Strategic Financial Planner & Client Growth Specialist

Sanlam; Cape Town; On-site; ZAR 240,000 - 480,000; Full time

Job summary

Sanlam is seeking a Financial Adviser to deliver professional financial advice, planning and products tailored to client needs. You will grow the Adviser Business, work toward distribution targets, and maintain long-term client relationships to drive ongoing advice and sales.

Responsibilities include market segmentation, delivering compliant advice, and using tools to capture client data and needs. Strong focus on ethics, confidentiality, and performance against targets remains essential.

Qualifications

• Production target achievement and budgeting are essential.
• Compliance and risk management knowledge required.
• Financial queries and recommendations能力.
• Technical advice and support understanding is needed.
• Client relationship management skills are important.

Responsibilities

• Provide professional financial advice and planning to new and existing clients.
• Undertake procurement of sustainable high-quality business aligned with targets.
• Maintain long-term client relationships and ongoing advice and sales.
• Ensure all client interactions are compliant with disclosures and advice given.

Skills

Production target achievement

Budgeting

Compliance and risk management

Financial queries and recommendations

Technical advice

Client relationship management

Education

Grade 12

FAIS Fit and Proper + FSCA registration (if registered)

Job description

Sanlam is seeking a Financial Adviser to deliver professional financial advice, planning and products tailored to client needs. You will grow the Adviser Business, work toward distribution targets, and maintain long-term client relationships to drive ongoing advice and sales.

Responsibilities include market segmentation, delivering compliant advice, and using tools to capture client data and needs. Strong focus on ethics, confidentiality, and performance against targets remains essential.