Strategic Financial Planner & Client Growth Lead

Sanlam; Bloemfontein; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a Financial Advisor to provide professional financial advice and solutions tailored to clients' needs. The ideal candidate will maintain long-term client relationships while ensuring compliance and driving business growth. Successful applicants will have a Grade 12 education and knowledge of financial services. The role offers opportunities for personal and professional growth in a supportive environment.

Benefits

Career development opportunities

Inclusive work environment

Qualifications

• FAIS 'Fit and Proper' requirements and Regulatory Examination successfully completed if registered with FSCA for more than 24 months.

Responsibilities

• Provide clients with professional financial advice and products.
• Maintain and service clients for brand loyalty.
• Undertake client-focused activities for lead generation.

Skills

Financial advice and support

Production target achievement

Compliance and risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12

Job description

A leading financial services provider in South Africa is seeking a Financial Advisor to provide professional financial advice and solutions tailored to clients' needs. The ideal candidate will maintain long-term client relationships while ensuring compliance and driving business growth. Successful applicants will have a Grade 12 education and knowledge of financial services. The role offers opportunities for personal and professional growth in a supportive environment.