Financial Planner & Client Solutions Advisor

Sanlam; Gauteng; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial services provider seeks a professional to deliver financial advice and build long-term client relationships. Responsibilities include managing sustainable business growth, conducting financial consultations, and ensuring compliance with regulations. The ideal candidate should be well-versed in financial advice and have strong interpersonal skills. This role offers opportunities for professional development and career growth.

Benefits

Career growth opportunities

Professional development support

Qualifications

• Must communicate effectively with clients.
• Needs to be tech-savvy and action-oriented.
• Should have interpersonal skills and ability to persuade.

Responsibilities

• Provide professional financial advice to clients.
• Maintain client relationships to ensure loyalty.
• Network and generate leads effectively.
• Conduct client consultations and financial analysis.
• Document and report on client interactions and performance.

Skills

Financial advice and support

Client relationship management

Communication

Persuasion

Education

Grade 12

FAIS 'Fit and Proper' requirements

Job description

A leading financial services provider seeks a professional to deliver financial advice and build long-term client relationships. Responsibilities include managing sustainable business growth, conducting financial consultations, and ensuring compliance with regulations. The ideal candidate should be well-versed in financial advice and have strong interpersonal skills. This role offers opportunities for professional development and career growth.