Strategic Financial Planner - Grow Your Advisory Practice

Sanlam Limited; Worcester; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Sanlam Life Ltd is seeking a capable Financial Advisor to provide professional financial advice and suitable products to clients, while growing the adviser business through proactive networking and lead generation.

The role emphasizes delivering compliant, ethical financial planning and building long-term client relationships to secure ongoing advice and sales. A Grade 12 education and FAIS/FSCA requirements are essential, with strong customer focus and target-driven performance.

Qualifications

• FAIS Fit and Proper requirements and Regulatory Examination completed if FSCA registration for more than 24 months.
• Strong knowledge of financial planning and client needs.
• Ability to manage compliance and risk in client engagements.

Responsibilities

• Provide professional and relevant financial advice and sales to clients.
• Undertake comprehensive fact finding and needs analysis.
• Network, prospect and generate leads to grow adviser business.
• Maintain long-term client relationships with compliant service and reporting.
• Monitor activities and report outcomes on a weekly/monthly basis.

Skills

Financial advice

Target achievement

Compliance

Client relationship

Financial planning

Education

Grade 12

Job description

Sanlam Life Ltd is seeking a capable Financial Advisor to provide professional financial advice and suitable products to clients, while growing the adviser business through proactive networking and lead generation.

The role emphasizes delivering compliant, ethical financial planning and building long-term client relationships to secure ongoing advice and sales. A Grade 12 education and FAIS/FSCA requirements are essential, with strong customer focus and target-driven performance.