Senior Financial Advisor – Wealth Planning & Growth

Sanlam Limited; Cape Town; Presencial; ZAR 350.000 - 550.000; Jornada completa

Descripción de la vacante

Sanlam Life Ltd is a leading financial services provider in South Africa, focusing on building lasting relationships with financial advisors and clients. The role centers on delivering professional financial advice, planning and suitable products, while growing adviser business through prospecting, client consultations, and compliant service delivery.

The successful candidate will manage client portfolios, maintain relationships, and contribute to revenue targets through high-quality, ethical

Formación

• FAIS Fit and Proper requirements and Regulatory Examination completed if registered with FSCA for more than 24 months.

Responsabilidades

• Provide professional financial advice, planning and products to new and existing clients.
• Undertake procurement of sustainable business of high quality in line with targets.
• Maintain and service clients to build loyalty and ongoing advice and sales.
• Ensure client interactions are compliant with disclosures and advice given.

Conocimientos

Financial advice

Client relationship management

Financial planning

Compliance and risk management

Production target achievement

Educación

Grade 12

FAIS Fit and Proper + FSCA registration

Descripción del empleo

Sanlam Life Ltd is a leading financial services provider in South Africa, focusing on building lasting relationships with financial advisors and clients. The role centers on delivering professional financial advice, planning and suitable products, while growing adviser business through prospecting, client consultations, and compliant service delivery.

The successful candidate will manage client portfolios, maintain relationships, and contribute to revenue targets through high-quality, ethical