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Career Growth Financial Planner

1 week ago

Centurion, Gauteng, South Africa Sanlam Full time

**Company Overview**

Sanlam is one of the top financial services providers in the South African market.

We pride ourselves in building strong, lasting relationships with our employees and helping them to realise their worth. Our company is built on a respect for what people are worth and an appreciation for what they can become.

Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.


**Job Description**

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.

Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.

This role is aligned to your personal career aspirations and requires you to undertake activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.


**Required Skills and Qualifications**

To be successful in this role, you will need:

  • Grade 12 qualification
  • Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months

You will also require knowledge and skills in:

  • Financial advice and support
  • Production target achievement and budgeting
  • Compliance and risk management
  • Client relationship management
  • Financial planning and recommendations


**Benefits**

We offer a range of benefits to our employees, including:

  • A competitive salary package
  • Ongoing training and development opportunities
  • A supportive and collaborative work environment
  • The opportunity to build a successful career with us


**Turnaround Time**

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.


**Our Commitment to Transformation**

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.