Financial Planner - Bloemfontein

Sanlam Group; Bloemfontein; On-site; ZAR 300,000 - 480,000; Full time

Job summary

A leading company in the financial services sector is seeking a talented Financial Planner in Bloemfontein. The ideal candidate will provide clients with comprehensive financial solutions while maintaining ethical standards. Responsibilities include client consultations, generating leads, and achieving sales targets to foster long-lasting client relationships.

Qualifications

• Grade 12 qualification required.
• Completion of FAIS Regulatory Examination preferred if over 24 months registered.
• Ability to provide financial advice and meet production targets.

Responsibilities

• Provide professional financial advice to clients.
• Maintain long-term relationships with clients.
• Conduct financial needs analysis and portfolio reviews.

Skills

Financial advice and support

Client relationship management

Production target achievement

Education

Grade 12

FAIS 'Fit and Proper' requirements

Job description

Job title: Financial Planner - Bloemfontein

Job Location: Free State, Bloemfontein  |  Deadline: July 23, 2025

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.

What will make you successful in this role?

Assist in growing the Sanlam Adviser Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
• Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
• Undertake relevant behaviours to attain targets relating to:
• Revenue generation (Single and recurring premiums)
• Activity quotas
• Promote the Sanlam brand
• Treating customers fairly to be applied to all client engagements

Role is aligned to your personal career aspirations.

Networking, prospecting and leads generation

• Face-to-face interactions, social or business, to create business opportunities.
• Prospecting of new clients through creative opportunities such as business/social networks, associations, or ad hoc presentations.
• Turning trusted relationships into business relationships.
• Strengthening existing relationships by increasing the current service.
• Use existing sources to establish opportunities across Sanlam businesses.
• Personalised client value propositions.
• Marketing on social media.
• Undertake selected client-focused activities to generate leads and informal prospecting opportunities.
• Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
• Structuring and implementing focused campaigns with new or existing clients in the defined market.
• Requesting active and ongoing leads and referrals from others.
• Monitoring and responding to client activities such as maturities, cancellations, or surrenders within the defined market.

Client consultations and sales

• Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/electronic information required for compliance).
• Undertake comprehensive fact-finding with each client to understand needs and priorities. Document these findings.
• Conduct a financial needs analysis, using relevant e-tools/instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review client portfolio annually by undertaking the above steps.

Client Service

• Ensure all client interactions are ethical, courteous, and professional.
• Follow-up or refer all existing business queries to be resolved timeously through support.
• Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
• Undertake continuous learning in terms of knowledge, skills, and market/industry issues to service clients within the defined market.
• Initiate long-term client relationships and maintain a relational focus.

Monitor, update, and reporting (weekly/monthly)

• Document and present activities such as:
• Number and profile of contacts, appointments, consultations.
• Issued business and revenue against targets.
• Update client details on records.
• Appropriate workflow and activity monitor system 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 savvy - Contributing independently
• Action orientated - Contributing independently
• Interpersonal savvy - Contributing independently
• Persuades - Contributing independently
• Sales / Retail / Business Development jobs