The Financial Planner: Sakhumzi MOB role from Sanlam offers the chance to build a meaningful career in the finance sector. This position is full-time and promises an attractive rewards structure, performance targets, and diverse growth opportunities. While salary specifics aren’t disclosed upfront, the role stands out for supporting personal and professional development.

Sanlam sets high standards for its advisors, valuing those who are ready to work for success and deliver exceptional service. Candidates must have completed Grade 12, and those registered with the Financial Sector Conduct Authority for over two years must meet further regulatory requirements. This ensures not just career progression, but compliance and trustworthiness as well.

The job is ideally suited for those who enjoy networking, communicating effectively, and building lasting relationships. Sanlam promises an environment of respect, recognition, and rewards for those who are ambitious and driven to achieve their career heights.

Key Responsibilities and Daily Work

Your main responsibility as a Financial Planner will be providing expert, ethical financial advice to both new and established clients. This means understanding their financial needs, preparing tailored solutions, and ensuring compliance every step of the way.

Network with potential clients and maintain ongoing relationships with existing accounts. Your role includes creative prospecting as well as managing and growing your portfolio using various tools and channels.

You’ll also run campaigns, leverage referrals, and analyse client activities to identify opportunities and address challenges. A crucial aspect of your work is delivering compliant advice and consistently updating client records for transparency and effectiveness.

Ongoing professional development is emphasised, helping you stay current with industry best practices and regulatory changes. Sanlam expects a focus on both results and excellent client service throughout.

Regular reporting—including weekly and monthly updates—will track your key activities, appointment numbers, and revenue against targets, keeping you accountable and aligned with career goals.

Positive Aspects

Sanlam fosters a supportive environment where ambition is rewarded and individual worth is recognised. Advisors benefit from strong internal resources and continuous learning opportunities.

The job offers an impressive blend of autonomy and support, letting you grow your own business while enjoying the security and backing of an industry leader.

Challenging Aspects

This role comes with high targets and the need for strong self-motivation. You’ll face a competitive environment where your success depends on meeting or exceeding expectations consistently.

There is significant emphasis on compliance, and ongoing changes in regulations require you to be agile and adaptable. The pressure to deliver top-tier client service can also be demanding.

Verdict: Is This the Right Role for You?

If you’re driven, resilient, and want long-term recognition for your hard work, the Financial Planner: Sakhumzi MOB position at Sanlam offers plenty of potential. You’ll gain from industry respect, skills growth and excellent earning opportunities, but must be ready for the responsibility and standards that come with the role.