Financial Planner

Location: Hopefield / Vredenburg, Western Cape, South Africa
Company: Sanlam Group
Date Posted: 2 August 2025
Contract Type: Permanent

About Sanlam:

Sanlam Life Ltd is one of South Africa’s leading financial services providers, offering long-term career growth, professional development, and a supportive environment that values each individual's worth and potential.

Purpose of the Role:

To provide personalised financial advice and planning to both new and existing clients. You will market and sell Sanlam’s financial products while building sustainable, long-term client relationships in a compliant, ethical, and customer-focused manner.

Key Responsibilities:

1. Business Growth & Sales:

Meet targets for recurring and single premium revenues
Market Sanlam’s financial solutions and promote the brand
Engage clients through segmentation strategies and customer profiling

2. Prospecting & Lead Generation:

Use personal networks, referrals, and social/business interactions to generate leads
Leverage Sanlam’s resources and client base to uncover new opportunities
Implement client-focused marketing campaigns

3. Client Consultations & Financial Planning:

Conduct comprehensive fact-finding and needs analysis
Provide suitable product and portfolio recommendations
Ensure all interactions comply with FAIS and Treating Customers Fairly (TCF) standards
Maintain and annually review client portfolios

4. Service & Relationship Management:

Deliver ethical, courteous, and professional service
Ensure all client queries are resolved promptly
Focus on long-term relationship building and loyalty

5. Monitoring & Reporting:

Maintain detailed records of appointments, consultations, and outcomes
Regularly update client profiles and system records
Track and report revenue and performance against targets

Minimum Requirements:

Grade 12 (Matric)
FAIS-compliant (Fit and Proper status if registered with FSCA >24 months)
Regulatory Examination (RE5) completed if applicable

Knowledge & Skills:

Financial needs analysis
Risk and compliance awareness
Goal setting and revenue generation
Use of digital tools and social media for marketing
Strong client relationship and communication skills

Personal Attributes:

Communicates effectively
Tech-savvy and action-oriented
Persuasive and interpersonal
Resilient and results-driven
Innovative with strong customer focus

Opportunities at Sanlam:

Sanlam offers career growth across its five business clusters, including:

Sanlam Fintech
Sanlam Life and Savings
Sanlam Investment Group
Sanlam Allianz & Santam
MiWay and Group Office

Commitment to Transformation:

Sanlam is committed to diversity, inclusion, and equity, aiming to reflect South Africa’s full demographic and talent potential.

CLICK HERE TO APPLY

Financial Planner