Financial Planning Professional

1 month ago


Pretoria, Gauteng, South Africa Sanlam Group Full time

**About the Role:**

We are seeking a highly skilled Financial Planning Professional to join our team in Gauteng South. As a key member of our financial advisory team, you will be responsible for providing expert financial advice and planning services to new and existing clients.

**Key Responsibilities:**

  • Deliver exceptional customer service by providing personalized financial planning solutions to meet client needs.
  • Conduct comprehensive financial needs analyses using industry-standard tools and instruments.
  • Develop and implement tailored financial plans that align with client goals and objectives.
  • Maintain accurate records and documentation of client interactions and transactions.
  • Stay up-to-date with market trends, industry developments, and regulatory changes to ensure ongoing professional growth and development.

**Requirements:**

  • Degree or equivalent qualification in finance or related field.
  • Proven experience in financial planning and advisory services.
  • Strong knowledge of financial products and services.
  • Excellent communication and interpersonal skills.
  • Able to work independently and as part of a team.

**What We Offer:**

  • A competitive salary ranging from R400,000 to R600,000 per annum (based on experience).
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.
  • The chance to make a real difference in people's lives through expert financial planning and advisory services.

**How to Apply:**

If you have a passion for delivering exceptional customer service and expertise in financial planning, please submit your application, including your resume and a cover letter outlining your qualifications and experience.



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