Financial Planner - Vega

Sanlam Limited; South Africa; On-site; ZAR 250,000 - 450,000; Full time

Job summary

An established industry player in financial services is seeking motivated individuals to join their dynamic team. This role focuses on providing tailored financial advice and building lasting relationships with clients. You will engage in networking and lead generation activities, ensuring compliance and ethical practices while promoting the brand. The company is dedicated to employee growth and development, offering a supportive environment where you can thrive. If you are passionate about making a difference in clients' lives and have a knack for financial planning, this opportunity is perfect for you.

Benefits

Opportunities for growth and development

Supportive work environment

Diversity and inclusion initiatives

Qualifications

• Grade 12 and FAIS requirements are essential for this role.
• Strong financial advice and client relationship management skills are needed.

Responsibilities

• Provide professional financial advice and maintain client relationships.
• Engage in networking and lead generation to grow the business.

Skills

Financial advice

Client relationship management

Compliance and risk management

Production target achievement

Effective communication

Interpersonal skills

Persuasiveness

Tech-savvy

Education

Grade 12

FAIS 'Fit and Proper' requirements

Job description

Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is a leading financial services provider in the South African entry-level and emerging middle market. We aim to understand the unique requirements of clients and offer a wide range of simple and affordable financial solutions, including funeral insurance, savings for education, life cover, and personal accident plans.

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. Responsibilities include procuring sustainable business of high quality, maintaining and servicing clients to build loyalty to the brand, and ensuring compliance and ethical practices.

What will make you successful in this role?

1. Assist in growing the Sanlam Adviser Business

• Commit to the marketing plans and targets set for business growth.
• Apply knowledge of market segmentation and customer profiles to support sales and growth.

Undertake relevant behaviours to attain targets relating to:

• Revenue generation.
• Activity quotas.
• Promoting the Sanlam brand.
• Treating customers fairly in all engagements.

2. Networking, prospecting and leads generation

• Engage in face-to-face interactions to create business opportunities.
• Prospect new clients through business/social networks and presentations.
• Strengthen existing relationships and identify marketing gaps.
• Utilize social media for marketing and lead generation.

3. Client consultations and sales

• Ensure client interactions are compliant with disclosures and advice.
• Conduct comprehensive fact-finding and financial needs analysis.
• Provide sound personal financial planning advice and solutions.
• Review client portfolios annually.

4. Client Service

• Ensure all client interactions are ethical and professional.
• Strive for excellent service to retain clients.
• Maintain long-term client relationships.

5. Monitor, update and reporting (weekly/monthly)

Document and present activities including:

• Number and profile of contacts and consultations.
• Issued business and revenue against targets.
• Client details and activity monitor system entries.

Qualification and Experience

Grade 12.

FAIS "Fit and Proper" requirements and Regulatory Examination completed if registered with 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

Effective communication.

Tech-savvy.

Action-oriented.

Interpersonal skills.

Persuasiveness.

Build a successful career with us

We’re dedicated to building strong, lasting relationships with our employees. We pride ourselves on helping our employees realize their worth through various opportunities for growth and development.

Core Competencies

Collaboration.

Resilience.

Results-driven.

Innovation.

Customer focus.

Turnaround time

The shortlisting process will start once the application due date has been reached. The time taken to complete this process will depend on your progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity, which we believe are key components to ensuring a thriving and sustainable business in South Africa.