Financial Advisor

Sanlam; Pietermaritzburg; On-site; ZAR 300 000 - 600 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a skilled financial advisor to offer clients tailored financial advice and products. The advisor will focus on building sustainable client relationships, achieving business targets, and ensuring compliance with financial regulations. Candidates should have at least a Grade 12 education, comply with FAIS requirements, and demonstrate strong interpersonal skills. This role presents opportunities for personal development in a supportive environment.

Qualifications

• Must meet FAIS “Fit and Proper” requirements if registered with FSCA for over 24 months.
• Experience in providing financial advice and a proven track record of target achievement.

Responsibilities

• Provide professional financial advice and products to clients.
• Maintain and service long-term client relationships.
• Achieve business targets through networking and client consultations.

Skills

Financial advice and support

Production target achievement

Compliance and risk management

Client relationship management

Financial planning

Education

Grade 12

Regulatory Examination completed

Job description

Who are we?

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.

What will you do?

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long‑term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

• Assist in growing the Sanlam Adviser Business – committed to marketing plans and targets; apply market segmentation knowledge; achieve revenue and activity quotas; promote the Sanlam brand and treat customers fairly.
• Networking, prospecting and leads generation – face‑to‑face interactions, create business opportunities through networks and associations, turn trusted relationships into business, strengthen existing relationships, personalize client value propositions and market on social media.
• Client consultations and sales – ensure compliance of disclosures and advice, undertake comprehensive fact finding, perform financial needs analysis, provide sound personal financial planning advice, present solutions in a professional manner.
• Client service – ethical, courteous and professional interactions; follow‑up or refer queries for timely resolution; deliver excellent, value‑added service to retain clients and avoid switching to competitors; continuous learning to maintain service quality.
• Monitor, update and reporting – document contacts, appointments and consultations; track issued business and revenue against targets; update client details; maintain workflow and activity monitor entries.

Qualification and Experience

Grade 12. Financial Advisory and Intermediary Services Act (FAIS) “Fit and Proper” requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

Knowledge and Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

Personal Attributes

• Communicates effectively – contributing independently
• Tech savy – contributing independently
• Action orientated – contributing independently
• Interpersonal savvy – contributing independently
• Persuades – contributing independently

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. 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 people to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam – the group provides many opportunities for growth and development.

Core Competencies

• Collaborates – contributing independently
• Resilient – contributing independently
• Drives results – contributing independently
• Cultivates innovation – contributing independently
• Customer focus – contributing independently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity. This commitment drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.