Financial Planners/Advisors - Must have worked for Sanlam for 2 years- Entry level job

Introduction Job Overview The job specification typically centers on providing professional financial planning, wealth management, and risk advisory services. Duties & Responsibilities Key Responsibilities: Financial Planner / Adviser Client Acquisition: Prospecting new clients through networking, referrals, and social channels. Financial Needs Analysis: Conducting formal fact-finding and risk assessments to match clients with proper investment, retirement, and insurance products. Portfolio Mai…