Financial Planner
Sanlam Life Ltd – Sanlam Group
Verified
Gauteng
I
South Africa
Featured
Posted Date:
Closing Date:
Finance
Permanent
Entry Level
On-Site
Market Related
Back
Financial Planner
Sanlam Life Ltd – Sanlam Group
Verified
Gauteng
I
South Africa
Featured
Posted Date:
Closing Date:
Finance
Permanent
Entry Level
On-Site
Market Related
Back
Financial Planner
Sanlam Life Ltd – Sanlam Group
I
South Africa
Posted Date:
Closing Date:
Finance
Permanent
Entry Level
On-Site
Market Related
Back
Financial Planner
Sanlam Life Ltd – Sanlam Group
Gauteng
I
South Africa
Posted Date:
Closing Date:
Finance
Permanent
Entry Level
On-Site
Market Related
Back
1
Position Overview
Sanlam Life Ltd is recruiting a Financial Planner within its financial advisory business based in Gauteng. This is a professional opportunity for candidates who want to provide clients with personalised financial advice, planning and suitable financial products.
The successful candidate will focus on building client relationships, generating new business, providing financial planning solutions and maintaining long-term client relationships while meeting business and compliance requirements.
1
Position Overview
Sanlam Life Ltd is recruiting a Financial Planner within its financial advisory business based in Gauteng. This is a professional opportunity for candidates who want to provide clients with personalised financial advice, planning and suitable financial products.
The successful candidate will focus on building client relationships, generating new business, providing financial planning solutions and maintaining long-term client relationships while meeting business and compliance requirements.
1
Position Overview
Sanlam Life Ltd is recruiting a Financial Planner within its financial advisory business based in Gauteng. This is a professional opportunity for candidates who want to provide clients with personalised financial advice, planning and suitable financial products.
The successful candidate will focus on building client relationships, generating new business, providing financial planning solutions and maintaining long-term client relationships while meeting business and compliance requirements.
1
Position Overview
Sanlam Life Ltd is recruiting a Financial Planner within its financial advisory business based in Gauteng. This is a professional opportunity for candidates who want to provide clients with personalised financial advice, planning and suitable financial products.
The successful candidate will focus on building client relationships, generating new business, providing financial planning solutions and maintaining long-term client relationships while meeting business and compliance requirements.
2
Minimum Requirements
Applicants must have:
Grade 12 / Matric.
Meet the applicable FAIS Fit and Proper requirements.
Successfully complete the required Regulatory Examination where applicable.
Knowledge of financial advice and support.
Knowledge of financial planning and recommendations.
Understanding of compliance and risk management.
Client relationship management skills.
Ability to work towards production targets and budgets.
Strong communication and interpersonal skills.
Ability to use technology effectively.
Customer-focused and action-oriented approach.
Advantageous:
Experience in financial planning or financial advisory services.
Existing client relationship management experience.
Experience in prospecting and generating new business.
Knowledge of the middle-high and affluent client market.
NB: Candidates who have been registered with the FSCA for more than 24 months must meet the applicable FAIS Fit and Proper requirements and have successfully completed the required Regulatory Examination.
2
Minimum Requirements
Applicants must have:
Grade 12 / Matric.
Meet the applicable FAIS Fit and Proper requirements.
Successfully complete the required Regulatory Examination where applicable.
Knowledge of financial advice and support.
Knowledge of financial planning and recommendations.
Understanding of compliance and risk management.
Client relationship management skills.
Ability to work towards production targets and budgets.
Strong communication and interpersonal skills.
Ability to use technology effectively.
Customer-focused and action-oriented approach.
Advantageous:
Experience in financial planning or financial advisory services.
Existing client relationship management experience.
Experience in prospecting and generating new business.
Knowledge of the middle-high and affluent client market.
NB: Candidates who have been registered with the FSCA for more than 24 months must meet the applicable FAIS Fit and Proper requirements and have successfully completed the required Regulatory Examination.
2
Minimum Requirements
Applicants must have:
Grade 12 / Matric.
Meet the applicable FAIS Fit and Proper requirements.
Successfully complete the required Regulatory Examination where applicable.
Knowledge of financial advice and support.
Knowledge of financial planning and recommendations.
Understanding of compliance and risk management.
Client relationship management skills.
Ability to work towards production targets and budgets.
Strong communication and interpersonal skills.
Ability to use technology effectively.
Customer-focused and action-oriented approach.
Advantageous:
Experience in financial planning or financial advisory services.
Existing client relationship management experience.
Experience in prospecting and generating new business.
Knowledge of the middle-high and affluent client market.
NB: Candidates who have been registered with the FSCA for more than 24 months must meet the applicable FAIS Fit and Proper requirements and have successfully completed the required Regulatory Examination.
2
Minimum Requirements
Applicants must have:
Grade 12 / Matric.
Meet the applicable FAIS Fit and Proper requirements.
Successfully complete the required Regulatory Examination where applicable.
Knowledge of financial advice and support.
Knowledge of financial planning and recommendations.
Understanding of compliance and risk management.
Client relationship management skills.
Ability to work towards production targets and budgets.
Strong communication and interpersonal skills.
Ability to use technology effectively.
Customer-focused and action-oriented approach.
Advantageous:
Experience in financial planning or financial advisory services.
Existing client relationship management experience.
Experience in prospecting and generating new business.
Knowledge of the middle-high and affluent client market.
NB: Candidates who have been registered with the FSCA for more than 24 months must meet the applicable FAIS Fit and Proper requirements and have successfully completed the required Regulatory Examination.
3
Key Responsibilities
Applicants will be responsible for:
Providing professional financial advice to new and existing clients.
Identifying and generating new business opportunities.
Building and maintaining long-term client relationships.
Conducting client consultations and financial needs analyses.
Developing suitable financial planning solutions for clients.
Presenting financial products and solutions professionally.
Ensuring client interactions comply with regulatory requirements.
Reviewing client portfolios and identifying additional needs.
Following up on client queries and providing quality service.
Monitoring sales activities, appointments and revenue against targets.
Maintaining accurate client records and reporting information.
Tip / NB: Highlight your financial advisory, sales, client relationship and prospecting experience on your CV. Demonstrate your ability to build trust with clients while working within compliance and regulatory requirements.
3
Key Responsibilities
Applicants will be responsible for:
Providing professional financial advice to new and existing clients.
Identifying and generating new business opportunities.
Building and maintaining long-term client relationships.
Conducting client consultations and financial needs analyses.
Developing suitable financial planning solutions for clients.
Presenting financial products and solutions professionally.
Ensuring client interactions comply with regulatory requirements.
Reviewing client portfolios and identifying additional needs.
Following up on client queries and providing quality service.
Monitoring sales activities, appointments and revenue against targets.
Maintaining accurate client records and reporting information.
Tip / NB: Highlight your financial advisory, sales, client relationship and prospecting experience on your CV. Demonstrate your ability to build trust with clients while working within compliance and regulatory requirements.
3
Key Responsibilities
Applicants will be responsible for:
Providing professional financial advice to new and existing clients.
Identifying and generating new business opportunities.
Building and maintaining long-term client relationships.
Conducting client consultations and financial needs analyses.
Developing suitable financial planning solutions for clients.
Presenting financial products and solutions professionally.
Ensuring client interactions comply with regulatory requirements.
Reviewing client portfolios and identifying additional needs.
Following up on client queries and providing quality service.
Monitoring sales activities, appointments and revenue against targets.
Maintaining accurate client records and reporting information.
Tip / NB: Highlight your financial advisory, sales, client relationship and prospecting experience on your CV. Demonstrate your ability to build trust with clients while working within compliance and regulatory requirements.
3
Key Responsibilities
Applicants will be responsible for:
Providing professional financial advice to new and existing clients.
Identifying and generating new business opportunities.
Building and maintaining long-term client relationships.
Conducting client consultations and financial needs analyses.
Developing suitable financial planning solutions for clients.
Presenting financial products and solutions professionally.
Ensuring client interactions comply with regulatory requirements.
Reviewing client portfolios and identifying additional needs.
Following up on client queries and providing quality service.
Monitoring sales activities, appointments and revenue against targets.
Maintaining accurate client records and reporting information.
Tip / NB: Highlight your financial advisory, sales, client relationship and prospecting experience on your CV. Demonstrate your ability to build trust with clients while working within compliance and regulatory requirements.
4
What You Will Gain
Employees will benefit from:
Career opportunities within the Sanlam Group.
Exposure to professional financial planning and advisory services.
Opportunities to build a long-term client portfolio.
Experience across financial products and planning solutions.
Professional and personal development opportunities.
Opportunities for career growth within the financial services industry.
Tip: Include measurable sales achievements, client portfolio growth, financial planning experience and relevant regulatory qualifications on your CV.
4
What You Will Gain
Employees will benefit from:
Career opportunities within the Sanlam Group.
Exposure to professional financial planning and advisory services.
Opportunities to build a long-term client portfolio.
Experience across financial products and planning solutions.
Professional and personal development opportunities.
Opportunities for career growth within the financial services industry.
Tip: Include measurable sales achievements, client portfolio growth, financial planning experience and relevant regulatory qualifications on your CV.
4
What You Will Gain
Employees will benefit from:
Career opportunities within the Sanlam Group.
Exposure to professional financial planning and advisory services.
Opportunities to build a long-term client portfolio.
Experience across financial products and planning solutions.
Professional and personal development opportunities.
Opportunities for career growth within the financial services industry.
Tip: Include measurable sales achievements, client portfolio growth, financial planning experience and relevant regulatory qualifications on your CV.
4
What You Will Gain
Employees will benefit from:
Career opportunities within the Sanlam Group.
Exposure to professional financial planning and advisory services.
Opportunities to build a long-term client portfolio.
Experience across financial products and planning solutions.
Professional and personal development opportunities.
Opportunities for career growth within the financial services industry.
Tip: Include measurable sales achievements, client portfolio growth, financial planning experience and relevant regulatory qualifications on your CV.
5
Application Process
How to Apply
Submit:
Updated CV.
Details of relevant financial planning experience.
Relevant qualifications and regulatory credentials.
Any additional supporting documents requested during the application.
Ensure your CV includes:
Complete employment history.
Financial advisory and planning experience.
Sales and business development achievements.
Client relationship management experience.
Relevant FAIS and Regulatory Examination information.
Employer names, duties and employment dates.
Professional skills and relevant industry knowledge.
Closing date:
21 August 2026(apply before the 21st of August to avoid missing out, as no specific closing date was provided in the vacancy details).Apply early — late applications may not be considered.
Click the
Apply Button— you will be redirected to the official Sanlam Careers application page where your application will be submitted online.
Tip: Make sure your CV clearly demonstrates both your financial planning capabilities and ability to generate and maintain quality client relationships.
5
Application Process
How to Apply
Submit:
Updated CV.
Details of relevant financial planning experience.
Relevant qualifications and regulatory credentials.
Any additional supporting documents requested during the application.
Ensure your CV includes:
Complete employment history.
Financial advisory and planning experience.
Sales and business development achievements.
Client relationship management experience.
Relevant FAIS and Regulatory Examination information.
Employer names, duties and employment dates.
Professional skills and relevant industry knowledge.
Closing date:
21 August 2026(apply before the 21st of August to avoid missing out, as no specific closing date was provided in the vacancy details).Apply early — late applications may not be considered.
Click the
Apply Button— you will be redirected to the official Sanlam Careers application page where your application will be submitted online.
Tip: Make sure your CV clearly demonstrates both your financial planning capabilities and ability to generate and maintain quality client relationships.
5
Application Process
How to Apply
Submit:
Updated CV.
Details of relevant financial planning experience.
Relevant qualifications and regulatory credentials.
Any additional supporting documents requested during the application.
Ensure your CV includes:
Complete employment history.
Financial advisory and planning experience.
Sales and business development achievements.
Client relationship management experience.
Relevant FAIS and Regulatory Examination information.
Employer names, duties and employment dates.
Professional skills and relevant industry knowledge.
Closing date:
21 August 2026(apply before the 21st of August to avoid missing out, as no specific closing date was provided in the vacancy details).Apply early — late applications may not be considered.
Click the
Apply Button— you will be redirected to the official Sanlam Careers application page where your application will be submitted online.
Tip: Make sure your CV clearly demonstrates both your financial planning capabilities and ability to generate and maintain quality client relationships.
5
Application Process
How to Apply
Submit:
Updated CV.
Details of relevant financial planning experience.
Relevant qualifications and regulatory credentials.
Any additional supporting documents requested during the application.
Ensure your CV includes:
Complete employment history.
Financial advisory and planning experience.
Sales and business development achievements.
Client relationship management experience.
Relevant FAIS and Regulatory Examination information.
Employer names, duties and employment dates.
Professional skills and relevant industry knowledge.
Closing date:
21 August 2026(apply before the 21st of August to avoid missing out, as no specific closing date was provided in the vacancy details).Apply early — late applications may not be considered.
Click the
Apply Button— you will be redirected to the official Sanlam Careers application page where your application will be submitted online.
Tip: Make sure your CV clearly demonstrates both your financial planning capabilities and ability to generate and maintain quality client relationships.
6
FAQ
Frequently Asked Questions
Got questions about this role? We've got answers.
What qualifications are required?
The minimum educational requirement is Grade 12 / Matric. Candidates must also meet applicable FAIS Fit and Proper requirements where required.
Who can apply?
Candidates who meet the educational, regulatory and financial advisory requirements may apply. Applicants should also have strong client service, communication and business development abilities.
Is experience required?
The vacancy does not specify a minimum number of years of experience. However, knowledge of financial advice, planning, client relationship management and sales is required.
How do I apply?
Click the Apply button and complete your application through the official Sanlam Careers platform. Apply before 21 August 2026 to avoid missing the opportunity.
Is there career growth?
Yes. Sanlam offers opportunities to develop within its financial services businesses, with potential progression through financial advisory, client management, business development and leadership roles.
6
FAQ
Frequently Asked Questions
Got questions about this role? We've got answers.
What qualifications are required?
The minimum educational requirement is Grade 12 / Matric. Candidates must also meet applicable FAIS Fit and Proper requirements where required.
Who can apply?
Candidates who meet the educational, regulatory and financial advisory requirements may apply. Applicants should also have strong client service, communication and business development abilities.
Is experience required?
The vacancy does not specify a minimum number of years of experience. However, knowledge of financial advice, planning, client relationship management and sales is required.
How do I apply?
Click the Apply button and complete your application through the official Sanlam Careers platform. Apply before 21 August 2026 to avoid missing the opportunity.
Is there career growth?
Yes. Sanlam offers opportunities to develop within its financial services businesses, with potential progression through financial advisory, client management, business development and leadership roles.
6
FAQ
Frequently Asked Questions
Got questions about this role? We've got answers.
What qualifications are required?
The minimum educational requirement is Grade 12 / Matric. Candidates must also meet applicable FAIS Fit and Proper requirements where required.
Who can apply?
Candidates who meet the educational, regulatory and financial advisory requirements may apply. Applicants should also have strong client service, communication and business development abilities.
Is experience required?
The vacancy does not specify a minimum number of years of experience. However, knowledge of financial advice, planning, client relationship management and sales is required.
How do I apply?
Click the Apply button and complete your application through the official Sanlam Careers platform. Apply before 21 August 2026 to avoid missing the opportunity.
Is there career growth?
Yes. Sanlam offers opportunities to develop within its financial services businesses, with potential progression through financial advisory, client management, business development and leadership roles.
6
FAQ
Frequently Asked Questions
Got questions about this role? We've got answers.
What qualifications are required?
The minimum educational requirement is Grade 12 / Matric. Candidates must also meet applicable FAIS Fit and Proper requirements where required.
Who can apply?
Candidates who meet the educational, regulatory and financial advisory requirements may apply. Applicants should also have strong client service, communication and business development abilities.
Is experience required?
The vacancy does not specify a minimum number of years of experience. However, knowledge of financial advice, planning, client relationship management and sales is required.
How do I apply?
Click the Apply button and complete your application through the official Sanlam Careers platform. Apply before 21 August 2026 to avoid missing the opportunity.
Is there career growth?
Yes. Sanlam offers opportunities to develop within its financial services businesses, with potential progression through financial advisory, client management, business development and leadership roles.
7
Disclaimer
Important Note
Spanisam serves as an information and job listing platform only. We are not involved in recruitment decisions. Always verify job details, requirements and application procedures through the official Sanlam careers website before applying.
7
Disclaimer
Important Note
Spanisam serves as an information and job listing platform only. We are not involved in recruitment decisions. Always verify job details, requirements and application procedures through the official Sanlam careers website before applying.
7
Disclaimer
Important Note
Spanisam serves as an information and job listing platform only. We are not involved in recruitment decisions. Always verify job details, requirements and application procedures through the official Sanlam careers website before applying.
7
Disclaimer
Important Note
Spanisam serves as an information and job listing platform only. We are not involved in recruitment decisions. Always verify job details, requirements and application procedures through the official Sanlam careers website before applying.
Spanisam is 100% free for job seekers, and no fees are allowed at any stage of the application process.
Any request for payment should be reported to us immediately.
Spanisam is 100% free for job seekers, and no fees are allowed at any stage of the application process. Any request for payment should be reported to us immediately.
Spanisam does not charge job seekers any fees. If anyone asks you to pay to apply for a job, report it to us immediately.
Spanisam is 100% free for job seekers, and no fees are allowed at any stage of the application process. Any request for payment should be reported to us immediately.
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South Africa's leading job board connecting talented professionals with amazing opportunities across the country.
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Legal
© 2026
Spanisam. All rights reserved.
South Africa's leading job board connecting talented professionals with amazing opportunities across the country.
Navigation
Legal
© 2026
Spanisam. All rights reserved.
South Africa's leading job board connecting talented professionals with amazing opportunities across the country.
Navigation
Legal
© 2026
Spanisam. All rights reserved.