Senior Financial Advisor: Growth, Relationships & Advice

Sanlam Limited; Cape Town; On-site; ZAR 320,000 - 520,000; Full time

Job summary

Sanlam Life Ltd is seeking an experienced financial adviser to provide professional advice, planning and sales-focused solutions for both new and existing clients. You will build long-term relationships, ensure compliant processes, and contribute to revenue targets within a responsible advisory framework.

The role emphasises understanding client needs, conducting thorough financial analyses, and maintaining records while upholding Treating Customers Fairly principles in every engagement.

Qualifications

• Provides professional financial advice and planning.
• Drives revenue generation through new and existing clients.
• Handles compliance and risk management in advisory processes.
• Maintains and grows client relationships over the long term.
• Delivers service excellence and ensures Treating Customers Fairly.

Responsibilities

• Develop and implement a relationship management plan for key accounts and decision-makers.
• Provide specialist financial advice and input on policy interpretations.
• Conduct comprehensive needs analysis and present suitable financial solutions.
• Deliver ethical, compliant client interactions with documentation and records.
• Monitor activities and report on appointments, consultations and revenue against targets.

Skills

Financial advice

Revenue targets

Budgeting

Compliance

Relationship management

Financial planning

Education

Grade 12

Undergraduate Degree / Honours

Job description

Sanlam Life Ltd is seeking an experienced financial adviser to provide professional advice, planning and sales-focused solutions for both new and existing clients. You will build long-term relationships, ensure compliant processes, and contribute to revenue targets within a responsible advisory framework.

The role emphasises understanding client needs, conducting thorough financial analyses, and maintaining records while upholding Treating Customers Fairly principles in every engagement.