Branch Consultant/Financial Advisor - Paarl

Sanlam Limited; Paarl; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Join a leading financial services provider as a Branch Consultant/Financial Advisor in Paarl. You will promote a variety of financial products, support client needs, ensure compliance, and contribute to the firm's growth while focusing on your career development within a collaborative environment. The role demands strong interpersonal skills and a commitment to exceptional service.

Qualifications

• Matric (Grade 12) is mandatory.
• RE5 is advantageous; FAIS Compliance required.
• Class of Business training to be completed within 12 months.

Responsibilities

• Promote financial products and provide sound client service.
• Manage client portfolios and appointments.
• Adhere to compliance and quality standards.

Skills

Business insight

Decision quality

Team building

Planning

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Job description

Branch Consultant/Financial Advisor - Paarl

Date: 28 May 2025

Location: Paarl, Western Cape, 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. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions 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.

Key Responsibilities

• Promote Sanlam Retail Mass products and increase market share by providing sound financial advice and high client service in a branch setting.
• Create opportunities for client optimization and cross-selling of value-added services.
• Understand SRM product ranges and client needs to recommend suitable products.
• Update clients on new or changed products and manage their portfolios accordingly.
• Validate client details and submit new business through appropriate channels.
• Conduct client due diligence to identify risks.
• Manage daily appointments efficiently, balancing scheduled and walk-in clients.

In-branch client service and retention

• Service and manage client profiles to ensure retention.
• Send reminders, follow up, and support clients as needed.
• Manage NTUs and client payment persistency.
• Assess client risk profiles and support payment arrangements.
• Handle policy cancellations and client queries, escalating when necessary.

Quality, compliance, and development

• Adhere to compliance and quality standards.
• Maintain registration, product knowledge, and CPD points.
• Identify risks and fraudulent activities.
• Keep advice records and log activities for compliance.

Monthly planning and reporting

• Report activities daily using relevant platforms.
• Compile data for weekly and monthly reports.
• Perform ad-hoc tasks as required.

Qualifications

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

Knowledge and Experience

[Details not provided]

Skills and Competencies

[Details not provided]

Personal Attributes

• Business insight - Contributing independently
• Decision quality - Contributing independently
• Builds effective teams - Contributing independently
• Plans and aligns - Contributing independently

Build a successful career with us

We are committed to 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.

Turnaround time

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

Our commitment to transformation

Sanlam is dedicated to achieving transformation and embracing diversity to foster a diverse, inclusive, and equitable workplace, considering the company's Employment Equity plan during the selection process.