Strategic Financial Advisor & Client Growth Partner

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

Job summary

Sanlam is seeking a professional financial adviser located in Pretoria, South Africa. The role emphasizes providing tailored financial advice that suits clients' needs while fostering long-term relationships. Responsibilities include lead generation, compliance with financial regulations, and delivering personalized financial planning solutions.

The ideal candidate will have a Grade 12 qualification and be registered with the FSCA for over 2 years, ensuring ethical and effective client interactions.

Qualifications

• Grade 12 qualification is required.
• FAIS 'Fit and Proper' requirements must be completed.
• Registered with FSCA for at least 2 years.

Responsibilities

• Provide financial advice to clients based on their needs.
• Assist in building and maintaining long-term relationships.
• Conduct thorough client consultations and financial needs analyses.
• Generate and follow-up on leads and referrals.
• Ensure compliance with client advice requirements.

Skills

Financial advice and support

Client relationship management

Production target achievement

Compliance and risk management

Effective communication

Tech savvy

Education

Grade 12

Registered with FSCA for longer than 24 months

Job description

Sanlam is seeking a professional financial adviser located in Pretoria, South Africa. The role emphasizes providing tailored financial advice that suits clients' needs while fostering long-term relationships. Responsibilities include lead generation, compliance with financial regulations, and delivering personalized financial planning solutions.

The ideal candidate will have a Grade 12 qualification and be registered with the FSCA for over 2 years, ensuring ethical and effective client interactions.