Sanlam Financial Planner Mowbray
SanlamCape Town, Western Cape, South Africa
Posted January 31, 2026
Full Time
About the Company
Sanlam Group is a leading financial services provider in South Africa, committed to transformation and embracing diversity.
Job Description
Sanlam Financial Planner Mowbray job posting. Provide new and existing clients with professional financial advice, planning, and products. Assist in growing the Sanlam Adviser Business, undertake client consultations and sales, and maintain client relationships. Requirements include Grade 12, Financial Advisory and Intermediary Services Act (FAIS) certification, and relevant knowledge and skills.
Requirements
- Assist in growing the Sanlam Adviser Business
- Networking, prospecting, and leads generation
- Client consultations and sales
- Client Service
- Monitor, update, and reporting (weekly/monthly)
Benefits
- Opportunity to build a successful career with a leading financial services provider
- Competitive compensation and benefits package
- Ongoing training and development opportunities
- Diverse and inclusive work environment
- Commitment to transformation and embracing diversity