In-Branch Financial Advisor: Client Growth & Solutions

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 enhance market share through exceptional client service and sound financial advice. You will promote SRM products, maintain compliance, and facilitate client retention efforts. Ideal candidates must have Matric, RE5 is a plus, and be FAIS compliant. This role offers opportunities for career growth within a company committed to transformation and diversity.

Benefits

Career growth opportunities

Diverse and inclusive workplace

Training and development programs

Qualifications

• Matric is mandatory, with RE5 being advantageous.
• FAIS compliant in Wealth Management according to DOFA.
• Class of Business training must be completed within 12 months.

Responsibilities

• Promote and give financial advice on SRM products.
• Maintain in-depth understanding of product ranges.
• Manage client relationships and provide ongoing support.
• Ensure compliance with quality and regulatory standards.
• Report activities to management using relevant technology.

Skills

Financial advice

Client service

Compliance

Risk assessment

Product knowledge

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant

Class of Business training

Job description

A leading financial services provider in Cape Town seeks a financial advisor to enhance market share through exceptional client service and sound financial advice. You will promote SRM products, maintain compliance, and facilitate client retention efforts. Ideal candidates must have Matric, RE5 is a plus, and be FAIS compliant. This role offers opportunities for career growth within a company committed to transformation and diversity.