In-Branch Financial Advisor & Client Growth

Sanlam; Paarl; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Paarl is seeking individuals to manage client portfolios and promote financial solutions. Responsibilities include understanding client needs, providing sound financial advice, and ensuring compliance with regulatory standards. Ideal candidates should have a Matric and be FAIS compliant. Join a dynamic environment focused on personal development and client satisfaction.

Responsibilities

• Promote financial products and enhance market share through client service.
• Maintain in-depth understanding of product ranges to meet customer's financial goals.
• Conduct due diligence on clients to identify risks and manage client relationships.

Skills

Business insight

Decision quality

Builds effective teams

Plans and aligns

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training (to be completed within 12-months of employment)

Job description

A leading financial services provider in Paarl is seeking individuals to manage client portfolios and promote financial solutions. Responsibilities include understanding client needs, providing sound financial advice, and ensuring compliance with regulatory standards. Ideal candidates should have a Matric and be FAIS compliant. Join a dynamic environment focused on personal development and client satisfaction.