Financial Planner & Client Growth Specialist

Sanlam; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A prominent financial services company in Cape Town is looking for a professional financial advisor. You will provide clients with tailored financial advice and solutions, focusing on building lasting relationships while meeting sales targets. The ideal candidate should have strong compliance and client management skills and a commitment to ethical interactions. Opportunities for growth within the company backed by its diverse business clusters are included in the role.

Benefits

Opportunities for personal development

Strong employee relationships

Qualifications

• Completed Regulatory Examination if registered with FSCA for over 24 months.
• Commitment to marketing plans for growth and development.
• Ability to apply market segmentation and customer profiles.

Responsibilities

• Provide professional financial advice to clients.
• Market on social media to generate leads.
• Ensure client interactions are compliant and ethical.

Skills

Financial advice and support

Production target achievement

Compliance and risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12

FAIS Fit and Proper requirements

Job description

A prominent financial services company in Cape Town is looking for a professional financial advisor. You will provide clients with tailored financial advice and solutions, focusing on building lasting relationships while meeting sales targets. The ideal candidate should have strong compliance and client management skills and a commitment to ethical interactions. Opportunities for growth within the company backed by its diverse business clusters are included in the role.