Financial Planner: Grow Client Wealth & Relationships

Sanlam Limited; Richards Bay; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading financial services provider in Richards Bay is seeking a Financial Planner to offer professional financial advice and build lasting client relationships. This role requires a commitment to marketing and sales targets, networking, and delivering compliant financial solutions. Candidates should have a Grade 12 education and meet FAIS Fit and Proper requirements. Joining the team offers opportunities for career growth and development in a collaborative and supportive environment.

Benefits

Opportunities for growth and development

Supportive work environment

Qualifications

• Effective communication skills.
• Tech-savvy with financial tools.
• Strong interpersonal skills.

Responsibilities

• Provide professional financial advice to clients.
• Build long-term client relationships.
• Generate sustainable business and revenue.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement and budgeting

Financial planning and recommendations

Education

Grade 12

FAIS Fit and Proper requirements

Job description

A leading financial services provider in Richards Bay is seeking a Financial Planner to offer professional financial advice and build lasting client relationships. This role requires a commitment to marketing and sales targets, networking, and delivering compliant financial solutions. Candidates should have a Grade 12 education and meet FAIS Fit and Proper requirements. Joining the team offers opportunities for career growth and development in a collaborative and supportive environment.