Financial Advisor

Job in Newcastle, 2940, South Africa

Listing for: Sanlam

Full Time position
Listed on 2026-01-27

Job specializations:

Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales, Financial Services

Location: Newcastle

At Sanlam, we help individuals unlock their financial confidence, which we call The F Factor. Our goal is to assist clients in gaining control over their financial future with well-structured plans. Join our team and be part of a dedicated group available online weekdays from 8:30 – 16:00 to support our clients' needs.

Role Description

This is a full-time, on-site role for a Financial Adviser located in Newcastle, Vryheid, Dundee, Ladysmith and Escourt. The Financial Adviser will be responsible for providing comprehensive financial planning services, retirement planning, investment advisory, and general financial advice to clients. Day-to-day tasks include meeting with clients, assessing their financial goals, developing tailored financial plans, and ongoing financial management and review.

Qualifications

Proficiency in Financial Planning and Financial Advisory
Strong background in Finance
Excellent communication and interpersonal skills
Ability to work independently and effectively with clients
Experience in the financial services industry is beneficial

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