Client-Focused Financial Planner & Advisor

Sanlam; Cape Town; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Sanlam Life Ltd in Cape Town seeks a results-driven Financial Adviser to provide professional financial advice, planning and products aligned to client needs. You will develop sustainable, high-quality business with long-term client relationships and compliant conduct.

You will focus on revenue growth, prospecting and delivering personalised financial plans while meeting marketing and distribution targets within the South African market.

Qualifications

• FAIS Fit and Proper requirements and Regulatory Examination completed if registered with FSCA for 24+ months.
• Strong knowledge of financial advice, planning and budgeting.
• Ability to build long-term client relationships and provide compliant advice.

Responsibilities

• Provide professional financial advice and planning to new and existing clients.
• Undertake client fact-finding and needs analysis to tailor financial plans.
• Build and service long-term client relationships, driving ongoing advice and sales.
• Meet revenue targets through prospecting, networking and leads generation.

Skills

Financial advice

Target achievement

Budgeting

Client relationship mgmt

Financial planning

Education

Grade 12

FAIS Fit and Proper compliance

Job description

Sanlam Life Ltd in Cape Town seeks a results-driven Financial Adviser to provide professional financial advice, planning and products aligned to client needs. You will develop sustainable, high-quality business with long-term client relationships and compliant conduct.

You will focus on revenue growth, prospecting and delivering personalised financial plans while meeting marketing and distribution targets within the South African market.