Financial Planner Malmesbury

Sanlam; Malmesbury; On-site; ZAR 30,000 - 70,000; Full time

Job summary

An established industry player is seeking dedicated financial advisors to join their team. This role involves providing tailored financial advice and maintaining strong client relationships to drive business growth. With a focus on ethical practices and compliance, you will engage with clients to understand their needs and deliver exceptional service. The company values personal growth and offers numerous opportunities for development, making it an ideal place for those looking to build a successful career in financial services. Join a team that prioritizes respect and collaboration, and take your career to new heights.

Qualifications

• FAIS certification and Regulatory Examination required for over 24 months.
• Grade 12 qualification is mandatory.

Responsibilities

• Provide professional financial advice tailored to client needs.
• Maintain and service clients to foster loyalty and generate sales.

Skills

Financial advice and support

Compliance and risk management

Client relationship management

Effective communication

Tech-savviness

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 committed to building strong, lasting relationships with our financial advisors. We understand your aspirations for your career and personal development and aim to help you realize your worth.

Our company values respect for individual worth and potential. We believe your worth is infinite and unique, and we want to inspire you to recognize this.

We offer every contracted person at Sanlam the opportunity to maximize their capabilities, be recognized, respected, and rewarded.

What will you do?

The role involves providing professional and relevant financial advice, planning, and products to new and existing clients, tailored to their needs. You will undertake sustainable, high-quality business acquisition aligned with business targets, maintain and service clients to foster loyalty and generate ongoing advice and sales, all within a compliant and ethical framework that supports the Sanlam Group’s 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
• Utilize market segmentation and customer profiles to support sales and growth

Undertake Relevant Behaviours To Attain Targets Relating To

• Revenue generation (single and recurring premiums)
• Activity quotas
• Promoting the Sanlam brand
• Applying fair treatment of customers in all interactions
• Aligning the role with your career aspirations
• Networking, prospecting, and lead generation
• Engaging in face-to-face interactions to create business opportunities
• Prospecting creatively through networks and associations
• Transforming trusted relationships into business relationships
• Enhancing existing relationships through increased service
• Using existing sources to explore opportunities across Sanlam’s businesses
• Developing personalized client value propositions
• Marketing via social media
• Generating leads through client-focused activities
• Mining the existing client base for marketing gaps and opportunities
• Implementing focused campaigns with new or existing clients
• Requesting referrals and leads
• Monitoring client activities like maturities and cancellations
• Conducting client consultations and sales
• Ensuring compliance and proper disclosure in all client interactions
• Performing comprehensive fact-finding and documenting needs and priorities
• Conducting financial needs analysis and providing sound financial advice
• Using relevant tools to record and update client information
• Reviewing client portfolios annually
• Client Service
• Providing ethical, courteous, and professional service
• Following up on queries with support from back-office
• Delivering excellent, value-added service to retain clients
• Continuing learning to improve service quality
• Building long-term client relationships
• Monitoring, updating, and reporting activities regularly

Document And Present The Following Activities

• Number and profile of contacts, appointments, consultations
• Issued business and revenue against targets
• Updated client details
• Accurate activity monitoring and workflow entries

Qualification 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 and support
• Achieving production targets and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

Personal Attributes

• Effective communication
• Tech-savviness
• Action-oriented
• Interpersonal skills
• Persuasiveness

Build a successful career with us

We foster strong, lasting relationships with our employees, supporting your career and personal growth. Through our diverse business clusters, we offer numerous opportunities for development.

Core Competencies

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

Turnaround time

The shortlisting process begins after the application deadline and depends on the number of applicants and managerial availability.

Our commitment to transformation

The Sanlam Group is dedicated to diversity and inclusion, striving to create a thriving, equitable work environment essential for sustainable business in South Africa.