Senior Financial Planner

7 days ago


Cape Town, South Africa GCSRecruit Full time

Our client is seeking a **Senior** **Financial Planner**for there Sanlam franchise based in **Century City** Cape Town.

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.

Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.

Maintain and service these clients as part of a long
- term relationship which builds loyalty to the brand and generates ongoing advice and sales.

Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

**Requirements/ Qualification and Experience**:
Matric certificate

Wealth Management Certificate/ 120 credits
RE5 Certificate - Regulatory examination successfully completed if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months.
2 years’ experience as a Financial Planner.

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

**What will make you successful in this role?**

1. Assist in growing the business

2. Networking, prospecting and leads generation

3. Client consultations and sales

4. Client Service

5. Monitor, update, and reporting (weekly/monthly)

**Knowledge and Skills**:
Technical advice and support Production target achievement and budgeting Compliance and risk management Client relationship management Financial Queries and Recommendations

**Personal Attributes**:

- Communicates effectively.
- Persuades
- Tech savvy
- Action orientated.
- Self-development
- Demonstrates self-awareness.
- Builds networks.

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 employees to realise their worth.

**Remuneration**

Commission uncapped
Monthly bonus.

**Job Types**: Full-time, Commission

**Salary**: R5,000.00 - R20,000.00 per month

Ability to commute/relocate:

- Cape Town, Western Cape: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- Are you able to work shifts Monday, Wednesday, Friday 08:00 am to 17:00pm. Tuesday and Thursday 08:00 am to 19:00 pm. Saturday 08:00 am to 13:00 pm.

**Education**:

- High School (matric) (required)

**Experience**:

- 2 years (required)
- wealth management (required)

**Language**:

- English (required)

License/Certification:

- RE5 (required)
- Wealth Management Certificate/ 120 credits (required)

Shift availability:

- Day Shift (required)


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