Growth-Focused Financial Adviser: Client Solutions

Sanlam Limited; Cape Town; On-site; ZAR 360,000 - 600,000; Full time

Job summary

Sanlam Financial Adviser: Berghshire MOB in Cape Town seeks a motivated adviser to provide professional financial advice and products to new and existing clients, building long-term relationships and sustainable business.

You will conduct client consultations, perform needs analysis, ensure compliant disclosures, and strive for revenue growth while maintaining high ethical standards in a dynamic market.

Qualifications

• FAIS Fit and Proper requirements and FSCA registration completed.
• Grade 12 or equivalent education.
• Strong knowledge of financial planning and advisory processes.
• Commitment to ethical selling and customer-centric service.

Responsibilities

• Provide professional financial advice, planning and products to clients.
• Undertake the procurement of sustainable business of high quality.
• Maintain long-term client relationships and loyalty to the Sanlam brand.
• Grow the Adviser business through marketing and growth strategies.
• Conduct client consultations, needs analysis and comprehensive financial planning.

Skills

Financial advice and support

Production target achievement

Compliance and risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12

Job description

Sanlam Financial Adviser: Berghshire MOB in Cape Town seeks a motivated adviser to provide professional financial advice and products to new and existing clients, building long-term relationships and sustainable business.

You will conduct client consultations, perform needs analysis, ensure compliant disclosures, and strive for revenue growth while maintaining high ethical standards in a dynamic market.