Strategic Financial Advisor & Client Growth

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

Job summary

Sanlam Life and Savings (SLS) is dedicated to serving retail and corporate clients in South Africa. The role focuses on providing professional financial advice, planning and products that meet client needs, while growing the adviser business and maintaining compliant client interactions.

As part of the Sanlam Adviser Business, you will undertake revenue-generating activities and build long-term client relationships in a compliant and ethical manner, aiming to deliver high-quality service and

Qualifications

• Grade 12 and FAIS Fit & Proper certification where applicable.
• Regulatory exam completed if FSCA registration exceeds 24 months.
• Strong knowledge of financial planning and compliance.

Responsibilities

• Provide professional financial advice and product recommendations to clients.
• Grow and service the Sanlam Adviser Business.
• Meet revenue targets and manage client relationships.
• Maintain compliant client interactions and records.

Skills

Production target achievement

Compliance and risk management

Financial queries and recommendations

Technical advice and support

Client relationship management

Education

Grade 12

Job description

Sanlam Life and Savings (SLS) is dedicated to serving retail and corporate clients in South Africa. The role focuses on providing professional financial advice, planning and products that meet client needs, while growing the adviser business and maintaining compliant client interactions.

As part of the Sanlam Adviser Business, you will undertake revenue-generating activities and build long-term client relationships in a compliant and ethical manner, aiming to deliver high-quality service and