Professional Financial Planner
7 days ago
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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