Financial Advisor

Sanlam; Pretoria; On-site; ZAR 300 000 - 700 000; Full time

Job summary

An established industry player is seeking experienced financial advisors to join their team and build a rewarding career as financial planners. This role involves growing a client base and marketing a range of financial products to high net-worth individuals and corporate clients. With a strong emphasis on personal development and support, the company fosters an environment where advisors can thrive. You'll have access to comprehensive training and resources to help you succeed and achieve your professional goals. If you're passionate about service excellence and looking to make a significant impact, this opportunity is for you.

Benefits

Assistance to help you grow your practice

Back-office support

Market-leading remuneration contract

Lucrative vesting incentives

Excellent support structure

Continuous training & bursaries

Various rewards and recognition

Interest free technology loan

Qualifications

• Minimum of 2-3 years of financial planning experience is necessary.
• Industry recognized qualification and RE 5 are essential.

Responsibilities

• Responsible for growing a client base and marketing products to clients.
• Build strong relationships and provide ongoing support to clients.

Skills

Sales and Customer Service

Networking Skills

Ability to work independently

Strong Planning and Organisational skills

Reporting Skills

Attention to Detail

Deadline-Oriented and results driven

Education

Industry recognized qualification (minimum of 120 credits)

RE 5

Class of Business Training

Minimum of 2-3 years financial planning experience

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:

• Assistance to help you grow your practice.
• Back-office support.
• A market-leading remuneration contract designed to provide income stability.
• Lucrative vesting incentives for 24 months.
• Excellent support structure.
• Great continuous training & bursaries for studies in financial planning.
• Various rewards and recognition for outstanding performance.
• Interest free technology loan.

You can apply by sending your CV to [e-mail].