Branch Financial Advisor & Client Planner

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

Job summary

Sanlam Developing Markets in Ladysmith, KwaZulu Natal, SA, seeks a branch-based financial adviser to promote SRM products and deliver high-quality client service. The role focuses on understanding client needs, offering suitable products, and maintaining strong relationships within a compliant framework.

You will build product knowledge, manage client portfolios, stay updated on product changes, and support planning and reporting to drive client retention and service excellence.

Qualifications

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

Responsibilities

• Gain and maintain an in-depth understanding of SRM product ranges.
• Understand customer needs and provide the right product to meet goals in the most affordable way.
• Update customers on new products and regulatory changes; incorporate implications into portfolios.
• Validate client details in line with product and regulatory requirements; submit new business through channels.
• Conduct due diligence on clients to identify risks.
• Manage daily appointments and balance walk-in/non-appointment clients.
• In-branch client service and retention: service client profiles, send reminders, follow-ups, and address queries.

Skills

Business insight

Decision quality

Builds effective teams

Plans and aligns

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management) as per DOFA requirements

Class of Business training

Job description

Sanlam Developing Markets in Ladysmith, KwaZulu Natal, SA, seeks a branch-based financial adviser to promote SRM products and deliver high-quality client service. The role focuses on understanding client needs, offering suitable products, and maintaining strong relationships within a compliant framework.

You will build product knowledge, manage client portfolios, stay updated on product changes, and support planning and reporting to drive client retention and service excellence.