Graduate Internship: Financial Adviser

Sanlam; Pretoria; On-site; ZAR 180,000 - 300,000; Full time

Job summary

SanlamConnect in South Africa offers a structured learning and development programme in financial planning, regulatory requirements and client engagement. You will build proficiency in adviser systems and support advisers in preparing for client engagements.

Join a large, supportive network of advisers and brokers, gain practical exposure through client meetings, contribute to research, planning and documentation, and complete competency milestones on the journey to delivering holistic financial

Qualifications

• Business-related National Diploma or Degree in Insurance/Risk Management, Finance, Business Management, Economics and/or Accounting advantageous.
• Previous working experience advantageous.

Responsibilities

• Participate in a structured learning and development programme covering financial planning, products, regulatory requirements and client engagement.
• Develop an understanding of the financial planning process and the delivery of holistic financial advice.
• Build proficiency in adviser systems and tools.
• Support advisers in preparing for client engagements, including research, financial planning administration and documentation.
• Observe and participate in client meetings to gain practical exposure to the advice process.
• Assist with the preparation and implementation of financial planning recommendations.
• Support practice management activities, including client servicing, relationship management and business administration.
• Develop prospecting and business development skills to support future client acquisition.
• Work alongside experienced advisers, mentors and Development Managers to build practical capability and professional confidence.
• Complete programme assessments and competency milestones throughout the development journey.
• Apply the knowledge gained through structured learning within a live BlueStar practice environment.
• Demonstrate the behaviours, competencies and professionalism expected of a Sanlam Connect Financial Adviser.

Skills

MS Office

Innovation

Flexibility

Planning

Education

National Diploma or Degree in Insurance/Risk Management, Finance, Business Management, Economics and/or Accounting

Tools

MS Office

Job description

SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,400 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients and intermediaries. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. ULTIMATELY WE GROW AND PROTECT WEALTH.

What will you do?

• Participate in a structured learning and development programme covering financial planning, products, regulatory requirements and client engagement.
• Develop an understanding of the financial planning process and the delivery of holistic financial advice.
• Build proficiency in adviser systems and tools.
• Support advisers in preparing for client engagements, including research, financial planning administration and documentation.
• Observe and participate in client meetings to gain practical exposure to the advice process.
• Assist with the preparation and implementation of financial planning recommendations.
• Support practice management activities, including client servicing, relationship management and business administration.
• Develop prospecting and business development skills to support future client acquisition.
• Work alongside experienced advisers, mentors and Development Managers to build practical capability and professional confidence.
• Complete programme assessments and competency milestones throughout the development journey.
• Apply the knowledge gained through structured learning within a live BlueStar practice environment.
• Demonstrate the behaviours, competencies and professionalism expected of a Sanlam Connect Financial Adviser.

What will make you successful in this role?

Qualification & experience

• Business related National Diploma or Degree (Insurance/Risk Management, Finance, Business Management, Economics and/or Accounting advantageous)
• Previous working experience advantageous

Knowledge and skills

• To be successful you will need to demonstrate good experience in MS Office
• Cultivates innovation
• Flexibility and adaptability
• Plans and aligns

Turnaround times:

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

Our aim is to help you build a successful career with us

We’re all about building strong, lasting relationships with our employees. 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 employees to realise their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.