Strategic Financial Advisor & Client Planner

Sanlam; Pretoria; On-site; ZAR 30 000 - 55 000; Full time

Job summary

A leading company in financial services is looking for a Financial Advisor to provide expert advice and build strong client relationships. You will be responsible for achieving sales targets while maintaining ethical interactions, promoting the brand, and ensuring compliance with industry regulations. This role fosters personal and professional growth through diverse opportunities in the finance sector.

Qualifications

• Successful completion of Regulatory Examination if registered with FSCA for over 24 months.
• Effective communication and interpersonal skills.
• Action-oriented with a focus on client needs.

Responsibilities

• Provide professional financial advice and maintain long-term client relationships.
• Achieve targets related to revenue, activity quotas, and brand promotion.
• Conduct comprehensive consultations and ensure compliance with disclosures.

Skills

Financial advice

Client relationship management

Compliance and risk management

Target achievement

Budgeting

Education

Grade 12 with FAIS requirements

Job description

A leading company in financial services is looking for a Financial Advisor to provide expert advice and build strong client relationships. You will be responsible for achieving sales targets while maintaining ethical interactions, promoting the brand, and ensuring compliance with industry regulations. This role fosters personal and professional growth through diverse opportunities in the finance sector.