Financial Advisor

7 months ago

Pretoria, South Africa Concept Full time

**Start your new career with Sanlam.**

Concept is a leading financial services company dedicated to providing exceptional financial planning and investment services to our valued clients. We are currently seeking dynamic and highly motivated individuals to join our team of Financial Advisors. If you are passionate about helping individuals and families achieve their financial goals, this is an excellent opportunity to grow your career in a thriving industry.

**Roles and Responsibilities.**

**Financial Planning**:
Analyze clients' financial situations, including income, expenses, assets, liabilities, and risk tolerance. Develop comprehensive financial plans, including investment strategies, retirement planning, tax planning, estate planning, and insurance coverage. Regularly review and update financial plans based on changes in clients' circumstances and market conditions.

**Client Relationship Management**:
Build and maintain strong relationships with clients, establishing trust and understanding their financial goals and objectives. Conduct thorough financial assessments and gather relevant information to develop personalized financial plans.

**Investment Advice and Portfolio Management**:
Provide investment recommendations aligned with clients' risk tolerance, financial goals, and time horizon. Conduct research and analysis to identify suitable investment opportunities and asset allocation strategies. Monitor and manage clients' investment portfolios, making adjustments as necessary to optimize performance and manage risk.

**Retirement Planning**:
Help clients determine their retirement goals and develop strategies to achieve them. Provide guidance on retirement savings vehicles, such as 401(k) plans, IRAs, and annuities. Estimate retirement income needs, evaluate Social Security benefits, and create withdrawal strategies.

**Risk Management and Insurance**:
Assess clients' insurance needs, including life insurance, health insurance, disability insurance, and long-term care insurance. Advise clients on appropriate insurance coverage to protect against potential risks. Review existing insurance policies and recommend necessary adjustments.

**Tax Planning**:
Offer guidance on tax-efficient strategies to minimize clients' tax liabilities. Stay updated on tax laws and regulations to ensure compliance and identify potential tax-saving opportunities. Collaborate with tax professionals to optimize clients' overall financial strategies.

**Financial Education and Communication**:
Educate clients on various financial topics, investment concepts, and financial market trends. Communicate complex financial information in a clear and understandable manner. Conduct regular client meetings and provide progress reports to review financial plans and address any questions or concerns.

**Professional Development**:
Stay abreast of industry trends, financial products, and regulations through continuous learning and professional development. Obtain necessary licenses, certifications, and registrations to comply with regulatory requirements.

**Qualification and Experience**

Grade 12

Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements

**Knowledge and Skills**

Financial advice and support

Production target achievement and budgeting

Compliance and risk management

Client relationship management

Financial planning and recommendations

**Personal Attributes**

Communicates effectively - Contributing independently

Tech savvy - Contributing independently

Action orientated - Contributing independently

Builds networks - Contributing independently

**Build a successful career with us**

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our people to realise their worth. Through its four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.

**Core Competencies**

Collaborates - Contributing independently

Being resilient - Contributing independently

Drives results - Contributing independently

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

**Turnaround time**

**Our commitment to transformation**

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

Ability to commute/relocate:

- Pretoria, Gauteng: Reliably commute or planning to relocate before starting work (preferred)

**Education**:

- High School (matric) (required)

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