Financial Planner : BLUE OCEAN WILD COAST
SanlamEast London, Eastern Cape, South Africa
Posted January 17, 2026
Full Time
About the Company
Sanlam Life Ltd is one of the top financial services providers in the South African market.
Job Description
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products that are suited to their needs and requirements. The role involves growing the Sanlam Adviser Business, networking and prospecting for new clients, client consultations and sales, and client service.
Requirements
- Grade 12
- 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
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Benefits
- Comprehensive employee benefits
- Continuous learning and development opportunities
- Diverse and inclusive work environment
- Opportunities for growth and development