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Client-Focused Financial Advisor & Planner

Company

Sanlam Limited

Location

mossel bay, western cape

Type

Full-time

A financial services firm is seeking a qualified individual to provide professional financial advice and sales to clients in Mossel Bay. The role involves maintaining client relationships, achieving revenue targets, ensuring compliance with regulations, and conducting client consultations. Candidates must have completed Grade 12 and the necessary FAIS requirements. Strong skills in client relationship management and financial planning are crucial for success in this position.
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