Financial Planner - Constantia Kloof

Sanlam; Gauteng; On-site; ZAR 30,000 - 60,000; Full time

Job summary

Join a forward-thinking financial services provider dedicated to understanding client needs and delivering tailored solutions. In this role, you will be instrumental in providing professional financial advice and building lasting relationships with clients. Your expertise will help drive business growth while maintaining high ethical standards. This position offers a unique opportunity to thrive in a collaborative environment that values diversity and inclusion, ensuring that you can grow your career while making a meaningful impact in the community. If you are passionate about financial services and client success, this role is for you!

Qualifications

• Must have Grade 12 and meet FAIS requirements.
• Successful completion of Regulatory Examination if registered for over 24 months.

Responsibilities

• Provide professional financial advice and planning to clients.
• Build long-term relationships and ensure compliance with ethical standards.

Skills

Financial advice

Compliance

Client relationship management

Financial planning

Effective communication

Interpersonal skills

Persuasiveness

Education

Grade 12

FAIS 'Fit and Proper' requirements

Regulatory Examination

Job description

Who are we?

Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. SDM is managed by the SA Retail Mass cluster, which focuses on retail products and group schemes within the Sanlam Group.

What will you do?

The role involves providing professional and relevant financial advice, planning, and products to new and existing clients, building long-term relationships, and ensuring compliance and ethical standards are met to promote the Sanlam brand and business growth.

What will make you successful in this role?

• Assist in growing the Sanlam Adviser Business
• Commit to marketing plans and targets as per the distribution strategy
• Support sales and growth through understanding market segmentation and customer profiles

Relevant Behaviours to Attain Targets

• Revenue generation (single and recurring premiums)
• Achieve activity quotas
• Promote the Sanlam brand
• Ensure fair treatment of customers
• Networking, prospecting, and leads generation
• Engage in face-to-face interactions and social/business networking to create opportunities
• Convert trusted relationships into business
• Enhance existing relationships and explore new marketing opportunities
• Utilize social media and other channels for marketing
• Generate leads through client activities and market analysis
• Monitor client portfolios and respond to activities like maturities or cancellations
• Conduct client consultations, needs analysis, and financial planning adhering to compliance standards
• Maintain professional, courteous client interactions and provide ongoing service
• Engage in continuous learning and relationship building
• Report on activities and client interactions regularly

Document and Present Activities

• Track contacts, appointments, consultations, and issued business
• Update client records and system entries

Qualifications and Experience

Grade 12; FAIS 'Fit and Proper' requirements; successful completion of Regulatory Examination if registered with FSCA for over 24 months.

Knowledge and Skills

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

Personal Attributes

Effective communication, tech-savviness, action-oriented, interpersonal skills, and persuasiveness.

Build a Successful Career with Us

We focus on building lasting relationships with employees and offer opportunities for growth across various business clusters within the Sanlam Group.

Core Competencies

• Collaboration
• Resilience
• Results-driven
• Innovation
• Customer focus

Turnaround Time

Shortlisting begins after application deadline; process duration varies.

Our Commitment to Transformation

Sanlam is dedicated to diversity, inclusion, and transformation, considering employment equity in the selection process.