Financial Planner - CebeKhulu 2024
SanlamFree State, South Africa
Posted January 31, 2026
Full Time
About the Company
Sanlam Life Ltd is one of the top financial services providers in the South African market.
Job Description
The Financial Planner role at Sanlam Group involves providing new and existing clients with professional and relevant financial advice, planning, and products. The role requires assisting in growing the Sanlam Adviser Business, networking, prospecting, and leads generation, client consultations and sales, and client service.
Requirements
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements
- Regulatory Examination successfully completed
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Benefits
- Professional development and growth opportunities
- Diverse and inclusive work environment
- Commitment to transformation and embracing diversity