Financial Planning Advisor

Sanlam; Vanderbijlpark; On-site; ZAR 30 000 - 60 000; Full time

Job summary

Join a forward-thinking financial services provider dedicated to empowering clients with tailored financial solutions. This role focuses on delivering professional advice and building long-term relationships to enhance client loyalty. As part of a dynamic team, you will engage in networking, prospecting, and lead generation, while ensuring compliance and ethical standards are met. With a commitment to personal and professional growth, this position offers a unique opportunity to thrive in a supportive environment that values diversity and inclusion. If you are motivated by helping others achieve their financial goals, this could be the perfect fit for you.

Qualifications

• Grade 12 and FAIS requirements completed for financial advisory roles.
• Strong understanding of compliance and risk management essential.

Responsibilities

• Provide professional financial advice and maintain client relationships.
• Generate leads through networking and personalized marketing strategies.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Financial planning and recommendations

Education

Grade 12

FAIS 'Fit and Proper' requirements

Job description

Join a forward-thinking financial services provider dedicated to empowering clients with tailored financial solutions. This role focuses on delivering professional advice and building long-term relationships to enhance client loyalty. As part of a dynamic team, you will engage in networking, prospecting, and lead generation, while ensuring compliance and ethical standards are met. With a commitment to personal and professional growth, this position offers a unique opportunity to thrive in a supportive environment that values diversity and inclusion. If you are motivated by helping others achieve their financial goals, this could be the perfect fit for you.