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Wealth Planning Advisor | Client Portfolios

Job in Newcastle, 2940, South Africa
Listing for: Sanlam Limited
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Position: Wealth Planning Advisor | Grow Client Portfolios
Location: Newcastle

A leading financial services provider seeks a Financial Planner in Pietermaritzburg to deliver expert advice, maintain client relationships, and achieve business targets. Candidates should have a Grade 12 qualification and meet FAIS requirements. The role involves networking, providing financial consultations, and ensuring compliance while focusing on client satisfaction. Competitive salary offered along with professional development opportunities.
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