Financial Advisor: Grow Relationships & Wealth Planning

Sanlam; Town of Constantia (NY); On-site; USD 21,981 - 36,636; Full time

Job summary

Sanlam in South Africa invites an ambitious financial adviser to deliver professional advice and planning tailored to client needs. You will assist clients with suitable products and build long-term relationships while achieving business targets.

You will conduct needs analyses, maintain compliance, and collaborate with teams to grow the Sanlam Adviser Business. The role emphasizes ethical advice and client-centric service within regulatory requirements.

Qualifications

• Grade 12 is required; FAIS 'Fit and Proper' and FSCA registration must be completed if registered for more than 24 months.
• Knowledge of financial advisory processes and regulatory requirements is essential.

Responsibilities

• Provide professional financial advice, planning and products tailored to client needs.
• Undertake sustainable high‑quality business development and service long‑term relationships.
• Maintain compliant and ethical client engagements and document findings.

Skills

Financial advice

Target achievement

Budgeting

Compliance & risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12

Job description

Sanlam in South Africa invites an ambitious financial adviser to deliver professional advice and planning tailored to client needs. You will assist clients with suitable products and build long-term relationships while achieving business targets.

You will conduct needs analyses, maintain compliance, and collaborate with teams to grow the Sanlam Adviser Business. The role emphasizes ethical advice and client-centric service within regulatory requirements.