Wealth Solutions Advisor: Strategic Financial Planning

Sanlam; Cape Town; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Sanlam is seeking an adviser to deliver professional financial planning and products to clients in a compliant, ethical manner. The role focuses on growing business, maintaining long-term relationships and achieving sales targets within the Sanlam brand.

You will engage in needs analysis, present financial solutions, and leverage e-tools for client records and disclosures, while seeking new opportunities and nurturing existing clients.

Qualifications

• Grade 12 is required.
• FAIS Fit and Proper requirements must be satisfied.
• Regulatory Examination must be completed if FSCA registration exceeds 24 months.

Responsibilities

• Provide professional financial advice, planning and products to new and existing clients.
• Procure sustainable high-quality business aligned to targets.
• Maintain long-term client relationships to generate ongoing advice and sales.
• Ensure all client interactions are compliant and ethical.

Skills

Sales targets

Client relationship management

Market knowledge

Compliance and risk management

Financial queries and recommendations

Technical financial planning

Communication

Education

Grade 12

FAIS Fit and Proper requirements completed

FSCA Regulatory Examination completed (if registered >24 months)

Job description

Sanlam is seeking an adviser to deliver professional financial planning and products to clients in a compliant, ethical manner. The role focuses on growing business, maintaining long-term relationships and achieving sales targets within the Sanlam brand.

You will engage in needs analysis, present financial solutions, and leverage e-tools for client records and disclosures, while seeking new opportunities and nurturing existing clients.