Financial Planner: Grow Advisory Business & Client Relationships

Sanlam Limited; Makana Local Municipality; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services group is seeking a Financial Advisor in Makana Local Municipality. The role involves providing professional financial advice, building loyal client relationships, and ensuring compliance. Successful candidates will have strong skills in financial advising and client management, and must meet regulatory requirements. This is an excellent opportunity for growth and development within the organization.

Qualifications

• Completion of Financial Advisory and Intermediary Services Act requirements.
• Ability to communicate effectively and manage client relationships.
• Experience in achieving production targets and budgeting.

Responsibilities

• Provide professional financial advice to clients.
• Grow the Sanlam Adviser Business through marketing.
• Maintain compliance in all client interactions.
• Document and report on business activities and revenue.

Skills

Financial advice

Client relationship management

Compliance and risk management

Production target achievement

Education

Grade 12

FAIS requirements and Regulatory Exam

Job description

A leading financial services group is seeking a Financial Advisor in Makana Local Municipality. The role involves providing professional financial advice, building loyal client relationships, and ensuring compliance. Successful candidates will have strong skills in financial advising and client management, and must meet regulatory requirements. This is an excellent opportunity for growth and development within the organization.