Financial Planner & Client Relationships Lead

Sanlam; Cape Town; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Sanlam Life Ltd is a leading financial services provider in South Africa, offering tailored financial advice, planning and product solutions to clients. The role focuses on acquiring new business, servicing existing clients, and building lasting relationships that generate ongoing advice and sales, all while maintaining high ethical standards.

You will work within the Sanlam group’s cluster structure, striving to meet annual targets, grow the adviser network, and ensure the provision of

Qualifications

• FAIS ‘Fit and Proper’ requirements and Regulatory Examination completed if FSCA registered for more than 24 months.
• Ability to provide professional financial advice, planning and product recommendations to clients.

Responsibilities

• Provide new and existing clients with professional financial advice and suitable products.
• Grow the Sanlam Adviser Business and meet marketing and distribution targets.
• Maintain long-term relationships and ensure compliant client engagements.

Skills

Financial advisory

Sales targets

Client relationship management

Financial planning and recommendations

Education

Grade 12

Job description

Sanlam Life Ltd is a leading financial services provider in South Africa, offering tailored financial advice, planning and product solutions to clients. The role focuses on acquiring new business, servicing existing clients, and building lasting relationships that generate ongoing advice and sales, all while maintaining high ethical standards.

You will work within the Sanlam group’s cluster structure, striving to meet annual targets, grow the adviser network, and ensure the provision of