Wealth Planning Advisor

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

Job summary

A leading financial services provider in Bloemfontein seeks a Financial Advisor to deliver personalized financial advice to clients. The successful candidate will focus on developing long-term client relationships, ensuring compliance, and achieving business growth through effective lead generation and client consultations. Candidates should possess a Grade 12 qualification and meet FAIS requirements, with strong skills in financial planning and client support.

Qualifications

• Grade 12 qualification.
• FAIS 'Fit and Proper' requirements completed if registered for over 24 months.
• Strong knowledge of financial products and services.

Responsibilities

• Provide professional financial advice to clients.
• Generate leads and maintain long-term client relationships.
• Ensure compliance in all client interactions.
• Undertake client consultations and sales.
• Monitor client activity and report regularly.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Financial planning and recommendations

Education

Grade 12

FAIS requirements

Job description

A leading financial services provider in Bloemfontein seeks a Financial Advisor to deliver personalized financial advice to clients. The successful candidate will focus on developing long-term client relationships, ensuring compliance, and achieving business growth through effective lead generation and client consultations. Candidates should possess a Grade 12 qualification and meet FAIS requirements, with strong skills in financial planning and client support.