Career Opportunities in Financial Services

3 days ago


Cape Town, Western Cape, South Africa Sanlam Full time

At Sanlam, we're committed to building strong, lasting relationships with our financial advisors. As a financial planner, you'll play a crucial role in helping our clients achieve their financial goals.

About the Role

The purpose of this role is to provide new and existing clients with professional and relevant financial advice, planning, and products that are suited to their needs and requirements. You'll be responsible for undertaking the procurement of sustainable business, maintaining and servicing these clients as part of a long-term relationship, and generating ongoing advice and sales.

Key Responsibilities
  • Provide sound personal financial planning advice
  • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio
  • Presentation of financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly

You'll also be required to ensure all client interactions are ethical, courteous, and professional, follow up on existing business queries, and strive for excellent, value-added service to clients.

Requirements

To succeed in this role, you'll need to have:

  • A Grade 12 qualification
  • Completed the Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination successfully
  • Knowledge of financial advice and support, production target achievement and budgeting, compliance and risk management, client relationship management, and financial planning and recommendations

You'll also need to possess excellent communication skills, be tech-savvy, action-oriented, and able to persuade.

About Us

We're a leading financial services provider in South Africa, committed to transformation and embracing diversity. We believe in creating a diverse, inclusive, and equitable work environment that ensures a thriving and sustainable business.



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