Financial Planner Johannesburg

3 weeks ago

Johannesburg, South Africa Sanlam Full time

Who are we?

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.

What will you do?

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 quotas Promote the Sanlam brand Treating customers fairly to be applied to all client engagements Role is aligned to your personal career aspirations

2. 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 clientââ¬â¢s 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 ââ¬Ëback-officeââ¬â¢ 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 12Financial 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 supportProduction target achievement and budgetingCompliance and risk managementClient relationship managementFinancial planning and recommendations

Personal Attributes

Communicates effectively - Contributing independentlyTech savvy - Contributing independentlyAction orientated - Contributing independentlyInterpersonal savvy - Contributing independentlyPersuades - 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 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 independentlyBeing resilient - Contributing independentlyDrives results - Contributing independentlyCultivates innovation - Contributing independentlyCustomer focus - Contributing independently

Turnaround time

The 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. 

  • Media Planner

    4 weeks ago

    Johannesburg, South Africa Havas Johannesburg Full time

    We are looking for a junior media planner who is willing to learn and grow - must have FMCG experience Three + years' experience in planning within a media agency Understanding of TV planning basics Experience with Telmar Experience with Nielsens data usage and analytics Team player Works well under pressure Proactive Attentive to details Accuracy

  • Financial Planner

    7 days ago

    Johannesburg, South Africa CareerCare-SA Full time

    2023-08-03 - 2023-08-31 Permanent JHB000040 - Financial Services- Gauteng, JHB - Eastern Suburbs - R20 000.00Our client in the Financial Sector, is looking for a Financial Planner - Bedfordview. - Implement instructions as instructed by financial advisors on client files. - Compliance with applicable financial acts, amongst other, FAIS, FICA, POPI, etc. -...

  • Financial Planner

    1 week ago

    Johannesburg, South Africa IWCP Johannesburg (Pty) Ltd Full time

    Responsibilities: ·         Contact clients to discuss their financial goals and offer them financial services. ·         Design debt liquidation plans which consist of the time frame and priority of payoff ·         Interact with clients to determ... Minimum Requirements: Grade 12 minimum, tertiary qualification will be...

  • Senior Financial Planner

    4 weeks ago

    Johannesburg, South Africa 90 Deg South Full time

    We are looking for Senior Financial Planners to join one of the biggest banks in South Africa. We are looking for passionate individuals with a FAIS aligned NQF5 qualification, completed RE5 certification and a minimum of 2 years in the industry to join our team. Our commission-based role offers unlimited earning potential, flexibility, and autonomy in...

  • Material Planner

    6 days ago

    Johannesburg, South Africa HRS Staffing Solutions Full time

    **Gauteng**, JHB - Southern Suburbs** **MATERIAL PLANNER - JOHANNESBURG SOUTH** **Manufacturing company based in the South of Johannesburg has an opportunity for a** **Material Planner** **to place internal orders and monitor parts. Oversee the movement of parts to ensure that adequate consumable spares and strategic spares are...

  • Planner

    7 days ago

    Johannesburg, South Africa Hatch Full time

    **Requisition ID**:86472 **Job Category**:Project Controls **Location**:Johannesburg, Gauteng, South Africa Join a company that is passionately committed to the pursuit of a better world through positive change. With more than 65 years of business and technical expertise in mining, energy, and infrastructure, our 10,000 colleagues in 150 countries...

  • Project Planner

    4 weeks ago

    Johannesburg, South Africa Mass Staffing Projects Full time

    **Job Information** - Location- Johannesburg- Salary- R800K - R500K p/a- Job Type- Permanent- Education- Relevant Bachelors Degree in Construction Management/ Project Management- Experience- Min. 7 years experience in Project Planning- - engineering.jobs(at)staffingprojects.co.za- Fax- 0867182241Looking for a Project Planner to join the team of a...

  • Retail Demand Planner/inventory Planner

    5 days ago

    Johannesburg, South Africa Measured Ability Group Holdings Full time

    **South Africa - Gauteng**, Johannesburg - North (Sandton / Midrand / Diepsloot)** **Highly Negotiable (Market related, Negotiable)** **Our prestigious client in the investment and retail space seeks a Demand Planner to optimize inventory levels and ensure the availability of the right products at the right time to meet customer demand.** ***: -...

  • Maintenance Planner

    4 weeks ago

    Johannesburg, South Africa Mass Staffing Projects Full time

    **Job Information** - Location- Manufacturing Jobs in Johannesburg- Salary- R740k - R680k- Job Type- Permanent- Education- Qualified Artisan + National Diploma- Experience- 4-7 years' experience- Reference- PS16092021GR- - manufacturing.jobs(at)staffingprojects.co.za- Fax- 0867182240A FMCG manufacturing company is currently looking to fill the role of...

  • Specialist Party Planner

    7 days ago

    Johannesburg, South Africa The Garden Venue Hotel Full time

    **Specialist Party Planner** We are searching for a reliable, outgoing, experienced to be our Specialist party planner. The party planner’s responsibilities include meeting with clients to determine their needs and budget, suggesting and visiting prospective venues, **Party Planner Responsibilities**: - Discussing and confirming all event details,...

  • Project Planner

    4 weeks ago

    Johannesburg, South Africa H & S Labour Brokers Full time

    **FTC - 12 months, Johannesburg,** **Package is dependent on your experience** Our client is looking for an experienced Project Planner for an FTC (12 Months) As the responsible person, you will be managing day-to-day activities such as: **Managing programmes** **Updating plans** **Updating and creating s-curves, labour and plant...

  • Mine Planner

    7 days ago

    Johannesburg, South Africa Hatch Full time

    **Requisition ID**:85901 **Job Category**:Metals; Mining **Location**:Johannesburg, Gauteng, South Africa Join a company that is passionately committed to the pursuit of a better world through positive change. With more than 65 years of business and technical expertise in mining, energy, and infrastructure, our 10,000 colleagues in 150 countries...

  • Demand Planner

    4 weeks ago

    Johannesburg, South Africa Mass Staffing Projects Full time

    **Job Information** - Location- Manufacturing Jobs in Johannesburg- Salary- R496k - R444k- Job Type- Permanent- Education- Diploma or Degree is a must- Experience- 5+ years' experience- Reference- MO28102020GR- - logistics.jobs(at)staffingprojects.co.za- Fax- 0867247757Stop, if you are a Demand Planner this is a fantastic opportunity to be a part of a very...

  • Supply Planner

    4 weeks ago

    Johannesburg, South Africa Mass Staffing Projects Full time

    **Job Information** - Location- Manufacturing Jobs in Johannesburg- Salary- R648k - R580k- Job Type- Permanent- Education- Diploma/Degree in Supply Chain management/Logistics/Procurement- Experience- 5-10 years' experience- Reference- LX24082021GR- - logistics.jobs(at)staffingprojects.co.za- Fax- 0867247757Stop, and take a look if you are Supply Planner this...

  • Professional Independent Financial Advisor

    2 days ago

    Johannesburg, South Africa 1.618 Financial Services Full time

    Company Description1.618 Advisory Services is a financial advisory based nationally and internationally. We have offices in the following areas: Randpark Ridge (HQ), Sandton, Midrand, Pretoria, KZN-Mount Edgecombe, Cape Town, Durbanville and Meyersdal where we are actively seeking to grow our team of seasoned independent financial advisors.Our mission is to...

  • Production Planner

    4 weeks ago

    Johannesburg, South Africa Mass Staffing Projects Full time

    **Job Information** - Location- Manufacturing Jobs in Johannesburg- Salary- R564k - R480k- Job Type- Permanent- Education- Degree in Chemistry, Engineering, Food Science- Experience- 5+ years' experience- Reference- EL09122021GR- - logistics.jobs(at)staffingprojects.co.za- Fax- 0867247757A chemical & FMCG manufacturing company is currently looking to fill...

  • Site Planner

    7 days ago

    Johannesburg, South Africa Hatch Full time

    **Requisition ID**:86951 **Job Category**:Project Controls **Location**:Johannesburg, Gauteng, South Africa Join a company that is passionately committed to the pursuit of a better world through positive change. With more than 65 years of business and technical expertise in mining, energy, and infrastructure, our 10,000 colleagues in 150 countries...

  • Production Planner

    4 weeks ago

    Johannesburg, South Africa HR Genie Full time

    Job Title: Production PlannerLocation:Gauteng, Johannesburg Metro, JohannesburgJob Type:Contract, expected to work Full-Time hoursJob Duties:Develop production schedules and plans to ensure optimal use of resourcesCoordinate production workflow for multiple projectsMonitor production processes and adjust schedules as neededCollaborate with various...

  • Planner Manager

    4 weeks ago

    Johannesburg, South Africa HR Genie Full time

    We are currently looking for a Planner Manager to join our team. This is a 12 month contract position based in Johannesburg. Minimum requirements: University / Tertiary Qualification in Engineering or similar PMI Certification8 years of which 3 years in a Managerial position Coal mining, industrial or construction industryExtensive knowledge of procedures...

  • Town Planner

    4 weeks ago

    Johannesburg, South Africa Glensburg Town Planners Full time

    **Responsibilities** - Conducting due diligence, site investigations, and feasibility studies in property development for clients - Planning, monitoring and reporting on all budgetary aspects of town planning and property development projects. **Qualifications** - Baccalaureus Technologiae (BTech) or similar qualification in Town and Regional Planning - A...