Strategic Financial Advisor & Client Growth Partner

Sanlam Limited; Limpopo; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in South Africa is seeking driven individuals to offer financial advice and service to clients. Candidates will need to grow the advisory business by establishing strong client relationships and ensuring compliance with financial regulations. Successful applicants will deliver tailored financial solutions and maintain a focus on client satisfaction in a dynamic environment. Join a commitment to building an inclusive and diverse workplace.

Qualifications

• Completed Grade 12.
• Registered with FSCA for more than 24 months.
• Achieve production targets and manage budgeting.

Responsibilities

• Provide financial advice to clients.
• Build long-term client relationships.
• Conduct financial needs analysis.
• Ensure client interactions are compliant.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Education

Grade 12

FAIS compliance

Job description

A leading financial services provider in South Africa is seeking driven individuals to offer financial advice and service to clients. Candidates will need to grow the advisory business by establishing strong client relationships and ensuring compliance with financial regulations. Successful applicants will deliver tailored financial solutions and maintain a focus on client satisfaction in a dynamic environment. Join a commitment to building an inclusive and diverse workplace.