Sanlam

Financial Adviser

Sanlam

full-time

Posted on:

Location Type: Office

Location: Johannesburg • South Africa

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About the role

  • Provide new and existing clients with professional and relevant financial advice, planning and products
  • Undertake the procurement of sustainable business of a high quality
  • Maintain and service clients as part of a long-term relationship
  • Ensure all client interactions are compliant in terms of disclosures and advice given
  • Undertake comprehensive fact finding with each client to lift needs and priorities
  • Review client’s portfolio annually
  • Strive for excellent, value-added service to 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
  • Financial advice and support
  • Production target achievement and budgeting
  • Compliance and risk management
  • Client relationship management
Benefits
  • Competitive salary
  • Professional development opportunities
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial advicecompliancerisk managementclient relationship managementbudgetingfact findingportfolio review
Soft Skills
interpersonal skillscommunication skillsservice orientation
Certifications
Grade 12FAIS Fit and Proper requirementsRegulatory Examination