Permanent Financial Planner Cape Town – Sanlam Vacancies
Job Description
Sanlam Vacancies – Financial Planner Cape Town
Sanlam Life Ltd is a leading financial services provider in South Africa, dedicated to building strong, lasting relationships with financial advisors. We believe in empowering professionals to achieve their career aspirations, personal development, and long-term success.
As a Financial Planner in Cape Town, you will receive the support, recognition, and rewards needed to realize your full potential. Our commitment to excellence ensures that you thrive in a professional, ethical, and client-focused environment.
Role Overview
This position involves providing professional financial planning, advice, and tailored product solutions to new and existing clients. The goal is to build sustainable, high-quality business relationships while maintaining ethical and compliant practices that strengthen the Sanlam brand.
Key Responsibilities
- Business Growth: Contribute to the expansion of the Sanlam Adviser Business by implementing marketing strategies, understanding client needs, and meeting business targets.
- Networking and Lead Generation: Engage in face-to-face interactions, social and business networking, and lead generation through referrals, prospecting, and personalized client value propositions.
- Client Consultations and Sales: Conduct financial needs analyses, provide tailored solutions, and ensure compliance in all client engagements. Maintain long-term relationships through annual portfolio reviews.
- Client Service: Deliver exceptional service, address queries efficiently, and enhance client satisfaction to build loyalty and retention.
- Performance Monitoring: Track sales, client interactions, and business outcomes while ensuring accurate documentation and reporting.
Qualifications and Experience
- Grade 12 certificate
- Compliance with FAIS “Fit and Proper” requirements and successful completion of the Regulatory Examination if registered with FSCA for more than 24 months
Skills and Competencies
- Financial advisory expertise
- Target achievement and business growth
- Compliance and risk management
- Strong client relationship management
- Effective communication and interpersonal skills
- Tech-savvy and results-driven mindset
Why Join Sanlam?
Sanlam provides an environment where financial professionals can grow, develop, and achieve success. Through its diverse business clusters, including Sanlam Life and Savings, Sanlam Investment Group, and Sanlam Allianz, there are numerous opportunities for career advancement.
Commitment to Transformation
Sanlam is dedicated to fostering a diverse and inclusive workplace, ensuring equal opportunities for all employees while maintaining a sustainable and thriving business in South Africa.
Take the next step in your career as a Financial Planner in Cape Town and join a team that values your worth and helps you succeed. Apply today.
APPLY NOW
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