Financial Advisor – Northern Cape: Build Trusted Plans

Sanlam; Port Nolloth; Hybrid; ZAR 300,000 - 500,000; Full time

Job summary

Sanlam in Port Nolloth is seeking a financial adviser to provide expert financial advice tailored to the needs of clients. You'll focus on building long-term relationships and ensuring compliance in all client interactions.

The ideal candidate will have a Grade 12 qualification and meet FAIS requirements. Responsibilities include generating leads, advising clients, and monitoring their financial portfolios to enhance service and loyalty.

Qualifications

• Grade 12 qualification is mandatory.
• FAIS requirements must be met if registered for over 24 months.

Responsibilities

• Provide financial advice and planning to clients.
• Build and maintain relationships with clients.
• Monitor client portfolios and ensure compliance.

Skills

Production target achievement

Compliance and risk management

Client relationship management

Technical advice and support

Financial queries and recommendations

Education

Grade 12

FAIS Fit and Proper requirements

Job description

Sanlam in Port Nolloth is seeking a financial adviser to provide expert financial advice tailored to the needs of clients. You'll focus on building long-term relationships and ensuring compliance in all client interactions.

The ideal candidate will have a Grade 12 qualification and meet FAIS requirements. Responsibilities include generating leads, advising clients, and monitoring their financial portfolios to enhance service and loyalty.