Strategic Financial Advisor & Client Planner

Sanlam Limited; Cape Town; On-site; ZAR 420,000 - 620,000; Full time

Job summary

Sanlam Life Ltd in Cape Town seeks a driven Financial Advisor to provide professional and relevant financial advice, planning and products to new and existing clients, building long-term relationships and loyalty. You will undertake client consultations, needs analyses, and propose tailored financial solutions in a compliant, customer-focused manner.

Growth, ethics and ongoing learning are encouraged within a supportive team.

Qualifications

• Grade 12 is required and FAIS Fit and Proper requirements must be met.
• Regulatory Examination must be completed if registered with FSCA for 24+ months.
• Strong knowledge of financial planning and client advisory processes.

Responsibilities

• Provide professional financial advice and products tailored to client needs.
• Grow advisor business through marketing plans and target achievement.
• Conduct client consultations, needs analyses and present compliant solutions.
• Maintain long-term client relationships and service quality.
• Monitor activities and report key metrics weekly/monthly.

Skills

Financial advice and support

Production target achievement

Compliance and risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12

FAIS Fit and Proper + FSCA exam

Job description

Sanlam Life Ltd in Cape Town seeks a driven Financial Advisor to provide professional and relevant financial advice, planning and products to new and existing clients, building long-term relationships and loyalty. You will undertake client consultations, needs analyses, and propose tailored financial solutions in a compliant, customer-focused manner.

Growth, ethics and ongoing learning are encouraged within a supportive team.