Financial Planner - Quafin 2024
SanlamBloemfontein, Free 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
Financial Planner - Quafin 2024 role involves providing professional financial advice, planning, and products to clients. The role requires building strong relationships with clients, growing the Sanlam Adviser Business, and maintaining compliance and ethics.
Requirements
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Benefits
- Competitive salary
- Benefits package
- Opportunities for growth and development
- Diverse and inclusive work environment