Strategic Financial Advisor & Client Growth

Sanlam; Pretoria; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Sanlam in Pretoria is seeking a dedicated financial advisor to provide clients with expert financial advice and solutions tailored to their needs. The role emphasizes building long-term relationships and achieving business growth through professional service.

Ideal candidates should possess at least a Grade 12 qualification and meet FAIS requirements, demonstrating the ability to manage client portfolios effectively while ensuring compliance and ethical standards.

Qualifications

• Candidate must meet FAIS 'Fit and Proper' requirements.
• Financial Advisory and Intermediary Services Act knowledge.
• Proven experience in financial planning and advice.

Responsibilities

• Provide professional financial advice to clients.
• Maintain and service client relationships.
• Implement marketing and business growth strategies.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Education

Grade 12

Regulatory Examination by FSCA

Job description

Sanlam in Pretoria is seeking a dedicated financial advisor to provide clients with expert financial advice and solutions tailored to their needs. The role emphasizes building long-term relationships and achieving business growth through professional service.

Ideal candidates should possess at least a Grade 12 qualification and meet FAIS requirements, demonstrating the ability to manage client portfolios effectively while ensuring compliance and ethical standards.