Senior Financial Advisor & Relationship Builder

Sanlam Limited; South Africa; Sur place; ZAR 360 000 - 720 000; Plein temps

Résumé du poste

Sanlam Limited seeks a senior financial advisor to provide professional advice, planning and products tailored to client needs. You will grow the adviser business, prospect new clients, and service a long-term relationship with a compliant approach.

Responsibilities include fact-finding, portfolio reviews, and presenting balanced financial solutions while maintaining high standards of customer care and ethical conduct.

Qualifications

• Provides financial advice and support to clients.
• Focus on revenue targets through premium generation.
• Adheres to compliance and risk management standards.
• Maintains strong client relationships and servicing.
• Develops and recommends financial plans.

Responsabilités

• Manage senior intermediary and client portfolios with thought leadership.
• Conduct financial needs analyses and document findings.
• Present financial solutions aligned to Treating Customers Fairly.
• Network, prospect, and generate leads within defined markets.
• Maintain long-term client relationships with ongoing service.

Connaissances

Financial advice

Budgeting

Compliance & risk

Client relations

Financial planning

Formation

Grade 12

FAIS Fit & Proper requirements

Description du poste

Sanlam Limited seeks a senior financial advisor to provide professional advice, planning and products tailored to client needs. You will grow the adviser business, prospect new clients, and service a long-term relationship with a compliant approach.

Responsibilities include fact-finding, portfolio reviews, and presenting balanced financial solutions while maintaining high standards of customer care and ethical conduct.