Sanlam: Branch Consultant/ Financial Advisor - Leratong City Mall
Industries: Financial Planning, Financial Services, Insurance, Investments, Retirement
Roodepoort, Gauteng, South Africa
Market RelatedFull TimeOn Site
Market RelatedFull TimeOn SiteSummary
This role involves providing sound financial advice to clients while managing their profiles effectively. The advisor ensures compliance with relevant regulations and conducts thorough due diligence on clients to tailor financial solutions that meet their needs, fostering strong client relationships.
Desired Expertise or Qualifications
- Class of Business training
- FAIS Compliant
- RE5 advantageous
Benefits
- Benefits not provided
Candyees Sanlam: Branch Consultant/ Financial Advisor - Leratong City Mall
Industries: Financial Planning, Financial Services, Insurance, Investments, Retirement
Roodepoort, Gauteng, South AfricaMarket RelatedFull TimeOn Site
Market RelatedFull TimeOn SiteSummary
This role involves providing sound financial advice to clients while managing their profiles effectively. The advisor ensures compliance with relevant regulations and conducts thorough due diligence on clients to tailor financial solutions that meet their needs, fostering strong client relationships.
Desired Expertise or Qualifications
- Class of Business training
- FAIS Compliant
- RE5 advantageous
Benefits
- Benefits not provided
BETA: 1.1.0.0 |
BL: 1.1.0.0