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Chief Financial Strategist

2 weeks ago

Port Elizabeth, Eastern Cape, South Africa Sanlam Full time

Role Overview

We are seeking a Senior Financial Advisor to join our team at Sanlam, where you will play a key role in providing expert financial planning services and developing tailored investment strategies for our clients.

Your Key Responsibilities

  • Meet with clients to assess their financial needs and create customised financial plans.
  • Develop and implement effective investment strategies that meet our clients' goals and risk tolerance.
  • Monitor clients' portfolios and provide regular updates and recommendations to ensure they remain on track.

What We Offer

  • A supportive back office environment that enables you to focus on delivering exceptional client service.
  • The opportunity to work in a dynamic and collaborative team environment.
  • A competitive commission structure that rewards your hard work and dedication.
  • Ongoing support and training to help you achieve your career goals.

Qualifications and Skills

  • A RE5 qualification or equivalent.
  • Relevant experience in financial planning and advisory services.
  • Excellent analytical, communication, and interpersonal skills.
  • Ability to work independently and as part of a team.