Independent Financial Adviser: Growth & Planning

Sanlam Limited; Pretoria; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A financial services company is looking for an Independent Financial Adviser in Pretoria, responsible for providing expert financial advice to clients. The role involves client prospecting, networking, and maintaining strong relationships to enhance the company's service excellence. Applicants should have a Grade 12 qualification and familiarity with FAIS regulations. The focus is on building a sustainable client base while adhering to compliance requirements. The company promotes professional growth and is dedicated to transformation in the workplace.

Benefits

Career development opportunities

Supportive team environment

Diversity and inclusion initiatives

Qualifications

• Grade 12 minimum qualification.
• Understanding of financial markets and client needs.
• Knowledge of compliance and regulatory frameworks.

Responsibilities

• Provide tailored financial advice and solutions to clients.
• Build long-lasting relationships with clients.
• Generate leads through networking and marketing efforts.
• Conduct thorough financial needs analysis for clients.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Education

Grade 12

FAIS 'Fit and Proper' requirements

Job description

A financial services company is looking for an Independent Financial Adviser in Pretoria, responsible for providing expert financial advice to clients. The role involves client prospecting, networking, and maintaining strong relationships to enhance the company's service excellence. Applicants should have a Grade 12 qualification and familiarity with FAIS regulations. The focus is on building a sustainable client base while adhering to compliance requirements. The company promotes professional growth and is dedicated to transformation in the workplace.