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Personal Wealth Management Expert

1 week ago

Durban, KwaZulu-Natal, South Africa Sanlam Limited Full time

About the Role

We are seeking a highly motivated and results-driven Financial Planner to join our team. The successful candidate will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and delivering exceptional customer service. This includes conducting regular client reviews, developing and implementing tailored financial plans, and staying up-to-date with industry trends and regulations.

Key Performance Indicators:
  • Number and profile of contacts, appointments, consultations
  • Issued business and revenue against targets

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.

What We Offer:
  • A competitive remuneration package
  • Ongoing training and development opportunities
  • A dynamic and supportive work environment