Strategic Financial Advisor | Client Growth & Planning

Sanlam Limited; Roodepoort; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Sanlam Limited is seeking a Financial Adviser in Gauteng to provide professional financial guidance and products to clients. You will build long-term relationships, source new opportunities, and ensure compliant advice and documentation across client portfolios.

The role focuses on needs analysis, financial planning, and delivering value while upholding Treating Customers Fairly and regulatory standards in a high-quality client service setting.

Qualifications

• Must be able to provide financial guidance and planning.
• Proven ability to meet production and revenue targets.
• Knowledge of compliance, risk, and regulatory requirements.
• Strong client relationship management and service orientation.

Responsibilities

• Provide professional financial advice and relevant products to clients.
• Grow the Sanlam Adviser business through marketing plans and targeted activities.
• Conduct client consultations, needs analysis and financial planning.
• Maintain compliant client interactions and documentation."],
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Skills

Financial advice

Target achievement

Compliance risk

Client relations

Financial planning

Education

Grade 12

FAIS Fit and Proper

Job description

Sanlam Limited is seeking a Financial Adviser in Gauteng to provide professional financial guidance and products to clients. You will build long-term relationships, source new opportunities, and ensure compliant advice and documentation across client portfolios.

The role focuses on needs analysis, financial planning, and delivering value while upholding Treating Customers Fairly and regulatory standards in a high-quality client service setting.