Sanlam Financial Planning Specialist

Job Description:The Sanlam Group seeks a skilled Financial Planning and Analysis Specialist to join their team. The ideal candidate will possess a strong background in financial planning and analysis, with experience in reporting on business performance, risk, and regulatory compliance. They will be responsible for developing and implementing financial...

Job Summary:We are seeking a highly skilled Sanlam Group Financial Partner to join our team. The ideal candidate will have a strong background in finance and experience in financial planning, analysis, and reporting. They will be responsible for supporting the management team in making informed business decisions and ensuring compliance with regulatory...

Company OverviewSanlam is a leading Financial Services Institution, providing services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management.To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.

Sanlam Financial Adviser: Wealth SolutionsAbout Us:We are a reputable financial services company in South Africa, committed to building lasting relationships with our clients and employees. Our goal is to help individuals achieve their goals and realise their worth.The Job:Deliver expert financial planning and advice to clients.BUILD long-term relationships...

Sanlam Limited is seeking a highly skilled and experienced Professional Sanlam Financial Advisor to join our team. As a key member of our advisory group, you will be responsible for providing top-notch financial planning and advisory services to clients across various demographics.Core Competencies:Fundamental knowledge of financial markets, instruments, and...

At Sanlam Limited, we are committed to providing exceptional financial services that cater to the diverse needs of our clients. As a Sanlam Financial Adviser, you will play a pivotal role in delivering high-quality financial advice and planning solutions to new and existing clients.Key Responsibilities:Provide expert financial advice and support to clients...

Job DescriptionThis role involves providing new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.Assist in growing the Sanlam Adviser Business by applying knowledge and understanding of market segmentation and customer profiles to support sales and growth...

Financial Planning and Advisory ExpertThis senior role involves providing expert financial planning and advisory services to high-net-worth individuals and businesses. You will utilize your extensive knowledge of financial markets and regulatory environments to deliver tailored solutions that meet the unique needs of clients.Your key responsibilities will...

Job title : Sanlam Financial Adviser: Mlibo MOBJob Location : Western Cape, Cape TownDeadline : April 10, 2025Quick Recommended LinksJobs by Location Job by industries What will you do?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...

Job title : Sanlam Financial Adviser: Evagor MOBJob Location : Western Cape, Cape TownDeadline : April 10, 2025Quick Recommended LinksJobs by Location Job by industries What will you do?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...

Job title : Sanlam Financial Adviser: Firebird Group (WC)Job Location : Western Cape, Cape TownDeadline : April 10, 2025Quick Recommended LinksJobs by Location Job by industries What will you do?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...

Job title : Sanlam Financial Adviser: Wealth SolutionsJob Location : Western Cape, Cape TownDeadline : April 10, 2025Quick Recommended LinksJobs by Location Job by industries What will you do?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...

Business Development SpecialistIn this critical role, you will be responsible for driving business growth and development within the Sanlam adviser business. You will leverage your expertise in financial services to identify new opportunities, develop strategic partnerships, and deliver tailored solutions to clients.Your key responsibilities will...

CA Financial Appointments is seeking a detail-oriented Financial Planning Specialist to join our established logistics operation in Cape Town. The successful individual will work directly with the CFO to drive financial strategy and business performance.The ideal candidate will be an analytical thinker who thrives under pressure and can skillfully balance...

Sanlam Limited is seeking a seasoned Sanlam Wealth Management Consultant to lead our advisory services efforts. As a trusted advisor, you will work with high-net-worth individuals and families to create customized wealth management strategies that align with their unique needs and goals.Key Performance Indicators:Develop and maintain strong relationships...

Sanlam Financial Adviser: Wealth SolutionsAbout Us:We are a leading financial services provider in South Africa, committed to building strong relationships with our clients and employees. Our goal is to help individuals realise their worth and achieve their goals.The Role:Provide professional financial advice and planning services to new and existing...

Financial Advisory RoleThis exciting opportunity involves providing expert financial advice and planning to clients, utilizing your knowledge of market trends and customer needs. You will work closely with clients to understand their financial situations, delivering tailored solutions that meet their objectives.Your key responsibilities will...

Sanlam Financial Adviser: Fortress MOBDate: 12 Feb 2025Location: Cape Town, Western Cape, ZACompany: Sanlam GroupWho are we?Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your...

Company Overview: Sanlam Life Ltd is a leading provider of financial services in the South African market. Our company is built on a respect for what people are worth and an appreciation for what they can become.Job Description:We're seeking a skilled Short-term Insurance Adviser to join our team in Cape Town. As a key member of our sales team, you will be...

Required Skills and QualificationsFIA qualification or equivalentRegulatory Examination successfully completed if registered with FSCA for more than 24 monthsKnowledge of market segmentation and customer profilesBenefitsA competitive salary and bonus structureOngoing training and development opportunitiesA supportive and collaborative work environment