In-Branch Financial Advisor: Client Impact & Growth

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

Job summary

A leading financial services provider in Cape Town seeks a motivated individual to promote financial products and enhance market share. You will provide sound financial advice, understand customer needs, and ensure compliance with regulations. Candidates must have Grade 12 and ideally some financial certifications. The role offers opportunities for personal and professional growth within a dynamic environment.

Qualifications

• Matric (Grade 12) required.
• RE5 certification is advantageous.
• FAIS compliant as per DOFA requirements.

Responsibilities

• Deliver sales and promote products.
• Understand customer needs and provide appropriate solutions.
• Ensure compliance with regulations and quality standards.

Skills

Business insight

Decision quality

Builds effective teams

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Job description

A leading financial services provider in Cape Town seeks a motivated individual to promote financial products and enhance market share. You will provide sound financial advice, understand customer needs, and ensure compliance with regulations. Candidates must have Grade 12 and ideally some financial certifications. The role offers opportunities for personal and professional growth within a dynamic environment.