Growth-Focused Financial Advisor & Planner

Sanlam; Cape Town; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Sanlam in Cape Town seeks a dedicated financial advisor who will provide new and existing clients with tailored financial advice and products. This role includes managing compliance, servicing clients, and building long-term relationships to generate sustainable business.

The ideal candidate will have a strong background in financial advisory services, effective communication skills, and a commitment to ongoing professional development.

Qualifications

• Effective communication skills to independently contribute.
• Tech-savvy with independent contributions.
• Strong interpersonal skills.

Responsibilities

• Provide financial planning advice tailored to client needs.
• Manage client interactions and follow compliance protocols.
• Initiate long-term relationships with clients.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Education

Grade 12 education

FAIS 'Fit and Proper' requirements

Job description

Sanlam in Cape Town seeks a dedicated financial advisor who will provide new and existing clients with tailored financial advice and products. This role includes managing compliance, servicing clients, and building long-term relationships to generate sustainable business.

The ideal candidate will have a strong background in financial advisory services, effective communication skills, and a commitment to ongoing professional development.