Strategic Financial Adviser: Grow Clients & Plans

Sanlam Limited; Cape Town; On-site; ZAR 360,000 - 600,000; Full time

Job summary

Sanlam Life Ltd is a leading financial services provider in South Africa, offering professional financial advice, planning and products to clients. The role focuses on growing the adviser business, prospecting new clients and delivering compliant, high-quality financial solutions within regulatory guidelines.

The successful candidate will conduct client consultations, manage relationships, and maintain accurate records while achieving targets in a compliant manner.

Qualifications

• Grade 12 qualification and FAIS 'Fit and Proper' with FSCA registration.
• Ability to provide compliant financial advice and planning.
• Experience with client needs analysis and financial planning tools.

Responsibilities

• Grow the Sanlam Adviser Business through marketing plans and targets.
• Prospect new clients via networks and events.
• Conduct client consultations and needs analyses to propose financial solutions.
• Deliver compliant, transparent advice and document findings.
• Maintain weekly/monthly activity reporting and client records.

Skills

Verbal Communication

Builds Rapport

Closes Effectively

Initiates Sales Conversations

Intermediaries Process

Customer Focus

Tech Savvy

Education

Grade 12

FAIS & FSCA Compliance

Job description

Sanlam Life Ltd is a leading financial services provider in South Africa, offering professional financial advice, planning and products to clients. The role focuses on growing the adviser business, prospecting new clients and delivering compliant, high-quality financial solutions within regulatory guidelines.

The successful candidate will conduct client consultations, manage relationships, and maintain accurate records while achieving targets in a compliant manner.