Growth-Focused Financial Advisor & Planner

Sanlam; Upington; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Sanlam in Upington seeks a Financial Adviser to provide clients with professional financial advice tailored to their needs. The role involves managing client relationships and ensuring compliance with financial regulations while achieving business targets.

The ideal candidate will have at least a Grade 12 education and experience in financial advisory services. Personal attributes such as effective communication and interpersonal skills are essential for developing long-term client relationships.

Qualifications

• Grade 12 education.
• FAIS Fit and Proper requirements fully met if registered with the FSCA for over 24 months.

Responsibilities

• Provide financial advice and products to clients.
• Manage client relationships to ensure ongoing business.
• Complete documentation and ensure compliance with regulations.
• Track and report on business issued against targets.

Skills

Financial advice and support

Production target achievement

Compliance and risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12 education

FAIS Fit and Proper requirements

Job description

Sanlam in Upington seeks a Financial Adviser to provide clients with professional financial advice tailored to their needs. The role involves managing client relationships and ensuring compliance with financial regulations while achieving business targets.

The ideal candidate will have at least a Grade 12 education and experience in financial advisory services. Personal attributes such as effective communication and interpersonal skills are essential for developing long-term client relationships.