Financial Planner

At Sanlam, we help individuals unlock their financial confidence, which we call The F Factor. Our goal is to assist clients in gaining control over their financial future with well-structured plans. Join our team and be part of a dedicated group available online weekdays from 8:30 – 16:00 to support our clients' needs. Role Description This is a full-time, on-site role for a Financial Adviser located in Newcastle, Vryheid, Dundee, Ladysmith and Escourt. The Financial Adviser will be responsible for providing comprehensive financial planning services, retirement planning, investment advisory, and general financial advice to clients. Day-to-day tasks include meeting with clients, assessing their financial goals, developing tailored financial plans, and ongoing financial management and review. Qualifications Proficiency in Financial Planning and Financial Advisory Strong background in Finance Excellent communication and interpersonal skills Ability to work independently and effectively with clients Experience in the financial services industry is beneficial Drivers Licence Seniority level Entry level Employment type Full-time Job function Finance and Sales Get notified about new Financial Planner jobs in Newcastle, KwaZulu-Natal, South Africa . #J-18808-Ljbffr