Dynamic Financial Advisor & Wealth Planner

Sanlam Limited; Gauteng; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Sanlam Limited is seeking a dedicated financial adviser to provide professional advice, planning and suitable products to clients in South Africa. The role focuses on growing the adviser business, networking for leads, and maintaining long-term client relationships with compliant, ethical service.

You will conduct comprehensive fact-finding, perform needs analyses using available tools, and present tailored financial solutions while ensuring high-quality client service and ongoing portfolio

Qualifications

• Grade 12 and FAIS 'Fit and Proper' requirements completed if registered with FSCA for 24+ months.
• Knowledge of regulatory processes and risk management.
• Experience with financial advice and client needs analysis.

Responsibilities

• Provide professional financial advice and planning to clients.
• Grow the adviser business through marketing plans and targets.
• Prospect new clients and build long-term relationships.
• Conduct client consultations with thorough fact-finding and documentation.
• Ensure compliance and accurate record-keeping; review portfolios annually.

Skills

Sales targets

Client relations

Networking

Compliance

Education

Grade 12

Tools

e-tools

Job description

Sanlam Limited is seeking a dedicated financial adviser to provide professional advice, planning and suitable products to clients in South Africa. The role focuses on growing the adviser business, networking for leads, and maintaining long-term client relationships with compliant, ethical service.

You will conduct comprehensive fact-finding, perform needs analyses using available tools, and present tailored financial solutions while ensuring high-quality client service and ongoing portfolio