Strategic Financial Planner & Client Growth Advisor

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

Job summary

A top South African financial services provider is seeking a candidate to deliver professional financial advice and build long-term client relationships. The ideal candidate will have a Grade 12 qualification and be capable of achieving business targets. Applicants must possess strong skills in financial advice, compliance, and client management. This position encourages professional growth within an inclusive environment, aiming to help clients realize their financial goals.

Benefits

Career development opportunities

Inclusive work environment

Support for financial advisors

Qualifications

• Successful completion of Financial Advisory and Intermediary Services Act requirements.
• Required skills in financial planning and risk management.

Responsibilities

• Provide clients with relevant financial advice and planning.
• Grow the Sanlam Adviser Business through marketing and networking.
• Ensure all client interactions are compliant and ethical.
• Conduct comprehensive fact-finding and financial needs analysis.
• Document and report client interactions and business growth.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Education

Grade 12

Job description

A top South African financial services provider is seeking a candidate to deliver professional financial advice and build long-term client relationships. The ideal candidate will have a Grade 12 qualification and be capable of achieving business targets. Applicants must possess strong skills in financial advice, compliance, and client management. This position encourages professional growth within an inclusive environment, aiming to help clients realize their financial goals.