Financial Adviser & Client Growth Specialist

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

Job summary

Sanlam Limited in Cape Town is seeking a Financial Adviser to provide professional financial advice, planning, and products to new and existing clients. You will aim to grow the adviser business and build long-term relationships that generate ongoing advice and sales.

The role requires delivering compliant disclosures, conducting needs analyses, and using e-tools to tailor balanced solutions while maintaining high ethical standards and service quality.

Qualifications

• Must have FAIS Fit and Proper and FSCA registration for 24+ months.
• Grade 12 education is mandatory.
• Ability to achieve revenue targets and manage client relationships.

Responsibilities

• Provide financial advice and products tailored to client needs.
• Prospect, network and generate leads.
• Conduct client consultations and needs analysis.
• Deliver compliant disclosures and maintain records.
• Monitor activities and reporting weekly/monthly.

Skills

Financial advice

Client management

Sales targets

Compliance

Communication

Education

Grade 12

FAIS Fit and Proper

FSCA registration

Tools

e-tools

Job description

Sanlam Limited in Cape Town is seeking a Financial Adviser to provide professional financial advice, planning, and products to new and existing clients. You will aim to grow the adviser business and build long-term relationships that generate ongoing advice and sales.

The role requires delivering compliant disclosures, conducting needs analyses, and using e-tools to tailor balanced solutions while maintaining high ethical standards and service quality.