Sanlam Financial Planner Oudtshoorn
SanlamGeorge, 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
Sanlam Financial Planner Oudtshoorn job description. Provide financial advice, planning, and products to clients. Assist in growing the Sanlam Adviser Business. Network, prospect, and generate leads. Ensure client interactions are compliant and provide sound financial planning advice.
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