Strategic Financial Planner & Advisor

Sanlam Limited; Sandton; Sur place; ZAR 300 000 - 520 000; Plein temps

Résumé du poste

Sanlam Life Ltd in Sandton is seeking a Financial Adviser to provide professional financial advice, planning and products tailored to client needs. You will build a sustainable book, service clients, and contribute to growth of the Sanlam adviser network.

Responsibilities include client consultations, compliant disclosures, and ongoing relationship management to drive loyalty and recurring business. Growth targets and ethical standards are core to the role, with continuous learning and market

Qualifications

• Grade 12 minimum.
• FAIS Fit and Proper and Regulatory Exam (FSCA) completed if registered>24 months.

Responsabilités

• Grow Sanlam Adviser Business by following marketing plans and targets.
• Network to generate leads and build relationships with clients.
• Conduct client consultations and provide financial planning recommendations.
• Deliver excellent client service and ethical interactions.
• Monitor activities and report on contacts, appointments and revenue.

Connaissances

Financial advice

Client relationships

Compliance and risk

Sales targets

Financial planning

Formation

Grade 12

Description du poste

Sanlam Life Ltd in Sandton is seeking a Financial Adviser to provide professional financial advice, planning and products tailored to client needs. You will build a sustainable book, service clients, and contribute to growth of the Sanlam adviser network.

Responsibilities include client consultations, compliant disclosures, and ongoing relationship management to drive loyalty and recurring business. Growth targets and ethical standards are core to the role, with continuous learning and market