Strategic Financial Advisor & Client Growth Partner

Sanlam Limited; Bellville; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Sanlam Life Ltd in Bellville, Western Cape seeks a skilled Financial Advisor to provide professional advice, planning and product recommendations to clients. You will generate sustainable business, service long-term relationships and maintain ethical, compliant practices.

The role emphasizes client consultations, needs analysis and delivering tailored financial solutions while achieving growth targets within the Sanlam Adviser network.

Qualifications

• FAIS Fit and Proper requirements and Regulatory Examination completed if registered with FSCA for more than 24 months.
• Financial advisory and planning proficiency.
• Strong client relationship management and sales orientation.

Responsibilities

• Provide professional financial advice, planning and products to new and existing clients.
• Grow the Sanlam Adviser Business through targeted activities.
• Conduct client consultations, needs analyses and present suitable solutions.
• Deliver excellent client service and maintain compliant processes.

Skills

Financial advice

Client relations

Compliance

Budgeting

Risk management

Education

Grade 12

Job description

Sanlam Life Ltd in Bellville, Western Cape seeks a skilled Financial Advisor to provide professional advice, planning and product recommendations to clients. You will generate sustainable business, service long-term relationships and maintain ethical, compliant practices.

The role emphasizes client consultations, needs analysis and delivering tailored financial solutions while achieving growth targets within the Sanlam Adviser network.