Wealth Planning & Client Advisory Specialist

Sanlam Limited

Boksburg

On-site

ZAR 180,000 - 240,000

Full time

3 days ago

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Job summary

Sanlam Life and Savings is seeking a Financial Adviser to provide professional financial advice, planning and products to clients in South Africa, with a focus on building long-term relationships and delivering tailored recommendations. You will drive growth of the adviser business, prospect new clients, and ensure compliant, ethical service while meeting revenue targets and maintaining client records.

Requirements include Grade 12 and FAIS Fit and Proper plus FSCA registration where applicable.

Qualifications

Grade 12
FAIS Fit and Proper requirements and Regulatory Examination completed if registered with FSCA for more than 24 months.
Experience in financial advisory and client service is preferred.

Responsibilities

Provide financial advice, planning and products to clients.
Undertake sustainable business of high quality per targets.
Maintain long-term client relationships to generate ongoing advice and sales.
Operate within compliant and ethical guidelines to grow the Sanlam Group business.
Grow the Sanlam Adviser Business through marketing plans and targets.
Network, prospect and generate leads through various channels.
Conduct client consultations and present financial solutions professionally.
Deliver excellent client service and maintain accurate records.
Monitor and report activity and revenue weekly/monthly.