking a skilled financial advisor to offer clients tailored financial advice and products. The advisor will focus on building sustainable client relationships, achieving business targets, and ensuring compliance with financial regulations. Candidates should have at least a Grade 12 education, comply with FAIS requirements, and demonstrate strong interpersonal skills. This role presents opportunities for personal development in a supportive environment.