Financial Analyst Intern supporting the Finance team with tasks in research, data analysis, and administrative support. Involvement in vendor management and tax accounting support for summer 2026.
About the role
- Financial Advisor providing financial advice and high client service at Sanlam. Promoting products and creating opportunities for client optimisation in the branch context.
Responsibilities
- To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing 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 products
- Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
Requirements
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- 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
Benefits
- Professional development
- Opportunities for growth and development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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