Financial Advisor: Grow Your Client Base & Plan Solutions

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

Job summary

An established industry player is seeking motivated individuals to join their dynamic team as financial advisors. This role offers the chance to provide tailored financial advice and build lasting relationships with clients, ensuring their financial needs are met with professionalism and care. You will be part of a supportive environment that values personal development and recognizes your contributions. With a focus on ethical practices and compliance, you will have the opportunity to grow your career while helping clients achieve their financial goals. If you are passionate about finance and dedicated to client success, this is the perfect opportunity for you.

Qualifications

• Grade 12 and FAIS requirements must be met for this role.
• Strong skills in financial advice and client relationship management are essential.

Responsibilities

• Provide clients with professional financial advice and products tailored to their needs.
• Build and maintain long-term client relationships to ensure loyalty and ongoing sales.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Financial planning and recommendations

Education

Grade 12

FAIS Fit and Proper requirements

Job description

An established industry player is seeking motivated individuals to join their dynamic team as financial advisors. This role offers the chance to provide tailored financial advice and build lasting relationships with clients, ensuring their financial needs are met with professionalism and care. You will be part of a supportive environment that values personal development and recognizes your contributions. With a focus on ethical practices and compliance, you will have the opportunity to grow your career while helping clients achieve their financial goals. If you are passionate about finance and dedicated to client success, this is the perfect opportunity for you.