Strategic Financial Advisor | Grow Client Relationships

Sanlam Limited; Cape Town; On-site; ZAR 300 000 - 600 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a Financial Advisor to deliver professional financial advice and maintain long-term client relationships. The role requires knowledge of market segmentation, networking abilities, and the ability to provide tailored financial solutions. Candidates should have completed Grade 12 and meet FAIS requirements, with strong skills in client management and compliance.

Qualifications

• Knowledge of financial advisory services.
• Ability to meet production targets and budgets.
• Experience managing client relationships.

Responsibilities

• Provide professional financial advice to clients.
• Maintain and service long-term client relationships.
• Conduct financial needs analysis for tailored planning.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Financial planning and recommendations

Education

Grade 12

FAIS requirements

Job description

A leading financial services provider in South Africa is seeking a Financial Advisor to deliver professional financial advice and maintain long-term client relationships. The role requires knowledge of market segmentation, networking abilities, and the ability to provide tailored financial solutions. Candidates should have completed Grade 12 and meet FAIS requirements, with strong skills in client management and compliance.