Financial Planning Advisor — Grow Relationships & Impact

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

Job summary

A leading financial services provider in Bloemfontein is seeking a Financial Advisor to provide expert financial advice and products to clients. The successful candidate will maintain client relationships, undertake marketing strategies, and ensure compliance with industry regulations. A Grade 12 education and knowledge of financial services are required. This role offers the potential for career advancement and personal growth within the organization.

Benefits

Opportunities for growth and development

Supportive working environment

Qualifications

• Must have completed the FAIS regulatory examination if registered with FSCA for over 24 months.
• Strong understanding of market segmentation and customer profiles.
• Ability to provide professional and relevant financial advice.

Responsibilities

• Provide clients with financial advice and relevant products.
• Maintain and service clients for long-term relationships.
• Undertake marketing and networking to generate leads.

Skills

Financial advice and support

Compliance and risk management

Client relationship management

Production target achievement and budgeting

Financial planning and recommendations

Education

Grade 12

FAIS 'Fit and Proper' requirements

Job description

A leading financial services provider in Bloemfontein is seeking a Financial Advisor to provide expert financial advice and products to clients. The successful candidate will maintain client relationships, undertake marketing strategies, and ensure compliance with industry regulations. A Grade 12 education and knowledge of financial services are required. This role offers the potential for career advancement and personal growth within the organization.