Financial Planner
Sanlam
full-time
Posted on:
Location Type: Office
Location: Richards Bay • South Africa
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About the role
- Provide new and existing clients with professional and relevant financial advice
- Undertake the procurement of sustainable business of high quality
- Maintain and service clients as part of a long-term relationship
- Ensure all client interactions are compliant and ethical
- Conduct comprehensive fact finding with each client
- Review client’s portfolio annually
Requirements
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements
- Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months
Benefits
- Professional development opportunities
- Continuous learning in knowledge, skills, and market industry issues
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
professional financial adviceclient relationship managementcomplianceethical conductfact findingportfolio review
Certifications
Grade 12Regulatory ExaminationFAIS 'Fit and Proper' requirements