Financial Planning Professional for Western Cape

5 days ago


Cape Town, Western Cape, South Africa Sanlam Group Full time
Job Title: Financial Planning Professional for Western Cape

About the Role

We are seeking a skilled Financial Planning Professional to join our team in Western Cape. This is an excellent opportunity to build a successful career in financial planning and contribute to the growth of our company.

The ideal candidate will have a strong background in financial services, excellent communication skills, and the ability to work with clients to understand their financial needs and goals.

Key Responsibilities
  • Provide comprehensive financial planning advice to clients, including investment and retirement planning, estate planning, and risk management.
  • Develop and maintain relationships with clients to ensure their ongoing satisfaction and loyalty.
  • Stay up-to-date with industry developments and regulatory requirements to provide expert advice to clients.
Requirements
  • Grade 12 qualification or equivalent.
  • Successfully completed the Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination.
  • Prior experience in sales, retail, or business development roles.
What We Offer
  • A competitive salary of R600,000 per annum.
  • A comprehensive benefits package, including medical aid, life insurance, and a pension fund.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A dynamic and supportive work environment that encourages collaboration and innovation.
About Us

We are the Sanlam Group, a leading financial services company in South Africa. Our mission is to provide innovative solutions to our clients' financial needs and to build long-term relationships based on trust and mutual respect.



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