Financial Planner Concept Wealth

7 months ago

George, 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 clients 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 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. 

  • Financial Planner Concept Wealth

    3 weeks ago

    George, South Africa Sanlam Group Full time

    Job title : Financial Planner Concept WealthJob Location : Western Cape, GeorgeDeadline : January 02, 2025Quick Recommended Links Jobs by Location Job by industries 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...

  • Financial Planner Concept Wealth

    3 weeks ago

    George, South Africa Sanlam Group Full time

    Job title : Financial Planner Concept Wealth Job Location : Western Cape, George Deadline : January 02, 2025 Quick Recommended Links Jobs by Location Job by industries 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...

  • Financial Services Advisor

    4 weeks ago

    George, Western Cape, South Africa FirstRand Bank Limited Full time

    Job OverviewWealth Manager at FirstRand Bank Limited is a high-profile role that requires a comprehensive understanding of financial services and expertise in advising high-income clients.Key ResponsibilitiesThe successful candidate will be responsible for providing expert advice on investment, estate planning, and risk management to clients. This will...

  • Wealth Manager

    3 months ago

    George, South Africa FirstRand Bank Limited Full time

    Description To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments. Hello future Wealth Manager, Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that...

  • Financial Advisor for High Net Worth Individuals

    1 month ago

    George, Western Cape, South Africa FirstRand Bank Limited Full time

    **Job Summary**We are seeking a skilled Financial Advisor to join our team at FirstRand Bank Limited. As a Financial Advisor, you will be responsible for providing expert financial guidance to high net worth individuals, helping them achieve their financial goals.**Key Responsibilities**Provide personalized financial advice to clients on investment, wealth...

  • Senior Financial Consultant

    2 months ago

    George, Western Cape, South Africa Sydsen Full time

    Job Opportunity: Sydsen is seeking a talented Financial Advisor to join their George branch. As a Financial Advisor, you will work closely with clients to understand their financial goals and provide expert advice on investment and wealth management. Assist clients in achieving their financial objectives through effective financial planning and...

  • Financial Services Relationship Manager: Investments

    3 weeks ago

    George, Western Cape, South Africa Nedbank Full time

    Job SummaryWe are seeking a skilled and experienced Financial Services Relationship Manager to join our team in George, Western Cape. The successful candidate will provide financial solutions to Wealth Managers, deliver exceptional client service, and educate clients on the convenience, security, and functionality of self-service solutions.Key...

  • Nedbank Financial Solutions Specialist

    4 weeks ago

    George, Western Cape, South Africa Nedbank Full time

    We are seeking a skilled Client Liaison Specialist: Investments to join our team at Nedbank. As a key member of our organization, you will play a vital role in providing financial solutions to Wealth Managers and delivering exceptional client service.About the RoleThis is an exciting opportunity to work with our clients to understand their needs and provide...

  • Regional Head: Southern and Eastern Cape

    3 weeks ago

    George, South Africa Sanlam Full time

    Regional Head: Southern and Eastern Cape Date: 5 Dec 2024 Location: George, Western Cape, ZA Company: Sanlam Group Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R200...

  • Regional Head: Southern and Eastern Cape

    2 weeks ago

    George, South Africa Sanlam Group Full time

    Job title : Regional Head: Southern and Eastern Cape Job Location : Western Cape, George Deadline : January 06, 2025 Quick Recommended Links Jobs by Location Job by industries What will you do? MANCO ROLE Contribute to the formulation of company strategy Take ownership of company values and objectives at regional office level ...

  • Financial Advisor

    7 months ago

    George, South Africa MMI Holdings Ltd Full time

    Closing Date2023/03/31Reference NumberMMH230306-13Job TitleFinancial Advisor - Cape South CoastPosition TypePermanentRole FamilySalesClusterMetropolitan LifeRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceWestern CapeLocation - Town / CityGeorgeIntroduction Metropolitan is one of the oldest financial services brands in...

  • Senior Strategist

    2 months ago

    George, South Africa Jobted ZA C2 Full time

    Overview: We are seeking a semi-retired professional with a robust background in Quantity Surveying or Civil Engineering to help elevate our construction company to a corporate level and lead the creation of a new plumbing division. This pivotal role requires an individual with extensive experience in public infrastructure projects within the Western Cape, a...

  • Client Liaison Specialist: Investments

    2 weeks ago

    George, South Africa Nedbank Full time

    Job title : Client Liaison Specialist: Investments (George) Job Location : Western Cape, George Deadline : January 05, 2025 Quick Recommended Links Jobs by Location Job by industries Job Purpose To provide financial solutions to Wealth Managers, client service and educate clients on the convenience, security and functionality of...

  • Senior Strategist

    4 weeks ago

    George, South Africa Sydsen Full time

    Overview :We are seeking a semi-retired professional with a robust background inQuantity SurveyingorCivil Engineeringto help elevate our construction company to a corporate level and lead the creation of a newplumbing division . This pivotal role requires an individual with extensive experience in public infrastructure projects within the Western Cape, a...

  • Senior Strategist

    2 months ago

    George, South Africa Sydsen Group (Pty) Ltd Full time

    Semi-Strategist - George - Western CapeOverview:We are seeking a semi-retired professional with a robust background in Quantity Surveying or Civil Engineering to help elevate our construction company to a corporate level and lead the creation of a new plumbing division. This pivotal role requires an individual with extensive experience in public...

  • Senior Strategist

    2 months ago

    George, South Africa Sydsen Full time

    Overview :We are seeking a semi-retired professional with a robust background in Quantity Surveying or Civil Engineering to help elevate our construction company to a corporate level and lead the creation of a new plumbing division . This pivotal role requires an individual with extensive experience in public infrastructure projects within the Western...

  • Senior Strategist

    2 months ago

    George, South Africa Sydsen Full time

    Overview:We are seeking a semi-retired professional with a robust background in Quantity Surveying or Civil Engineering to help elevate our construction company to a corporate level and lead the creation of a new plumbing division. This pivotal role requires an individual with extensive experience in public infrastructure projects within the Western Cape, a...

  • Factory Controller

    2 months ago

    George, South Africa Jobted ZA C2 Full time

    Overview of Job Requirements Production Management - Oversee and supervise manufacturing operations to align with production schedules and quality standards. - Manage product batch preparation, manufacturing, sampling, testing, adjustment, packing, and labelling in accordance with SOPs and Manufacturing Orders (MOs). - Conduct product sampling, testing and...

  • Factory Controller

    2 months ago

    George, South Africa Staff Solutions Recruitment Full time

    Overview of Job RequirementsProduction ManagementOversee and supervise manufacturing operations to align with production schedules and quality standards.Manage product batch preparation, manufacturing, sampling, testing, adjustment, packing, and labelling in accordance with SOPs and Manufacturing Orders (MOs).Conduct product sampling, testing and adjust...

  • Factory Controller

    2 months ago

    George, South Africa Staff Solutions Recruitment Full time

    Overview of Job Requirements Production Management Oversee and supervise manufacturing operations to align with production schedules and quality standards. Manage product batch preparation, manufacturing, sampling, testing, adjustment, packing, and labelling in accordance with SOPs and Manufacturing Orders (MOs). Conduct product sampling, testing and adjust...