Sanlam Financial Adviser: Evagor MOB

Sanlam Financial Adviser: Evagor MOB is a role that provides new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. The purpose of the role is to assist in growing the Sanlam Adviser Business and maintain and service clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.

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

• Competitive salary
• Benefits package
• Opportunities for growth and development
• Diverse and inclusive work environment