Strategic Financial Planner & Advisor

Sanlam; Pretoria; On-site; ZAR 250,000 - 400,000; Full time

Job summary

Sanlam is seeking a professional financial advisor to join our team in Pretoria, Gauteng. You will be tasked with providing clients with tailored financial advice and maintaining strong relationships to ensure ongoing loyalty and business growth.

Success in this role requires strong financial knowledge and skills in client management, compliance, and achieving sales targets. We foster a supportive environment for personal development, enabling employees to realise their full potential.

Qualifications

• Grade 12 with FAIS 'Fit and Proper' requirements completed.
• Experience in financial advisory roles is preferred.
• Strong interpersonal skills and tech-savvy.

Responsibilities

• Provide financial advice and products suited to client needs.
• Build and maintain long-term relationships with clients.
• Achieve business targets through professional service.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Education

Grade 12

FAIS requirements and Regulatory Examination

Job description

Sanlam is seeking a professional financial advisor to join our team in Pretoria, Gauteng. You will be tasked with providing clients with tailored financial advice and maintaining strong relationships to ensure ongoing loyalty and business growth.

Success in this role requires strong financial knowledge and skills in client management, compliance, and achieving sales targets. We foster a supportive environment for personal development, enabling employees to realise their full potential.