Strategic Financial Advisor & Growth Partner

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

Job summary

Join a leading financial services institution where you will provide tailored financial advice and solutions to clients. This role emphasizes building strong relationships, understanding client needs, and delivering exceptional service. You will engage in networking, prospecting, and lead generation while ensuring compliance with industry regulations. The position offers an opportunity to grow within a dynamic environment committed to transformation and diversity. If you are passionate about financial planning and helping clients achieve their goals, this is the perfect opportunity for you.

Qualifications

• Grade 12 and FAIS 'Fit and Proper' requirements completed.
• Experience in financial advisory with compliance knowledge.

Responsibilities

• Provide professional financial advice and products to clients.
• Maintain long-term client relationships and service quality.
• Document client interactions and monitor business performance.

Skills

Financial advice and support

Production target achievement

Compliance and risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12

Financial Advisory and Intermediary Services Act (FAIS) compliance

Job description

Join a leading financial services institution where you will provide tailored financial advice and solutions to clients. This role emphasizes building strong relationships, understanding client needs, and delivering exceptional service. You will engage in networking, prospecting, and lead generation while ensuring compliance with industry regulations. The position offers an opportunity to grow within a dynamic environment committed to transformation and diversity. If you are passionate about financial planning and helping clients achieve their goals, this is the perfect opportunity for you.