Wealth Planner & Client Relationship Specialist

Sanlam; Cape Town; On-site; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Growth and development opportunities

Supportive team environment

Job summary

Sanlam in Cape Town is seeking motivated individuals to provide expert financial advice to clients and maintain relationships that enhance loyalty. The role requires a Grade 12 qualification, and ideally registration with the FSCA.

You will be responsible for fulfilling client needs through effective financial planning and communication. Strong commitment to ethics and compliance is essential, contributing to the building of the Sanlam brand.

Qualifications

• Grade 12 qualification is mandatory.
• Successful completion of FAIS regulatory examination if registered with FSCA for more than 24 months.
• Ability to communicate effectively and build client relationships.

Responsibilities

• Provide relevant financial advice and planning to clients.
• Maintain long-term relationships with clients to enhance loyalty.
• Document and present client interaction and business generated.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Education

Grade 12

FAIS 'Fit and Proper' requirements

Job description

Sanlam in Cape Town is seeking motivated individuals to provide expert financial advice to clients and maintain relationships that enhance loyalty. The role requires a Grade 12 qualification, and ideally registration with the FSCA.

You will be responsible for fulfilling client needs through effective financial planning and communication. Strong commitment to ethics and compliance is essential, contributing to the building of the Sanlam brand.