Focused Financial Advisor & Client Planning Pro
Job in
Cape Town, 7100, South Africa
Listed on 2026-07-15
Listing for:
Sanlam Limited
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Sanlam Limited is seeking a client-focused Financial Advisor to provide professional financial advice and planning to new and existing clients in a long‑term relationship. The role emphasizes sales targets, compliant practice and building the Sanlam brand through excellent client service.
The successful candidate will manage prospecting, client consultations, and ongoing reviews to ensure tailored financial solutions and strong client loyalty across the Western Cape region.
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