Strategic Financial Planner & Client Advisor

Sanlam Limited; Durban; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Sanlam Life Ltd, a leading South African financial services provider based in Durban, invites you to join our advisory team. You will deliver professional financial advice, planning and product solutions to new and existing clients, building sustainable, long-term relationships and contributing to the brand's trusted reputation.

In this role you will grow the Sanlam Adviser Business, prospect for new clients, conduct needs analyses, present compliant financial plans, and provide ongoing client

Qualifications

• Ability to provide professional financial advice and planning.
• Ability to support revenue growth through targeted activity and client engagement.
• Understanding of compliance and risk management in financial advisory.
• Ability to manage client relationships and deliver ongoing service.
• Knowledge of financial products and needs analysis processes.

Responsibilities

• Provide new and existing clients with professional financial advice and suitable products.
• Undertake comprehensive fact-finding and needs analysis for client portfolios.
• Present financial solutions in a compliant and clear manner.
• Maintain long-term client relationships and service levels.
• Monitor client activity and update records regularly.

Skills

Financial advice

Sales targets

Customer relationship management

Financial planning

Compliance

Education

Grade 12

FAIS Fit and Proper

Job description

Sanlam Life Ltd, a leading South African financial services provider based in Durban, invites you to join our advisory team. You will deliver professional financial advice, planning and product solutions to new and existing clients, building sustainable, long-term relationships and contributing to the brand's trusted reputation.

In this role you will grow the Sanlam Adviser Business, prospect for new clients, conduct needs analyses, present compliant financial plans, and provide ongoing client