Expert Financial Advisor Pretoria Lynnwood Opportunity

1 week ago


Pretoria, Gauteng, South Africa Sanlam Group Full time
Job Description:

A highly rewarding career opportunity has arisen for a skilled Financial Planner to join our team at Sanlam Group in Pretoria, Lynnwood. As a key member of our financial services team, you will be responsible for providing exceptional client service and delivering tailored financial solutions that meet the unique needs of our clients.

Key Responsibilities:
  • Sales and Business Development: Identify new business opportunities, develop relationships with existing clients, and provide innovative financial solutions to drive revenue growth.
  • Client Consultations: Conduct comprehensive financial needs analyses, provide sound personal financial planning advice, and present financial solutions to clients in a professional and competent manner.
  • Client Service: Ensure all client interactions are ethical, courteous, and professional, striving for excellent value-added service to build long-term relationships.

Requirements:

  • Qualifications: Grade 12 and successful completion of the Financial Advisory and Intermediary Services Act (FAIS)


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