Professional Financial Planner

7 days ago


Bloemfontein, Orange Free State, South Africa Sanlam Group Full time
Job Opportunity: Professional Financial Planner

We are seeking an experienced and skilled financial planner to join our team at Sanlam Group.

About the Role:

This is a challenging and rewarding opportunity for a dedicated professional who is passionate about helping clients achieve their financial goals. As a Financial Advisor, you will be responsible for providing expert financial advice and creating personalized financial plans that meet the unique needs of our clients.

Duties and Responsibilities:

  • Develop and implement comprehensive financial plans tailored to the specific needs and goals of clients
  • Provide expert guidance on investment options and retirement planning strategies
  • Build and maintain strong relationships with existing and new clients through exceptional customer service
  • Stay up-to-date with industry trends and regulatory requirements to ensure ongoing compliance and professionalism

Requirements:

  • Relevant qualifications such as FSB recognized qualification or credits related to the date of first appointment in the industry
  • Matric (grade 12) or NQF level 4
  • At least two years' work experience within sales or marketing
  • Strong communication and interpersonal skills with the ability to build rapport with diverse client base
  • Able to work under pressure and manage multiple priorities effectively

What We Offer:

  • A competitive salary of R400,000 per annum
  • Ongoing training and development opportunities to enhance your skills and knowledge
  • A dynamic and supportive work environment with a collaborative team
  • The chance to make a real difference in people's lives by helping them achieve their financial goals


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