Financial Services Professional

2 months ago


Durban, KwaZulu-Natal, South Africa Sanlam Full time
Job Title: Financial Adviser


Sanlam Life Ltd, a leading financial services provider in South Africa, is seeking a skilled Financial Adviser to join our team. As a Financial Adviser, you will be responsible for providing expert financial advice and guidance to our clients, helping them achieve their financial goals and objectives.



Key Responsibilities:

  • Provide professional and relevant financial advice and planning to clients, taking into account their individual needs and requirements.
  • Maintain and develop strong relationships with clients, ensuring their ongoing satisfaction and loyalty to our brand.
  • Identify and pursue new business opportunities, driving growth and revenue for the company.
  • Stay up-to-date with market trends and developments, ensuring our clients receive the best possible advice and guidance.


Requirements:

  • Grade 12 qualification or equivalent.
  • Successful completion of the Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements.
  • Regulatory Examination successfully completed, if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months.


Preferred Qualifications:

  • Financial advice and support experience.
  • Production target achievement and budgeting skills.
  • Compliance and risk management knowledge.
  • Client relationship management and financial planning experience.


What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for career growth and development.
  • A dynamic and supportive work environment.
  • The chance to make a real difference in people's lives.


How to Apply:
If you are a motivated and experienced Financial Adviser looking for a new challenge, please submit your application, including your CV and a cover letter, to us.

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