Financial Advisor
Updated: May 16, 2024 04:08 AM GMT
Sanlam
DurbanCompany Description
At Sanlam, our mission is to help individuals live a life of confidence today and every day. As a leading financial services group, we provide expert advice and solutions to empower our clients in their financial journey.
Role Description
This is a full-time Financial Advisor role based in Durban, with flexibility for some remote work. As a Financial Advisor, you will be responsible for providing personalized financial planning and advisory services to clients. This includes analyzing financial situations, developing customized financial plans, and providing recommendations on investments, retirement planning, and financial strategies. You will also actively engage with clients and build long-term relationships to help them achieve their financial goals.
Personal Attributes
Communicates effectively - Contributing independently
Tech savvy - Contributing independently
Action orientated - Contributing independently
Interpersonal savvy - Contributing... More Detail
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