Branch Financial Advisor

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

Job summary

Sanlam Retail Markets (SRM) seeks a client-focused financial advisor to promote SRM products and achieve branch targets, delivering sound financial advice in a branch context. The role creates opportunities for client optimization and cross-selling of value-added services.

You will handle in-branch servicing, maintain client profiles, and ensure compliance with regulatory requirements while building lasting client relationships. Training and CPD will be supported.

Qualifications

• Matric (Grade 12) is required.
• FAIS compliance per DOFA requirements.
• Class of Business training to be completed within 12 months of employment.

Responsibilities

• Sales delivery and achieving branch targets.
• Develop in-depth knowledge of SRM product ranges.
• Understand customer needs and financial goals to recommend appropriate products.

Education

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

Job description

Sanlam Retail Markets (SRM) seeks a client-focused financial advisor to promote SRM products and achieve branch targets, delivering sound financial advice in a branch context. The role creates opportunities for client optimization and cross-selling of value-added services.

You will handle in-branch servicing, maintain client profiles, and ensure compliance with regulatory requirements while building lasting client relationships. Training and CPD will be supported.