Sanlam Financial Planner Malmesbury
SanlamSwartland Local Municipality, Western Cape, South Africa
Posted January 9, 2026
Full Time
About the Company
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.
Job Description
We are looking for a Financial Planner to join our team in Malmesbury, Western Cape, South Africa. As a Financial Planner, you will provide new and existing clients with professional and relevant financial advice, planning and products that are suited to their needs and requirements.
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
- Knowledge and Skills: Financial advice and support, Production target achievement and budgeting, Compliance and risk management, Client relationship management, Financial planning and recommendations