Strategic Financial Planner & Client Advisor

Sanlam; Krugersdorp; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A financial services provider in Krugersdorp seeks a qualified candidate to provide professional financial advice and planning to clients. The role involves building long-term relationships, generating new business, and ensuring compliance with regulations. Candidates must have completed Grade 12 and fulfilling FAIS 'Fit and Proper' requirements. Strong skills in financial advice and client relations are essential, along with a commitment to ethical practices. Opportunities for career growth are encouraged within the organization.

Benefits

Career growth opportunities

Supportive workplace culture

Qualifications

• Grade 12 must be completed.
• Must meet 'Fit and Proper' requirements of FAIS for more than 24 months.
• Experience in financial advisory and client relations.

Responsibilities

• Provide clients with financial advice and products.
• Build and maintain long-term client relationships.
• Generate new business through networking and referrals.
• Ensure all client interactions are compliant and ethical.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement and budgeting

Financial planning and recommendations

Education

Grade 12

Financial Advisory and Intermediary Services Act requirements

Job description

A financial services provider in Krugersdorp seeks a qualified candidate to provide professional financial advice and planning to clients. The role involves building long-term relationships, generating new business, and ensuring compliance with regulations. Candidates must have completed Grade 12 and fulfilling FAIS 'Fit and Proper' requirements. Strong skills in financial advice and client relations are essential, along with a commitment to ethical practices. Opportunities for career growth are encouraged within the organization.