Senior Financial Adviser & Client Growth Specialist

Sanlam; Cape Town; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Sanlam is seeking a Financial Advisor to offer professional financial advice and products suited to client needs in Cape Town. The role involves building strong client relationships while ensuring compliance with industry regulations.

The ideal candidate will have a Grade 12 and complete FAIS requirements if applicable. The position focuses on ethical client interactions and offers opportunities for revenue generation through sustainable business practices.

Qualifications

• Completed Grade 12 education.
• FAIS regulatory examination passed if registered for more than 24 months.

Responsibilities

• Provide professional financial advice to clients.
• Build long-term client relationships.
• Conduct comprehensive client financial needs analysis.
• Ensure compliance and ethical client engagements.

Skills

Financial advice and support

Production target achievement

Compliance and risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12

FAIS requirements completed

Job description

Sanlam is seeking a Financial Advisor to offer professional financial advice and products suited to client needs in Cape Town. The role involves building strong client relationships while ensuring compliance with industry regulations.

The ideal candidate will have a Grade 12 and complete FAIS requirements if applicable. The position focuses on ethical client interactions and offers opportunities for revenue generation through sustainable business practices.