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Financial Advisor
Job summary
A leading financial services provider is seeking a Financial Advisor for a full-time remote role based in Northern Cape. The advisor will offer expert financial guidance, manage financial plans, assist with retirement strategies, and ensure client objectives are effectively met. Ideal candidates should possess financial planning skills and qualifications in finance, with strong communication abilities.
Qualifications
- Valid Drivers License is required.
- Experience in Retirement Planning and Investments is preferred.
- Independent and remote working capability is essential.
Responsibilities
- Provide expert financial advice to clients.
- Create and manage comprehensive financial plans.
- Assist clients with retirement planning and investments.
Skills
Education
POSITION AVAILABLE IN NORTHERN CAPE
Company Description
At Sanlam, we believe in unlocking financial confidence through meticulous planning and strategic thinking. The F Factor represents financial confidence, and we invite you to experience it with us. Our team provides support online from 8:30 – 16:00 weekdays, ensuring that our clients receive the best service whenever they need it.
Role Description
This is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for providing expert financial advice, creating and managing financial plans, assisting clients with retirement planning and investments, and offering comprehensive financial advisory services. The role involves regular communication with clients to understand their financial needs and goals, and devising tailored strategies to meet these objectives.
Requirements, Qualifications and Skills
- Matric / NQF 4
- Valid Drivers License
- Skills in Financial Planning, Finance, and Financial Advisory
- Experience in Retirement Planning and Investments
- Excellent analytical and problem-solving skills
- Strong communication and interpersonal skills
- Ability to work independently and remotely
- Bachelor's degree in Finance, Economics, or a related field are a plus
- Relevant certifications such as CFP (Certified Financial Planner) are a plus
* 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.
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