Client-Centric Financial Advisor & Planner

Sanlam Limited; Wes-Kaap; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Sanlam Limited in South Africa seeks a Financial Advisor to provide professional financial planning and product sales to new and existing clients, building lasting relationships and sustaining growth.

You will grow the adviser business, generate leads, conduct client consultations, ensure compliance, and deliver high-quality service while aligning with Treating Customers Fairly. Join a group committed to transformation and rewarding performance.

Qualifications

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations
• Communicates effectively - contributing independently
• Tech savvy - contributing independently
• Action orientated - contributing independently
• Interpersonal savvy - contributing independently
• Persuades - contributing independently

Responsibilities

• Provide professional financial advice and relevant products to clients.
• Grow Sanlam Adviser Business through targeted marketing and networking.
• Conduct client consultations and needs analysis, document findings.
• Deliver compliant, ethical financial planning and product recommendations.
• Maintain long-term client relationships and review portfolios regularly.
• Generate leads, manage referrals, and monitor activity against targets.

Skills

Financial advice

Client management

Sales targets

Compliance

Budgeting

Tech savvy

Communication

Education

Grade 12

Job description

Sanlam Limited in South Africa seeks a Financial Advisor to provide professional financial planning and product sales to new and existing clients, building lasting relationships and sustaining growth.

You will grow the adviser business, generate leads, conduct client consultations, ensure compliance, and deliver high-quality service while aligning with Treating Customers Fairly. Join a group committed to transformation and rewarding performance.