Financial Planning Professional

24 hours ago


Polokwane, Limpopo, South Africa Sanlam Full time

Company Overview

Sanlam is a leading financial services group with a legacy of over a century in the industry. With operations across global markets, the company offers a unique environment where innovation thrives and opportunities abound.

The organization has consistently been recognized as a Top Employer for 9 consecutive years, welcoming individuals passionate about finance, technology, or making a difference in their community.

  • Strong focus on employee development and growth
Job Description

This is a full-time role located at Sanlam's Polokwane office. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients on a day-to-day basis.

Key responsibilities include:

  • Conducting needs assessments and creating customized financial plans
  • Analyzing financial data and interpreting results
  • Maintaining strong relationships with clients through exceptional communication skills
  • Staying up-to-date with market trends and regulatory changes
Required Skills and Qualifications

To succeed in this role, you will need:

  • Exceptional interpersonal and communication skills
  • Strong analytical and problem-solving abilities
  • Proficiency in financial planning and retirement planning
  • Relevant certifications or qualifications in financial services


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