Financial Planning Advisor – Build Lasting Client Relationships

Sanlam; Cape Town; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Sanlam Life Ltd in Cape Town seeks a professional financial advisor to provide tailored advice, planning and products to new and existing clients, building loyalty and ongoing engagement.

You will grow the adviser business, achieve targets, conduct comprehensive needs analyses, and ensure all client interactions comply with Treating Customers Fairly. This role requires FAIS Fit and Proper and FSCA registration and offers long-term career growth.

Qualifications

• Grade 12 completed.
• FAIS Fit and Proper requirements and Regulatory Examination completed if FSCA registered for more than 24 months.

Responsibilities

• Provide professional financial advice, planning and products to new and existing clients to meet their needs.
• Undertake needs analysis and document findings to tailor client portfolios.
• Grow the Sanlam Adviser Business and contribute to marketing plans and targets.
• Ensure all client interactions are compliant with disclosures and Treating Customers Fairly.

Skills

Financial advice

Client relationship management

Financial planning

Compliance and risk management

Production targets

Budgeting

Communication

Education

Grade 12

FAIS Fit and Proper

FSCA registration

Job description

Sanlam Life Ltd in Cape Town seeks a professional financial advisor to provide tailored advice, planning and products to new and existing clients, building loyalty and ongoing engagement.

You will grow the adviser business, achieve targets, conduct comprehensive needs analyses, and ensure all client interactions comply with Treating Customers Fairly. This role requires FAIS Fit and Proper and FSCA registration and offers long-term career growth.