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Senior Financial Planner: Client Relationships Specialist

1 week ago

Cape Town, Western Cape, South Africa Sanlam Full time
About the Role
This Senior Financial Planner position requires an experienced professional to manage client relationships, develop and implement financial plans, and ensure compliance with regulatory requirements. The ideal candidate will have strong communication and interpersonal skills, as well as knowledge of financial products and services.

Key Responsibilities
  • Manage client relationships and develop long-term plans
  • Provide financial advice and guidance to clients
  • Ensure compliance with regulatory requirements and industry standards
  • Develop and implement marketing strategies to grow the business

Requirements
  • Grade 12 qualification or equivalent
  • Successful completion of the Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination
  • Minimum 2 years of experience in a financial planning role
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team

Benefits
  • A competitive salary and benefits package
  • Ongoing training and development opportunities
  • The chance to build a successful career in the financial services industry