Strategic Financial Advisor – Build Lasting Client Plans

Sanlam; Cape Town; On-site; ZAR 300,000 - 520,000; Full time

Job summary

Sanlam Life Ltd is a leading financial services provider in South Africa, offering financial advice, planning and products to clients. The role focuses on delivering professional advice, growing the adviser business, and maintaining long‑term client relationships with a strong emphasis on compliance.

You will work toward marketing plans, targets and a disciplined distribution strategy. Responsibilities include client consultations, fact-finding, needs analysis and presenting suitable financial

Qualifications

• Grade 12 minimum educational requirement.
• FAIS Fit and Proper requirements and regulatory examination if registered with FSCA for more than 24 months.

Responsibilities

• Provide professional financial advice and planning to new and existing clients to meet their needs.
• Procure sustainable, high-quality business and maintain long-term client relationships.
• Ensure all client interactions are compliant with disclosures and advisory rules.

Skills

Financial advice

Client relationship

Sales targets

Compliance

Financial planning

Education

Grade 12

Job description

Sanlam Life Ltd is a leading financial services provider in South Africa, offering financial advice, planning and products to clients. The role focuses on delivering professional advice, growing the adviser business, and maintaining long‑term client relationships with a strong emphasis on compliance.

You will work toward marketing plans, targets and a disciplined distribution strategy. Responsibilities include client consultations, fact-finding, needs analysis and presenting suitable financial