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About the Organisation
Established in 1918, Sanlam Group is one of South Africa’s most trusted and long-standing financial services providers. Over the years, Sanlam has adapted to the evolving social, economic, political, and environmental landscape while maintaining its commitment to helping clients achieve financial security. Today, Sanlam operates through five business clusters—Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, and Santam—together with MiWay and the Group Office. The Group focuses on building strong, lasting relationships with employees, advisers, and clients by recognising individual worth and offering opportunities for growth and development.
Sanlam Financial Adviser – SFG job at Sanlam Group | Apply Now
Cape Town, South Africa
Are you looking for Finance jobs in South Africa 2025 today? then you might be interested in Sanlam Financial Adviser – SFG job at Sanlam Group
Full Time
Deadline:
30 Sept 2025
Job Title
Sanlam Financial Adviser – SFG job at Sanlam Group
Sanlam Group
Job Description
The Financial Adviser will be responsible for prospecting, acquiring, and servicing clients while providing personalised financial advice and planning. This includes networking to generate leads, conducting financial needs analyses, and creating tailored client portfolios. The adviser will present and recommend financial solutions that align with client goals while ensuring compliance with FAIS and FSCA requirements. The role requires managing client portfolios through regular reviews, delivering value-added services, and maintaining loyalty to the Sanlam brand. Advisers must also document business activities, meet revenue targets, and contribute to the company’s overall growth strategy.
Duties, Roles and Responsibilities
Qualifications, Education and Competencies
See all details of the qualifications, competencies and education for this role under the "How to Apply" section below.
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How to Apply
Commit to marketing plans and distribution strategies for business growth.
Generate new business opportunities through networking, referrals, and social/business interactions.
Conduct financial needs analyses and fact-finding to design tailored client solutions.
Provide professional financial planning and advice for a balanced portfolio.
Present financial solutions aligned with Treating Customers Fairly (TCF) principles.
Review client portfolios annually and identify new opportunities.
Deliver high-quality, ethical, and professional client service.
Monitor client activities (maturities, cancellations, surrenders) and respond accordingly.
Document and report weekly/monthly on business activity, revenue, and client engagements.
Stay updated with industry knowledge, skills, and compliance requirements.
SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
SERVICES
RESIDENTIAL
Education and Certifications:
Grade 12 (Matric).
Compliance with FAIS "Fit and Proper" requirements.
Regulatory Examination successfully completed if registered with 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.
Personal Attributes:
Effective communicator.
Tech-savvy and adaptable.
Action-oriented and persuasive.
Strong interpersonal skills.
Resilient and results-driven.
