Branch Consultant/Financial Advisor - Vredenburg

Sanlam Limited; Cape Town; On-site; ZAR 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Branch Consultant/Financial Advisor to join their dynamic team in Cape Town. This role involves providing exceptional financial advice, managing client portfolios, and ensuring compliance with regulatory standards. The company fosters a supportive environment for career growth, emphasizing transformation and inclusion. If you are passionate about helping clients achieve their financial goals and thrive in a collaborative setting, this opportunity is perfect for you. Join a leading financial services provider committed to making a difference in the lives of clients across South Africa.

Qualifications

• Matric (Grade 12) is essential for this role.
• RE5 certification is advantageous for compliance.

Responsibilities

• Provide sound financial advice and manage client portfolios.
• Ensure compliance with regulatory requirements and maintain client records.

Skills

Financial Advisory

Client Service

Compliance Knowledge

Risk Management

Education

Matric (Grade 12)

RE5 Certificate

FAIS Compliance

Job description

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Branch Consultant/Financial Advisor - Vredenburg

Date: 29 Apr 2025

Location: Cape Town, Western Cape, ZA

Who are we?

Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is a leading financial services provider in the South African entry-level and emerging middle market. We focus on understanding our clients' needs and offering simple, affordable financial solutions such as funeral insurance, education savings, life cover, and personal accident plans. SDM operates under the Sanlam Group Governance Policy, managed by the SA Retail Mass cluster within Sanlam Life and Savings, focusing on retail products and group schemes.

Key Responsibilities

1. Promote Sanlam Retail Mass (SRM) products and increase market share by:

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

Understand SRM product ranges and client needs to recommend suitable products that meet their financial goals affordably.

Update clients about new or changed products and manage their portfolios accordingly.

Validate client details per regulatory requirements and submit new business through appropriate channels.

Conduct client due diligence to identify and flag risks.

Manage daily appointments and client interactions effectively, including walk-ins.

In-branch Client Service and Retention

1. Manage and service all client profiles to ensure retention, including sending reminders, follow-ups, and addressing queries.
2. Report on NTUs (clients Not Taken Up), implement controls, and take corrective actions.
3. Maintain persistency of client payments and support clients with risk profiles and alternative payment arrangements.
4. Provide in-branch service aligned with experience standards, guiding clients through policy cancellations and resolving queries or escalating as needed.

Quality, Compliance, and Development

1. Adhere to compliance and quality standards, keep CPD points up-to-date, and identify risks or fraudulent activities.
2. Maintain records of advice and log activities per regulations for reporting.

Monthly Planning and Reporting

1. Report daily activities using relevant platforms and collate data for weekly and monthly reports.
2. Perform ad-hoc tasks as requested by the Retail 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 - Contributing independently
• Decision quality - Contributing independently
• Building effective teams - Contributing independently
• Planning and aligning - Contributing independently

Build a Successful Career with Us

We are committed to building strong, lasting relationships with our employees. We support your career growth and personal development through opportunities across our diverse business clusters, including Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and the Group Office.

Turnaround Time

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

Our Commitment to Transformation

Sanlam is dedicated to transformation, diversity, and inclusion, aiming for a diverse, equitable workplace that supports sustainable business growth in South Africa. Our Employment Equity plan and targets will inform the selection process.