Strategic Financial Planner & Advisor

Sanlam; Durban; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Sanlam Life Ltd is seeking an experienced Financial Advisor to provide professional financial advice, planning and products aligned to client needs and goals. You will build long-term relationships, grow the adviser business, and maintain high ethical and compliance standards.

Responsibilities include fact-finding, needs analysis, presenting financial solutions, and managing client portfolios while delivering excellent service and meeting targets.

Qualifications

• Grade 12 qualification and FAIS Fit and Proper requirements.
• Regulatory Examination completed if FSCA registration > 24 months.
• Knowledge of financial planning and advisory processes.

Responsibilities

• Provide professional financial advice, planning and products tailored to client needs.
• Grow the Sanlam Adviser Business and maintain long-term client relationships.
• Conduct comprehensive fact-finding, client needs analysis and present solutions.
• Ensure all client interactions comply with disclosures and regulatory requirements.
• Document activities and manage leads, appointments and sales opportunities.

Skills

Financial advisory

Client relationship management

Compliance and risk management

Communication

Tech savvy

Education

Grade 12

FAIS Fit and Proper requirements

FSCA regulatory exam

Tools

Financial planning tools

Job description

Sanlam Life Ltd is seeking an experienced Financial Advisor to provide professional financial advice, planning and products aligned to client needs and goals. You will build long-term relationships, grow the adviser business, and maintain high ethical and compliance standards.

Responsibilities include fact-finding, needs analysis, presenting financial solutions, and managing client portfolios while delivering excellent service and meeting targets.