Financial Planner - SE Gauteng: Grow Your Advisory

Sanlam; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in South Africa seeks candidates for a role focused on providing professional financial advice to clients. The position requires building and nurturing long-term client relationships, ensuring compliance with industry standards, and applying financial knowledge to create tailored solutions. Ideal candidates should have a Grade 12 qualification and meet FAIS requirements, along with strong communication and relationship management skills. This role offers opportunities for personal growth and development within a supportive environment.

Benefits

Opportunities for growth and development

Supportive work environment

Qualifications

• Grade 12 qualification with FAIS requirements.
• Relevant regulatory examination completed if applicable.
• Proven record in financial advisory roles.

Responsibilities

• Provide professional financial advice and products to clients.
• Maintain long-term relationships with clients to build loyalty.
• Conduct comprehensive fact-finding and financial needs analyses.

Skills

Financial advice and support

Compliance and risk management

Client relationship management

Production target achievement

Financial planning and recommendations

Education

Grade 12

FAIS 'Fit and Proper' requirements

Job description

A leading financial services provider in South Africa seeks candidates for a role focused on providing professional financial advice to clients. The position requires building and nurturing long-term client relationships, ensuring compliance with industry standards, and applying financial knowledge to create tailored solutions. Ideal candidates should have a Grade 12 qualification and meet FAIS requirements, along with strong communication and relationship management skills. This role offers opportunities for personal growth and development within a supportive environment.