Wealth Solutions Advisor - Grow Client Portfolios

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

Job summary

Join a leading financial services provider dedicated to empowering individuals through professional financial advice. This role focuses on building lasting client relationships, providing tailored financial solutions, and achieving business growth while adhering to compliance standards. You will have the opportunity to leverage your networking skills and financial expertise to create value for clients and contribute to the success of a respected brand. With a commitment to personal development and a supportive environment, this position offers a pathway to a fulfilling career in the financial sector. If you're passionate about making a difference, this is the perfect opportunity for you.

Qualifications

• Grade 12 and FAIS requirements must be met.
• Experience in financial advisory roles is essential.

Responsibilities

• Provide professional financial advice to clients.
• Grow the Sanlam Adviser Business through networking.
• Ensure compliance in all client interactions.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Financial planning and recommendations

Education

Grade 12

FAIS 'Fit and Proper' requirements

Regulatory Examination

Job description

Join a leading financial services provider dedicated to empowering individuals through professional financial advice. This role focuses on building lasting client relationships, providing tailored financial solutions, and achieving business growth while adhering to compliance standards. You will have the opportunity to leverage your networking skills and financial expertise to create value for clients and contribute to the success of a respected brand. With a commitment to personal development and a supportive environment, this position offers a pathway to a fulfilling career in the financial sector. If you're passionate about making a difference, this is the perfect opportunity for you.