Financial Planner
Sanlam
full-time
Posted on:
Location Type: Office
Location: East London • South Africa
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About the role
- Provide new and existing clients with professional financial advice
- Undertake procurement of sustainable business
- Maintain and service clients to build long-term relationships
- Ensure all client interactions are compliant and professional
- Conduct comprehensive fact finding with clients
Requirements
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "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
- Building strong, lasting relationships with financial advisors
- 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 advicecompliancerisk managementfinancial planningbudgetingproduction target achievement
Soft skills
client relationship managementprofessionalismcommunicationinterpersonal skills
Certifications
Grade 12FAIS Fit and Proper requirementsRegulatory Examination