Strategic Financial Advisor & Planner

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

Job summary

A major financial services provider is seeking a Financial Adviser to deliver exceptional financial advice and services. This role includes building strong client relationships, conducting thorough financial analyses, and ensuring all interactions meet compliance standards. The ideal candidate will have a Grade 12 qualification and experience in financial advisory practices. This position offers opportunities for career growth and builds a supportive working environment where employees can thrive.

Benefits

Opportunities for growth and development

Respectful and supportive work environment

Qualifications

• Grade 12 qualification required.
• FAIS 'Fit and Proper' requirements successfully completed if registered for more than 24 months.
• Ability to provide financial planning and recommendations.

Responsibilities

• Provide professional financial advice to clients based on their needs.
• Manage and service client relationships to foster loyalty.
• Conduct comprehensive financial needs analysis for clients.

Skills

Financial advice and support

Client relationship management

Production target achievement

Compliance and risk management

Financial planning

Education

Grade 12

FAIS 'Fit and Proper' requirements

Job description

A major financial services provider is seeking a Financial Adviser to deliver exceptional financial advice and services. This role includes building strong client relationships, conducting thorough financial analyses, and ensuring all interactions meet compliance standards. The ideal candidate will have a Grade 12 qualification and experience in financial advisory practices. This position offers opportunities for career growth and builds a supportive working environment where employees can thrive.