Strategic Financial Advisor — Grow Client Relationships

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

Job summary

A leading financial services provider in Polokwane seeks a dedicated professional to deliver tailored financial advice to clients. The role involves growing the adviser business, networking for leads, and ensuring compliance in client interactions. Candidates must have a Grade 12 qualification, meet FAIS requirements, and possess strong communication and relationship management skills. Join to contribute to a trusted brand while advancing your career in a diverse work environment.

Benefits

Growth and development opportunities

Supportive work environment

Inclusive company culture

Qualifications

• Completed Grade 12 qualification.
• Fit and Proper requirements for FAIS if registered with FSCA for over 24 months.
• Skills in financial advisory, compliance, and relationship management.

Responsibilities

• Provide financial advice aligned with client needs.
• Grow the adviser business by meeting set marketing plans.
• Networking and generating leads through personal connections.
• Conduct client consultations and needs analysis.
• Ensure excellent client service and meet ethical standards.

Skills

Effective communication

Client relationship management

Financial planning

Tech-savvy

Persuasive ability

Education

Grade 12

FAIS 'Fit and Proper' requirements

Job description

A leading financial services provider in Polokwane seeks a dedicated professional to deliver tailored financial advice to clients. The role involves growing the adviser business, networking for leads, and ensuring compliance in client interactions. Candidates must have a Grade 12 qualification, meet FAIS requirements, and possess strong communication and relationship management skills. Join to contribute to a trusted brand while advancing your career in a diverse work environment.