Strategic Financial Adviser: Grow Client Portfolios

Sanlam; Cape Town; On-site; ZAR 300 000 - 700 000; Full time

Job summary

Join a forward-thinking financial services provider dedicated to building strong relationships with clients. In this role, you will provide tailored financial advice and solutions, ensuring compliance and ethical standards while fostering long-term client loyalty. You'll engage in networking and lead generation activities, helping clients navigate their financial journeys. With a commitment to transformation and diversity, this opportunity allows you to thrive in a supportive environment where your expertise is valued. If you're passionate about making a difference in people's lives through financial planning, this role is perfect for you.

Qualifications

• Grade 12 and FAIS requirements completed if registered with FSCA for over 24 months.
• Strong knowledge in financial planning and compliance.

Responsibilities

• Provide professional financial advice to clients based on their needs.
• Maintain long-term relationships with clients to ensure loyalty.
• Conduct financial needs analysis and client consultations.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Financial planning and recommendations

Education

Grade 12

FAIS 'Fit and Proper' requirements

Job description

Join a forward-thinking financial services provider dedicated to building strong relationships with clients. In this role, you will provide tailored financial advice and solutions, ensuring compliance and ethical standards while fostering long-term client loyalty. You'll engage in networking and lead generation activities, helping clients navigate their financial journeys. With a commitment to transformation and diversity, this opportunity allows you to thrive in a supportive environment where your expertise is valued. If you're passionate about making a difference in people's lives through financial planning, this role is perfect for you.