Growth-Focused Financial Advisor & Planner

Sanlam; Cape Town; On-site; ZAR 250,000 - 500,000; Full time

Job summary

Sanlam is seeking a professional financial advisor in Cape Town to provide tailored financial advice and products to clients. Responsibilities include managing sustainable business growth, ensuring compliance with regulations, and fostering long-term client relationships.

The ideal candidate should have a Grade 12 education and meet FAIS requirements if registered for over 24 months. Key skills include financial planning, client relationship management, and compliance.

Qualifications

• Grade 12 education.
• FAIS 'Fit and Proper' requirements and Regulatory Examination successfully completed if registered with FSCA.

Responsibilities

• Provide financial advice to clients based on their needs.
• Manage procurement of sustainable business inline with targets.
• Maintain long-term client relationships for ongoing advice and sales.

Skills

Financial advice and support

Production target achievement

Compliance and risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12 education.

FAIS

Job description

Sanlam is seeking a professional financial advisor in Cape Town to provide tailored financial advice and products to clients. Responsibilities include managing sustainable business growth, ensuring compliance with regulations, and fostering long-term client relationships.

The ideal candidate should have a Grade 12 education and meet FAIS requirements if registered for over 24 months. Key skills include financial planning, client relationship management, and compliance.