Financial Planner : Executive Wealth

Sanlam Limited; Gauteng; On-site; ZAR 250,000 - 400,000; Full time

Job summary

Sanlam Limited is seeking a financial advisor to provide tailored financial advice and build strong client relationships. The candidate will undertake market analysis and implement targeted campaigns, ensuring compliance and professional service. This role offers opportunities for career growth in a supportive environment focused on personal development.

Qualifications

• Achieve production targets through effective financial advice.
• Ensure compliance with regulatory standards.
• Communicate effectively and build strong client relationships.

Responsibilities

• Provide financial planning advice tailored to client needs.
• Cultivate long-term relationships to retain clients.
• Monitor and report on client activities and business performance.

Skills

Financial advice

Client relationship management

Compliance

Financial planning

Persuasion

Education

Grade 12

FAIS 'Fit and Proper' requirements

Regulatory Examination

Job description

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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 realize their worth.

Our company is built on respect for what people are worth and an appreciation for what they can become.

We know that your worth is infinite and unique – and want to inspire you to realize this 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 recognized, 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.

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 Business. Be 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.

Undertake relevant behaviors to attain targets relating to: revenue generation (single and recurring premiums), activity quotas, promote the Sanlam brand, and treat customers fairly in all client engagements.

Networking, prospecting, and lead generation through face-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.

Turning trusted relationships into business relationships and strengthening existing relationships by increasing service.

Use existing sources to establish opportunities across Sanlam businesses.

Develop personalized client value propositions.

Marketing on social media.

Undertake targeted client-focused activities to generate leads and informal prospecting opportunities.

Mine the existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.

Structure and implement focused campaigns with new or existing clients in the defined market.

Request active and ongoing leads and referrals from others.

Monitor and respond to client activities such as maturities, cancellations, or surrenders within the defined market.

Ensure all client interactions are compliant in terms of disclosures and advice given, providing written/electronic information for compliance.

Undertake comprehensive fact-finding with each client to understand needs and priorities.

Document these findings.

Conduct a financial needs analysis using relevant tools or systems to ascertain the client's full financial situation, or utilize the services of a Para-Planner.

Provide sound personal financial planning advice.

Apply financial knowledge to develop a plan that meets the client's needs for a balanced portfolio.

Present financial solutions professionally and in line with Treating Customers Fairly.

Use relevant processes and system tools to capture analysis information and update records accordingly.

Review the client's portfolio annually by repeating the above steps.

Client Service: Ensure all interactions are ethical, courteous, and professional.

Follow-up or refer all business queries for resolution in a timely manner.

Strive for excellent, value-added service to retain clients and prevent them from seeking competitors.

Engage in continuous learning to stay updated on industry and market issues.

Initiate and maintain long-term client relationships with a relational focus.

Monitor, update, and report weekly/monthly activities, including contacts, appointments, consultations, business issued, revenue against targets, and client details.

Appropriate workflow and activity monitoring system entries.

Qualification and Experience: Grade 12, FAIS 'Fit and Proper' requirements, and Regulatory Examination passed if registered with FSCA for over 24 months.

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

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

Build a successful career with us. We focus on long-lasting relationships with our employees and help them realize their worth.

Our group offers many growth and development opportunities across various business clusters including Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and the Group Office.

Core Competencies include collaboration, resilience, results-driven, innovation, and customer focus.

Turnaround time: The shortlisting process begins after the application deadline. The duration depends on progress and manager availability.

Our commitment to transformation: We are dedicated to embracing diversity and creating an inclusive, equitable work environment to ensure a thriving, sustainable business in South Africa.