Sanlam Financial Adviser Worcester

Sanlam; Cape Town; On-site; ZAR 200 000 - 300 000; Part time

Job summary

A leading financial services company is looking for an Entry-Level Financial Adviser based in Cape Town, Western Cape. This role involves providing professional financial advice, maintaining long-term client relationships, and promoting the brand through various networking activities. Candidates should possess a Grade 12 qualification and have completed the necessary regulatory examinations if applicable. This entry-level role offers a contract position within the finance and sales function.

Qualifications

• Grade 12 diploma required.
• Successful completion of FAIS ‘Fit and Proper’ requirements if registered with FSCA for over 24 months.

Responsibilities

• Provide clients with professional financial advice and services.
• Maintain and service long-term client relationships.
• Market the Sanlam brand and generate leads.
• Conduct comprehensive client consultations and analyses.

Skills

Financial advice and support

Production target achievement

Compliance and risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12

FAIS requirements

Job description

Overview

Join to apply for the Sanlam Financial Adviser Worcester role at Sanlam. 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 achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth. This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

Responsibilities

• 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.
• Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
• Assist in growing the Sanlam Adviser Business.
• Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
• Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
• Undertake relevant behaviours to attain targets relating to revenue generation (single and recurring premiums) and activity quotas.
• Promote the Sanlam brand and treat customers fairly to be applied to all client engagements.
• Networking, prospecting and leads generation including face‑to‑face interactions, social or business, to create business opportunities.
• Prospecting of new clients through creative opportunities such as business/social networks, associations or ad‑hoc presentations.
• Turn trusted relationships into business relationships and strengthen existing relationships by increasing the current service.
• Use existing sources to establish opportunities across Sanlam businesses and personalised client value propositions.
• Market on social media and undertake selected client‑focused activities to generate leads and informal prospecting opportunities.
• Mine the existing client base to identify marketing gaps and sales opportunities within the middle‑high and affluent market.
• Structure and implement focused campaigns with new or existing clients in the defined market.
• Request active and ongoing leads and referrals from others.
• Monitor and respond to client activities such as maturities, cancellations or surrenders within the defined market.
• Conduct client consultations and sales, ensuring all interactions are compliant in terms of disclosures and advice given.
• Undertake comprehensive fact‑finding with each client to lift needs and priorities, document these findings and conduct a financial needs analysis using relevant tools.
• Apply financial knowledge to put together a plan that meets the client’s needs for a balanced portfolio and present solutions in a professional manner aligned to treating customers fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review client portfolio annually by undertaking the above steps.
• Ensure all client interactions are ethical, courteous and professional.
• Follow‑up or refer all existing business queries to be resolved time‑wise through back‑office support.
• Strive for excellent, value‑added service to clients so that they do not seek competitor products or services.
• Undertake continuous learning in terms of knowledge, skills and market/industry issues to service clients within the defined market.
• Initiate long‑term client relationships and maintain a relational focus.
• Document and present activity reports (weekly/monthly) including number and profile of contacts, appointments, consultations, issued business and revenue against targets, updated client details on records and appropriate workflow activity monitor entries.

Qualifications and Experience

• Grade 12.
• FAIS “Fit and Proper” requirements and Regulatory Examination successfully completed if registered with the Financial Sector Conduct Authority (FSCA) for more than 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

• Communicates effectively – contributing independently.
• Tech savvy – contributing independently.
• Action orientated – contributing independently.
• Interpersonal savvy – contributing independently.
• Persuades – contributing independently.

Location

Financial Adviser • Cape Town, Western Cape

Job Details

Seniority level: Entry level
Employment type: Contract
Job function: Finance and Sales