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
- Branch Consultant promoting Sanlam products and providing financial advice. Ensuring excellent client service and managing portfolios effectively in a branch context.
Responsibilities
- Provide sound financial advice and a high level of client service
- Promote Sanlam Retail Mass (SRM)’s products and increase market share
- Manage, review, and incorporate product changes on the customer’s portfolio
- Responsible for in-branch servicing in line with client experience standards
- Identify risks and flag potentially fraudulent activities
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
- Building strong, lasting relationships with employees
- Opportunities for growth and development
- Compliance and quality standards adherence
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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