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Financial Advisor Client Planning

Job in Sandton, 2172, South Africa
Listing for: Sanlam Limited
Full Time position
Listed on 2026-07-15
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Position: Financial Advisor: Growth & Client Planning

Sanlam Limited is seeking a financial advisor to provide professional financial advice, planning, and product recommendations to clients in South Africa. The role focuses on growing the adviser business, generating leads, and maintaining long-term client relationships while ensuring compliant and ethical practices.

You will conduct client consultations, perform needs analyses, and present tailored financial solutions aligned with Treating Customers Fairly principles.

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