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    • Financial Planner: Sakhumzi MOB - Soweto - Sanlam Group

    Sanlam Group
    Sanlam Group Soweto

    1 month ago

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    Description

    Financial Planner

    Job Title: Financial Planner at Sanlam.

    We are seeking a skilled and experienced Financial Planner to join our team. The successful candidate will be responsible for providing professional financial advice, planning, and products to new and existing clients.

    Key Responsibilities:

    • Provide financial advice and planning services to clients, ensuring compliance with regulatory requirements.
    • Undertake fact-finding and needs analysis to understand client requirements and provide tailored solutions.
    • Develop and implement financial plans that meet client needs, using relevant tools and systems.
    • Maintain and service existing client relationships, identifying opportunities for growth and development.
    • Network and prospect for new business opportunities, using social and business networks, associations, and other creative means.

    Requirements:

    • Degree or equivalent in Finance, Economics, or related field.
    • Registration with the Financial Sector Conduct Authority (FSCA) as a Financial Adviser.
    • At least 2 years of experience in sales, retail, or business development, preferably in the financial services industry.

    What We Offer:

    • A dynamic and supportive work environment.
    • Ongoing training and development opportunities.
    • A competitive salary and benefits package.

    How to Apply:

    If you are a motivated and results-driven individual with a passion for finance, please submit your application, including your CV and a cover letter, to [insert contact information].

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