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Professional Financial Consultant

1 week ago

Durban, KwaZulu-Natal, South Africa Sanlam Limited Full time

Job Summary

We are seeking an experienced Financial Planner to join our team. The successful candidate will be responsible for providing expert financial advice and planning solutions to clients. This includes conducting financial needs analyses, presenting financial solutions to clients, and ensuring all client interactions are compliant in terms of disclosures and advice given.

Key Accountabilities:
  1. Provide sound personal financial planning advice
  2. Conduct a financial needs analysis to ascertain the clients' full financial situation
  3. Present financial solutions to the client in a professional manner

Qualification and Experience:
  • Grade 12
  • Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

Knowledge and Skills:
  • Financial advice and support
  • Production target achievement and budgeting
  • Compliance and risk management