Wealth & Financial Planning Adviser

Sanlam; Cape Town; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Sanlam is seeking a dedicated professional in Cape Town to provide clients with tailored financial advice and planning services. You will focus on establishing and maintaining long-term client relationships, using your financial knowledge to give sound personal planning advice and ensure all client interactions uphold high ethical standards.

This role also involves meeting set marketing plans and targets while utilizing various marketing strategies to promote Sanlam's brand.

Qualifications

• Successful completion of FAIS 'Fit and Proper' requirements if registered with FSCA for over 24 months.

Responsibilities

• Provide financial advice to clients.
• Grow the Sanlam Adviser Business.
• Maintain long-term client relationships.
• Monitor existing clients for opportunities.
• Conduct financial needs analysis for clients.

Skills

Financial advice and support

Production target achievement

Client relationship management

Compliance and risk management

Financial planning and recommendations

Education

Grade 12

Job description

Sanlam is seeking a dedicated professional in Cape Town to provide clients with tailored financial advice and planning services. You will focus on establishing and maintaining long-term client relationships, using your financial knowledge to give sound personal planning advice and ensure all client interactions uphold high ethical standards.

This role also involves meeting set marketing plans and targets while utilizing various marketing strategies to promote Sanlam's brand.