Financial Planner: Executive Wealth

2 weeks ago

Pretoria, Gauteng, South Africa Sanlam Limited Full time
Press Tab to Move to Skip to Content Link
Select how often (in days) to receive an alert: Create Alert
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.

Our company is built on a 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 realise 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 recognised, 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?1.

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 behaviours to attain targets relating to:


Revenue generation (Single and recurring premiums)Activity quotasPromote the Sanlam brandTreating customers fairly to be applied to all client engagementsRole is aligned to your personal career aspirations2.

Networking, prospecting and leads generation 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.
Strengthening existing relationships by increasing the current service.
Use existing sources to establish opportunities across Sanlam businesses.
Personalised client value propositions.
Marketing on social media.
Undertake selected client focused activities to generate leads and informal prospecting opportunities.
Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
Structuring and implementing focused campaigns with new or existing clients in the defined market.
Requesting active and ongoing leads and referrals from others.
Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.3.

Client consultations and sales Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).Undertake comprehensive fact finding with each client to lift needs and priorities.

Document these findings.

Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this.

(Draw policy history).Provide sound personal financial planning advice.
Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
Use relevant processes and system tools to capture analysis information and update records accordingly.
Review clientââ¬â¢s portfolio annually by undertaking the above steps.4. Client Service Ensure all client interactions are ethical, courteous and professional.
Follow-up or refer all existing business queries to be resolved timeously through support.
Strive for excellent, value-added service to clients so that they do not seek competitor products or services.

Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.

Initiate long term client relationships and maintain a relational focus.5.

Monitor, update and reporting (weekly/monthly) Document and present the following activities:

Number and profile of contacts, appointments, consultations.
Issued business and revenue against targets.
Update client details on records.
Appropriate workflow and activity monitor system entries.
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 - Contributing independently
Tech savvy - Contributing independently
Action orientated - Contributing independently
Interpersonal savvy - Contributing independently
Persuades - Contributing independently
Build a successful career with usWe'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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies Collaborates - Contributing independently
Being resilient - Contributing independently
Drives results - Contributing independently
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Turnaround timeThe 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 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.

#J-18808-Ljbffr

  • Insurance/Wealth Planner

    2 weeks ago

    Pretoria, Gauteng, South Africa Liberty Full time

    For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we've helped you dream of it, plan for it, deal with it. We've been in it with you. All of it. This role enables a driven and ambitious individual to become a trained Financial...

  • Senior Para-Planner – Certified Financial Planner Irene Centurion

    2 weeks ago

    Pretoria, Gauteng, South Africa Engineering Jobs Full time

    R20 000 > R Commission (excellent earning potential)Our client, looking to fill the role of Senior Para-Planner in their branch based in Irene, PretoriaPurpose of the role: To carry out the day-to day administrative, customer services, research and operational tasks and to provide Senior and Junior Planners with internal advice services:Research on...

  • Wealth Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa Express Pros Fourways Full time

    The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments. To be successful as a wealth manager, you should have the ability to explain complex information, be confident, and have good sales and negotiation skills.Ability to commute/relocate: Pretoria, Gauteng:...

  • Wealth Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa Momentum Consult Full time

    Introduction Through our clientfacing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.Role Purpose Involve assessing clients'...

  • Wealth Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa CA Financial Appointments Full time

    Established wealth management team who offer their clients tailored and holistic investment and wealth planning solutions, seek a passionate Wealth Manager for their Gauteng region. Fantastic team culture of collaborative and professional team members.Responsibilities: Introduce new clients to our business, focussing on higher equity clients Evaluate clients...

  • Wealth Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa She Recruits Full time

    Qualifications required:Minimum BCom degree in a finance related fieldRE5 and Class of Business for investments completedSupervision complete (non negotiable)Skills and experience required:Confident and extremely well presented as this is a client facing roleAt least 2 years' experience as a Client Wealth Manager, Financial Advisor or PlannerExperience in...

  • Wealth Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa She Recruits Full time

    Minimum BCom degree in a finance related fieldRE5 and Class of Business for investments completedSupervision completedSkills and experience required:Confident and extremely well presented as this is a client facing roleAt least 2 years' experience as a Client Wealth Manager, Financial Advisor or PlannerExperience in investment advisory /asset management and...

  • Wealth Assistant

    2 weeks ago

    Pretoria, Gauteng, South Africa RPO Recruitment Full time

    RPO Recruitments client is currently looking for a dedicated and detail-oriented Wealth Assistant to join their team in Pretoria. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals.The main objective of this role is to assist the Wealth Planners...

  • Wealth Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa She Recruits Full time

    RE5 is requiredBCom / BBusSc or similar finance / wealth / investment management related qualification.Completed post graduate diploma or CFA/CFP qualification will be given preference.Skills and experience required:At least 2-3 years' experience as a client wealth manager / financial advisor / planner / similar.Experience in investment advisory and...

  • Wealth Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa She Recruits Full time

    BCom / BBusSc or similar finance / wealth / investment management related qualification.Completed post graduate diploma or CFA/CFP qualification will be given preference.RE5 is required.Skills and experience required:At least 2-3 years' experience as a client wealth manager / financial advisor / planner / similar.Experience in investment advisory and...

  • Senior Wealth Manager Sandton

    2 weeks ago

    Pretoria, Gauteng, South Africa Efficient Frontier Recruitment Full time

    These jobs were popular with other job seekers Non EE/AA Easy apply Introduction A prominent Wealth Management firm is seeking a highly skilled and experienced Wealth and Investment Manager to join their team and cater to the needs of an established portfolio of sophisticated and complex high-net-worth clients. The ideal candidate should possess a deep...

  • Wealth Investment Administrator

    2 weeks ago

    Pretoria, Gauteng, South Africa PSG Wealth Distribution Full time

    Responsibilities: Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required. Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. Work closely with Wealth Manager Provide ongoing feedback to clients. Assist clients with completing forms, check...

  • Head Of Strategic Wealth Management

    2 weeks ago

    Pretoria, Gauteng, South Africa The Recruitment Council Full time

    Our client is on the hunt for an exceptional candidate to take on the role of Head of Strategic Wealth Management. Your role is to provide strategic direction in the development and delivering of Wealth management propositions across various advice-centered distribution channels within the company. The focus of the role is to provide thought leadership on...

  • Financial Planner

    4 weeks ago

    Pretoria, Gauteng, South Africa EQ-FIN Full time

    Are you ready to start your career as a Financial Planner? We are looking for aspiring Financial Planners who are passionate about helping individuals and families achieve financial success. Join our dynamic team and help clients achieve their fina...Matric (Essential) BCom / Finance related degree (Desirable) 1-2 years working experience Own transport Valid...

  • Financial Planner

    2 months ago

    Pretoria, Gauteng, South Africa EQ-FIN Full time

    Are you ready to start your career as a Financial Planner? We are looking for aspiring Financial Planners who are passionate about helping individuals and families achieve financial success. Join our dynamic team and help clients achieve their fina...Matric (Essential) BCom / Finance related degree (Desirable) 1-2 years working experience Own transport Valid...

  • Wealth Planner Offices Throughout Gauteng

    2 weeks ago

    Pretoria, Gauteng, South Africa Liberty Group Ltd Full time

    These jobs were popular with other job seekers Insurance and Wealth Creation Professionals t/a IWCP Insurance and Wealth Creation Professionals t/a IWCP For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we've helped you dream of it,...

  • Personal Assistant To Financial Planners

    2 weeks ago

    Pretoria, Gauteng, South Africa Handpicked Recruitment Full time

    Minimum Requirements:2+ years working experience within the same or similar role (insurance)Must have knowledge and experience working with FAIS ActKnowledge and/or experience working with Allan Gray, Ninety-One (previously Investec Asset Managers), Old Mutual Wealth, Portfolio Metrix (Discretionary Fund Manager), Sanlam Glacier, Stanlib, InvestmentsComputer...

  • Wealth Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time

    Description To be a full financial services advisor by providing appropriate savings, investment, and estate planning advice, expertise, and support to high-income clients, with a focus on investments. Hey there, Future Wealth Manager! Welcome to FNB, the home of the changeables. We cater to the shapeshifters, delivering products and services that reflect...

  • Personal Assistant to Financial Planners

    2 weeks ago

    Pretoria, Gauteng, South Africa HandPicked Recruitment Full time

    Please note: The salaries offered by our clients are determined in accordance with market standards, while considering the candidate's qualifications, skills, and level of experience. Lynnwood, Pretoria-East area The team comprises Receptionists, Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act. Job's purpose: to...

  • Wealth Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa Your HR Outsourced Full time

    Our client is looking for a Wealth Manager that can service existing clients, who has a full understanding of Investment products and legislative requirements relating to investments and retirements.Responsibility:1. Product KnowledgeFull understanding of Investment Products: Living unities annuities Life annuities Retirement annuities Preservation funds...