Financial Adviser

Sanlam; Umhlanga Rocks; Hybrid; ZAR 200,000 - 300,000; Full time

Job summary

Sanlam is seeking a Financial Adviser in Umhlanga, providing an innovative environment for financial advisory services. This full-time hybrid role involves financial and retirement planning, requiring strong analytical and communication skills, along with relevant qualifications in finance.

Qualifications

• Experience in providing Financial Advisory services.
• Expertise in Retirement Planning and Investments.

Responsibilities

• Responsible for financial planning and investment advice.
• Provides financial advisory services to clients.

Skills

Financial Planning

Analytical Skills

Communication

Interpersonal Skills

Problem Solving

Education

Bachelor's degree in Finance

Relevant certifications (CFP, CFA)

Job description

Company Description

Sanlam is a purpose-led financial services group headquartered in South Africa, with operations in selected global markets. With over a century of legacy in the financial services industry, Sanlam offers an innovative environment with abundant opportunities. Consistently recognized as a Top Employer for 9 consecutive years, Sanlam welcomes individuals passionate about finance, technology, and community impact.

Role Description

This is a full-time hybrid role for a Financial Adviser at Sanlam located in Umhlanga. The Financial Adviser will be responsible for financial planning, retirement planning, investment advice, and providing financial advisory services to clients. Some remote work is acceptable within this role.

Qualifications

• Financial Planning and Finance skills
• Retirement Planning and Investments expertise
• Experience in providing Financial Advisory services
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Relevant certifications such as CFP or CFA are a plus
• Bachelor's degree in Finance, Economics, or related field