Financial Planner: Growth & Client Advisory

Sanlam Limited; Gauteng; On-site; ZAR 250 000 - 450 000; Full time

Job summary

A leading financial services provider is seeking candidates for a role in financial advising. The position involves providing expert financial advice and planning, developing business relationships, and ensuring compliance with regulations. Ideal candidates will have a strong educational background and expertise in client management. The role aims to build long-term relationships with clients to enhance business growth in Gauteng, South Africa.

Qualifications

• Grade 12 required.
• FAIS 'Fit and Proper' requirements must be completed.
• Experience in financial advisory is beneficial.

Responsibilities

• Provide professional financial advice to clients.
• Grow the Sanlam Adviser Business through networking and lead generation.
• Maintain long-term client relationships and provide excellent service.
• Monitor results against targets and report on activities.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Education

Grade 12

FAIS compliance

Job description

A leading financial services provider is seeking candidates for a role in financial advising. The position involves providing expert financial advice and planning, developing business relationships, and ensuring compliance with regulations. Ideal candidates will have a strong educational background and expertise in client management. The role aims to build long-term relationships with clients to enhance business growth in Gauteng, South Africa.