This job offer is not available in your country.
Branch Consultant / Financial Advisor - Malmesbury
Sanlam GroupCape Town, ZA19 days ago
Job descriptionProviding sound financial advice and a high level of client service in a Branch context. Creating opportunities for client optimisation and cross selling of value-added services. Gain and maintain an in-depth understanding of SRM product ranges. Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible. Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly. Validate client details in line with product and regulatory requirements. Submit new business through the right channels. Conduct due diligence on clients to identify and flag risks. Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients. Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support. Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required. Manage persistency of client payments in favour of both the branch and the client. Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms. Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options. Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client. Remain up to date with and continuously adhere to compliance and quality standards. Keep up to date with own registration, product knowledge and maintenance of own CPD points. Identify risks and flag potentially fraudulent activities. Keep and store relevant records of advice. Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making. Responsible for reporting on activities daily, through using relevant technology platforms. Collate data on activities to deliver on weekly and monthly reporting deadlines. Perform any ad-hoc requirements as requested by the Retail Branch Manager. Matric (Grade 12) RE5 advantageous FAIS Compliant (Wealth Management) as per DOFA requirements. Class of Business training (to be completed within 12-months of employment) Sales / Retail / Business Development jobs
Job title : Branch Consultant / Financial Advisor - Malmesbury
Job Location : Western Cape, Cape Town
Deadline : October 10, 2025
Quick Recommended Links
- Jobs by Location
- Job by industries
PURPOSE OF THE ROLE
To promote Sanlam Retail Mass (SRM)’s products and increase market share through :
KEY RESPONSIBILITIES
Sales delivery
In-branch client service and client retention
Responsible for servicing and managing all client profiles to ensure clients remain on the books.
Gain insight into client risk profiles to proactively identify where support will be required.
Responsible for in-branch servicing in line with client experience standards :
Quality, compliance and continuous development
Monthly planning and reporting
Qualifications
Create a job alert for this search
Branch • Cape Town, ZA
Related jobs
%20Ltd)
- Promoted
Service Advisor / After Sales Consultant
Westline Staffing SolutionsStellenbosch, South Africa To strive in providing customers with a professional service experience whilst ensuring adequate communication between customers, parts and service departments in achieving customer satisfaction go...Show moreLast updated: 30+ days ago
- Promoted
Property Finance Consultants
O'Brien RecruitmentCape Town, South Africa Are you ready to be part of a dynamic, nationwide team that’s passionate about making homeownership a reality for everyday South Africans?.
We’re on the lookout for driven.Driving sales of home loan...Show moreLast updated: 30+ days ago
- Promoted
Financial Advisor
BOSS ConsultCape Town, South Africa A 2-month product training program.You will receive your brokers code within 1 month, allowing you to start writing business.
Calculated at 3%, available for 24 months.Allows for up to 6 months of m...Show moreLast updated: 30+ days ago
- Promoted
Branch Manager â Montague Gardens
Time PersonnelMontague Gardens, South Africa Grade 12 / National Senior Certificate.Valid drivers license (code 8).Computer literacy and proficiency in MS Office (Outlook, Word, Excel, etc).
Total management of the branch (e.Lead and manage the ...Show moreLast updated: 10 days ago
- Promoted
Regional Sales Manager
Flink RecruitmentNorthern Suburbs Durbanville, South Africa Profit Share : Earn between R90,000 and R270,000 per month based on your regional performance.Dual Role : Continue operating as an agent at a 70% to 80% commission split while taking on the regional ...Show moreLast updated: 6 days ago
- Promoted
Financial Accountant - SAIPA
Time PersonnelDurbanville, South Africa Registered as a Professional Accountant (SAIPA).BCom Accounting or related degree (completed).Minimum 5 years experience in a corporate accounting environment.
Proven experience in leading small to ...Show moreLast updated: 18 days ago
- Promoted
Technical Sales Representative (Granular Fertilizers & Biostimulants) – Western Cape
Mirna Butler RecruitmentMalmesbury, South Africa Are you passionate about agriculture and eager to help farmers succeed? Join my client's dynamic team leading the way in.
Please note : Applicants must reside in Malmesbury or close to Malmesbury.Res...Show moreLast updated: 20 days ago
- Promoted
Factory Accountant
Smith Garb & AssociatesAtlantis, South Africa Safeguard the accuracy and integrity of financial data.Manage inventory of finished goods, raw, and packaging materials.Oversee monthly stock counts, investigate variances, and ensure up-to-date re...Show moreLast updated: 25 days ago
- Promoted
Branch Manager Kraaifontein
Status StaffingKraaifontein, South Africa A recent professional profile photo is to accompany your application.EMPLOYMENT TYPE : Permanent.SECTOR : Management.BASIC SALARY : ...Show moreLast updated: 27 days ago
- Promoted
Group Financial Manager
Joubert and AssociatesDurbanville, South Africa Kallos Global, a prominent fruit marketing company based in the Western Cape, currently has the above-mentioned vacancy for a detail-oriented individual to take responsibility for the financial man...Show moreLast updated: 30+ days ago
- Promoted
Branch Consultant / Financial Advisor - Maynard Mall
Sanlam GroupCape Town, ZA Job title : Branch Consultant / Financial Advisor - Maynard Mall.Job Location : Western Cape, Cape Town.To promote Sanlam Retail Mass (SRM)’s products and increase market share through : .Providing sou...Show moreLast updated: 11 days ago
- Promoted
Financial Advisor - Peninsula
MetropolitanBellville, ZA Job title : Financial Advisor - Peninsula.Job Location : Western Cape, Bellville.Role Purpose .Attract, acquire and retain clients by selling company products to generate new busi...Show moreLast updated: 4 days ago
- Promoted
Sales Consultant â Property Finance
Western Cape RecruitmentCape Town, South Africa A prominent Financial Services Provider in the Real Estate Finance sector is looking for a dynamic and driven Sales Consultant to join their growing team.
This role is ideal for a self-motivated ind...Show moreLast updated: 30+ days ago
- Promoted
Senior Reservations Consultant (Durbanville)
Wild Dreams HospitalityDurbanville, South Africa Their lodges are handpicked for their uniqueness, remote beauty, and commitment to protecting Africas wild places.A Tour Operating background, to handle complex travel logistics and understand remo...Show moreLast updated: 17 days ago
- Promoted
Branch Consultant / Financial Advisor -Parrow
Sanlam GroupCape Town, ZA Job title : Branch Consultant / Financial Advisor -Parrow.Job Location : Western Cape, Cape Town.To promote Sanlam Retail Mass (SRM)’s products and increase market share through : .Providing sound fina...Show moreLast updated: 7 days ago
- Promoted
Farm Manager - Wine Grapes
Alpha HR Management (Pty) LtdMalmesbury, South Africa A thriving wine farm, located between Malmesbury and Paarl, is looking for a dynamic and experienced.Minimum 5+ years of experience in vineyard management, preferably with bush vine vineyards as we...Show moreLast updated: 30+ days ago
- Promoted
Registered Tax Practitioner
West Coast PersonnelTable View, South Africa SARS, including refund matters.SARS deadlines, payment processes, and record-keeping.Apply working knowledge of the.Communicate effectively with clients on all tax-related matters.Provide general t...Show moreLast updated: 30+ days ago
- Promoted
HR Specialist
Guardian RecruitingDurbanville, South Africa As the HR Specialist, you will be the backbone of our SA office operations, providing essential HR support to their teams.
You will be responsible for creating and implementing policies and procedur...Show moreLast updated: 30+ days ago