Strategic Financial Advisor: Craft Plans & Grow Relationships

Sanlam Limited; Cape Town; On-site; ZAR 360,000 - 640,000; Full time

Job summary

Sanlam Life Ltd is seeking a driven financial adviser in Cape Town to provide professional financial advice and planning tailored to client needs, while building long-term client relationships.

You will prospect, grow the adviser business and deliver compliant, high-quality service aligned with Treating Customers Fairly, aiming to generate sustainable revenue and ongoing advice across a defined market.

Qualifications

• Financial advice and support.
• Production target achievement and budgeting.
• Compliance and risk management.
• Client relationship management.
• Financial planning and recommendations.

Responsibilities

• Provide professional financial advice, planning and products tailored to client needs.
• Undertake procurement of sustainable high-quality business per targets.
• Maintain and service clients as part of a long-term relationship.
• Ensure interactions are compliant in terms of disclosures and advice given, documenting findings.
• Monitor and report activities 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

Job description

Sanlam Life Ltd is seeking a driven financial adviser in Cape Town to provide professional financial advice and planning tailored to client needs, while building long-term client relationships.

You will prospect, grow the adviser business and deliver compliant, high-quality service aligned with Treating Customers Fairly, aiming to generate sustainable revenue and ongoing advice across a defined market.