Financial Advisor: Build Lasting Client Wealth

Sanlam Limited; Sandton; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Sanlam Life Ltd in Sandton seeks a financial adviser to provide professional advice, planning and products tailored to client needs. You will secure sustainable, high-quality business while servicing clients for long-term relationships and ongoing sales.

You will grow the adviser business, prospect for new clients, conduct consultations, and ensure compliant disclosures and records. Commitment to Treating Customers Fairly and career growth within Sanlam are emphasized.

Qualifications

• FAIS Fit and Proper requirements and regulatory exam completed if registered with FSCA for more than 24 months.
• Strong knowledge of financial products and planning concepts.
• Excellent client communication and relationship management.

Responsibilities

• Provide professional financial advice and suitable products to clients.
• Undertake client profiling and needs analysis to tailor recommendations.
• Build and maintain long-term client relationships to generate ongoing business.
• Ensure compliance with disclosures, regulations and internal processes.
• Contribute to achieving sales targets and growth of the Sanlam Adviser Business.

Skills

Sales targets

Client relations

Market knowledge

Communication

Tech savvy

Education

Grade 12

Job description

Sanlam Life Ltd in Sandton seeks a financial adviser to provide professional advice, planning and products tailored to client needs. You will secure sustainable, high-quality business while servicing clients for long-term relationships and ongoing sales.

You will grow the adviser business, prospect for new clients, conduct consultations, and ensure compliant disclosures and records. Commitment to Treating Customers Fairly and career growth within Sanlam are emphasized.