Strategic Financial Planner & Growth Advisor

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

Job summary

Sanlam Limited in Mossel Bay provides professional financial advice, planning, and products tailored to client needs. You will build long-term client relationships and grow sustainable business with ethical practices that reinforce the Sanlam brand.

The role involves growing the adviser business, generating leads, conducting client consultations, delivering sound financial planning, and maintaining high service standards within a supportive team.

Qualifications

• Grade 12 and FAIS Fit and Proper requirements; FSCA registration if applicable.
• Strong financial advisory background with proven target achievement.
• Knowledge of compliance, risk management and regulatory expectations.
• Ability to build and maintain client relationships and provide sound financial planning.

Responsibilities

• Assist in growing the Sanlam Adviser Business and meet sales targets.
• Network, prospect and generate leads to create opportunities.
• Conduct client consultations and provide comprehensive financial planning advice.
• Deliver ethical, high-quality client service and maintain long-term relationships.
• Monitor activity, report weekly/monthly and maintain accurate records.

Skills

Financial advice and support

Production target achievement

Compliance and risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12

FAIS Fit and Proper / FSCA registration

Job description

Sanlam Limited in Mossel Bay provides professional financial advice, planning, and products tailored to client needs. You will build long-term client relationships and grow sustainable business with ethical practices that reinforce the Sanlam brand.

The role involves growing the adviser business, generating leads, conducting client consultations, delivering sound financial planning, and maintaining high service standards within a supportive team.