Strategic Financial Advisor: Grow Lasting Client Relationships

Sanlam; Cape Town; On-site; ZAR 250 000 - 450 000; Full time

Job summary

An established industry player is seeking motivated individuals to join their team as financial advisors. This role focuses on delivering tailored financial advice and building long-term relationships with clients. You will be responsible for generating leads, conducting client consultations, and ensuring compliance with regulations. The company promotes a culture of personal development and recognizes the unique worth of each employee, offering opportunities for growth within its diverse business clusters. If you are passionate about helping others achieve their financial goals and thrive in a collaborative environment, this position is perfect for you.

Qualifications

• Grade 12 and FAIS requirements completed if registered with FSCA for over 24 months.
• Strong knowledge in financial advice and client relationship management.

Responsibilities

• Provide professional financial advice and maintain client relationships.
• Generate leads and consult with clients to meet their financial needs.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Financial planning and recommendations

Education

Grade 12

FAIS 'Fit and Proper' requirements

Job description

An established industry player is seeking motivated individuals to join their team as financial advisors. This role focuses on delivering tailored financial advice and building long-term relationships with clients. You will be responsible for generating leads, conducting client consultations, and ensuring compliance with regulations. The company promotes a culture of personal development and recognizes the unique worth of each employee, offering opportunities for growth within its diverse business clusters. If you are passionate about helping others achieve their financial goals and thrive in a collaborative environment, this position is perfect for you.