Financial Planner Mosselbay

Sanlam Limited; South Africa; On-site; ZAR 30 000 - 70 000; Full time

Job summary

An established industry player is seeking a motivated financial advisor to join their dynamic team. This role emphasizes building strong relationships with clients and providing tailored financial advice that meets their unique needs. You will be instrumental in growing the business through effective networking, client consultations, and maintaining compliance with industry regulations. With a commitment to transformation and diversity, this forward-thinking company fosters a supportive environment for personal and professional growth. If you're passionate about helping clients achieve their financial goals, this opportunity is perfect for you.

Qualifications

• Grade 12 and FAIS requirements for financial advisory roles.
• Strong skills in financial advice, client relationship, and compliance.

Responsibilities

• Provide financial advice and planning to clients, ensuring compliance.
• Build and maintain strong client relationships for ongoing sales.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Financial planning and recommendations

Education

Grade 12

FAIS 'Fit and Proper' requirements

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.

What will make you successful in this role?

1. Assist in growing the Sanlam Adviser Business
   • Be committed to the marketing plans and targets set for growing and developing the business.
   • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth.
2. Networking, prospecting and leads generation
   • Face to face interactions to create business opportunities.
   • Prospecting of new clients through creative opportunities such as business/social networks.
   • Turning trusted relationships into business relationships.
   • Mining of existing client base to identify marketing gaps and sales opportunities.
3. Client consultations and sales
   • Ensure all client interactions are compliant in terms of disclosures and advice given.
   • Conduct a financial needs analysis to ascertain the client’s full financial situation.
   • Provide sound personal financial planning advice.
4. Client Service
   • Ensure 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.
5. Monitor, update and reporting (weekly/monthly)
   • Document and present the number and profile of contacts, appointments, consultations.
   • Update client details on records.

Qualification and Experience

Grade 12

Financial 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 Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

Personal Attributes

• Communicates effectively
• Tech savvy
• Action orientated
• Interpersonal savvy
• Persuades

Core Competencies

• Collaborates
• Being resilient
• Drives results
• Cultivates innovation
• Customer focus

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.