Head: Business Dev and Partnerships: Sls Sc Sfp

**Who are we?**

Sanlam, is dedicated to support, grow and empower 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 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?**
- This role is accountable to create the strategy for and execute the implementation of effective practice development and growth across Professional Advice Businesses (PAB’s) and Professional Service Businesses (PSB’s) through a national team of regional SFP managers and Business Consultants:

- 1. Strategic Leadership:

- Serve as a member of the SFP Manco and contribute to the strategy, direction and leadership of the business
- Contribute to creating the SFP Business Development strategy aligned to the SFP strategy and drivers
- Assist in communicating and driving the understanding and execution of the SFP strategy and direction within the business
- Monitor, track and measure the effectiveness of the strategy
- As an EXCO member drive special strategic projects and initiatives as needed from time to time
- Represent SFP at different forums and meetings within the wider SanlamConnect or other stakeholders as needed / requested
- As part of the leadership team visibly embrace, role model and drive; a high-performance work ethic, an inclusive culture and values, courageous leadership behaviours and care, empathy and support for staff
- Communicate and support the SFP strategies at a regional level
- Ensure that all businesses as well as support services/operations are;
1. structured and set up correctly in order to function effectively
2. adequately staffed and resourced to meet goals/targets
3. trained, developed and up skilled to undertake the tasks at hand
- Serve on boards as directors when required
- 2. Create and communicate the strategy/Value Proposition for business development
- In collaboration with senior SFP management and in alignment with the SFP strategy create the business development strategy and VP including:

- Consider research and best practices in the industry to inform value adding offering and Value Proposition
- Undertake requisite consultation, investigation and engagements within the business (clients and stakeholders) to understand need, requirements and identify key focus areas.
- Communicate (via Roadshows and ad-hoc communication/engagements) and get understanding/buy-in for the strategy within the business from clients and stakeholders.
- Ensure internal goals and KPI’s are aligned and focussed on the execution of the strategy.
- Investigate and drive ongoing innovation, improvements and best practices.
- 3. Oversee the execution of the strategy in the PAB’s and PSB’s nationally through management, support and enablement of a team of Business Consultants to ensure the operational execution of the strategy and delivery of the Value Proposition/solutions including:

- Undertake focused practice development practices through all phases of the intermediate life cycle utilizing a broad array of delivery mechanisms/roles
- Co-creating a growth strategy (targets, budgets, regional/geographical drivers, client segments, products etc) for PAB’s and PSB’s.
- Assist existing PAB’s and PSB’s to grow their businesses through structural changes, mergers, enhancements (product/service)
- Assist with creating marketing campaigns, competitions and targeted sales initiatives across identified client segments
- Undertake periodic Business Health Index assessments and advise on remedial action on risk areas.
- Setting up and operating of an effective back-office support function
- Utilisation of enabling business tools, systems, processes (incl. Payroll and HRMS system, manages control accounts of PSB’s)
- Assist practices with compliance including tax.
- Advising on succession planning and continuity plans to sustain businesses
- .
- Co-ordinate onboarding, training and development interventions/programs
- Ensure CPD, accreditations and licensing requirements of all intermediaries are up to date and administered.
- Assist with the development of Authorised Principals in vesting and developing the Financial Planners for growth and productivity
- Co-ordinate and communicate the service o