621 Sanlam Financial Adviser Independent Solutions Unit Pretoria jobs in South Africa

Sanlam Financial Adviser : Independent Solutions Unit - Pretoria

Date : 29 Jan

Location : Pretoria, Gauteng, ZA

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We're all about building strong, lasting relationships with our financial advisors.

We know that you have hopes for your future – your career, your personal development and of achieving great things.

We pride ourselves in helping our financial advisors to realize their worth.

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.

Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.

Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.

1. Assist in growing the Sanlam Adviser Business
2. Be committed to the marketing plans and targets set for growing and developing the business.
3. Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth.
4. Undertake relevant behaviours to attain targets relating to revenue generation, activity quotas, and promoting the Sanlam brand.
5. Treat customers fairly in all client engagements.

• Networking, prospecting and leads generation through face-to-face interactions, social or business events.
• Prospecting of new clients through creative opportunities.
• Strengthening existing relationships by increasing current service levels.
• Mining existing client base to identify marketing gaps and sales opportunities.

• Ensure all client interactions are compliant with disclosures and advice given.
• Conduct financial needs analysis using relevant e-tools.
• Provide sound personal financial planning advice.
• Review clients' portfolios annually.

• Ensure all client interactions are ethical, courteous, and professional.
• Strive for excellent, value-added service to clients.

Document and report weekly/monthly contact details, appointments, and consultations. Update client records regularly.

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements
• Regulatory Examination completed if registered with FSCA for over 24 months

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

• Effective communication
• Tech-savvy
• Action-oriented
• Interpersonal skills
• Persuasiveness

• Collaboration
• Resilience
• Results-driven
• Innovation
• Customer focus

The Sanlam Group is committed to transformation and embracing diversity.

• Respond to client needs by offering the right service and solution.
• Build client trust by applying your expertise and experience to do good for your client.
• Educate clients and potential clients on how to subscribe and service their account.
• Treat clients with respect, build trust, show care and humility in all client interactions.
• Help clients achieve their goals and grow financially.
• Own the client request end to end and route for alternative intervention if not equipped to service the client.
• Entrench clients and deliver value through cross selling.
• Facilitate the sales process by informing clients of the product features and benefits.
• Document client needs analysis and provide corresponding product solutions.
• Obtain referrals from existing clients as well as leads from other business units.
• Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries, and requests.
• Educate clients on the use of, secure, alternative, cost effective, time saving and convenient self-service channels.
• Collaborate with internal stakeholders to provide complete financial solutions for clients.
• Ensure great client experiences by making the client feel welcome, listened to, and owning and solving their financial problems.
• Ensure clients are onboarded in line with Nedbank's product strategy, policy, and procedure.
• Act with a client first mindset in all client engagements.
  
  

• Contribute to the success of Nedbank through meeting your service excellence, teamwork and personal development goals whilst adhering to Nedbank security, operational and compliance procedures, and policies.
• Develop, retain, and grow the business by delivering against individual and team goals that support a positive client experience.
• Increase market share of primary clients by entrenching clients through Core+ needs discussions, salary and debit order switching as well as enrolling clients on the various digital platforms.
• Identify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards.
• Ensure all sales activities are completed to plan, progress reviewed, and corrective action taken.
• Support the achievement of the sales and service strategy objectives and values.
• Enable Nedbank's strategy of being financial experts who do good.
• Covert leads into sustainable business for Nedbank in a responsible manner.
  
  

• Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information.
• Report suspicious transactions to the relevant department.
• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, communications, and training material.
• Manage risk by meeting technical, company standards, practices, and resource management (e.g. ultra-violet lights to identify false identity documents).
• Be a responsible employee by being compliant to Nedbank policies, controls, regulations, and banking legislation.
  
  

• Diploma
  
  

• Product sales skills
• Sales Strategies
• Product Knowledge
• Customer service principles
• Nedbank policies and procedures
• Customer relationship management
  
  

• Building Customer Loyalty
• Building Trusting Relationships
• Sales Persuasion
• Technology Savvy
• Planning and Organizing
• Adaptability
• Applied Learning
  
  

Description

To deliver exceptional experience and education to Private Clients / Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.

Private Clients Advisor

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of the people who make it happen.

Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Goal : Improve the lives of customers through simple, effective solutions that meet their needs.

Are you someone who can :

• Deliver exceptional experience and education to Private Clients on basic wealth creation and accumulation.
• Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business by effectively managing the leads pipeline.
• Produce consistently high-quality outputs within agreed deadlines.

You will be an ideal candidate if you :

• Hold a relevant NQF level 7 FSCA approved Degree.
• Possess RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) - Essential.
• Preferably hold a Certified Financial Planner (CFP) qualification.
• Have 3 to 5 years of experience in a Sales / Service role within a financial environment.
• Have a strong background in Banking / Investment / Financial Planning / Wealth Management.

You will have access to :

• Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Opportunities to innovate and provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Identify local and offshore fiduciary opportunities and advise on client philanthropy.

We can be a match if you are :

• Able to build sound relationships based on trust and openness.
• Achieving revenue and profit targets by growing your portfolio, providing independent holistic advice, and solutions that ensure revenue and profit growth in line with KPI's across the Insure, Investments, Loans & Transact Pillar and Products.
• Contributing to a culture of service excellence, building positive relationships, and providing opportunities for feedback and exceptional service.

Additional Requirements

In accordance with the National Credit Act (NCA), candidates applying for this role will require a credit record check.

LI-NK3

Job Details

Please note that applications will not be accepted after 29/06/2025. Kindly submit applications ahead of this date.

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information voluntarily. This information will be kept confidential unless required by law.

Hello future Private Clients Advisor

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Goal: Improvement on the lives of customers through simple, effective solutions that meet their needs.

Are You Someone Who Can;

• Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.
• Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through ensuring effective management of the leads pipeline.
• Produce consistently high-quality outputs within agreed deadlines.

You Will Be An Ideal Candidate If You;

• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) - Essential
• Preferred Qualification - Certified Financial Planner (CFP)
• Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.
• Strong background in Banking /Investment / Financial Planning / Wealth Management

You Will Have Access To;

• Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Opportunities to innovate, provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.

We Can Be a Match If You Are;

• Able to build sound relationships based on trust and openness.
• Achieving revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI's across the Insure, Investments, Loans & Transact Pillar and Products.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.

Additional Requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

#POST

#FNB

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

31/08/25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Dynamic client accounting team operating in both the UK and SA, focused on building a strong team culture and making a positive impact are looking for an Client Accounting Advisor to join them.

If you have a good base of monthly accounting for clients an would like to join a fun, dynamic and people-centirc team, then we want to hear from you!

Why join this Team?Be part of a dynamic, fast-growing business that puts people and culture firstJoin a team that values challenge, innovation, and making a differenceOpportunity to work with a diverse client base across outsourced servicesExposure to varied work with long-term career progressionWhat you will be doing : Manage a client portfolio and deliver bookkeeping, VAT returns, and management reportingBe the go-to person for client queries and supportProvide software support, including Xero setups and trainingPrepare CIS returns and company secretarial documentsSet up payment runs and handle ad hoc projectsEnsure up-to-date financials and compliance deadlines are metCommunicate directly with clients and internal teamsIdentify and implement process improvementsWhat we are looking for : Minimum of a BComm degree / SAIPA articles and 2 years accounting firm experienceBasic VAT knowledgeExperience using Xero and Excel Strong attention to detail and communication skillsAbility to manage workload and meet deadlinesOpen to learning and a team-oriented attitudeUnique Aspects & Benefits : Supportive, fun, and sociable team cultureStrong focus on personal and professional developmentDirect client exposure and varied workReal opportunity to add value and build long-term relationshipsPlease note if you haven't heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time.

We'd still love to stay connected, follow us online and keep an eye out for future opportunities that match your profile.

Dynamic client accounting team operating in both the UK and SA, focused on building a strong team culture and making a positive impact are looking for a Client Accounting Advisor to join them. If you have a good base of monthly accounting for clients and would like to join a dynamic and people-centric team, then we want to hear from you!

Why join this Team?

• Be part of a dynamic, fast-growing business that puts people and culture first
• Join a team that values challenge, innovation, and making a difference
• Opportunity to work with a diverse client base across outsourced services
• Exposure to varied work with long-term career progression

What you will be doing:

• Process invoices and expenses in Dext supplier details, nominal code, VAT flag, due date, track categories
• Complete bank reconciliations
• Set up supplier payments
• Request missing documentation from clients
• Handle general email client queries
• VAT returns
• Post journals for prepayments and accruals
• Calculate and adjust for deferred / accrued income
• Hold and run client meetings whether proposed changes to management accounts and generally keep abreast of what's going on with their business

What we are looking for:

• Minimum of a BComm degree / SAIPA articles and 2 years accounting firm experience
• VAT knowledge
• Experience using Xero and Excel
• Strong attention to detail and communication skills
• Ability to manage workload and meet deadlines
• Open to learning and a team-oriented attitude

Unique Aspects & Benefits:

• Supportive, fun, and sociable team culture
• Strong focus on personal and professional development
• Direct client exposure and varied work
• Real opportunity to add value and build long-term relationships

Please note if you haven't heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time. We'd still love to stay connected, follow us online and keep an eye out for future opportunities that match your profile.

Dynamic client accounting team operating in both the UK and SA, focused on building a strong team culture and making a positive impact are looking for an Client Accounting Advisor to join them. If you have a good base of monthly accounting for clients an would like to join a fun, dynamic and people-centirc team, then we want to hear from you!

Why join this Team?

• Be part of a dynamic, fast-growing business that puts people and culture first
• Join a team that values challenge, innovation, and making a difference
• Opportunity to work with a diverse client base across outsourced services
• Exposure to varied work with long-term career progression

What you will be doing:

• Manage a client portfolio and deliver bookkeeping, VAT returns, and management reporting
• Be the go-to person for client queries and support
• Provide software support, including Xero setups and training
• Prepare CIS returns and company secretarial documents
• Set up payment runs and handle ad hoc projects
• Ensure up-to-date financials and compliance deadlines are met
• Communicate directly with clients and internal teams
• Identify and implement process improvements

What we are looking for:

• Minimum of a BComm degree / SAIPA articles and 2 years accounting firm experience
• Basic VAT knowledge
• Experience using Xero and Excel
• Strong attention to detail and communication skills
• Ability to manage workload and meet deadlines
• Open to learning and a team-oriented attitude

Unique Aspects & Benefits:

• Supportive, fun, and sociable team culture
• Strong focus on personal and professional development
• Direct client exposure and varied work
• Real opportunity to add value and build long-term relationships

Please note if you haven't heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time. We'd still love to stay connected, follow us online and keep an eye out for future opportunities that match your profile.

Domain: Finance

Type of contract: Regular position

Experience: Minimum 3 years

Understanding of complex regulatory frameworks within the petroleum industry, with ongoing changes over the years

Experience in organizations with low profitability cultures, resulting in poor variance analysis across different business units

As a Financial Planning Analyst, you would be responsible for the following duties and responsibilities:

Budgeting & Forecasting

• Deliver annual long-term plans and budget packages aligned with group instructions, ensuring consistency with management decisions and business expectations.
• Collaborate with management and strategy teams to align financial strategies with overall business objectives; develop scenario analysis capabilities for multi-business stream activities.
• Conduct in-depth variance analysis to explain discrepancies between actual results, budgets, and forecasts; recommend corrective actions as needed.
• Assist in evaluating company performance by analyzing financial and operational data, including ad hoc analyses.
• Ensure the accuracy and reliability of financial forecasts and models; support the development of financial models and data analytics tools.

CAPEX

• Implement Capex controlling practices and policies across TMSA and NBE in accordance with group policies.
• Create and maintain investment structures for affiliates; load budgets on SAP according to approved Formal Commitment of Authority (FCA), managing 10% tolerance adjustments.
• Assist in preparing annual Capex budgets and rolling long-term plans (LTP).
• Produce monthly Capex reporting packs with clear, concise analysis; communicate explanations for variances to the Board, MANCOM, and Head Office.
• Generate Power BI reports to provide insights into project spending, supporting planning and Capex control.

HSEQ

• Manage and minimize HSE risks by ensuring compliance with all HSE policies, rules, guidelines, and legal requirements.
• Promote a safe working environment and contribute positively to HSE KPIs and risk reduction strategies.
• Identify and enforce HSE competency requirements within the area of responsibility.

A Financial Planning Analyst should possess:

• A postgraduate degree in finance, with 5 to 7 years of relevant business experience and in-depth industry knowledge.
• Comprehensive understanding of functional interactions across the entire company.
• Knowledge of TotalEnergies Group reporting rules.
• Excellent personal computer skills, including advanced Excel, database skills, and financial modeling abilities.
• Strong interpersonal skills, ability to work under pressure and meet deadlines, analytical skills, and attention to detail.
• Fluency in English, which is the working language.

TotalEnergies values diversity, promotes individual growth, and offers equal opportunity careers.

TotalEnergies is an equal opportunity employer. All applicants meeting the criteria will be considered without discrimination based on race, gender, age, disability, religion, or other protected characteristics.

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SUMMARY:

Are you passionate about driving business performance through insightful financial analysis? Join a global leader in the FMCG space and play a key role in shaping strategic decisions that impact millions!

Financial Planning Analyst

Recruiter:

Network Recruitment

Job Ref:

NFU014168/KM

Date posted:

Wednesday, July 2, 2025

Location:

Johannesburg, South Africa

Salary:

84000

SUMMARY:

Are you passionate about driving business performance through insightful financial analysis? Join a global leader in the FMCG space and play a key role in shaping strategic decisions that impact millions!

POSITION INFO:

Job & Company Description:

This multinational organization is looking for a skilled Financial Planning Analyst to join their high-performing finance team. The role will be responsible for supporting financial planning processes, budgeting, forecasting, and providing in-depth analysis to influence business strategies. You will collaborate with cross-functional teams and senior stakeholders to ensure sound financial insights drive commercial success.

This is an exciting opportunity for a finance professional who thrives in a fast-paced environment and is looking to take their career to the next level within a globally recognized brand.

Job Experience & Skills Required:

• Bachelor’s degree in Finance, Accounting, or related field (CIMA/ACCA/CA(SA) advantageous)
• 3+ years of experience in financial planning & analysis, preferably within FMCG or manufacturing
• Strong analytical and Excel modeling skills; experience with SAP or similar ERP systems preferred
• Excellent communication and business partnering skills
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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