Financial Planning Professional
24 hours ago
Company Overview
Sanlam is a leading financial services group with a legacy of over a century in the industry. With operations across global markets, the company offers a unique environment where innovation thrives and opportunities abound.
The organization has consistently been recognized as a Top Employer for 9 consecutive years, welcoming individuals passionate about finance, technology, or making a difference in their community.
- Strong focus on employee development and growth
This is a full-time role located at Sanlam's Polokwane office. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients on a day-to-day basis.
Key responsibilities include:
- Conducting needs assessments and creating customized financial plans
- Analyzing financial data and interpreting results
- Maintaining strong relationships with clients through exceptional communication skills
- Staying up-to-date with market trends and regulatory changes
To succeed in this role, you will need:
- Exceptional interpersonal and communication skills
- Strong analytical and problem-solving abilities
- Proficiency in financial planning and retirement planning
- Relevant certifications or qualifications in financial services
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