Financial Planner & Client Growth Advisor

Sanlam; Soweto; On-site; ZAR 300 000 - 700 000; Full time

Job summary

An established industry player seeks dedicated financial advisors to provide tailored financial advice and build lasting client relationships. In this role, you will engage with clients to understand their needs, offer personalized financial solutions, and ensure compliance with industry regulations. The company fosters a supportive environment that encourages personal growth and recognizes individual contributions. Join a team that values your potential and offers opportunities for professional development while making a meaningful impact on clients' financial futures.

Qualifications

• Successful completion of Grade 12 and FAIS requirements.
• Strong skills in financial advice, client management, and compliance.

Responsibilities

• Provide professional financial advice and planning to clients.
• Maintain long-term client relationships and service quality.
• Generate leads and prospects through networking and marketing.

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 seeks dedicated financial advisors to provide tailored financial advice and build lasting client relationships. In this role, you will engage with clients to understand their needs, offer personalized financial solutions, and ensure compliance with industry regulations. The company fosters a supportive environment that encourages personal growth and recognizes individual contributions. Join a team that values your potential and offers opportunities for professional development while making a meaningful impact on clients' financial futures.