Financial Adviser

2 weeks ago


Newcastle, KwaZulu-Natal, South Africa Sanlam Full time R90 000 - R120 000 per year

Company Description

At Sanlam, we help individuals unlock their financial confidence, which we call The F Factor. Our goal is to assist clients in gaining control over their financial future with well-structured plans. Join our team and be part of a dedicated group available online weekdays from 8:30 – 16:00 to support our clients' needs.

Role Description

This is a full-time, on-site role for a Financial Adviser located in Newcastle, Vryheid, Dundee, Ladysmith and Escourt. The Financial Adviser will be responsible for providing comprehensive financial planning services, retirement planning, investment advisory, and general financial advice to clients. Day-to-day tasks include meeting with clients, assessing their financial goals, developing tailored financial plans, and ongoing financial management and review.

Qualifications

  • Proficiency in Financial Planning and Financial Advisory
  • Experience in Retirement Planning and Investments
  • Strong background in Finance
  • Excellent communication and interpersonal skills
  • Ability to work independently and effectively with clients
  • Relevant finance qualifications
  • Experience in the financial services industry is beneficial
  • Drivers Licence

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