Financial Planning Expert

2 weeks ago


George, Western Cape, South Africa Sanlam Group Full time

We are seeking a skilled Financial Planning Expert to join our team in the Western Cape region.

Job Description:

The successful candidate will provide professional financial advice and planning services to new and existing clients, ensuring their needs and requirements are met.

  • Procure sustainable business growth, aligned with set targets, by offering tailored financial solutions.
  • Maintain long-term client relationships, building loyalty and generating ongoing advice and sales.

A key aspect of this role is to conduct comprehensive financial needs analysis, utilizing relevant e-tools and systems to ascertain clients' full financial situations.

  • Provide sound personal financial planning advice, applying financial knowledge to create balanced portfolios that meet clients' needs.
  • Present financial solutions to clients in a professional and competent manner, adhering to Treating Customers Fairly principles.
Responsibilities:

The Financial Planning Expert will be responsible for:

  • Growing the Sanlam Adviser Business through effective marketing plans and targeted sales strategies.
  • Applying knowledge of market segmentation and customer profiles to support sales and growth within defined markets.
  • Undertaking continuous learning to stay up-to-date on industry issues and market trends.
Requirements:

To be successful in this role, candidates should possess:

  • Grade 12 qualification or equivalent.
  • Successful completion of the Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination, if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months.

Estimated Salary: R450,000 - R550,000 per annum, depending on experience and qualifications. This salary range is based on national averages for similar roles in the Western Cape region.



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