Financial Planning Advisor

Sanlam; Polokwane; On-site; ZAR 240,000 - 600,000; Full time

Job summary

Sanlam Life Ltd is recruiting a dedicated Financial Advisor to provide professional advice, planning and product recommendations to new and existing clients in South Africa. You will develop a sustainable, high-quality book of business while maintaining ethical standards and compliant practices.

The role emphasizes building long-term client relationships, managing a portfolio, and achieving marketing and revenue targets through effective prospecting and service excellence.

Qualifications

• Provide financial advice and support to clients.
• Perform financial needs analysis and budgeting.
• Ensure compliance and risk management in all interactions.
• Build and manage long-term client relationships.
• Deliver balanced financial planning recommendations.

Responsibilities

• Provide professional financial advice and product recommendations to clients.
• Maintain and grow a portfolio by acquiring new clients and referrals.
• Conduct needs analyses and present tailored financial plans.
• Ensure ethical, compliant client interactions and documentation.
• Meet targets through proactive prospecting and client servicing.

Skills

Financial advice

Budgeting

Compliance

Client relationships

Financial planning

Education

Grade 12

Job description

Sanlam Life Ltd is recruiting a dedicated Financial Advisor to provide professional advice, planning and product recommendations to new and existing clients in South Africa. You will develop a sustainable, high-quality book of business while maintaining ethical standards and compliant practices.

The role emphasizes building long-term client relationships, managing a portfolio, and achieving marketing and revenue targets through effective prospecting and service excellence.