Job Title: Financial Adviser – Wealth Solutions
Company: Sanlam Group
Location: Cape Town, Western Cape, South Africa
Job Type: Permanent
Date Posted: 4 June 2025
About the Company
Sanlam Group is a leading name in financial services in South Africa, renowned for its commitment to helping individuals and businesses achieve long-term financial success. As one of the most trusted financial institutions in the country, Sanlam is dedicated to building lasting relationships and providing tailored wealth management solutions to its clients.
With a legacy rooted in respect, empowerment, and personal growth, Sanlam offers financial advisers the opportunity to unlock their full potential and build a thriving career in the financial advisory and wealth solutions sector.
Role Overview
Sanlam is looking for an ambitious, self-motivated Financial Adviser to provide professional financial advice, products, and services to new and existing clients. This role focuses on generating sustainable, high-quality business while fostering long-term client relationships that drive brand loyalty and continued sales success.
You will work within a compliant and ethical environment, ensuring that all client engagements meet the highest standards of integrity and professionalism.
Key Responsibilities
Business Development and Growth
Execute targeted marketing plans to develop and grow your adviser business
Apply market segmentation and customer profiling to identify new business opportunities
Meet and exceed revenue generation targets including single and recurring premiums
Consistently promote the Sanlam brand within the defined market
Networking and Lead Generation
Engage in face-to-face networking opportunities to generate business leads
Leverage social and business networks to prospect for new clients
Strengthen existing relationships to increase client service and satisfaction
Utilise Sanlam’s internal resources and cross-selling opportunities to grow your client base
Identify market gaps and implement focused campaigns for client acquisition
Client Consultations and Financial Planning
Conduct comprehensive fact-finding and financial needs analyses for each client
Provide tailored, sound financial planning advice aligned with client requirements
Present Sanlam’s financial solutions in a professional and competent manner
Ensure all client engagements are compliant with regulatory and ethical standards
Review and update client portfolios on an annual basis
Client Relationship Management
Deliver exceptional, courteous, and professional service to all clients
Resolve business queries promptly and effectively
Foster long-term client relationships to build trust and loyalty
Stay updated on financial products, industry trends, and market changes to better serve clients
Reporting and Compliance
Maintain accurate records of client interactions and sales activities
Monitor progress against targets and present weekly and monthly reports
Ensure all compliance requirements, disclosures, and documentation are met
Minimum Requirements
Grade 12 (Matric) qualification
Regulatory Examination and FAIS Fit and Proper status required if registered with FSCA for over 24 months
Strong understanding of financial advisory, compliance, and risk management principles
Proven ability to build and maintain client relationships
Preferred Skills and Attributes
Excellent communication and interpersonal skills
Tech-savvy and comfortable using digital tools for client engagement
Action-oriented with a persuasive, results-driven approach
Strong planning and organisational abilities
High levels of resilience and ability to drive results under pressure
Customer-focused mindset with a commitment to ethical service delivery
Why Join Sanlam
At Sanlam, your career is more than just a job — it’s an opportunity to grow personally and professionally within a respected, established financial institution. The Group operates across five business clusters
Sanlam Fintech
Sanlam Life and Savings
Sanlam Investment Group
Sanlam Allianz and Santam
MiWay and Group Office
As a Sanlam Financial Adviser, you’ll have access to world-class resources, industry-leading training, and the chance to build a rewarding career while making a tangible impact on the financial wellbeing of South Africans.
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How to Apply
If you are ready to grow your career with one of South Africa’s top financial institutions and make a real difference in the lives of your clients, apply today for the Financial Adviser Wealth Solutions position at Sanlam. Only shortlisted candidates will be contacted.
Take control of your financial advisory career with Sanlam and apply today
