Growth-Focused Financial Planner & Advisor

Sanlam; Gqeberha; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider seeks a Financial Advisor to deliver tailored financial solutions to clients in Gqeberha. Responsibilities include client consultations, maintaining strong relationships, and ensuring compliance with regulatory standards. Candidates should have at least Grade 12 and meet FAIS requirements. This role offers growth opportunities and a commitment to employee development.

Benefits

Opportunities for growth and development

Supportive work environment

Qualifications

• Grade 12 completion is essential.
• Successfully complete FAIS examination if registered with FSCA over 24 months.
• Understand financial planning and manage client relationships effectively.

Responsibilities

• Provide professional financial advice to clients.
• Maintain and service long-term client relationships.
• Research and generate leads to convert into clients.
• Monitor client portfolios and ensure compliance.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Interpersonal savvy

Education

Grade 12

FAIS Fit and Proper requirements

Job description

A leading financial services provider seeks a Financial Advisor to deliver tailored financial solutions to clients in Gqeberha. Responsibilities include client consultations, maintaining strong relationships, and ensuring compliance with regulatory standards. Candidates should have at least Grade 12 and meet FAIS requirements. This role offers growth opportunities and a commitment to employee development.