Professional Financial Advisor

1 week ago


Durban, KwaZulu-Natal, South Africa Sanlam Group Full time
Job Overview

We are seeking a skilled and experienced Professional Financial Advisor to join our team in Durban. The ideal candidate will be responsible for providing expert financial advice, planning, and products to new and existing clients, ensuring their needs and requirements are met.

Job Description

This is a challenging and rewarding role that requires a strong understanding of financial markets, products, and regulations. As a Professional Financial Advisor, you will be responsible for:

  • Providing tailored financial solutions to clients, taking into account their unique needs and goals.
  • Developing and maintaining strong relationships with clients, ensuring their loyalty and satisfaction.
  • Staying up-to-date with industry developments, trends, and regulatory changes, applying this knowledge to enhance client outcomes.
Key Responsibilities
  • Conduct comprehensive financial needs analyses, identifying opportunities for growth and improvement.
  • Develop and implement effective financial plans, considering multiple scenarios and risk factors.
  • Maintain accurate records, updating client information and transaction history as needed.
Requirements
  • Grade 12 qualification or equivalent.
  • Registration with the Financial Sector Conduct Authority (FSCA) and completion of the Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements.
Salary

The salary for this role is estimated to be around R500,000 per annum, depending on experience and qualifications.

Benefits
  • Ongoing training and professional development opportunities.
  • A competitive salary and bonus structure.
  • A dynamic and supportive work environment.


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