Financial Planning Specialist for High Net Worth Individuals
4 days ago
We are seeking a skilled and experienced Financial Planning Specialist to join our team at the Sanlam Group in Pretoria, Gauteng.
About the Role:This is an exciting opportunity for a talented individual to provide expert financial planning advice to high net worth individuals. As a Financial Planning Specialist, you will be responsible for identifying clients' financial needs, providing tailored solutions, and building long-term relationships.
You will work closely with clients to understand their financial goals, risk tolerance, and investment objectives. Using your expertise in financial planning, you will develop and implement personalized plans that meet their unique needs.
In this role, you will also be responsible for growing the Sanlam Adviser Business by applying knowledge of market segmentation and customer profiles to support sales and growth within the defined market.
Key Responsibilities:
- Provide expert financial planning advice to high net worth individuals
- Develop and implement personalized financial plans
- Growing the Sanlam Adviser Business by applying knowledge of market segmentation and customer profiles
- Maintain and service existing clients as part of a long-term relationship
To be successful in this role, you will require:
- A Grade 12 certificate
- 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
We offer a competitive salary package, including a basic salary of R750,000 per annum, plus performance-related bonuses.
The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients. You will also have a strong understanding of financial planning principles, products, and services.
If you are a motivated and ambitious individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
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