Are you looking for Sanlam jobs in South Africa or interested in building a career as a Financial Adviser? Sanlam Life Ltd is recruiting for 15 Financial Adviser opportunities in 2026, with vacancies available across several locations in Limpopo, Mpumalanga and the Western Cape.

The Sanlam Financial Adviser vacancies offer an opportunity for candidates interested in financial planning, client relationship management, sales, financial advice and the broader financial services industry.

According to the vacancy information, opportunities are available in Polokwane, Cape Town, Oudtshoorn, Constantia, Paarl, Worcester, Middelburg, Mossel Bay, Mowbray, Bellville and George.

The Cape Town location accounts for five of the advertised positions, while the remaining opportunities are distributed across the other listed locations.

These are roles within the Sanlam Group, with Sanlam Life Ltd described as a major financial services provider in the South African market. The Financial Adviser position focuses on helping new and existing clients with relevant financial advice, planning and financial products while developing sustainable client relationships.

If you have Grade 12, meet the applicable FAIS Fit and Proper requirements, and are interested in sales and financial advisory services, these vacancies may be worth considering.

Important: Applicants should verify the vacancy and application details on Sanlam’s official careers platform before submitting personal information.

Sanlam Financial Adviser Jobs 2026 – Vacancy Overview

Company: Sanlam Group / Sanlam Life Ltd
Position: Financial Adviser
Number of Vacancies: 15
Date Advertised: 23 September 2026
Employment Area: Financial Services / Sales / Financial Advice
Qualification: Grade 12
Industry: Financial Services
Locations: Limpopo, Mpumalanga and Western Cape

Locations

The advertised Financial Adviser opportunities are available in:

Polokwane, Limpopo
Cape Town, Western Cape – 5 positions
Oudtshoorn, Western Cape
Constantia, Western Cape
Paarl, Western Cape
Worcester, Western Cape
Middelburg, Mpumalanga
Mossel Bay, Western Cape
Mowbray, Western Cape
Bellville, Western Cape
George, Western Cape

This makes the recruitment drive relevant to job seekers searching for Sanlam jobs in Cape Town, Financial Adviser jobs in Western Cape, financial services jobs in Limpopo, and opportunities in Mpumalanga.

About Sanlam

Sanlam is a major financial services group with operations spanning different areas of financial services.

Sanlam Life Ltd says it focuses on building strong and lasting relationships with its financial advisers and supporting individuals in developing their careers and professional capabilities.

For someone entering or developing a career in financial services, working as a Financial Adviser involves much more than selling products.

The role requires advisers to understand customers’ circumstances, identify their financial needs, conduct appropriate financial analysis and present solutions that are relevant to those needs.

Financial Advisers also need to maintain relationships with clients over the long term.

This is particularly important because financial planning can involve decisions that develop over several years. Clients may require ongoing reviews as their circumstances, goals and financial needs change.

What Does a Sanlam Financial Adviser Do?

The primary purpose of the Sanlam Financial Adviser role is to provide new and existing clients with professional and relevant financial advice, planning and products suited to their needs.

The role combines several areas, including:

Financial advice
Financial planning
Sales
Client relationship management
Lead generation
Networking
Customer service
Compliance
Administration
Business development

A Financial Adviser is expected to develop sustainable business while maintaining professional and ethical relationships with clients.

The role also involves working towards business targets relating to revenue, activities and new business.

Key Responsibilities of a Sanlam Financial Adviser

1. Growing the Sanlam Adviser Business

One of the major responsibilities is contributing towards the growth and development of the adviser business.

Financial Advisers are expected to understand the market in which they operate and identify opportunities to engage potential customers.

The role includes working according to marketing plans and distribution strategies designed to support business growth.

Advisers may also work with different customer profiles and market segments to identify appropriate opportunities.

The advertised role includes targets relating to:

Revenue generation
Single premiums
Recurring premiums
Activity quotas
Business growth
Brand promotion
Customer service
Treating customers fairly

This means applicants should understand that the role includes a significant sales and business-development component.

2. Networking, Prospecting and Lead Generation

Prospecting is another important part of the Financial Adviser position.

Advisers need to identify potential clients and create opportunities to introduce financial services and solutions.

This can involve both professional and social networking.

Potential activities include:

Face-to-face networking.
Business networking.
Social networking.
Presentations.
Developing professional relationships.
Requesting referrals.
Using existing networks.
Social media marketing.
Identifying opportunities within an existing client base.
Following up on client activities.
Developing focused marketing campaigns.

The role therefore requires someone who is comfortable interacting with people and developing new relationships.

Candidates should understand that Financial Adviser jobs can involve proactive prospecting, rather than waiting for customers to approach the adviser.

3. Client Consultations and Financial Advice

Once a prospective client has been identified, the Financial Adviser needs to understand that person’s financial circumstances and requirements.

The advertised responsibilities include conducting comprehensive fact-finding with clients.

This means gathering information about a client’s circumstances, needs and priorities.

Financial Advisers may then conduct a financial needs analysis using relevant tools, systems or processes.

The information gathered can help the adviser develop a financial plan and present appropriate financial solutions.

Responsibilities include:

Conducting client consultations.
Completing fact-finding.
Performing financial needs analysis.
Reviewing policy history where applicable.
Developing financial plans.
Presenting financial solutions.
Providing financial advice.
Capturing client information.
Updating records.
Reviewing client portfolios.

The vacancy also states that client portfolios should be reviewed annually by undertaking the relevant financial planning steps.

4. Client Service and Relationship Management

Building a successful financial advisory career requires more than acquiring new clients.

Financial Advisers also need to maintain existing relationships.

Sanlam’s advertised responsibilities include ensuring that client interactions are ethical, courteous and professional.

Advisers are expected to follow up on existing business queries and ensure that issues are referred to the appropriate support channels when necessary.

The broader objective is to provide value-added service and develop long-term relationships.

This can involve:

Responding to client queries.
Following up on outstanding matters.
Maintaining regular communication.
Providing professional service.
Building client loyalty.
Understanding changing customer needs.
Supporting ongoing financial planning.
Maintaining accurate client records.

Strong customer relationship management skills can therefore be important for candidates applying for these vacancies.

5. Monitoring, Updating and Reporting

Financial Advisers are also required to keep accurate records of their activities.

The vacancy information indicates that advisers need to document and present activities on a weekly and monthly basis.

This may include:

Number of contacts.
Client profiles.
Appointments.
Consultations.
Issued business.
Revenue against targets.
Updated client details.
Workflow activities.
Activity-monitoring system entries.

Good administration is therefore an important part of the role.

Applicants should be comfortable using computer systems and maintaining accurate information.

Sanlam Financial Adviser Requirements

One of the key benefits of this vacancy for job seekers is that the minimum academic requirement listed is Grade 12.

However, candidates must also meet applicable regulatory requirements.

Qualification

The advertised qualification requirement is:

Grade 12 / Matric

In addition, the vacancy specifies the Financial Advisory and Intermediary Services Act (FAIS) Fit and Proper requirements.

The advertisement also states that the relevant Regulatory Examination must have been successfully completed if the individual has been registered with the Financial Sector Conduct Authority for more than 24 months.

Applicants should carefully assess their individual regulatory position before applying.

Important FAIS Requirements for Financial Advisers

FAIS is an important part of working in South Africa’s financial services industry.

Candidates interested in Financial Adviser careers should understand that regulatory requirements can depend on their role, registration status, experience and other circumstances.

The Sanlam vacancy specifically refers to:

FAIS Fit and Proper requirements

and the successful completion of the relevant Regulatory Examination where applicable.

Because regulatory requirements can change depending on an individual’s circumstances, candidates should confirm their requirements through the appropriate official channels.

Applicants should not assume that having Matric alone automatically qualifies them to perform regulated financial advisory activities.

Skills Needed for Sanlam Financial Adviser Jobs

The advertised position identifies several areas of knowledge and skills.

These include:

Financial Advice and Support

Applicants should be able to understand financial needs and provide appropriate support within the requirements of their role.

Production Target Achievement

Because the position includes sales and business development, candidates need to be comfortable working towards production targets.

Budgeting

An understanding of financial information and budgeting can be useful when engaging with clients.

Compliance and Risk Management

Financial services operate within a regulated environment. Advisers need to understand the importance of compliance and risk management.

Client Relationship Management

Building and maintaining long-term relationships is central to the role.

Financial Planning and Recommendations

The position involves financial needs analysis and developing relevant financial solutions for clients.

Personal Attributes Sanlam Is Looking For

Sanlam’s advertised Financial Adviser position also highlights several personal attributes.

Communication Skills

Financial Advisers need to communicate financial concepts clearly with clients.

Technology Skills

The vacancy identifies being tech-savvy as an important attribute. Advisers may use electronic tools, systems and platforms when conducting financial analysis and maintaining customer information.

Action Orientation

Financial Advisers are expected to take initiative, particularly when prospecting, networking and generating new business.

Interpersonal Skills

The ability to build relationships and interact professionally with different customers is important.

Persuasion

The role involves presenting financial solutions and working within a sales environment, making persuasive communication relevant.

Core Competencies

The advertised Sanlam Financial Adviser role highlights several core competencies.

These include:

Collaboration
Resilience
Results orientation
Innovation
Customer focus

These competencies reflect the combination of sales, customer service, business development and financial advisory responsibilities associated with the role.

Is Sanlam Financial Adviser Work a Sales Job?

Yes, the advertised position has a strong sales and business-development component.

However, the role also includes financial advice, planning, customer service and relationship management.

The vacancy refers to activities such as:

Revenue generation.
New business.
Prospecting.
Lead generation.
Client consultations.
Presenting financial solutions.
Activity targets.
Recurring premiums.
Client retention.

Applicants should therefore be comfortable working in an environment where sales targets and client acquisition are part of the role.

At the same time, the advertised responsibilities emphasise compliant and ethical client interactions.

Sanlam Financial Adviser Salary

The vacancy information supplied for this article does not provide a specific salary or monthly remuneration amount.

For that reason, GoIntern does not recommend presenting an unverified salary figure as the official Sanlam salary for these positions.

Financial Adviser remuneration can depend on the specific employment or contracting arrangement, business structure, experience, performance, targets and applicable compensation arrangements.

Job seekers should verify the remuneration structure directly with Sanlam during the official recruitment process.

This is particularly important because financial adviser positions can have compensation structures that differ from conventional fixed-salary employment.

Sanlam Financial Adviser Vacancies: Location Guide

The 15 opportunities cover a number of South African locations.

Polokwane, Limpopo

The Polokwane vacancy provides an opportunity for candidates in Limpopo interested in building a career in financial services.

Search terms relevant to this position include Sanlam jobs Polokwane, Financial Adviser jobs Polokwane and financial services jobs Limpopo.

Cape Town, Western Cape

Five of the advertised positions are located in Cape Town.

This makes Cape Town one of the key locations in the current Sanlam Financial Adviser recruitment drive.

Job seekers can search for Sanlam jobs Cape Town, Financial Adviser jobs Cape Town and financial services jobs Cape Town.

Oudtshoorn

Candidates in Oudtshoorn and surrounding areas can also consider the advertised opportunity.

Constantia

A Financial Adviser opportunity is available in Constantia in the Western Cape.

Paarl

The Paarl position may be relevant to candidates searching for financial services careers in the Cape Winelands.

Worcester

Sanlam is also recruiting for a Financial Adviser opportunity in Worcester.

Middelburg, Mpumalanga

Candidates in Mpumalanga can consider the Financial Adviser opportunity listed for Middelburg.

Mossel Bay

An opportunity is also listed in Mossel Bay on the Western Cape coast.

Mowbray

The advertised vacancies include an opportunity in Mowbray.

Bellville

Bellville is another Western Cape location included in the recruitment drive.

George

A Financial Adviser opportunity is also listed in George.

How to Prepare Your CV for a Sanlam Financial Adviser Job

Before applying, make sure your CV clearly communicates your relevant experience.

Your CV should ideally include:

1. Personal Details

Include your current contact information and ensure that your telephone number and email address are correct.

2. Education

Clearly state your Grade 12 qualification and any additional qualifications.

3. Financial Services Experience

If you have worked in insurance, banking, financial advice or another financial services environment, highlight this clearly.

4. Sales Experience

Include measurable information where appropriate, such as sales targets, customer acquisition, lead generation or revenue responsibilities.

5. FAIS and Regulatory Qualifications

Clearly list relevant FAIS-related qualifications and regulatory examinations.

6. Client Service Experience

Highlight experience involving customer relationships, consultations, complaints, client retention or account management.

7. Technology Skills

Include relevant computer systems and digital tools you can use confidently.

Why Client Relationships Matter in Financial Advice

Financial products are often long-term commitments.

A client may initially require advice about one financial need and later require assistance with additional financial planning requirements.

This is why relationship management is an important part of the advertised Sanlam role.

Financial Advisers are expected to maintain contact with clients, review portfolios and identify changing needs.

Building trust also requires advisers to communicate clearly and operate within applicable regulatory and ethical requirements.

For someone interested in a long-term financial services career, these relationship-management skills can become an important part of professional development.

Sanlam Careers and Professional Development

Sanlam’s vacancy information emphasises the development of its financial advisers and employees.

The Sanlam Group operates across several business areas, including:

Sanlam Fintech
Sanlam Life and Savings
Sanlam Investment Group
Sanlam Allianz
Santam
MiWay
Group Office

The group states that these business areas provide opportunities for career growth and development.

For candidates entering financial services, exposure to the industry can provide opportunities to develop knowledge in areas such as financial planning, insurance, investments, customer relationship management, compliance and sales.

Sanlam’s Commitment to Transformation and Diversity

Sanlam states that the group is committed to transformation and embracing diversity.

According to the supplied vacancy information, the organisation aims to create a diverse, inclusive and equitable working environment in South Africa.

Applicants should assess the specific requirements of the advertised position and follow the official application process.

Sanlam Financial Adviser Jobs 2026 – Quick Summary

Position	Number	Locations	Qualification	Date
Financial Adviser	15	Limpopo, Mpumalanga & Western Cape	Grade 12	Advertised 23 September 2026
Cape Town positions	5	Cape Town, Western Cape	Grade 12 + applicable FAIS requirements	Advertised 23 September 2026
Other locations	10	Polokwane, Oudtshoorn, Constantia, Paarl, Worcester, Middelburg, Mossel Bay, Mowbray, Bellville & George	Grade 12 + applicable FAIS requirements	Advertised 23 September 2026

Note: The supplied vacancy information identifies 15 positions overall and lists the locations above, with five positions specifically indicated for Cape Town.

How to Apply for Sanlam Financial Adviser Jobs

If you meet the requirements and are interested in these opportunities, prepare your CV and supporting information before applying.

Candidates should carefully check the official Sanlam recruitment platform for the current vacancy, location, application instructions and any additional requirements.

Do not wait until the last minute to prepare your application.

Make sure that your CV clearly shows your:

Grade 12 qualification.
Financial services experience, if applicable.
Sales experience.
Client relationship experience.
FAIS-related requirements.
Regulatory examination status, where applicable.
Financial planning knowledge.
Computer skills.

Applicants should also ensure that all information submitted during the recruitment process is accurate.

Important: Always verify a job advert through the employer’s official careers platform before providing personal documents or other sensitive information.

Apply Through GoIntern

Are you searching for Sanlam jobs 2026, Financial Adviser jobs, financial services jobs, insurance jobs, sales vacancies or jobs in South Africa?

GoIntern.co.za regularly publishes employment opportunities for South African job seekers, including jobs, internships, learnerships, graduate programmes and bursaries.

These 15 Sanlam Financial Adviser vacancies provide opportunities across several provinces and cities, including Polokwane, Cape Town, Oudtshoorn, Constantia, Paarl, Worcester, Middelburg, Mossel Bay, Mowbray, Bellville and George.

If you meet the advertised requirements, review the official vacancy carefully and submit your application according to Sanlam’s recruitment instructions.

Applications can be submitted online through www.gointern.co.za.

For more Sanlam careers, Financial Adviser vacancies, banking jobs, insurance jobs, financial services opportunities, internships, learnerships and graduate programmes, keep visiting GoIntern.co.za.

Frequently Asked Questions About Sanlam Financial Adviser Jobs

How many Sanlam Financial Adviser vacancies are available?

The supplied vacancy information indicates that 15 Financial Adviser opportunities are available.

Where are the Sanlam Financial Adviser jobs located?

The advertised locations include Polokwane, Cape Town, Oudtshoorn, Constantia, Paarl, Worcester, Middelburg, Mossel Bay, Mowbray, Bellville and George.

What qualification is required?

The listed minimum academic qualification is Grade 12.

However, candidates must also meet the applicable FAIS Fit and Proper requirements and, where applicable, the relevant Regulatory Examination requirement.

Is previous financial services experience required?

The supplied advertisement focuses on financial advice, sales, client relationships and regulatory requirements. Candidates should carefully review their eligibility and applicable FAIS requirements before applying.

Is the Financial Adviser position a sales role?

The position includes substantial sales and business-development responsibilities, including prospecting, lead generation, revenue generation, activity targets and presenting financial solutions to clients.

Does the advert provide a salary?

No specific salary amount is provided in the vacancy information supplied for this article. Applicants should confirm the applicable remuneration structure through Sanlam’s official recruitment process.

When was the vacancy advertised?

The vacancy information provided lists the date as 23 September 2026.

Final Thoughts

The Sanlam Financial Adviser vacancies 2026 provide 15 opportunities for people interested in financial advice, sales, financial planning and client relationship management.

The recruitment drive covers locations in Limpopo, Mpumalanga and the Western Cape, giving job seekers in several parts of South Africa an opportunity to explore a career with Sanlam.

The role combines financial advice with prospecting, sales, customer service, relationship management, compliance and business development. Applicants should therefore understand that the position involves both client-facing financial advisory responsibilities and measurable business targets.

Candidates with Grade 12 who meet the applicable regulatory requirements and have an interest in financial services can review these opportunities and determine whether their background matches the vacancy requirements.

As always, verify the vacancy through the official employer recruitment platform before applying and protect your personal information throughout the recruitment process.