Sanlam Financial Planner George: Provide professional financial advice, planning, and sales to new and existing clients. Assist in growing the Sanlam Adviser Business and maintain long-term client relationships.
Requirements
- Grade 12
- 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
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Benefits
- Opportunity to make the most of who you are and be recognised, respected and rewarded for your capabilities
- Long-term career growth and development opportunities
- Diverse and inclusive work environment