Business Development Technical Support Specialist

**Who are we?**

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

**What will you do?**

**Job Purpose**
- The Business Development Technical Support Specialist will be responsible for the competence and proficiency of the business development teams of Glacier, including the international team and Partner teams, hereafter referred to as the stakeholder business development teams, in relation to international investments. This specialist will be a product and process expert on the Glacier international solutions offering. The role is required to understand and support upskilling in the Glacier international product range and corresponding processes and procedures. The role will take responsibility for industry competency in the context of international investments. Understanding and experience in financial advice, financial planning and investments are vital.
- This role forms part of the Technical Support Team, responsible for the formal competence, industry competency and other holistic technical support requirements. The team supports the Glacier Business Development Team in ensuring the expertise of the support structures of all distribution channels.

**Key Outcomes**
- This role must deliver on the formal competence and industry competency in relation to international investments as required by the stakeholder business development teams.
- Key responsibilities on international products and investments:

- Training and onboarding new staff with a view to ensuring full competence on product range and processes.
- Design and implementation of training/upskilling content and programmes.
- Continuous upskilling on product and process changes and enhancements.
- Support financial planning and product engagements and delivery of technically correct content.
- Support and facilitate sales and distribution projects (knowledge / skills enhancements).
- Support product innovations and upskill the stakeholder business development teams therein.
- Provide support (advice and product related) to line managers in client solutions, market advice and channels, business mix and competency practices.
- Update and develop the stakeholder business development teams on financial planning related topics as it affects offshore exposure, along with the rest of the Technical Support Team.
- Service and support the stakeholder business development teams and intermediary support structures with technical queries focusing on the solution range, processes and procedures and case problem resolution.
- Assist the stakeholder business development teams with implementation of all industry related regulation (e.g. FAIS, FICA, COFI, etc.), as it applies to international investments, along with the rest of the Technical Support Team.
- Undertake financial planning industry research to support the stakeholder business development teams in intermediary education as it relates to international investments.
- Support financial planning and product campaigns by identifying, researching, formulating, designing and co-ordinating market ready content in relation to international investment (marketing support).
- Qualifications and Experience
- Minimum Post Graduate Diploma in Financial Planning is a pre-requisite, if the undergraduate degree is not in financial planning.
- Undergraduate degree a pre-requisite and preferably in economics, investment management, financial planning etc.
- Experience in the following is required:

- 5 years’ minimum experience in financial services
- 3 years’ minimum experience with product solutions and processes of a long-term insurance provider, preferably in relation to offshore exposure and international investments
- retail investments
- The following will be advantageous:

- Training experience including training material/ workshop development
- Training material/content updates, changes and reviews
- Assessment and moderation experience
- Experience of and knowledge about modern learning techniques
- Technical knowledge of the financial planning landscape and all related laws (FAIS, FICA and compliance related legislation, ITA, PFA, Long-term Insurance Act, Insurance Act etc).
- Technical knowledge of taxes relating to offshore investments and exchange control regulations.
- Understan