Strategic Financial Planner & Client Growth Advocate

Sanlam; Richards Bay; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial services provider in Richards Bay seeks a dedicated Financial Advisor to provide expert financial advice and build long-term relationships with clients. The successful candidate will have a passion for helping individuals realize their potential and meet their financial goals, ensuring compliance at all interactions. Join us to grow your career and contribute to a respected brand in the financial sector.

Benefits

Opportunities for growth and development

Strong employee development programs

Qualifications

• Successfully complete regulatory examination if registered with FSCA for more than 24 months.
• Understanding of market segmentation and customer profiles.

Responsibilities

• Provide financial advice and products to new and existing clients.
• Build and maintain long-term client relationships.
• Ensure compliance in all client interactions.

Skills

Financial advice and support

Production target achievement

Compliance and risk management

Client relationship management

Financial planning

Education

Grade 12

FAIS requirements completed

Job description

A leading financial services provider in Richards Bay seeks a dedicated Financial Advisor to provide expert financial advice and build long-term relationships with clients. The successful candidate will have a passion for helping individuals realize their potential and meet their financial goals, ensuring compliance at all interactions. Join us to grow your career and contribute to a respected brand in the financial sector.