Wealth Planner & Client Growth Advisor

Sanlam Limited; Gqeberha; On-site; ZAR 320,000 - 520,000; Full time

Job summary

Sanlam Life Ltd is hiring a Financial Advisor in Port Elizabeth to provide professional financial advice, planning and product recommendations tailored to client needs. You will grow the adviser business, prospect new clients, and maintain long-term relationships while operating within compliant and ethical standards.

You'll conduct client consultations, complete needs analyses, present suitable solutions, and monitor portfolios to ensure ongoing guidance and value for clients in a competitive

Qualifications

• Grade 12; FAIS 'Fit and Proper' requirements and FSCA registration where applicable.
• Knowledge and skills include financial advice and support, production target achievement and budgeting, compliance and risk management, client relationship management, and financial planning and recommendations.

Responsibilities

• Provide professional financial advice, planning and products tailored to client needs.
• Develop sustainable high-quality business and maintain long-term client relationships.
• Ensure compliant disclosures and record-keeping for client engagements.
• Network, prospect and generate leads to grow the Sanlam Adviser business.
• Meet revenue targets and activity quotas while upholding Treating Customers Fairly.

Skills

Financial advice

Client relationship management

Financial planning and recommendations

Compliance and risk management

Production target achievement and Budg

Communicates effectively

Tech savvy

Action oriented

Interpersonal savvy

Persuades

Education

Grade 12

FAIS Fit and Proper requirements

Job description

Sanlam Life Ltd is hiring a Financial Advisor in Port Elizabeth to provide professional financial advice, planning and product recommendations tailored to client needs. You will grow the adviser business, prospect new clients, and maintain long-term relationships while operating within compliant and ethical standards.

You'll conduct client consultations, complete needs analyses, present suitable solutions, and monitor portfolios to ensure ongoing guidance and value for clients in a competitive