Financing Consultant: Ra: connect: Sfp

3 weeks ago

Pretoria, Gauteng, South Africa Sanlam Full time
Who are we?

Sanlam, 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 2,000 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 with Sanlam.

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 EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.


As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients.

SFP is a wholly-owned subsidiary of the Sanlam Group.
What will you do?

  • Undertake to fully understand the content and impacts of all relevant legislation and requirements for the financial services industry.
  • Ensure that all compliance practices and procedures are strictly observed in terms of disclosures, advice, record keeping, and ethics/behaviour undertaken when dealing with advisers and clients.
  • Track, interpret and communicate trends or gaps in terms of risks within the business.
  • Support the complaints register and resolution process.
  • Ensure all complaints are logged, investigated properly, and resolved according to the due process. Undertake to do the necessary report and record keeping thereof.
  • Working closely with line management and the planners, ensuring that all advice facing intermediaries and management are fit and proper FAIS accredited and keep the requirements and credits up to date at all times.
  • Provide administration support to line manager
  • Gatekeep and monitor new business received
  • Administration of tax & tax calculations, account payments, administration of commission payments/statements and reserve accounts
  • Resolving of commission/payroll queries
  • Administration of adviser terminations and reintermediation
  • Provide advice with regards to policy, financing rules and debt management.
  • Compile statistics with regards to financing and reports, including effective processing of statements What will make you successful in this role?
Qualification & experience

  • A relevant matric qualification
  • Two years' experience on Sanfin and CommPay
  • Payroll experience
  • A completed Commercial/Financial/Legal or businessrelated diploma/degree
Knowledge and skills
To be successful you will need to demonstrate good experience in:

  • Knowledge of and experience in MS Office
  • Good knowledge of the lodging and suspense review processes
  • Good basic IT/systems operations knowledge
  • Financial Services Industry Knowledge
  • Relevant regulatory legislation and compliance knowledge
  • Financial Service Product Knowledge (Sanlam and competitors)
Competencies

  • Cultivates innovation
  • Client centricity
  • Results driven
  • Collaboration
  • Flexibility and adaptability
  • Plans and aligns
  • Communicates effectively
  • Action oriented
  • Optimizes work processes Personal Attributes Manages conflict
  • Contributing independently Demonstrates selfawareness
  • Contributing independently Optimises work processes
  • Contributing independently Action orientated
  • Contributing independently 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 four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.

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

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 - Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office - the group provides many opportunities for growth and development.

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 wo

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