Strategic Financial Planner & Client Advisor

Sanlam Limited; Sandton; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Sanlam Limited is seeking a dedicated financial advisory professional to provide tailored financial advice and planning to clients in the Sandton area. You will build sustainable client relationships, prospect new business, and ensure compliant, high-quality service aligned with Sanlam standards.

The role emphasises growth in the adviser network, market analysis, and timely follow-up to ensure client satisfaction and ongoing advice opportunities.

Qualifications

• Financial advisory knowledge applicable to individual clients.
• Ability to prepare financial plans and recommendations.
• Experience with FAIS compliance and regulatory expectations.

Responsibilities

• Provide professional financial advice and planning to new and existing clients.
• Grow the Sanlam Adviser business through networking and prospecting.
• Conduct client consultations and present suitable financial solutions.
• Ensure ethical, compliant client interactions and record-keeping.
• Monitor activities and maintain long-term client relationships.

Skills

Financial advice

Target achievement

Budgeting

Compliance

Client relationship management

Financial planning

Education

Grade 12

FAIS Fit and Proper

FSCA registration (if applicable)

Job description

Sanlam Limited is seeking a dedicated financial advisory professional to provide tailored financial advice and planning to clients in the Sandton area. You will build sustainable client relationships, prospect new business, and ensure compliant, high-quality service aligned with Sanlam standards.

The role emphasises growth in the adviser network, market analysis, and timely follow-up to ensure client satisfaction and ongoing advice opportunities.