Company Description Sanlam is focused on helping individuals build financial confidence by providing structured, personalized financial plans. The company promotes “The F Factor,” a sense of assurance that comes from having a clear strategy for one’s finances. Sanlam works collaboratively with clients to unlock financial confidence through professional guidance and long-term planning. The team is available online on weekdays between 8:30 and 16:00, making expert support accessible during core business hours.
Role Description The Financial Advisor role is a full-time, hybrid position based in Bloemfontein, with flexibility to work from home for part of the week. On a day-to-day basis, the Financial Advisor meets with clients to assess their financial goals, develops tailored financial and retirement plans, and provides guidance on savings, investments, and risk management. The role involves analyzing client portfolios, recommending suitable financial products, and reviewing plans regularly to ensure they remain aligned with life changes and market conditions. The Financial Advisor also educates clients on financial concepts, maintains accurate records, complies with regulatory requirements, and collaborates with internal teams to deliver high-quality service.
Qualifications
Senior Financial Advisor
August Wealth Excellence
Experienced Financial Advisor (Remote)
Lifecheq
Junior Channel Specialist (Social Media, Influencer & Paid Media)
Absa
Executive: Channel Partnerships
Absa
Operations Director - RoSSA
Yum!
Project Management Office Director
Yum!