Financial Planning Advisor — Grow Relationships & Impact

Sanlam; Bloemfontein; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a professional to offer financial advice and solutions tailored to clients' needs. You will build long-term client relationships while achieving sales targets and complying with industry standards. Ideal candidates are committed, knowledgeable in financial planning, and skilled in client relationship management. This role offers opportunities for personal and professional growth along with a supportive work environment.

Qualifications

• FAIS 'Fit and Proper' requirements completed if registered with FSCA for more than 24 months.
• Ability to achieve production targets and manage budget effectively.

Responsibilities

• Provide professional financial advice to clients based on their needs.
• Maintain and service clients as part of a long-term relationship.
• Generate leads and develop business opportunities.

Skills

Financial advice and support

Compliance and risk management

Client relationship management

Financial planning

Education

Grade 12

Job description

A leading financial services provider in South Africa is seeking a professional to offer financial advice and solutions tailored to clients' needs. You will build long-term client relationships while achieving sales targets and complying with industry standards. Ideal candidates are committed, knowledgeable in financial planning, and skilled in client relationship management. This role offers opportunities for personal and professional growth along with a supportive work environment.