Sanlam Financial Adviser – Somerset-West

Sanlam Life Ltd is seeking a Financial Adviser to provide professional financial advice, planning and suitable financial products to new and existing clients.

The role focuses on developing sustainable client relationships, identifying new business opportunities, conducting financial needs analyses and recommending financial solutions that are appropriate to individual client circumstances.

The successful candidate will also be responsible for prospecting for new clients, maintaining existing relationships, meeting business and revenue targets, keeping client information up to date and ensuring that all advice and client interactions are conducted in a compliant and ethical manner.

This position combines financial planning, sales, client relationship management and business development within the Sanlam Group.

The successful candidate may be responsible for the following:

• Business Development: Support the growth of the Sanlam Adviser Business by working towards agreed marketing, activity and revenue targets.
• Market Development: Apply an understanding of customer profiles and market segments to identify opportunities for business growth.
• Prospecting: Identify potential clients through professional and social networks, associations, presentations and other appropriate opportunities.
• Lead Generation: Generate and follow up on leads and referrals while identifying opportunities within existing client relationships.
• Client Relationship Development: Develop and maintain long-term relationships with clients and identify additional opportunities to meet their financial needs.
• Financial Needs Analysis: Conduct comprehensive fact-finding and financial needs analyses to understand clients' financial circumstances, priorities and requirements.
• Financial Advice: Provide relevant personal financial planning advice based on the client's identified needs.
• Financial Solutions: Develop and present suitable financial solutions and recommendations to clients in a professional manner.
• Client Consultations: Conduct client consultations and ensure that required information and disclosures are provided.
• Portfolio Reviews: Review client portfolios periodically and identify changes in financial needs or potential opportunities.
• Client Service: Respond to existing client queries and ensure that matters are followed up or referred to the appropriate support channels.
• Compliance: Ensure that client engagements, advice and documentation comply with applicable requirements and internal processes.
• Record Management: Maintain accurate client information and update relevant systems and records.
• Reporting: Document and report on contacts, appointments, consultations, issued business and revenue against targets.
• Market and Industry Knowledge: Continuously develop financial knowledge, skills and awareness of relevant market and industry developments.

Applicants should meet the following requirements:

Qualifications

• Grade 12.
• Where applicable, successful completion of the required FAIS Fit and Proper requirements and Regulatory Examination for individuals registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months.

Experience

• The advert does not specify a minimum number of years of general work experience.
• Experience or knowledge in financial advice, financial planning, client relationship management or related areas is relevant to the position.

Skills and Knowledge

Applicants should demonstrate knowledge or capability in:

• Financial advice and support.
• Financial planning and recommendations.
• Client relationship management.
• Production target achievement.
• Budgeting.
• Compliance and risk management.
• Sales and business development.
• Customer service.
• Client needs analysis.
• Financial products and solutions.

Personal Attributes

The successful candidate should demonstrate:

• Effective Communication: Ability to communicate information clearly and professionally.
• Technology Awareness: Ability to work with relevant digital tools and systems.
• Action Orientation: Willingness to take initiative and work towards defined objectives.
• Interpersonal Skills: Ability to establish and maintain professional client relationships.
• Persuasion: Ability to communicate financial solutions and recommendations effectively.
• Resilience: Ability to remain focused when dealing with challenges and business targets.
• Collaboration: Ability to work with others to support client and business objectives.
• Customer Focus: Commitment to understanding and responding to client needs.
• Results Orientation: Ability to work towards agreed business and revenue objectives.
• Innovation: Willingness to identify and explore new opportunities and approaches.

Additional Requirements

• Applicants should ensure that they meet the applicable FAIS and regulatory requirements relevant to their registration status.
• The role involves client engagement, prospecting and business development activities.
• Applicants should review the official Sanlam vacancy for the complete eligibility and regulatory requirements.

What You Should Prepare Before Applying

Applicants should prepare:

• An updated CV highlighting relevant financial services, sales, advisory or client relationship experience.
• Proof of Grade 12 / Matric qualification.
• Relevant FAIS, regulatory examination or financial services credentials, where applicable.
• Details of relevant financial planning, sales or client relationship experience.
• Accurate contact details.
• Any additional documents requested through the official Sanlam application process.

Applicants should verify the exact documentation requirements on the employer's official recruitment platform before submitting an application.

What You Could Expect

The Financial Adviser role involves a combination of financial planning, client relationship management, sales and business development.

The successful candidate will engage with new and existing clients, identify financial needs, conduct appropriate analysis and provide relevant financial planning advice and solutions. The role also includes developing new business through networking, referrals, prospecting and client-focused activities.

The position requires ongoing attention to compliance, client service, financial knowledge and relationship management.

Sanlam states that its wider group provides opportunities for growth and development across areas including Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay and the Group Office.

Application Process

Applicants interested in this opportunity should:

1. Review the position requirements and confirm that they meet the qualification and applicable regulatory requirements.
2. Prepare an updated CV highlighting relevant financial services, advisory, sales or client relationship experience.
3. Prepare copies or details of relevant qualifications and regulatory credentials where applicable.
4. Visit the official Sanlam recruitment platform using the application link provided below.
5. Complete the application with accurate personal, academic and professional information.
6. Upload any supporting documents requested by Sanlam.
7. Review the application before submitting it.
8. Submit the application according to the employer's instructions.

Sanlam states that shortlisting will begin after the application due date has been reached and that the overall process may vary depending on progression through the process and manager availability.

Before You Apply

Before submitting your application, applicants should:

• Confirm that they have a Grade 12 qualification.
• Review the applicable FAIS and regulatory requirements for the position.
• Make sure their CV clearly demonstrates relevant financial services, sales or client relationship experience.
• Highlight experience in financial planning, customer service, prospecting or business development where applicable.
• Include relevant regulatory examinations or credentials.
• Highlight communication, relationship-building and technology skills.
• Ensure their contact information is accurate.
• Review the official application instructions before submitting their application.

Vacancy Portal's Application Tip

For a Financial Adviser position, your CV should demonstrate more than general sales experience. Focus on your ability to build client relationships, understand customer needs and work towards business targets.

If you have experience in financial services, sales, client consultations or business development, clearly describe what you were responsible for and, where possible, include measurable results. For example, you could highlight your experience generating leads, managing a client portfolio, achieving sales targets or developing long-term customer relationships.

If you hold relevant FAIS or regulatory credentials, make sure they are clearly visible on your CV so that the recruiter can quickly identify them.

Source / Official Application

This opportunity was published by Sanlam Group.

Applicants should use the employer's official recruitment platform to review the full vacancy details and submit their applications.

Official Application: [Insert official Sanlam application link]

Company Website: [Insert official Sanlam website]

Employment Equity

Sanlam states that the Sanlam Group is committed to transformation and embracing diversity, with the aim of creating a diverse, inclusive and equitable work environment in South Africa.

Applicants should review the official vacancy for the employer's complete transformation and employment equity information.

Disclaimer

Vacancy Portal provides this opportunity as an informational resource for job seekers. Applicants should verify the requirements, closing date and application instructions on the employer's official website before applying.

Vacancy Portal is not the recruiting employer and does not guarantee employment, shortlisting or selection. All recruitment decisions are made by the employer.