Independent Financial Advisor | Client Planning & Growth

Sanlam Limited; Pretoria; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Sanlam Limited in Pretoria seeks an Independent Financial Adviser to provide professional financial planning and product recommendations to new and existing clients, building a long-term relationship and delivering compliant service.

You will grow the Sanlam Adviser business, prospect for clients, perform needs analyses, present tailored solutions, and maintain records while upholding Treating Customers Fairly.

Qualifications

• Grade 12.
• FAIS 'Fit and Proper' requirements and FSCA registration if 24+ months.
• Strong knowledge of financial planning and compliance.

Responsibilities

• Provide professional financial advice, planning and products to clients.
• Grow and develop the Sanlam Adviser Business.
• Network, prospect and generate leads.
• Conduct client consultations and sales with compliant disclosures.
• Deliver excellent client service and maintain ongoing relationships.
• Monitor activities and report weekly/monthly.

Skills

Financial advice and support

Production target achievement and Budg

Compliance and risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12

FAIS Fit & Proper

FSCA Regulatory Exam

Job description

Sanlam Limited in Pretoria seeks an Independent Financial Adviser to provide professional financial planning and product recommendations to new and existing clients, building a long-term relationship and delivering compliant service.

You will grow the Sanlam Adviser business, prospect for clients, perform needs analyses, present tailored solutions, and maintain records while upholding Treating Customers Fairly.