Financial Adviser & Client Growth Strategist

Sanlam Limited; Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Sanlam Limited in Cape Town seeks a Financial Adviser to deliver professional financial advice, planning and product recommendations to clients. The role focuses on growing the adviser business, networking for leads, conducting client consultations, and maintaining long-term relationships with a compliant, ethical approach.

You will build trust through personalised financial solutions, ensure accurate disclosures, and contribute to sales targets while delivering ongoing service and reviews.

Qualifications

• FAIS Fit and Proper requirements and Regulatory Examination completed if registered for more than 24 months.
• Experience in delivering financial advice to clients preferred.
• Strong understanding of compliant financial planning.

Responsibilities

• Provide professional financial advice and products tailored to client needs.
• Prospect for new clients and build sustainable relationships.
• Conduct client consultations and financial needs analysis.
• Deliver excellent client service and maintain ethical conduct.
• Document activities and monitor progress for reporting.

Skills

Financial advice

Client relationship management

Sales generation

Market knowledge

Education

Grade 12

Job description

Sanlam Limited in Cape Town seeks a Financial Adviser to deliver professional financial advice, planning and product recommendations to clients. The role focuses on growing the adviser business, networking for leads, conducting client consultations, and maintaining long-term relationships with a compliant, ethical approach.

You will build trust through personalised financial solutions, ensure accurate disclosures, and contribute to sales targets while delivering ongoing service and reviews.