Advisory Services Specialist
24 hours ago
Sanlam provides a dynamic work environment where professionals can grow and develop their careers.
The company offers a range of benefits and opportunities for employees to advance their skills and knowledge.
Job RoleThis is a full-time position located at Sanlam's Polokwane office. As a Financial Advisor, you will provide financial planning, retirement planning, investment advice, and financial advisory services to clients.
You will be responsible for:
- Creating personalized financial plans for clients
- Conducting financial analysis and interpreting results
- Maintaining strong client relationships through excellent communication skills
To be successful in this role, you should have:
- Strong background in financial advisory services
- Excellent analytical and problem-solving skills
- Proficiency in financial planning and retirement planning
- Relevant certifications or qualifications in financial services
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