Strategic Financial Planner & Advisor for Growth

Sanlam; Malmesbury; On-site; ZAR 300 000 - 700 000; Full time

Job summary

Join a forward-thinking company dedicated to building strong relationships with clients and employees alike. In this role, you will provide tailored financial advice, helping clients achieve their financial goals while fostering loyalty to the brand. You will engage in networking and lead generation activities, ensuring compliance and ethical practices throughout your interactions. With a commitment to personal and professional growth, this position offers a unique opportunity to thrive in a supportive environment that values your contributions and aspirations. If you're passionate about making a difference in the financial services sector, this is the perfect opportunity for you.

Qualifications

• Grade 12 and FAIS requirements must be met for financial advisory roles.
• Strong knowledge in financial advice, compliance, and client management.

Responsibilities

• Provide professional financial advice and maintain long-term client relationships.
• Generate leads through networking and personalized client engagement.
• Ensure compliance in all client interactions and conduct financial analyses.

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

Join a forward-thinking company dedicated to building strong relationships with clients and employees alike. In this role, you will provide tailored financial advice, helping clients achieve their financial goals while fostering loyalty to the brand. You will engage in networking and lead generation activities, ensuring compliance and ethical practices throughout your interactions. With a commitment to personal and professional growth, this position offers a unique opportunity to thrive in a supportive environment that values your contributions and aspirations. If you're passionate about making a difference in the financial services sector, this is the perfect opportunity for you.