Financial Advisor: Grow Client Portfolios & Impact

Sanlam; Pretoria; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Sanlam in Pretoria is seeking a financial advisor to provide exceptional financial guidance to clients. The role involves maintaining long-term relationships and compliance with regulatory standards while achieving production targets.

The ideal candidate will possess a Grade 12 qualification, have a strong commitment to client service, and be knowledgeable in financial planning. Sanlam offers growth opportunities across its various business clusters.

Qualifications

• Grade 12 qualification.
• Completed FAIS 'Fit and Proper' requirements.
• Knowledge in financial planning and recommendations.

Responsibilities

• Provide clients with professional financial advice.
• Maintain long-term client relationships.
• Undertake comprehensive needs analysis for clients.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Persuasion

Education

Grade 12

Successful completion of FAIS requirements

Job description

Sanlam in Pretoria is seeking a financial advisor to provide exceptional financial guidance to clients. The role involves maintaining long-term relationships and compliance with regulatory standards while achieving production targets.

The ideal candidate will possess a Grade 12 qualification, have a strong commitment to client service, and be knowledgeable in financial planning. Sanlam offers growth opportunities across its various business clusters.