Senior Financial Planner & Investment Strategist

Sanlam; Phoenix; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Sanlam in South Africa seeks an experienced financial planner to deliver personalized investment solutions and help clients reach long-term goals. You will prepare financial plans and cross-check work for accuracy, partnering with investment professionals to build trusted client relationships.

The ideal candidate holds a bachelor's degree in Finance or related field, with 5+ years of industry experience and a strong grasp of the investment business, coupled with excellent interpersonal skills to

Qualifications

• Bachelor's degree in Finance or related field.
• 5+ years' of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Skills

Investment knowledge

Interpersonal skills

Industry experience

Education

Bachelor's degree in Finance or related field

Job description

Sanlam in South Africa seeks an experienced financial planner to deliver personalized investment solutions and help clients reach long-term goals. You will prepare financial plans and cross-check work for accuracy, partnering with investment professionals to build trusted client relationships.

The ideal candidate holds a bachelor's degree in Finance or related field, with 5+ years of industry experience and a strong grasp of the investment business, coupled with excellent interpersonal skills to