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Sanlam Financial Adviser – Witbank / Middelburg 2026: Complete Guide. How to apply

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The Sanlam Financial Adviser position for 2026 in Witbank and Middelburg offers ambitious individuals the opportunity to build a career in financial planning, advisory services, and client relationship management with one of South Africa’s leading financial services providers. This role allows you to provide personalized financial solutions, long-term planning, and professional advice to clients while developing a strong career in the financial services sector.

Sanlam is committed to helping its employees and advisers realize their full potential, combining professional growth, mentorship, and ethical business practices.

About Sanlam

Sanlam Life Ltd is a top South African financial services provider offering services across life insurance, investment, savings, fintech, and advisory solutions. The company focuses on building long-term client relationships, supporting financial wellness, and developing professional advisers to deliver sustainable and ethical financial advice.

Job Overview

  • Position: Financial Adviser – Witbank / Middelburg 2026

  • Location: Middelburg, Mpumalanga, South Africa

  • Company: Sanlam Group

  • Contract Type: Permanent / Full-time

  • Sector: Financial Services

  • Qualifications Required: Grade 12; FAIS Fit and Proper requirements met if registered with FSCA for 24+ months

Key Responsibilities

1. Grow the Sanlam Adviser Business

  • Implement marketing plans and achieve revenue targets

  • Promote the Sanlam brand ethically

  • Apply knowledge of market segmentation and client profiles

2. Networking & Lead Generation

  • Prospect new clients through networks, associations, and social connections

  • Convert trusted relationships into business opportunities

  • Use social media and campaigns to generate leads

  • Maintain and grow relationships with existing clients

3. Client Consultations & Financial Advice

  • Conduct thorough fact-finding and financial needs analysis

  • Provide tailored financial planning solutions

  • Advise clients on investment, insurance, and wealth planning

  • Ensure all advice is compliant with Treating Customers Fairly principles

4. Client Service & Relationship Management

  • Provide ethical, professional, and courteous client service

  • Respond promptly to client queries and issues

  • Maintain long-term client relationships for loyalty and ongoing business

5. Monitoring & Reporting

  • Track client interactions, appointments, and consultations

  • Report on revenue against targets

  • Update client records in Sanlam systems

Skills & Competencies Required

  • Strong communication and interpersonal skills

  • Tech-savvy and comfortable with digital tools

  • Action-oriented, results-driven, and innovative

  • Customer-focused and resilient

  • Ability to work independently and build client trust

Benefits of Working at Sanlam

  • Opportunities to grow within Sanlam’s business clusters: Life & Savings, Fintech, Investment, Allianz, Santam, MiWay, Group Office

  • Professional mentorship and structured career development

  • Exposure to financial planning, advisory services, and wealth management

  • Recognition and rewards for contributions and achievements

  • Inclusive, diverse, and transformation-focused work environment

How to Apply

  1. Prepare Your Application Documents:

    • Updated CV highlighting experience and skills

    • Certified copy of ID and Matric certificate

    • FAIS certification (if applicable)

  2. Submit Online:

    • Apply through the Sanlam careers portal or official job listing

  3. Shortlisting & Assessment:

    • Shortlisted candidates will be contacted for interviews

    • Timeframes depend on application volume and manager availability

Pro Tip: Demonstrate your sales acumen, client service ability, and financial knowledge in your application and cover letter.

Frequently Asked Questions (FAQ)

Q1: What qualifications are required for this position?
Grade 12 is required. FAIS Fit and Proper requirements apply if registered with FSCA for more than 24 months.

Q2: Is this role client-facing?
Yes. You will consult directly with clients, providing financial advice and managing long-term relationships.

Q3: Is this position salaried or commission-based?
Sanlam advisers typically earn income through commission and performance-based incentives, aligned with business targets.

Q4: Where is this role based?
The role is based in Witbank / Middelburg, Mpumalanga.

Q5: What skills are essential?
Strong communication, interpersonal skills, tech literacy, client service orientation, and results-driven attitude.

Q6: Does Sanlam provide training?
Yes. Sanlam provides professional development, mentorship, and ongoing training to advisers.

Why Choose Sanlam Financial Adviser Role 2026?

Thttps://jobs4u.xyz/sanlam-financial-adviser-witbank-middelburg-2026-complete-guide/his position offers an opportunity to grow a professional financial career, develop strong advisory skills, and build a sustainable client portfolio while being supported by one of South Africa’s leading financial services providers. It’s ideal for motivated individuals committed to ethical, compliant, and results-driven financial advice.

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