Financial Planner: Grow Your Advisory Practice & Client Impact

Sanlam; Bellville; On-site; ZAR 250 000 - 500 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a Financial Advisor to deliver tailored financial advice to clients, fostering strong relationships and ensuring client satisfaction. The ideal candidate will have a Grade 12 qualification and a commitment to achieving business targets while adhering to compliance standards. This role offers opportunities for personal and professional growth within a diverse and inclusive environment.

Qualifications

• Grade 12 and FAIS compliance.
• Extensive knowledge in financial planning and client relationship management.
• Experience in achieving production targets.

Responsibilities

• Provide tailored financial advice and maintain long-term client relationships.
• Generate leads and conduct client consultations to assess financial needs.
• Monitor and report on business activities and client interactions.

Skills

Communication

Client relationship management

Financial planning

Education

Grade 12

Financial Advisory and Intermediary Services Act (FAIS) compliance

Job description

A leading financial services provider in South Africa is seeking a Financial Advisor to deliver tailored financial advice to clients, fostering strong relationships and ensuring client satisfaction. The ideal candidate will have a Grade 12 qualification and a commitment to achieving business targets while adhering to compliance standards. This role offers opportunities for personal and professional growth within a diverse and inclusive environment.