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Para-Planner: Financial Planning & Advisory Support
Job in
Cape Town, 7100, South Africa
Listed on 2026-08-11
Listing for:
Sanlam
Full Time
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Sanlam is seeking a Para-Planner to support independent Advisors by conducting financial needs analyses and producing tailored financial plans. The role requires expertise in risk and investment products, regulatory considerations, and strong client-facing capabilities.
You will assist Advisors with sales, marketing support, and maintain client relationships while staying up-to-date with legislative and compliance requirements.
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