Sanlam is looking for a Financial Planner in East London. It is ideal for students in Grade 12 who enjoy numbers and working with teams. The applicants must pass the key finance (FAIS) tests and follow strict guidelines if enrolled for over two years. Are you prepared to start working by April 2025? This job could be the start of the career of a successful money manager. Find out more Details here!
Information for Financial Planner Job in Sanlam
- Company Name- Sanlam
- Position- Financial Planner
- Location- East London, Eastern Cape, ZA
- Posted Date- 13 Apr 2025
What will you do?
Purpose of Role : Provide new and existing clients with professional, ethical financial advice, planning, products (sales), that best meet their needs and requirements. Sourcing sustainable high quality business is in line with set targets, while building long-term relationships through long-term service builds loyalty for brand and generates ongoing advice/sales opportunities. All activities undertaken must comply with compliance rules to build and strengthen Sanlam Group businesses/brands.
Qualification and Experience
- 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
