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Financial Planning Analyst/legal Help Desk
3 months ago
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 2,000 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. What will you do?This specialist role collaborates with the legal consultant and other relevant internal stakeholders
- this role will fulfil a dual purpose of analyst and legal help desk.
Provide a comprehensive and effective financial needs analysis, in a written format, of the external client's current financial context and possible recommendations.
The Financial Planning Analyst will engage with a number of elements relating to the client's requirements, such as Business Assurance Planning, Estate Planning and Retirement Planning - where relevant, with the aim of providing a legislatively compliant analysis of the external client's current financial scenario, with relevant recommendations.
This role focuses on primarily supporting the legal consultants who work with financial intermediaries, who advise High Networth clients.
The role also aims to provide telephonic and electronic technical legal support to intermediaries (the client) and legal consultants, with the core aim of fielding their legislative/compliance/estate planning questions relating to the Sanlam product offering, by researching the enquiry via relevant internal stakeholders or electronic/hardcopy resources and packaging the information in an appropriate and easily understandable manner, when responding to the intermediary or legal consultant either directly or via the Legal Helpdesk.
Conduct financial needs analyses and drafting of plans by:
Gathering appropriate information regarding client's needs and requirements
Analysing all relevant information obtained
Generating quality recommendations that are legislatively compliant
Create financial plans and solutions for presentation to clients through the Intermediaries or legal Consultants
Review and enhance work processes
Build and manage relationships with stakeholders
Conduct research, develop, and facilitate discussions or training when needed
Maintain the service level agreements established on the legal help desk Qualification and experience
Grade 12 with Mathematics
B. Com LLB or LLB / qualified attorney (B. Com LLB preferred as a result of the commercial / numerical focus) will be advantageous
Post graduate Diploma in Financial Planning or in process
3-5 years' relevant experience in Financial Service environment and Insurance Industry, specifically experience in Financial and Estate Planning
Knowledge and skills
Financial calculations, projections, analyses
Financial Services Industry Knowledge
Insurance product knowledge
Sanlam Product Knowledge (retirement, investment and estate planning, business assurance). Must do annual Product accreditation on all relevant Sanlam products
Knowledge of income tax laws
Knowledge of estate planning environment / estate administration process
Knowledge of retirement rules and business assurance
Financial markets and instruments
Compliance laws and relevant requirements for Financial Services
Computer skills (MS office i.e., Word, Excel, PowerPoint) Core competencies
Cultivates Innovation
Customer Focus
Drives Results
Collaborates
Being Resilient
Personal attributes
Builds networks
Business insight
Manages complexity
Persuades
Decision Making
Plans and aligns
Optimizes work processes
Communicates effectively
Nimble learning
Good analytical and conceptual thinking abilities
Good relationship building and communication Turnaround time
Closing date: 3 May 2023 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.
Our commitment to transformationThe 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 i