Senior Financial Advisor: Trusted Client Planner

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

Job summary

Sanlam Life Ltd is seeking a Senior Financial Adviser to provide professional financial advice and planning to new and existing clients. You will build long-term relationships, conduct needs analyses, and present suitable financial solutions while ensuring compliance with regulatory requirements.

The role emphasizes revenue growth, client satisfaction, and alignment with Sanlam’s distribution strategy, requiring strong ethics and targeted activity to deliver sustainable business.

Qualifications

• Financial advisory experience and ability to provide planning and advice.
• Experience meeting production targets and budgeting.
• Knowledge of compliance and risk management in financial services.

Responsibilities

• Provide professional financial advice and planning to clients.
• Undertake client needs analysis and document findings.
• Develop and sustain long-term client relationships to generate ongoing advice and sales.
• Ensure all interactions comply with disclosures and regulatory requirements.
• Build relationships and contribute to distribution strategy within defined markets.

Skills

Financial advice & support

Budgeting & targets

Compliance & risk management

Client relationship management

Financial planning & recommendations

Effective communication

Tech savvy

Action oriented

Interpersonal savvy

Persuasion

Education

Grade 12

FAIS Fit & Proper

FSCA regulatory exam

Job description

Sanlam Life Ltd is seeking a Senior Financial Adviser to provide professional financial advice and planning to new and existing clients. You will build long-term relationships, conduct needs analyses, and present suitable financial solutions while ensuring compliance with regulatory requirements.

The role emphasizes revenue growth, client satisfaction, and alignment with Sanlam’s distribution strategy, requiring strong ethics and targeted activity to deliver sustainable business.