Financial Adviser – Cape Town (Mobile)

About the role

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and product solutions that meet their needs. You will build long‑term relationships, generate sustainable business and uphold Sanlam’s ethical standards.

Key responsibilities

• Provide tailored financial advice, conduct fact‑finding and present suitable solutions while ensuring compliance with disclosures and Treating Customers Fairly.
• Grow the Sanlam adviser business by meeting revenue, activity and brand promotion targets.
• Network, prospect and generate leads through face‑to‑face interactions, social media and existing client bases.
• Maintain and service client portfolios, conduct annual reviews and respond to client activities such as maturities or cancellations.
• Document client interactions, update records and report on contacts, appointments, issued business and revenue against targets.

Required profile

• Minimum Grade 12 qualification.
• FAIS “Fit and Proper” certification and successful completion of the Regulatory Examination.
• At least 24 months registration with the Financial Sector Conduct Authority (FSCA).
• Knowledge of financial advice, production target achievement, compliance and risk management, client relationship management and financial planning.