Branch Financial Advisor – Client Service & Advice

Sanlam Limited; Newcastle; On-site; ZAR 300,000 - 520,000; Full time

Job summary

Sanlam Developing Markets (SDM) is seeking a branch-based financial adviser to promote SRM products and deliver sound financial guidance to clients in Newcastle, KwaZulu-Natal. You will build relationships, understand client goals, and cross-sell suitable solutions while remaining compliant and well-informed about product changes.

The role emphasizes managing client portfolios, processing new business, and maintaining accurate records, with mandatory ongoing CPD and adherence to regulatory

Qualifications

• Matric (Grade 12) is required.
• RE5 advantageous for the role.
• FAIS Compliance (Wealth Management) as per DOFA requirements.
• Class of Business training to be completed within 12 months of employment.

Responsibilities

• Promote SRM products and increase market share.
• Provide sound financial advice and high client service in a branch context.
• Create opportunities for client optimisation and cross-selling of value-added services.
• Gain understanding of SRM product ranges and customer needs to provide suitable products.
• Handle client details per regulatory requirements and submit new business through proper channels.
• Perform in-branch client servicing and maintain client profiles to ensure retention.
• Maintain compliance with standards and keep CPD up to date.
• Provide monthly planning and reporting data as required.

Skills

Client service

Financial advice

Cross-selling

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliance (Wealth Management) DOFA

Class of Business training (within 12 months)

Job description

Sanlam Developing Markets (SDM) is seeking a branch-based financial adviser to promote SRM products and deliver sound financial guidance to clients in Newcastle, KwaZulu-Natal. You will build relationships, understand client goals, and cross-sell suitable solutions while remaining compliant and well-informed about product changes.

The role emphasizes managing client portfolios, processing new business, and maintaining accurate records, with mandatory ongoing CPD and adherence to regulatory