Financial Planner : Richards Bay & surrounding areas
SanlamRichards Bay, KwaZulu-Natal, South Africa
Posted January 15, 2026
Full Time
About the Company
Sanlam Life Ltd is one of the top financial services providers in the South African market, committed to transformation and embracing diversity.
Job Description
Sanlam Life Ltd is seeking a Financial Planner to provide professional and relevant financial advice, planning and products to clients in Richards Bay and surrounding areas. The role involves growing the Sanlam Adviser Business, networking, prospecting and leads generation, client consultations and sales, and client service.
Requirements
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination
- Knowledge of financial advice and support, production target achievement and budgeting, compliance and risk management, client relationship management, and financial planning and recommendations
Benefits
- Competitive salary
- Benefits package
- Opportunities for growth and development