Strategic Financial Advisor & Client Growth Specialist

Sanlam; Cape Town; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A financial services provider in Cape Town is seeking a driven individual to provide financial advice, maintain client relationships, and achieve business targets. The ideal candidate will possess a Grade 12 qualification and meet FAIS requirements, with strong skills in client management and financial planning. Join us to build a successful career while helping clients meet their financial needs.

Benefits

Opportunities for growth and development

Qualifications

• Financial knowledge in personal financial planning.
• Ability to build and maintain long-term client relationships.
• Experience in generating leads through networking.

Responsibilities

• Provide clients with professional and relevant financial advice.
• Maintain and service clients to build loyalty.
• Conduct financial needs analysis using relevant tools.
• Document and present business activities weekly/monthly.

Skills

Financial advice and support

Client relationship management

Production target achievement

Compliance and risk management

Financial planning and recommendations

Education

Grade 12 and FAIS 'Fit and Proper' requirements

Job description

A financial services provider in Cape Town is seeking a driven individual to provide financial advice, maintain client relationships, and achieve business targets. The ideal candidate will possess a Grade 12 qualification and meet FAIS requirements, with strong skills in client management and financial planning. Join us to build a successful career while helping clients meet their financial needs.