Growth-Oriented Financial Adviser | Client Planning & Sales

Sanlam Limited; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Cape Town seeks a Financial Advisor to provide professional financial advice to new and existing clients. The role involves maintaining long-term client relationships and achieving business targets. Ideal candidates will have Grade 12 and meet regulatory requirements for financial advisory practice. This position offers opportunities for growth and development in a supportive environment.

Qualifications

• Completed Financial Advisory and Intermediary Services Act (FAIS) requirements.
• Registered with FSCA for more than 24 months.

Responsibilities

• Provide professional financial advice to clients.
• Undertake comprehensive client needs analysis.
• Maintain and service long-term client relationships.
• Document and report business activities weekly/monthly.

Skills

Financial advice and support

Production target achievement

Interpersonal skills

Effective communication

Tech savvy

Education

Grade 12

Job description

A leading financial services provider in Cape Town seeks a Financial Advisor to provide professional financial advice to new and existing clients. The role involves maintaining long-term client relationships and achieving business targets. Ideal candidates will have Grade 12 and meet regulatory requirements for financial advisory practice. This position offers opportunities for growth and development in a supportive environment.