Financial Advisor: Client Planning & Growth

Sanlam Limited; Pietermaritzburg; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Sanlam Limited in Pietermaritzburg is seeking a Financial Adviser to provide professional financial advice, planning and products to new and existing clients while building a sustainable high-quality book of business. You will work to understand client needs, propose suitable solutions and maintain ongoing relationships in a compliant, customer-centric manner.

In this role you will network for opportunities, generate leads, conduct comprehensive fact-finding, present plans and ensure high

Qualifications

• Grade 12 completed with FAIS fitness and Regulatory Examination (FSCA) where applicable.
• Strong client relationship and communication skills.
• Knowledge of financial products, planning practices and regulatory compliance.
• Ability to grow adviser business and achieve targets.

Responsibilities

• Assist in growing the Sanlam Adviser Business and meet distribution targets.
• Network, prospect and generate leads through various channels.
• Conduct client consultations, needs analysis and present suitable financial solutions.
• Provide high-quality client service and maintain long-term relationships.
• Monitor activities, update records and report on key metrics weekly/monthly.

Skills

Client relations

Networking

Financial advisory knowledge

Communication

Education

Grade 12

Job description

Sanlam Limited in Pietermaritzburg is seeking a Financial Adviser to provide professional financial advice, planning and products to new and existing clients while building a sustainable high-quality book of business. You will work to understand client needs, propose suitable solutions and maintain ongoing relationships in a compliant, customer-centric manner.

In this role you will network for opportunities, generate leads, conduct comprehensive fact-finding, present plans and ensure high