Senior Financial Consultant

2 days ago


Port Shepstone, KwaZulu-Natal, South Africa Sanlam Full time

About the Role:

We are seeking a highly skilled and experienced Senior Financial Consultant to join our team. As a key member of our financial services department, you will be responsible for providing expert advice and guidance to clients on their financial planning and investment needs.

Job Description:

The successful candidate will have a strong background in financial services, with a proven track record of delivering high-quality results. Key responsibilities will include:

  • Providing comprehensive financial planning and investment advice to clients;
  • Conducting thorough financial analyses to identify client needs and goals;
  • Developing and implementing personalized financial plans to meet client objectives;
  • Maintaining strong relationships with existing clients and identifying new business opportunities;
  • Staying up-to-date with market trends and regulatory changes to ensure compliance and competitiveness.

Requirements:

To be successful in this role, you will need:

  • A degree in finance or a related field;
  • Minimum 3 years' experience in financial services, preferably in a senior advisory capacity;
  • Strong knowledge of financial markets, products, and regulations;
  • Excellent communication and interpersonal skills;
  • Ability to work in a fast-paced environment and meet deadlines;
  • Proven track record of delivering high-quality results and meeting sales targets.

About Us:

Our company is a leading provider of financial services, with a reputation for excellence and integrity. We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and ambitious individual looking to take your career to the next level, we encourage you to apply for this exciting opportunity.

Salary Range:

R500,000 - R700,000 per annum, depending on experience and qualifications.



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