Sanlam

Financial Adviser

Sanlam

full-time

Posted on:

Location Type: Office

Location: Constantiakloof • South Africa

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About the role

  • Provide new and existing clients with professional and relevant financial advice, planning and products suited to their needs
  • Undertake the procurement of sustainable business of high quality in accordance with business targets
  • Maintain and service clients as part of a long-term relationship which builds loyalty to the brand
  • Undertake all activities within a compliant and ethical manner

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
  • Financial planning and recommendations
Benefits
  • Professional development opportunities
  • Growth and development within the company
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial advicefinancial planningcompliance managementrisk managementbudgetingproduction target achievement
Soft Skills
client relationship managementprofessionalismethical conductloyalty building
Certifications
Grade 12FAIS Fit and Proper requirementsRegulatory Examination