Wealth Solutions Advisor – Build Lasting Client Wealth

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

Job summary

Sanlam in Cape Town is seeking a Financial Advisor to provide clients with tailored financial advice and products. The role involves building lasting relationships, achieving revenue targets, and promoting the Sanlam brand.

Candidates should possess a Grade 12 certificate and meet FAIS compliance requirements. The position offers opportunities for personal and professional growth in a supportive environment.

Qualifications

• Successful completion of FAIS 'Fit and Proper' requirements is essential.
• Strong ability to communicate effectively with clients.
• Tech-savvy and action-oriented attitude.

Responsibilities

• Provide professional financial advice to clients.
• Build and maintain long-term client relationships.
• Generate leads through networking and client consultations.

Skills

Financial advice and support

Production target achievement

Compliance and risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12

Financial Advisory and Intermediary Services Act (FAIS) compliance

Job description

Sanlam in Cape Town is seeking a Financial Advisor to provide clients with tailored financial advice and products. The role involves building lasting relationships, achieving revenue targets, and promoting the Sanlam brand.

Candidates should possess a Grade 12 certificate and meet FAIS compliance requirements. The position offers opportunities for personal and professional growth in a supportive environment.