Strategic Financial Advisor

Sanlam Limited; Cape Town; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Sanlam Life Ltd is seeking a financial advisor to provide expert financial guidance, planning and product recommendations to clients. The role focuses on building lasting client relationships and delivering compliant, value-driven financial solutions in a performance-driven environment.

Responsibilities include prospecting, needs analysis, presenting tailored plans, and maintaining ongoing client service. Strong FAIS compliance and target attainment are essential for success.

Qualifications

• Grade 12 is required.
• FAIS Fit and Proper requirements and FSCA registration if registered for more than 24 months.

Responsibilities

• Provide professional financial advice, planning and products tailored to client needs.
• Grow the Sanlam Adviser Business and meet target revenue and activity quotas.
• Network, prospect, generate leads and convert relationships into business.
• Conduct client consultations, perform needs analyses and document findings.
• Maintain long-term client relationships and deliver ongoing service and reviews.
• Ensure all client interactions are compliant and well-documented.

Skills

Financial advice

Client relationship mgmt

Sales target achievement

Compliance

Financial planning

Education

Grade 12

FAIS Fit and Proper (FSCA)

Job description

Sanlam Life Ltd is seeking a financial advisor to provide expert financial guidance, planning and product recommendations to clients. The role focuses on building lasting client relationships and delivering compliant, value-driven financial solutions in a performance-driven environment.

Responsibilities include prospecting, needs analysis, presenting tailored plans, and maintaining ongoing client service. Strong FAIS compliance and target attainment are essential for success.