Financial Solutions Specialist
4 days ago
Sanlam Limited is a leading provider of financial services in South Africa, dedicated to helping our clients achieve their financial goals. As a financial advisor, you will play a vital role in this process, working closely with clients to understand their needs and develop tailored solutions to help them succeed.
Key responsibilities of this role include:
- Conducting client consultations and sales to ensure compliance with regulatory requirements.
- Developing and maintaining relationships with clients to build trust and loyalty.
- Staying up-to-date with changes in the financial industry and regulatory environment to provide accurate and timely advice to clients.
- Collaborating with colleagues to share knowledge and best practices and to drive business growth.
A successful candidate will have:
- Grade 12 qualification.
- Completed the Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months.
This role requires individuals who are:
- Results-driven.
- Customer-focused.
- Adaptable.
- Collaborative.
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