Financial Planner: Executive Wealth
SanlamSoweto, Gauteng, South Africa
Posted January 21, 2026
Full Time
About the Company
Sanlam Group is a leading financial services provider in South Africa, committed to transformation and embracing diversity.
Job Description
The Financial Planner: Executive Wealth role at Sanlam Group involves providing professional financial advice and planning to clients, growing the Sanlam Adviser Business, and maintaining client relationships. The successful candidate will be committed to marketing plans and targets, apply knowledge of market segmentation and customer profiles, and undertake relevant behaviours to attain targets.
Requirements
- Assist in growing the Sanlam Adviser Business
- Networking, prospecting and leads generation
- Client consultations and sales
- Client Service
- Monitor, update and reporting
Benefits
- Competitive salary
- Opportunities for growth and development
- Comprehensive training and support
- Collaborative and inclusive work environment