Sanlam

Financial Adviser

Sanlam

full-time

Posted on:

Location Type: Office

Location: Durban • South Africa

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About the role

  • Provide new and existing clients with professional and relevant financial advice, planning and products (sales)
  • 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
  • Conduct financial needs analysis and provide planning advice

Requirements

  • Grade 12
  • Financial Advisory and Intermediary Services Act "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months
  • Knowledge and Skills in Financial advice and support
  • Production target achievement and budgeting
  • Compliance and risk management
  • Client relationship management
  • Financial planning and recommendations
Benefits
  • Continuous learning in terms of knowledge, skills and market/industry issues
  • Opportunities for growth and development

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial advicefinancial planningfinancial needs analysiscompliancerisk managementbudgetingproduction target achievement
Soft skills
client relationship managementcommunicationinterpersonal skills
Certifications
Grade 12Fit and Proper requirementsRegulatory Examination