Financial Adviser – Independent Solutions (Pretoria Lynnwood)

About the role

The role focuses on delivering professional, compliant financial advice and product solutions to both new and existing clients in Pretoria Lynnwood. You will build long‑term relationships, generate sustainable business, and uphold the Sanlam brand reputation.

Key responsibilities

• Provide tailored financial advice, planning and product sales that meet client needs while ensuring compliance with regulatory standards.
• Prospect, network and generate leads through face‑to‑face interactions, social media and existing client bases to grow revenue and activity quotas.
• Conduct comprehensive fact‑finding, financial needs analysis and portfolio reviews, documenting findings and updating records.
• Maintain high‑quality client service, resolve queries promptly, and foster loyalty to the Sanlam brand.
• Track and report weekly/monthly activity metrics, including contacts, appointments, revenue against targets, and client data updates.

Required profile

• Grade 12 qualification and successful completion of the FAIS “Fit and Proper” regulatory examination (registered with FSCA for >24 months).
• Demonstrated ability to meet production targets, manage risk and comply with Treating Customers Fairly principles.
• Strong interpersonal and communication skills, tech‑savvy, action‑oriented and persuasive.
• Commitment to continuous learning and personal development within the financial services sector.