Financial Adviser – Boksburg

About the role

The Financial Adviser will provide professional, compliant financial advice, planning and product solutions to new and existing clients in Boksburg. The role focuses on building long‑term relationships, generating sustainable business and supporting the growth of the Sanlam brand.

Key responsibilities

• Deliver tailored financial advice and planning using Sanlam e‑tools, ensuring all disclosures and compliance requirements are met.
• Generate new business through networking, prospecting, social media and referrals, targeting middle‑high and affluent market segments.
• Maintain and grow existing client relationships, reviewing portfolios annually and responding to client events such as maturities or policy changes.
• Meet revenue and activity targets, including single and recurring premiums, and report weekly/monthly on contacts, appointments and business issued.
• Uphold ethical standards, treat customers fairly and collaborate with internal support functions to resolve client queries promptly.

Required profile

• Minimum Grade 12 with successful completion of the FAIS “Fit and Proper” examination and at least 24 months registration with the Financial Sector Conduct Authority.
• Strong knowledge of financial advice, compliance, risk management and client relationship management.
• Effective communication, tech‑savvy, action‑oriented and persuasive interpersonal skills.
• Commitment to Sanlam’s marketing plans, revenue targets and transformation objectives.