Strategic Financial Planner for Client Growth

Sanlam Limited; South Africa; On-site; ZAR 250 000 - 500 000; Full time

Job summary

A premier financial services provider in South Africa is seeking a financial advisor to provide professional advice and manage client relationships. The ideal candidate will help clients achieve their financial goals by understanding their needs and providing tailored solutions. A strong focus on compliance and excellent client service is essential in this role, along with the ability to grow the business through networking and lead generation.

Qualifications

• Grade 12 completion is mandatory.
• FAIS fit and proper requirements must be met if registered.
• Experience in financial planning and advisory is essential.

Responsibilities

• Provide professional financial advice to clients.
• Grow the adviser business through networking and leads generation.
• Ensure client interactions comply with regulations.
• Strive for excellent client service and maintain relationships.

Skills

Financial advice

Client relationship management

Compliance and risk management

Production target achievement

Education

Grade 12

FAIS "Fit and Proper" requirements

Job description

A premier financial services provider in South Africa is seeking a financial advisor to provide professional advice and manage client relationships. The ideal candidate will help clients achieve their financial goals by understanding their needs and providing tailored solutions. A strong focus on compliance and excellent client service is essential in this role, along with the ability to grow the business through networking and lead generation.