Financial Planner: Sakhumzi MOB

We are looking for a Financial Planner to provide professional and relevant financial advice, planning, and products to new and existing clients. The successful candidate will assist in growing the Sanlam Adviser Business, network and prospect for new clients, and provide excellent client service.

Requirements

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination successfully completed
• Knowledge of financial advice and support, production target achievement and budgeting, compliance and risk management, client relationship management, and financial planning and recommendations