In-Branch Financial Advisor & Client Growth Specialist

Sanlam Limited; Pietermaritzburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Pietermaritzburg is seeking a Branch Consultant/Financial Advisor. The successful candidate will provide tailored financial advice, manage client relationships, and ensure regulatory compliance. Ideal applicants should have a Matric qualification and demonstrate good decision-making skills. Join us to grow your career in a supportive and inclusive environment, where employee development is a priority.

Benefits

Career development opportunities

Inclusive workplace environment

Qualifications

• Matric qualification is a minimum requirement.
• Regulatory compliance and adherence to quality standards.
• Class of Business training to be completed in 12 months.

Responsibilities

• Provide sound financial advice and client service.
• Promote and manage client profiles effectively.
• Adhere to compliance and quality standards.
• Report on activities using relevant technology.

Skills

Business insight

Decision quality

Client service

Compliance and quality adherence

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Job description

A leading financial services provider in Pietermaritzburg is seeking a Branch Consultant/Financial Advisor. The successful candidate will provide tailored financial advice, manage client relationships, and ensure regulatory compliance. Ideal applicants should have a Matric qualification and demonstrate good decision-making skills. Join us to grow your career in a supportive and inclusive environment, where employee development is a priority.