Senior Financial Advisor: Build Lasting Client Partnerships

Sanlam Limited; Cape Town; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Sanlam Life Ltd in South Africa seeks a senior financial adviser to provide professional financial advice, planning and products to new and existing clients, building long-term relationships and sustainable business.

You will undertake client consultations, conduct needs analyses, and present tailored solutions while ensuring compliance and ethical standards. The role emphasizes growth, prospecting, and delivering excellent service within the Sanlam Group.

Qualifications

• FAIS Fit and Proper requirements completed if registered with FSCA for more than 24 months.
• Proven ability to deliver financial advice and planning.
• Strong client relationship management and communication skills.

Responsibilities

• Grow the Sanlam Adviser Business in target segments.
• Generate leads through networking, social and business interactions.
• Conduct client consultations, perform needs analysis and present suitable financial solutions.
• Deliver high-quality client service and resolve inquiries promptly.
• Monitor activities and reporting weekly/monthly to track targets.

Skills

Financial advice

Target achievement

Compliance and risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12

FAIS Fit and Proper / FSCA registration

Job description

Sanlam Life Ltd in South Africa seeks a senior financial adviser to provide professional financial advice, planning and products to new and existing clients, building long-term relationships and sustainable business.

You will undertake client consultations, conduct needs analyses, and present tailored solutions while ensuring compliance and ethical standards. The role emphasizes growth, prospecting, and delivering excellent service within the Sanlam Group.