Financial Advisor

Company Description Sanlam is focused on helping individuals build financial confidence by developing clear, practical plans for their money. The company promotes “The F Factor,” a sense of security and assurance that comes from sound financial planning and informed decisions. Sanlam works closely with clients to unlock their financial potential and support their long-term goals. The team is available online on weekdays from 8:30 to 16:00, reflecting a commitment to accessible, client-centered service. Applicants can expect a culture that values guidance, collaboration, and responsible financial advice.
Role Description This is a full-time remote role for Financial Advisors at Sanlam. In this role, you will provide clients with comprehensive financial advice, including assessing their current financial situations, identifying goals, and developing tailored financial plans. You will guide clients on investments, retirement planning, insurance, and other financial products suited to their needs. Daily activities include meeting with clients virtually, preparing and reviewing financial reports, explaining complex financial concepts, and ensuring regulatory and compliance standards are met. You will collaborate with internal teams, maintain accurate records, and support clients with ongoing reviews to help them strengthen their financial confidence.
Qualifications
Candidates should possess skills in Financial Planning and Financial Advisory to develop holistic, client-centered financial strategies.
Candidates should possess skills in Finance and Investments to analyze financial products, markets, and portfolios.
Candidates should possess skills in Retirement Planning to design sustainable, long-term income and savings plans.
Relevant professional qualifications or certifications in finance or financial planning (e.g., CFP or equivalent) are beneficial.
Strong analytical, numerical, and problem-solving abilities, with attention to detail and ethical decision-making.
Excellent communication and interpersonal skills, with the ability to explain financial concepts clearly in remote client interactions.
Experience in advising clients, working with digital tools, and managing remote consultations is advantageous.

Work arrangement
Yes