Financial Planner - Avion Mob

Sanlam Limited; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a professional who can provide financial advice and maintain client relationships. Responsibilities include networking to generate new clients, offering sound personal financial planning advice, and ensuring compliant client interactions. Candidates should have a Grade 12 qualification and meet the FAIS requirements. This role offers an opportunity for personal and professional growth.

Qualifications

• Must complete FAIS 'Fit and Proper' requirements and Regulatory Examination if registered for over 24 months.
• Knowledge of financial planning and recommendations.
• Ability to achieve production targets and manage budgeting.

Responsibilities

• Provide professional and relevant financial advice.
• Maintain long-term relationships with clients.
• Document comprehensive findings to present financial solutions.
• Network and generate leads to grow the client base.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Effective communication

Education

Grade 12

Job description

Sanlam Life Ltd is one of the top financial services providers in the South African market.We're all about building strong, lasting relationships with our financial advisors.

We know that you have hopes for your future – your career, your personal development and of achieving great things.

We pride ourselves in helping our financial advisors to realise their worth.The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.

Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.

Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.

Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.What will make you successful in this role?

Assist in growing the Sanlam Adviser BusinessBe committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.Networking, prospecting and leads generationFace to face interactions, social or business, to create business opportunities.Prospecting of new clients through creative opportunities such as business / social networks, associations or ad hoc presentations.Strengthening existing relationships by increasing the current service.Use existing sources to establish opportunities across Sanlam businesses.Personalised client value propositions.Marketing on social media.Client consultations and salesEnsure all client interactions are compliant in terms of disclosures and advice given.Undertake comprehensive fact finding with each client to lift needs and priorities.

Document these findings.Provide sound personal financial planning advice.Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.Client ServiceEnsure all client interactions are ethical, courteous and professional.Strive for excellent, value-added service to clients.Initiate long term client relationships and maintain a relational focus.Monitor, update and reporting (weekly / monthly)Document and present the number and profile of contacts, appointments, consultations.Update client details on records.

Qualification and ExperienceGrade 12Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.Knowledge and SkillsFinancial advice and supportProduction target achievement and budgetingCompliance and risk managementClient relationship managementFinancial planning and recommendationsPersonal AttributesCommunicates effectivelyTech savvyAction orientatedInterpersonal savvyPersuadesBuild a successful career with usWe're all about building strong, lasting relationships with our employees.

We pride ourselves in helping our employees to realise their worth.Core CompetenciesCollaboratesBeing resilientDrives resultsCultivates innovationCustomer focusTurnaround timeThe shortlisting process will only start once the application due date has been reached.Our commitment to transformationThe Sanlam Group is committed to transformation and embracing diversity.