Financial Planner Paarl job opportunity at Sanlam.

Home Jobs In South Africa Tag: Specialist Financial Planner Paarl position at Sanlam


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Sanlam Financial Planner Paarl
Experience: 5-years
Pattern: full-time
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Specialist

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degreeBachelor's (B.Sc.)
loacation Paarl, Western Cape, South Africa
loacation Paarl, Western..........South Africa

The purpose of the role is to provide new and existing clients with professional and relevant #financial #advice, #planning and #products (#sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the #Sanlam Group business and brand.

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