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Sanlam logo

Financial Advisor

Sanlam
Posted 5 hours ago
🇿🇦South Africa🏠Remote📁Finance
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Company Description

Sanlam is a leading financial services group that helps individuals live a life of confidence every day. Looking for innovative individuals with business skills and target driven.


Role Description

This is a full-time remote role for a Financial Planner. The Financial Planner will be responsible for providing personalized financial planning services to clients. Day-to-day tasks include conducting financial analysis, developing comprehensive financial plans, advising clients on investment strategies, and assisting clients with a wholistic financial planning. Must have 1-2 years' experience in the long-term insurance industry. Commission based. Email:[email protected]


Qualifications

  • RE5 and advantage
  • 120 Credits
  • FIAS Qualification
  • Financial Planning Experience
  • Finance knowledge
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and remotely

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