Financial Planner - Quafin 2024

Sanlam; Vrystaat; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading financial services provider in South Africa, Sanlam is seeking a financial advisor to offer professional advice and products to clients. The role involves growing the business through marketing strategies, generating leads, and ensuring compliance with industry regulations. Successful candidates will benefit from growth opportunities within the company and contribute positively to client relationships.

Qualifications

• Grade 12 with FAIS 'Fit and Proper' requirements.
• Regulatory Examination completed if registered with FSCA for over 24 months.

Responsibilities

• Grow Sanlam Adviser Business through marketing and achieving revenue targets.
• Conduct client consultations and needs analysis.
• Provide excellent client service and maintain long-term relationships.

Skills

Financial knowledge

Compliance

Client management

Effective communication

Tech-savvy

Action-oriented

Persuasive

Education

Grade 12

Job description

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We’re committed to building strong, lasting relationships with our financial advisors. We aim to help our advisors realize their worth and support their career and personal development.

This role involves providing professional financial advice, planning, and products to clients, maintaining long-term relationships, and ensuring compliance and ethical standards are met.

Key responsibilities include:

1. Growing the Sanlam Adviser Business through marketing, understanding market segmentation, and achieving revenue and activity targets.
2. Networking, prospecting, and generating leads via face-to-face interactions, social media, and existing client bases.
3. Conducting client consultations, needs analysis, and presenting financial solutions aligned with clients' needs.
4. Providing excellent client service, maintaining professionalism, and fostering long-term relationships.
5. Monitoring, updating, and reporting on activities and performance metrics.

Qualifications and experience:

Grade 12, with FAIS 'Fit and Proper' requirements and Regulatory Examination completed if registered with FSCA for over 24 months.

Skills and attributes:

Financial knowledge, compliance, client management, effective communication, and personal attributes like being tech-savvy, action-oriented, and persuasive.

Career growth:

Sanlam offers numerous opportunities for growth and development across its various business clusters, supporting employees in realizing their potential.

Core competencies include:

Collaboration, resilience, results orientation, innovation, and customer focus.

Note: The application process timeline depends on the application closing date and manager availability.