Financial Planner – Malmesbury, Western Cape
Company: Sanlam Group
Location: Malmesbury, Western Cape
Closing Date: Not specified
Job Description
Sanlam Group is seeking a Financial Planner to provide professional financial advice, planning, and product sales to new and existing clients. The role involves building long-term relationships, growing business revenue, and ensuring compliance with ethical and regulatory standards.
Minimum Requirements
- Education: Grade 12
- Regulatory Compliance: Must meet FAIS "Fit and Proper" requirements and have successfully completed the Regulatory Examination (RE) if registered with the FSCA for more than 24 months
Key Responsibilities
Business Growth & Sales
- Develop and execute marketing plans
- Identify sales opportunities and generate revenue
- Maintain high-quality and sustainable business
Networking & Lead Generation
- Build trusted relationships and turn them into business opportunities
- Use social media and professional networks to attract clients
- Work within Sanlam's existing client base to identify new opportunities
Client Consultations & Financial Planning
- Conduct financial needs analyses and provide sound financial advice
- Offer personalized financial solutions
- Maintain client records and ensure compliance
Client Service & Relationship Management
- Deliver exceptional customer service
- Address client queries and ensure satisfaction
- Provide ongoing financial guidance and portfolio reviews
Performance Monitoring & Reporting
- Track and report on appointments, sales, and revenue targets
- Keep accurate client records and update financial plans
Key Competencies & Attributes
- Strong communication skills
- Tech-savvy with digital platforms
- Action-oriented and persuasive
- Interpersonal and client relationship management
Core Competencies
- Collaboration
- Resilience
- Results-driven approach
- Innovation
- Customer focus
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