Financial Planner

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General Details
Advertised By:Private
Job Type:Full-Time

Experienced Financial Adviser

Are you an ambitious self-starter? Are your career development needs being neglected in your current work environment? If so, it’s time to partner with Sanlam in order to take your career to the next level.Preference will be given to established financial advisers that have a minimum of 12 months of industry experience, with an RE5 qualification. We have an incredible value proposition that includes: extensive training and development that will culminate in an industry specific post-graduate qualification.

We provide on-going support from our professional team of specialists and a strong mentorship environment that experienced candidates thrive in. We also offer a highly competitive remuneration model and technical support.

Get in touch with us for a confidential discussion regarding a real career opportunity with a professional organization, with a national footprint, where multiple income streams exist to assist you in setting up a professional and sustainable practice.

Candidates will need to show evidence of the following:

· Self-motivation and organisation;

· A good level of numeracy and IT skills;

· A target-driven mind-set;

· Negotiation and influencing skills as well as determination and tenacity;

· Research and analytical skills;

· The ability to network and establish relationships with clients;

· The ability to explain complex information simply and clearly;

· Excellent communication, interpersonal and listening skills;

· Customer service skills;

· Discretion and an understanding of the need for client confidentiality;

· An ethical and professional approach to work.

Candidate Requirements:

· Grade 12 ( possessing a tertiary qualification would be highly advantageous)

· Driver’s license with own reliable transport.

· Computer literacy

· Minimum of 12 months of industry experience

· No adverse credit or criminal record

· RE 5 qualification if you are currently rendering financial advice for longer than 18 months

· Relevant industry recognized qualifications or FAIS credits if you have rendered advise within the financial services industry prior

Please email your CV to

Id Subtitle 746689923
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