Sanlam Financial Adviser : Independent Solutions Unit - Pretoria

Sanlam Limited; Pretoria; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading financial services provider in South Africa seeks a Financial Adviser to join their Independent Solutions Unit in Pretoria. This role focuses on delivering personalized financial advice and building long-term relationships with clients. Successful candidates will develop new business opportunities, maintain compliance, and strive for excellence in client service within a supportive environment that fosters professional growth.

Qualifications

• Relevant regulatory examinations for financial advising.
• Ability to meet FAIS requirements.
• Grade 12 certification required.

Responsibilities

• Provide professional financial advice and planning to clients.
• Undertake business development through networking and client servicing.
• Monitor client portfolios and ensure compliance in interactions.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Financial planning and recommendations

Education

Grade 12

FAIS 'Fit and Proper' requirements

Regulatory Examination completed

Job description

Sanlam Financial Adviser : Independent Solutions Unit - Pretoria

Date : 29 Jan

Location : Pretoria, Gauteng, ZA

Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We're all about building strong, lasting relationships with our financial advisors.

We know that you have hopes for your future – your career, your personal development and of achieving great things.

We pride ourselves in helping our financial advisors to realize their worth.

Role Purpose

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.

Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.

Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.

Key Success Factors

1. Assist in growing the Sanlam Adviser Business
2. Be committed to the marketing plans and targets set for growing and developing the business.
3. Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth.
4. Undertake relevant behaviours to attain targets relating to revenue generation, activity quotas, and promoting the Sanlam brand.
5. Treat customers fairly in all client engagements.

Business Development

• Networking, prospecting and leads generation through face-to-face interactions, social or business events.
• Prospecting of new clients through creative opportunities.
• Strengthening existing relationships by increasing current service levels.
• Mining existing client base to identify marketing gaps and sales opportunities.

Client Consultations and Sales

• Ensure all client interactions are compliant with disclosures and advice given.
• Conduct financial needs analysis using relevant e-tools.
• Provide sound personal financial planning advice.
• Review clients' portfolios annually.

Client Service

• Ensure all client interactions are ethical, courteous, and professional.
• Strive for excellent, value-added service to clients.

Monitoring, Reporting, and Record-Keeping

Document and report weekly/monthly contact details, appointments, and consultations. Update client records regularly.

Qualifications and Experience

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements
• Regulatory Examination completed if registered with FSCA for over 24 months

Knowledge and Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

Personal Attributes

• Effective communication
• Tech-savvy
• Action-oriented
• Interpersonal skills
• Persuasiveness

Core Competencies

• Collaboration
• Resilience
• Results-driven
• Innovation
• Customer focus

Our Commitment to Transformation

The Sanlam Group is committed to transformation and embracing diversity.