Executive Financial Planner

Sanlam; Pretoria; Hybrid; ZAR 200,000 - 300,000; Full time

Job summary

A leading company in financial services is seeking experienced financial advisors who excel in client relationship management. The role involves building a robust client base while marketing diverse products to high net-worth individuals and corporate clients. Candidates with strong planning skills and a background in financial planning will thrive in this supportive environment, with comprehensive training and lucrative incentives.

Benefits

Full product training & financial planning training offered

Ongoing support from a well-established team

Lucrative vesting incentives for 24 months

Established admin assistants provided

Qualifications

• Minimum of 2-3 years financial planning experience.
• Clear ITC and no criminal record required.
• Valid Driver’s license and own vehicle essential.

Responsibilities

• Responsible for growing a client base.
• Marketing all Sanlam products to clients.
• Providing ongoing support to assist in business growth.

Skills

Sales and Customer Service

Networking Skills

Organisational skills

Reporting Skills

Attention to Detail

Deadline-Oriented

Education

Industry recognized qualification (minimum of 120 credits)

RE 5

Class of Business Training completed

Job description

We are looking for suitably experienced financial advisors who share our passion for service excellence to join our team & to build a career as a financial planner. The individual will be responsible for growing a client base and will have the ability to market all Sanlam products to medium to high net-worth individual and corporate clients.

Company:

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth.

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

Personal Attributes and skills:

• Sales and Customer Service
• Networking Skills
• Able to work independently
• Strong Planning and Organisational skills
• Reporting Skills
• Attention to Detail
• Deadline-Oriented and results driven

Education and Experience Required:

• Industry recognized qualification (minimum of 120 credits).
• RE 5 (essential)
• Class of Business Training completed.
• Minimum of 2-3 years financial planning experience necessary.
• 6 months of Sales records and commission statements.
• Clear ITC and No criminal record.

Important Information:

• Valid Driver’s license and own vehicle essential.
• Hybrid or office based in Lynnwood, Pretoria.
• Full product training & financial planning training offered.
• Ongoing support and assistance from a well-established team.

Remuneration and Benefits:

• A market-leading remuneration contract designed to provide income stability.
• Lucrative vesting incentives for 24 months.
• Multiple Revenue streams as you can sell all Sanlam products.
• Established admin assistants provided and benefiting for established lead opportunities to assist to grow your business.

You can apply by sending your CV to [e-mail] before the closing

date: 10/08/2025. Please use reference: EFA-2025/2026 in the subject line.