Strategic Financial Advisor

Sanlam; Oudtshoorn; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Sanlam Life Ltd in South Africa seeks a dynamic Financial Adviser to provide professional financial advice, planning and suitable products to new and existing clients. Build sustainable relationships and grow advisory business within the Sanlam framework.

You will conduct needs analyses, present balanced portfolios, ensure compliant disclosures, and work towards marketing and growth targets in line with the distribution strategy.

Qualifications

• Provide financial advice and support to clients.
• Maintain and grow client relationships while achieving targets.
• Ensure all interactions comply with disclosures and regulatory requirements.

Responsibilities

• Provide professional financial advice and planning to clients.
• Undertake fact-finding and present suitable financial solutions.
• Develop and maintain a sustainable client base and relationships.
• Ensure compliant documentation and timely follow-ups.

Skills

Financial advice

Client relationship management

Sales targets

Budgeting and planning

Compliance and risk management

Financial planning

Education

Grade 12

FAIS Fit and Proper & FSCA exam

Job description

Sanlam Life Ltd in South Africa seeks a dynamic Financial Adviser to provide professional financial advice, planning and suitable products to new and existing clients. Build sustainable relationships and grow advisory business within the Sanlam framework.

You will conduct needs analyses, present balanced portfolios, ensure compliant disclosures, and work towards marketing and growth targets in line with the distribution strategy.