Financial Planner: Grow Client Relationships & Plans

Sanlam Limited; East London; In loco; ZAR 350.000 - 600.000; Tempo pieno

Descrizione del lavoro

Sanlam Limited in East London, South Africa, seeks a Financial Planner to deliver professional financial advice and planning for new and existing clients, aiming to build long-term relationships and growth.

The role involves needs analysis, presenting suitable products, and maintaining compliant client records while contributing to the Sanlam adviser network and achieving business targets.

Competenze

• Grade 12 with FAIS Fit and Proper where applicable.
• Experience delivering financial planning advice and client solutions.
• Ability to meet production targets while maintaining high ethical standards.

Mansioni

• Provide professional financial advice and planning to new and existing clients.
• Undertake needs analysis, present solutions, and document client records.
• Grow adviser business through networking, prospecting and lead generation.
• Maintain compliant client interactions and reports; service ongoing relationships.
• Monitor and report activities weekly and monthly to targets.

Conoscenze

Financial advisory

Client relationship management

Sales targets

Networking

Formazione

Grade 12

FSCA Fit and Proper / FAIS

Descrizione del lavoro

Sanlam Limited in East London, South Africa, seeks a Financial Planner to deliver professional financial advice and planning for new and existing clients, aiming to build long-term relationships and growth.

The role involves needs analysis, presenting suitable products, and maintaining compliant client records while contributing to the Sanlam adviser network and achieving business targets.