Financial Planner: Executive Wealth

What will you do?

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. You will undertake the procurement of sustainable business of high quality in accordance with the business targets set, and maintain and service these clients as part of a long‑term relationship that builds loyalty to the brand and generates ongoing advice and sales. All activities will be conducted in a compliant and ethical manner to support the growth and sustainability of the Sanlam Group business and brand.

What will make you successful in this role?

• Assist in growing the Sanlam Adviser Business.
• Be committed to the marketing plans and targets set for growing and developing the business.
• Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined marke...

Ready to Apply?

Submit your application today and join our talented team at Sanlam.