Financial Analyst responsible for financial planning and analysis at MECALOR, interacting with various departments to support financial objectives.
About the role
- Branch Consultant/Financial Advisor promoting Sanlam products in Cape Town. Providing financial advice and service to clients in a branch setting.
Responsibilities
- Gain and maintain an in-depth understanding of SRM product ranges.
- Understand the customer’s needs, financial goals and means, and provide the right product.
- Continuously update and inform customers of new products or changes.
- Manage and report on NTUs (clients Not Taken Up).
- Remain up to date with and continuously adhere to compliance and quality standards.
Requirements
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements
- Class of Business training (to be completed within 12-months of employment)
Benefits
- Competitive salary
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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