Branch Consultant/Financial Advisor - Kwa Mashu

Sanlam Limited; Durban; On-site; ZAR 200,000 - 300,000; Full time

Job summary

Sanlam Limited is seeking a Branch Consultant/Financial Advisor in Durban to enhance client relationships and promote financial products. The ideal candidate will provide sound financial advice, manage client portfolios, and ensure compliance with regulatory standards, supported by an engaging team environment fostered by growth opportunities.

Qualifications

• Matric (Grade 12) required.
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training to be completed within 12 months.

Responsibilities

• Provide financial advice and excellent client service.
• Manage client profiles for retention.
• Stay updated on compliance and quality standards.

Skills

Business insight

Decision quality

Team building

Planning and alignment

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Job description

Press Tab to Move to Skip to Content Link

Select how often (in days) to receive an alert: Create Alert

Branch Consultant/Financial Advisor - Kwa Mashu

Date: 2 Jul 2025

Location: Durban, KwaZulu Natal, ZA

Who are we?

Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is one of the top financial services providers in the South African entry-level and emerging middle market. SDM aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions covering needs such as funeral insurance, education savings, life cover, and personal accident plans. SDM is managed by the SA Retail Mass cluster, part of the Sanlam Life and Savings cluster within the Sanlam Group, focusing on retail products and group schemes.

• To promote Sanlam Retail Mass (SRM)’s products and increase market share by:

• Providing sound financial advice and excellent client service in a branch setting.
• Creating opportunities for client optimization and cross-selling of value-added services.

KEY RESPONSIBILITIES

• Develop a thorough understanding of SRM product ranges.
• Assess customer needs, financial goals, and means, and recommend suitable products that meet their goals affordably.
• Keep clients informed about new products or changes to existing ones, and manage their portfolios accordingly.
• Validate client details according to product and regulatory requirements and submit new business through appropriate channels.
• Conduct client due diligence to identify and flag risks.
• Manage daily appointments effectively, balancing scheduled and walk-in clients.

2. In-branch client service and retention

• Service and manage client profiles to ensure retention.
• Send reminders, follow up, and address client queries.
• Report on NTUs (clients Not Taken Up), implement controls, and take corrective actions.
• Maintain client payment persistency and manage risk profiles proactively.
• Assist clients with payment arrangements and ensure proper processing and documentation.
• Handle policy cancellations, provide alternatives, and resolve client queries, escalating when necessary.

3. Quality, compliance, and development

• Stay updated on compliance and quality standards.
• Maintain registration, product knowledge, and CPD points.
• Identify risks and potential fraud.
• Keep records of advice and activities as per regulations.

4. Planning and reporting

• Report daily activities using relevant platforms.
• Compile data for weekly and monthly reports.
• Perform additional tasks as requested by the Branch Manager.

Qualifications

• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12 months of employment)

Knowledge and Experience

Skills and Competencies

Personal Attributes

Business insight, decision quality, team building, planning and alignment — contributing independently.

Build a successful career with us

We focus on building strong, lasting relationships with our employees, supporting your career and personal development. The Sanlam Group offers many opportunities for growth across its various business clusters, including Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and Group Office.

Turnaround time

The shortlisting process begins after the application deadline. The duration depends on your progress and manager availability.

Our commitment to transformation

The Sanlam Group is dedicated to diversity, inclusion, and equity, considering these factors in our employment practices. Our Employment Equity plan and targets will influence our selection process.