Financial Adviser
Sanlam
full-time
Posted on:
Location Type: Office
Location: Rustenburg • South Africa
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About the role
- Provide professional and relevant financial advice to clients
- Undertake procurement of sustainable high-quality business
- Maintain and service client relationships
- Promote the Sanlam brand and client engagement
- Document and present client activities and business performance
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
- Knowledge and understanding of market segmentation and customer profiles
- Ability to undertake compliance and risk management
Benefits
- Professional and relevant financial advice
- Comprehensive fact finding with each client
- Financial needs analysis
- Personal financial planning advice
- Ethical, courteous, and professional client interactions
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client relationship managementfinancial adviceclient engagementdocumentationpresentation skills
Certifications
Grade 12FAIS Fit and Proper requirementsRegulatory Examination