Financial Planner
Sanlam
full-time
Posted on:
Location Type: Office
Location: Pietermaritzburg • South Africa
Visit company websiteExplore more
About the role
- Provide professional financial advice to clients
- Build and maintain long-term client relationships
- Conduct financial needs analysis and provide tailored solutions
- Document client interactions and maintain compliance protocols
Requirements
- Grade 12
- Knowledge of Financial Advisory and Intermediary Services Act (FAIS) requirements
- Understanding of compliance and risk management
- Strong client relationship management skills
Benefits
- Numerous opportunities for growth and development
- Strong support for personal and career aspirations
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client relationship managementfinancial needs analysistailored solutionscompliance protocols
Certifications
Grade 12