Strategic Financial Advisor - Build Loyal Client Portfolios

Sanlam; Cape Town; On-site; ZAR 300 000 - 600 000; Full time

Job summary

An established industry player is seeking motivated individuals to join their team as financial advisors. This role involves providing tailored financial advice, building strong client relationships, and achieving business targets. You will have the opportunity to grow within a supportive environment that values your contributions and fosters personal development. The company is committed to transformation and diversity, ensuring a thriving workplace that empowers employees to realize their full potential. If you are passionate about helping others achieve their financial goals, this is the perfect opportunity for you.

Qualifications

• Grade 12 and FAIS 'Fit and Proper' requirements must be completed.
• Experience in financial advisory roles is essential.

Responsibilities

• Provide professional financial advice to clients based on their needs.
• Build and maintain long-term client relationships to ensure loyalty.

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

An established industry player is seeking motivated individuals to join their team as financial advisors. This role involves providing tailored financial advice, building strong client relationships, and achieving business targets. You will have the opportunity to grow within a supportive environment that values your contributions and fosters personal development. The company is committed to transformation and diversity, ensuring a thriving workplace that empowers employees to realize their full potential. If you are passionate about helping others achieve their financial goals, this is the perfect opportunity for you.