Financial Planner : Blue Ocean Wild Coast

Sanlam Limited; East London; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Sanlam Limited seeks a dedicated financial advisor in East London to provide tailored financial advice and maintain strong client relationships. The role involves assisting in business growth, client consultations, and achieving performance targets within an ethical framework. Successful candidates will have a strong background in financial planning and client management.

Qualifications

• Grade 12 qualification required.
• FAIS certification and regulatory examination must be passed if registered with FSCA over 24 months.

Responsibilities

• Assist in growing the Sanlam Adviser Business and achieve revenue targets.
• Engage in networking and client consultations to provide financial advice.
• Maintain long-term client relationships and document performance activities.

Skills

Financial advice

Client relationship management

Compliance

Financial planning

Recommendations

Education

Grade 12

FAIS 'Fit and Proper' certification

Job description

Who are we? 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 achieving great things.

We pride ourselves in helping our financial advisors to realize their worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

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.

Key Responsibilities:

1. Business Growth: Assist in growing the Sanlam Adviser Business. Support sales and growth by applying knowledge of market segmentation and customer profiles. Achieve targets related to revenue, activity quotas, and brand promotion while ensuring fair treatment of customers.
2. Networking and Lead Generation: Engage in face-to-face interactions, social or business networking, prospecting new clients through creative opportunities, and strengthening existing relationships. Utilize social media and existing client bases for marketing and sales opportunities.
3. Client Consultations and Sales: Conduct compliant client interactions, comprehensive fact-finding, financial needs analysis, and provide sound financial advice. Present solutions professionally and review portfolios annually.
4. Client Service: Maintain ethical, courteous, and professional interactions, aiming for excellent service and building long-term relationships.
5. Monitoring and Reporting: Document activities such as contacts, consultations, and revenue against targets weekly/monthly for performance tracking.

Qualifications and Experience:

• Grade 12
• FAIS "Fit and Proper" certification and Regulatory Examination passed if registered with FSCA for over 24 months.

Knowledge and Skills: Financial advice, client relationship management, compliance, financial planning, and recommendations.

Personal Attributes: Effective communication, tech-savviness, action orientation, interpersonal skills.

Core Competencies: Collaboration, results-driven, innovation.

Our commitment to transformation: The Sanlam Group is dedicated to diversity, inclusion, and equity in the workplace.