Strategic Financial Advisor & Planner

Sanlam; Middelburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in South Africa seeks professionals to deliver financial advice and products to clients. Your role will involve establishing sustainable client relationships, ensuring compliance with regulations, and achieving sales targets. You will need a Grade 12 education, a valid driver's license, and a commitment to ethical practices. The position offers commission and bonuses, along with benefits such as medical aid and performance incentives.

Benefits

Medical aid

Group funds and schemes

Monthly and annual performance bonuses

Qualifications

• Grade 12 is mandatory.
• Must complete FAIS 'Fit and Proper' and RE5 for registration with FSCA.
• Must have own vehicle and valid driver's licence.

Responsibilities

• Grow the Sanlam Adviser Business.
• Engage in networking, prospecting, and lead generation.
• Conduct client consultations and sales.
• Provide client service.
• Monitor, update, and report weekly/monthly.

Skills

Financial advice and support

Production target achievement and budgeting

Compliance and risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12

Job description

A leading financial services provider in South Africa seeks professionals to deliver financial advice and products to clients. Your role will involve establishing sustainable client relationships, ensuring compliance with regulations, and achieving sales targets. You will need a Grade 12 education, a valid driver's license, and a commitment to ethical practices. The position offers commission and bonuses, along with benefits such as medical aid and performance incentives.