Finance Manager jobs in South Africa
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Branch Financial Advisor: Growth & Client Service
Sanlam
Finance Advisor - Drive Growth & Client Partnerships
Old Mutual South Africa
Branch Financial Advisor: Client Growth & Advice Expert
Job summary
A leading financial services provider in Paarl is looking for a Branch Consultant/Financial Advisor to deliver sound financial advice and enhance client satisfaction. The role involves managing client relationships, ensuring compliance with regulations, and increasing market share through strategic client interactions. The ideal candidate should possess a matric qualification and relevant financial training. Opportunities for personal development and growth are available within this dynamic organization.
Qualifications
- Matric is required, with RE5 advantageous.
- FAIS compliance as per DOFA requirements is expected.
- Class of Business training to be completed within 12 months.
Responsibilities
- Provide financial advice and client services in a branch.
- Manage client profiles to ensure retention and service.
- Stay compliant with regulations and quality standards.
- Meet reporting deadlines on activities and results.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.