Senior Financial Advisor - Client Growth & Planning

Sanlam; Cape Town; In loco; ZAR 420.000 - 660.000; Tempo pieno

Descrizione del lavoro

Sanlam Life Ltd in Cape Town invites experienced financial advisors to join our team. You will provide professional and relevant financial advice, planning and product recommendations to new and existing clients, building long‑term relationships and sustainable business in line with regulatory requirements.

The role demands FAIS Fit and Proper compliance, strong client service, and revenue growth through guided advisory practices.

Competenze

• Grade 12 is required.
• FAIS Fit and Proper requirements and FSCA registration where applicable.
• Knowledge of financial planning and advisory processes.
• Ability to grow revenue and maintain high service standards.
• Strong client relationship and communication skills.

Mansioni

• Provide professional and relevant financial advice, planning and products suited to client needs.
• Undertake procurement of sustainable, high-quality business per targets.
• Maintain and service clients as part of long-term relationships.
• Ensure all client interactions are compliant and properly documented.
• Conduct comprehensive fact-finding and financial needs analyses.
• Present financial solutions professionally and fairly.

Conoscenze

Financial advice

Client relations

Communication

Market knowledge

Sales orientation

Formazione

Grade 12

Descrizione del lavoro

Sanlam Life Ltd in Cape Town invites experienced financial advisors to join our team. You will provide professional and relevant financial advice, planning and product recommendations to new and existing clients, building long‑term relationships and sustainable business in line with regulatory requirements.

The role demands FAIS Fit and Proper compliance, strong client service, and revenue growth through guided advisory practices.