Financial Planning Advisor: Build Lasting Client Ties

Sanlam Limited; Bellville; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a Financial Advisor to offer professional financial advice, manage client relationships, and achieve sales targets. The ideal candidate will have solid knowledge of financial planning and be skilled in client relationship management. This role involves networking to generate leads and providing ethical and compliant advice. Opportunities for growth and development within the corporate structure are encouraged.

Benefits

Opportunities for growth and development

Qualifications

• Completed Grade 12 education with a focus on Financial Advisory qualifications.
• Proven ability to deliver financial planning advice.

Responsibilities

• Provide professional financial advice and services to clients.
• Develop and maintain strong client relationships.
• Achieve revenue generation targets and maintain compliance.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Financial planning and recommendations

Production target achievement and budgeting

Education

Grade 12

FAIS "Fit and Proper" requirements

Job description

A leading financial services provider in South Africa is seeking a Financial Advisor to offer professional financial advice, manage client relationships, and achieve sales targets. The ideal candidate will have solid knowledge of financial planning and be skilled in client relationship management. This role involves networking to generate leads and providing ethical and compliant advice. Opportunities for growth and development within the corporate structure are encouraged.