Strategic Financial Planner & Client Advisor

Sanlam; Durban; On-site; ZAR 260,000 - 420,000; Full time

Job summary

Sanlam Life Ltd in South Africa seeks a Financial Advisor to provide professional financial advice and planning to new and existing clients. You will assess client needs, present suitable solutions, and maintain long-term relationships through compliant, ethical service.

You'll support revenue growth by engaging with clients, prospecting, and delivering on targets within the Sanlam distribution strategy, while upholding regulatory standards.

Qualifications

• Provide financial advice and support to clients.
• Perform comprehensive financial needs analysis and present suitable solutions.
• Maintain compliant records and document client interactions.

Responsibilities

• Provide professional financial advice, planning and products suited to client needs.
• Undertake procurement of sustainable high-quality business and build long-term relationships.
• Ensure all client interactions comply with disclosures and advice requirements.
• Develop and implement client-focused activities to generate leads and sales.
• Monitor client portfolios and report on activities weekly/monthly.

Skills

Financial advice

Client relationship management

Sales focus

Market knowledge

Education

Grade 12

Job description

Sanlam Life Ltd in South Africa seeks a Financial Advisor to provide professional financial advice and planning to new and existing clients. You will assess client needs, present suitable solutions, and maintain long-term relationships through compliant, ethical service.

You'll support revenue growth by engaging with clients, prospecting, and delivering on targets within the Sanlam distribution strategy, while upholding regulatory standards.