Financial Advisor

Sanlam; Wes-Kaap; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services group in South Africa is seeking a Financial Advisor for a full-time on-site position in Cape Town. The role involves financial planning, retirement planning, providing financial advisory services, and making investment recommendations. Candidates must possess a Matric certificate, clean criminal and credit records, a driver’s license, and relevant experience in the financial industry. Additionally, specific certifications may be required. This position offers the chance to work in an innovative environment with abundant opportunities.

Qualifications

• Matric certificate and previous industry experience.
• Clean criminal & credit records.
• Driver’s license and own vehicle.
• RE Certificate (if registered with the FSCA for more than 12 months).
• 120 Credits on NQF Level 5 (if registered with the FSCA for more than 5 years).
• Professional certification such as CFP would be advantageous.

Responsibilities

• Responsible for financial planning and retirement planning.
• Provide financial advisory services.
• Make investment recommendations.

Job description

Sanlam is a purpose‑led financial services group headquartered in South Africa, operating across several selected global markets. With over a century of experience in the industry, Sanlam offers an innovative environment with abundant opportunities. As a Top Employer for 9 consecutive years, we welcome individuals passionate about finance, technology, and community impact.

Role Description

This is a full‑time on‑site Financial Advisor role located in Cape Town -with the main office in Belville and a satellite office in Paarl. The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and making investment recommendations.

Matric certificate and previous industry experience.

Clean criminal & credit records.

Driver’s license and own vehicle.

RE Certificate (if registered with the FSCA for more than 12 months).

120 Credits on NQF Level 5 (if registered with the FSCA for more than 5 years)

Professional certification such as CFP would be advantageous