Dynamic Financial Advisor: Growth & Client Planning

Sanlam Limited; Pretoria; On-site; ZAR 300,000 - 580,000; Full time

Job summary

Sanlam Financial Adviser role in Pretoria requires delivering professional financial advice and planning for clients, while growing the adviser business through Networking and prospecting. You will manage client relationships, ensure compliance, and provide ongoing service to sustain long-term loyalty.

The position emphasizes ethical standards, sales targets, and contribution to the Sanlam brand. Role focuses on client consultations, portfolio analysis, and regular reviews to maximize value for

Qualifications

• Grade 12 is required.
• FAIS Fit and Proper requirements and Regulatory Examination completed if registered with FSCA for more than 24 months.
• Experience in growing an adviser business and achieving sales targets.
• Ability to build long-term client relationships and provide compliant financial advice.

Responsibilities

• Provide new and existing clients with professional financial advice, planning and products.
• Undertake procurement of sustainable business of high quality aligning with targets.
• Maintain long-term client relationships to build loyalty and ongoing advice.
• Ensure all client interactions are compliant with disclosures and advice given.
• Document needs analysis, present financial solutions, and review portfolios annually.

Skills

Sales targets

Client relationship

Compliance

Financial advice

Education

Grade 12

Job description

Sanlam Financial Adviser role in Pretoria requires delivering professional financial advice and planning for clients, while growing the adviser business through Networking and prospecting. You will manage client relationships, ensure compliance, and provide ongoing service to sustain long-term loyalty.

The position emphasizes ethical standards, sales targets, and contribution to the Sanlam brand. Role focuses on client consultations, portfolio analysis, and regular reviews to maximize value for