Northern Cape Financial Advisor: Grow Client Wealth

Sanlam; Upington; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Sanlam in Upington seeks a Financial Advisor to provide tailored financial advice and products that meet clients' needs. The role involves maintaining long-term relationships and achieving defined business targets through client consultations and proactive lead generation.

The ideal candidate will have a Grade 12 qualification and must meet FAIS requirements. Strong financial planning skills and a commitment to compliance are essential for success in this role. Continuous learning and networking are key components of the job.

Qualifications

• Grade 12 qualification is essential.
• FAIS regulatory examination must be completed if registered with FSCA for over 24 months.
• Ability to provide financial advice based on clients' needs.

Responsibilities

• Provide financial advice and relevant products to clients.
• Maintain long-term client relationships and ensure compliance.
• Generate leads and build a network for new business opportunities.
• Monitor client portfolios and update records regularly.

Skills

Financial advice and support

Production target achievement and budgeting

Compliance and risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12

FAIS 'Fit and Proper' requirements

Job description

Sanlam in Upington seeks a Financial Advisor to provide tailored financial advice and products that meet clients' needs. The role involves maintaining long-term relationships and achieving defined business targets through client consultations and proactive lead generation.

The ideal candidate will have a Grade 12 qualification and must meet FAIS requirements. Strong financial planning skills and a commitment to compliance are essential for success in this role. Continuous learning and networking are key components of the job.