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Financial Planner Sanlam Limpopo

1 week ago

Polokwane, Limpopo, South Africa Sanlam Limited Full time
About the Position

We are seeking a talented Financial Planner to join our team in Limpopo. As a key member of our sales team, you will be responsible for developing and implementing personalized financial plans for clients.

Key Responsibilities
  • Conduct comprehensive financial needs analyses to identify clients' financial goals and objectives.
  • Develop and implement tailored financial plans to meet clients' needs.
  • Provide ongoing financial guidance and support to clients.
  • Maintain accurate records and reports to track client progress.
Requirements
  • Degree or Diploma in Finance, Accounting, or related field.
  • Registration with the Financial Services Board (FSB) as a Financial Advisor.
  • Excellent communication and interpersonal skills.
  • A strong understanding of financial products and services.