Financial Adviser – GS Constantia Kloof

About the role

The Financial Adviser will provide new and existing clients with professional, compliant financial advice, planning and product solutions that meet their individual needs. You will build sustainable, high-quality business, maintain long-term relationships and contribute to the growth of the Sanlam brand.

Key responsibilities

• Deliver tailored financial advice, conduct comprehensive fact‑finding and present suitable financial solutions to clients.
• Generate new business through networking, prospecting, social media marketing and referrals, targeting middle‑high and affluent market segments.
• Maintain client portfolios, monitor activities such as maturities or cancellations, and provide ongoing service to ensure loyalty.
• Achieve revenue targets, activity quotas and compliance standards while promoting the Sanlam brand.
• Document client interactions, update records, and report on contacts, appointments and issued business against targets.

Required profile

• Minimum Grade 12 qualification and successful completion of the FAIS “Fit and Proper” regulatory examination.
• At least 24 months registration with the Financial Sector Conduct Authority (FSCA) or equivalent.
• Demonstrated ability in financial advice, client relationship management, compliance and risk management.
• Strong understanding of financial planning, product knowledge and ability to meet production targets.