Financial Planning & Advisory Specialist

Sanlam Limited; South Africa; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Sanlam Limited invites applications for a Financial Advisor role focused on delivering professional financial advice, planning and products to new and existing clients in South Africa.

You will grow the Sanlam Connect business, prospect new clients, conduct client consultations, and provide ongoing service while maintaining FAIS compliance and targets.

A Grade 12 pass and FAIS Fit and Proper status are required; you will monitor activities and report outcomes to the team weekly.

Qualifications

• Grade 12 pass
• FAIS Fit and Proper certification or eligibility completed

Responsibilities

• Provide professional financial advice and planning.
• Assist in growing the Sanlam Connect business.
• Prospect new clients and maintain client relationships.
• Conduct client consultations and present financial solutions.
• Monitor activities and report outcomes weekly.

Skills

Financial advice

Client relationships

Sales targets

Networking

Communication

Education

Grade 12

FAIS Fit and Proper Certification

Job description

Sanlam Limited invites applications for a Financial Advisor role focused on delivering professional financial advice, planning and products to new and existing clients in South Africa.

You will grow the Sanlam Connect business, prospect new clients, conduct client consultations, and provide ongoing service while maintaining FAIS compliance and targets.

A Grade 12 pass and FAIS Fit and Proper status are required; you will monitor activities and report outcomes to the team weekly.