In-Branch Financial Advisor: Client Impact & Growth

Sanlam; uPhongolo Local Municipality; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services provider is seeking a professional to promote financial products and deliver high-quality client service in uPhongolo Local Municipality. The ideal candidate will provide tailored financial solutions, maintain compliance, and enhance client retention, all while contributing to a dynamic branch environment. Candidates must have a Matric qualification and relevant certifications. Opportunities for career development within a diverse environment are offered.

Benefits

Opportunities for growth and development

Commitment to transformation and diversity

Qualifications

• Matric (Grade 12)
• RE5 advantageous
• FAIS compliant as per DOFA requirements.
• Class of Business training to be completed within 12 months.

Responsibilities

• Provide sound financial advice and service in a branch context.
• Manage own capacity for prioritising client appointments.
• Ensure compliance with quality standards and regulations.

Skills

Business insight

Decision quality

Builds effective teams

Plans and aligns

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Job description

A leading financial services provider is seeking a professional to promote financial products and deliver high-quality client service in uPhongolo Local Municipality. The ideal candidate will provide tailored financial solutions, maintain compliance, and enhance client retention, all while contributing to a dynamic branch environment. Candidates must have a Matric qualification and relevant certifications. Opportunities for career development within a diverse environment are offered.