Professional Financial Solutions Expert

5 days ago


Cape Town, Western Cape, South Africa Sanlam Full time

The purpose of this role is to provide new and existing clients with professional and relevant financial advice, planning, and products that meet their needs and requirements. Key activities include:

  • Providing sound personal financial planning advice
  • Applying financial knowledge to put together a plan that meets the client's needs for a balanced portfolio
  • Presenting financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly

We're looking for an individual who can assist in growing the Sanlam Adviser Business by applying knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.



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