Trusted Financial Planning Advisor

Sanlam; Pretoria; On-site; ZAR 400,000 - 600,000; Full time

Job summary

Sanlam is looking for a Financial Advisor in Pretoria to offer tailored financial advice and support to new and existing clients. The role focuses on building strong, long-term relationships that promote trust in the Sanlam brand.

Candidates must have a Grade 12 qualification as well as compliance with FAIS requirements. Key responsibilities include client consultations, financial planning, and adherence to ethical standards.

Qualifications

• Grade 12 qualification.
• Completing FAIS 'Fit and Proper' requirements for more than 24 months.
• Strong client relationship management skills.

Responsibilities

• Provide clients with tailored financial advice.
• Grow and maintain the Sanlam Adviser Business.
• Comply with all client interactions and advice.

Skills

Client relationship management

Compliance and risk management

Financial analysis

Interpersonal skills

Tech savvy

Education

Grade 12

FAIS requirements and Regulatory Examination

Job description

Sanlam is looking for a Financial Advisor in Pretoria to offer tailored financial advice and support to new and existing clients. The role focuses on building strong, long-term relationships that promote trust in the Sanlam brand.

Candidates must have a Grade 12 qualification as well as compliance with FAIS requirements. Key responsibilities include client consultations, financial planning, and adherence to ethical standards.