Branch Consultant/Financial Advisor
7 days ago
Branch Consultant/Financial Advisor - Paarl Location: Paarl, Western Cape, ZA Who are we? Sanlam Developing Markets (SDM) (a wholly‑owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry‑level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes. PURPOSE OF THE ROLE To promote Sanlam Retail Mass (SRM)’s products and increase market share through: Providing sound financial advice and a high level of client service in a Branch context. Creating opportunities for client optimisation and cross selling of value‑added services. KEY RESPONSIBILITIES Gain and maintain an in‑depth understanding of SRM product ranges. Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible. Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly. Validate client details in line with product and regulatory requirements. Submit new business through the right channels. Conduct due diligence on clients to identify and flag risks. Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk‑in / non‑appointment clients. 2. In‑branch client service and client retention Responsible for servicing and managing all client profiles to ensure clients remain on the books. Send
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Branch Consultant/Financial Advisor
5 days ago
Paarl, South Africa Sanlam Limited Full timeBranch Consultant/Financial Advisor - Paarl Location: Paarl, Western Cape, ZA Who are we? Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range...
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Branch Consultant/Financial Advisor
7 days ago
Paarl, South Africa Sanlam Limited Full timeBranch Consultant/Financial Advisor - Paarl Location: Paarl, Western Cape, ZA Who are we? Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range...
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Branch Consultant/Financial Advisor
1 week ago
Paarl, South Africa Sanlam Full timeBranch Consultant/Financial Advisor - Paarl Date: 26 Nov 2025 Location: Paarl, Western Cape, ZA Company: Sanlam Group Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique...
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Paarl, South Africa Sanlam Limited Full timeA leading financial services provider in Paarl is looking for a Branch Consultant/Financial Advisor to promote products and enhance client service. Responsibilities include providing personalized financial advice, servicing client needs, and ensuring compliance with industry regulations. Candidates should have at least a Matric and preferably have their RE5...
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Branch Financial Advisor: Client Growth
7 days ago
Paarl, South Africa Sanlam Limited Full timeA leading financial services provider in Paarl is looking for a Branch Consultant/Financial Advisor to deliver sound financial advice and enhance client satisfaction. The role involves managing client relationships, ensuring compliance with regulations, and increasing market share through strategic client interactions. The ideal candidate should possess a...
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Financial Advisor
4 weeks ago
Paarl, South Africa Virtual Vibe Consulting Full timeDescription of the role: Our client based in the Cape Town are looking for qualified and non-qualified Financial Advisors to join their well established team. Requirements Matric (Grade 12) Own reliable vehicle RE5 Certificate (advantage) CPD Hours (advantage) NQF5 Wealth management (advantage) Competencies: Self driven and Target orientated Existing...
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Financial Advisor
2 weeks ago
Paarl, South Africa Virtual Vibe Consulting Full timeDescription of the role: Our client based in the Cape Town are looking for qualified and non-qualified Financial Advisors to join their well established team. Requirements Matric (Grade 12) Own reliable vehicle RE5 Certificate (advantage) CPD Hours (advantage) NQF5 Wealth management (advantage) Competencies: Self driven and Target orientated Existing Book...
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Financial Advisor
1 week ago
Paarl, South Africa Virtual Vibe Consulting Full timeDescription of the role : Our client based in the Cape Town are looking for qualified and non-qualified Financial Advisors to join their well established team. Requirements Matric (Grade 12) Own reliable vehicle RE5 Certificate (advantage) CPD Hours (advantage) NQF5 Wealth management (advantage) Competencies : Self driven and Target orientated Existing Book...
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Dynamic Financial Advisor
1 week ago
Paarl, South Africa Virtual Vibe Consulting Full timeA leading financial consulting firm in Paarl seeks qualified and non-qualified Financial Advisors to join their established team. Candidates must have Matric (Grade 12), a reliable vehicle, and advantageous qualifications such as the RE5 Certificate and NQF5 Wealth management. Strong interpersonal skills and a customer service orientation are essential. This...
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Financial Advisor
3 days ago
Paarl, South Africa Multiform Human Development Full time**Remuneration**:to be discussed during the interview process and to be based on commission structure, according to a percentage split between the Advisor and the Company. **Nature of employment**: The successful incumbent will be employed on a permanent basis after completion of a probationary period. **Experience** The successful incumbent will have at...
