Financial Planner: Grow Advisory Business & Client Relationships

Sanlam Limited; South Africa; On-site; ZAR 30 000 - 60 000; Full time

Job summary

A leading financial services provider in South Africa is looking for a Financial Advisor to offer professional financial advice and services to clients. Your role will involve generating leads, conducting financial analyses, maintaining client relationships, and ensuring compliance with industry regulations. Successful candidates will possess strong interpersonal and financial planning skills with a commitment to client satisfaction. Join us to build a rewarding career and realize your full potential.

Qualifications

• Strong interpersonal skills to engage with clients effectively.
• Tech-savvy with the ability to use relevant financial planning tools.
• Independently drives results and maintains focus on customer satisfaction.

Responsibilities

• Provide financial advice tailored to client needs.
• Grow the adviser business through marketing and networking activities.
• Monitor client portfolios and provide ongoing service.
• Ensure compliance with financial services regulations.
• Document and report on client engagements and activities.

Skills

Financial advice and support

Client relationship management

Production target achievement

Compliance and risk management

Education

Grade 12

Successful completion of FAIS regulatory examination

Job description

A leading financial services provider in South Africa is looking for a Financial Advisor to offer professional financial advice and services to clients. Your role will involve generating leads, conducting financial analyses, maintaining client relationships, and ensuring compliance with industry regulations. Successful candidates will possess strong interpersonal and financial planning skills with a commitment to client satisfaction. Join us to build a rewarding career and realize your full potential.