Paarl Financial Advisor: Growth & Impact

Sanlam Limited; Malmesbury; On-site; ZAR 320,000 - 520,000; Full time

Job summary

Sanlam Limited is seeking a driven financial advisor to supply professional financial advice, planning and products to new and existing clients. You will develop sustainable business, manage client needs, and maintain long-term relationships with a focus on compliant, ethical practice.

Role emphasizes prospecting, consultations, and delivering sound financial planning while meeting targets and contributing to the Sanlam Adviser Business growth across the defined market.

Qualifications

• Grade 12 passed.
• FAIS Fit and Proper and FSCA registration completed if registered for more than 24 months.

Responsibilities

• Assist in growing the Sanlam Adviser Business by following marketing plans and targets.
• Conduct client consultations to assess needs and present suitable financial solutions.
• Perform financial needs analysis and recommend appropriate products.
• Maintain compliant client records and ensure timely follow-up on queries.
• Build long-term client relationships and provide ongoing advice and service.

Skills

Verbal Communication

Builds Rapport

Closes Effectively

Initiates Sales Conversations

Intermediaries Process

Maintains Relationships

Customer Focus

Interpersonal Savvy

Tech Savvy

Action Oriented

Drives Results

Education

Grade 12

FAIS Fit and Proper + FSCA registration

Job description

Sanlam Limited is seeking a driven financial advisor to supply professional financial advice, planning and products to new and existing clients. You will develop sustainable business, manage client needs, and maintain long-term relationships with a focus on compliant, ethical practice.

Role emphasizes prospecting, consultations, and delivering sound financial planning while meeting targets and contributing to the Sanlam Adviser Business growth across the defined market.