Senior Financial Advisor

Company Description

Sanlam is a purpose-led financial services group headquartered in South Africa, operating across several selected global markets. With a legacy of over a century in the financial services industry, Sanlam offers an environment where innovation thrives and opportunities abound. Backed by our consistent recognition as a Top Employer for 9 consecutive years, we welcome individuals passionate about people, finance and purpose.

Role Description

This is a full-time role for a Senior Financial Advisor, based in Port Elizabeth with some work from home flexibility. The Senior Financial Advisor will be responsible for developing personalized financial plans and strategies, providing expert advice in areas of financial planning, retirement planning, and investments. Day-to-day tasks include client consultations, conducting financial assessments, and ongoing monitoring of financial plans.

Qualifications

• Expertise in Financial Planning and Retirement Planning
• Strong knowledge in Financial Advisory skills
• Excellent communication and interpersonal skills
• Ability to work independently and in a hybrid environment
• Relevant qualification in Financial planning or a related field
• RE 5
• Experience in the financial services industry.