Financial Advisor

Financial Advisor
Company:

Sizwe Wealth (Pty) Ltd



Job Function:

Finance

Details of the offer

Company DescriptionSizwe Wealth, a proud partner of the Sanlam Group, specializes in insurance and financial planning services. With a legacy of trust and expertise, our team of financial advisors provides tailored advice to meet the unique needs of our clients, ensuring peace of mind for their financial future. From funeral policies to retirement annuities, we offer a comprehensive range of services to help clients achieve their financial goals.Products we offer :Retirement annuities Tax free savingsLife coversFuneral policies InvestmentsEducational plans Role DescriptionThis is a full-time role for a Financial Advisor at Sizwe Wealth. The Financial Advisor will be responsible for providing financial advice , Manage client relationships , Assist clients to make informed decisions, Managing and updating client portfolios , Expanding current client base etc. QualificationsFinancial Advisory knowledgeStrong analytical and problem-solving skillsExcellent communication and interpersonal abilitiesStrong work ethic.Goal driven.Ability to work independently and remotelyRelevant certifications such as RE5 will be beneficial
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Source: Whatjobs_Ppc

Job Function:

Requirements

Financial Advisor
Company:

Sizwe Wealth (Pty) Ltd



Job Function:

Finance

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