Strategic Financial Planner & Client Advisor

Sanlam; Gauteng; On-site; ZAR 30 000 - 50 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a responsible financial advisor to provide tailored financial advice and strategies to clients. The role involves generating leads, maintaining strong client relationships, and ensuring compliance with industry standards. The successful candidate will demonstrate a commitment to achieving business targets and fostering long-term relationships with clients. Opportunities for professional growth and development are available within a supportive work environment.

Qualifications

• Successful completion of the Regulatory Examination if registered with FSCA for over 24 months.
• Understanding financial products and solutions.
• Ability to analyse client financial needs and circumstances.

Responsibilities

• Provide professional financial advice tailored to client needs.
• Generate leads and maintain long-term client relationships.
• Ensure compliance in all client interactions.
• Conduct regular portfolio reviews and updates.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement and budgeting

Education

Grade 12

FAIS requirements completed

Job description

A leading financial services provider in South Africa is seeking a responsible financial advisor to provide tailored financial advice and strategies to clients. The role involves generating leads, maintaining strong client relationships, and ensuring compliance with industry standards. The successful candidate will demonstrate a commitment to achieving business targets and fostering long-term relationships with clients. Opportunities for professional growth and development are available within a supportive work environment.