Financial Planning Professional for Western Cape

5 days ago


Cape Town, Western Cape, South Africa Sanlam Group Full time

About the Role:

The Sanlam Group is seeking a skilled Financial Planning Professional to join their team in the Western Cape. As a key member of the financial services industry, this individual will be responsible for providing expert financial advice and planning services to clients.

Key Responsibilities:

  • To provide high-quality financial planning and advisory services to clients, ensuring their needs are met through tailored solutions.
  • Develop and maintain relationships with existing clients, identifying opportunities to grow business and increase revenue.
  • Network and prospect for new clients, leveraging various channels such as social media, business networks, and community events.
  • To undertake comprehensive fact-finding exercises with clients, documenting their financial situation and goals.
  • Present financial solutions to clients in a professional manner, ensuring alignment with Treating Customers Fairly principles.
  • Maintain accurate records of client interactions, transactions, and portfolio updates.

Requirements:

  • Degree or equivalent qualification in a relevant field.
  • Proven experience in sales, retail, or business development within the financial services industry.
  • Registration with the Financial Sector Conduct Authority (FSCA) and successful completion of the Regulatory Examination.
  • Familiarity with FAIS regulations and compliance requirements.

What We Offer:

  • A competitive salary range between R 400,000 - R 600,000 per annum, depending on experience.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A collaborative and dynamic work environment.
  • The chance to make a meaningful impact on clients' lives by providing expert financial guidance.


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