Dynamic Financial Advisor — Client Planning & Growth

Sanlam Limited; Bellville; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Sanlam Limited is recruiting for a Financial Advisor to provide professional financial advice and planning to new and existing clients, growing the adviser business and maintaining long-term relationships. The role requires meeting targets, prospecting for leads, and ensuring compliant client engagements.

A Grade 12 and FAIS/FSCA qualifications are essential, with a focus on customer-centric financial solutions.

Qualifications

• Grade 12 as minimum education.
• FAIS Fit and Proper requirements and FSCA registration if applicable.
• Knowledge of financial planning tools and processes.
• Ability to assess client needs and recommend suitable solutions.

Responsibilities

• Grow the Sanlam Adviser Business through planned marketing and targets.
• Generate leads via networking, social/business contacts, and referrals.
• Conduct client consultations, needs analyses, and present financial planning solutions.
• Deliver excellent client service and maintain long-term relationships.
• Document activities, appointments, and outcomes for weekly/monthly reporting.

Skills

Financial advice

Client relationship

Sales targets

Compliance

Financial planning

Education

Grade 12

FAIS Fit and Proper

FSCA registration (if >24m)

Job description

Sanlam Limited is recruiting for a Financial Advisor to provide professional financial advice and planning to new and existing clients, growing the adviser business and maintaining long-term relationships. The role requires meeting targets, prospecting for leads, and ensuring compliant client engagements.

A Grade 12 and FAIS/FSCA qualifications are essential, with a focus on customer-centric financial solutions.