Client-Focused Financial Advisor & Planner

Sanlam Limited; Cape Town; Hybrid; ZAR 300,000 - 520,000; Full time

Job summary

Sanlam Limited is a leading financial services provider in South Africa, focused on building durable relationships with financial advisors and clients alike. The role involves delivering professional financial advice, planning and product solutions tailored to clients while growing the advisor business and maintaining high ethical standards.

As a Financial Adviser, you will conduct client consultations, perform needs analyses, present suitable financial plans and ensure compliance, while

Qualifications

• Grade 12
• FAIS "Fit and Proper" requirements and Regulatory Examination if registered with FSCA for more than 24 months.

Responsibilities

• Provide professional and relevant financial advice, planning and products aligned to clients' needs and requirements.
• Undertake prospecting, networking and lead generation to grow the adviser business.
• Conduct client consultations and needs analysis, present financial solutions with a compliant approach.
• Deliver excellent client service, maintain long-term relationships and ensure timely follow-up.

Job description

Sanlam Limited is a leading financial services provider in South Africa, focused on building durable relationships with financial advisors and clients alike. The role involves delivering professional financial advice, planning and product solutions tailored to clients while growing the advisor business and maintaining high ethical standards.

As a Financial Adviser, you will conduct client consultations, perform needs analyses, present suitable financial plans and ensure compliance, while