Financial Services Professional

3 days ago


Durban, KwaZulu-Natal, South Africa Sanlam Limited Full time

We are seeking a highly skilled and motivated individual to join our team as a Financial Services Professional. This role requires a strong understanding of financial planning and the ability to provide expert advice to clients.

Key Responsibilities

The successful candidate will be responsible for:

  • Providing financial advice and support to clients.
  • Producing target achievement and budgeting reports.
  • Ensuring compliance and risk management within the organization.
  • Maintaining excellent client relationships.
  • Generating new leads and referrals through effective networking and marketing efforts.
Requirements
  • Grade 12 qualification.
  • Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
  • Strong knowledge of financial planning and regulatory requirements.


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