Financial Advisor

POSITION AVAILABLE IN NORTHERN CAPE

Company Description

At Sanlam, we believe in unlocking financial confidence through meticulous planning and strategic thinking. The F Factor represents financial confidence, and we invite you to experience it with us. Our team provides support online from 8 : 30 – 16 : 00 weekdays, ensuring that our clients receive the best service whenever they need it.

Role Description

This is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for providing expert financial advice, creating and managing financial plans, assisting clients with retirement planning and investments, and offering comprehensive financial advisory services. The role involves regular communication with clients to understand their financial needs and goals, and devising tailored strategies to meet these objectives.

Requirements, Qualifications and Skills

• Matric / NQF 4
• Valid Drivers License
• Skills in Financial Planning, Finance, and Financial Advisory
• Experience in Retirement Planning and Investments
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Ability to work independently and remotely
• Bachelor's degree in Finance, Economics, or a related field are a plus
• Relevant certifications such as CFP (Certified Financial Planner) are a plus

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