Sanlam Financial Planner Bellville
SanlamWestern Cape, 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. We’re all about building strong, lasting relationships with our financial advisors.
Job Description
Sanlam Financial Planner Bellville: Provide professional and relevant financial advice, planning, and products to new and existing clients. Grow the Sanlam Adviser Business and develop long-term relationships with clients. Monitor, update, and report on client interactions and activities.
Requirements
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements
- 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
- Opportunities for growth and development
- Diverse and inclusive work environment
- Comprehensive training and support