At a Glance
- Tasks: Deliver tailored financial advice and build strong client relationships.
- Company: Join Sanlam, a leader in ethical financial services.
- Benefits: Dynamic workplace with a focus on client satisfaction and growth.
- Other info: Opportunity to thrive in a supportive and ethical environment.
- Why this job: Make a real difference in clients' lives while achieving your career goals.
- Qualifications: Grade 12 and strong skills in financial planning and client management.
The predicted salary is between 30000 - 40000 £ per year.
Sanlam is looking for a Financial Advisor to deliver tailored financial advice to clients in Worcester. The role involves building and maintaining client relationships, ensuring compliance with regulatory standards, and achieving sales targets through sustainable business practices.
The ideal candidate will have a Grade 12 and meet FAIS 'Fit and Proper' requirements. Strong skills in financial planning and client management are essential. Successful candidates will benefit from a dynamic workplace focused on client satisfaction and ethical conduct.
Senior Financial Adviser & Client Growth Specialist employer: Sanlam
Sanlam is an excellent employer, offering a dynamic workplace in Worcester where client satisfaction and ethical conduct are at the forefront of our operations. We prioritise employee growth through continuous training and development opportunities, ensuring that our Financial Advisers thrive in their roles while building meaningful relationships with clients. Join us to be part of a supportive team that values integrity and sustainable business practices.
