At a Glance
- Tasks: Provide financial advice and build lasting client relationships.
- Company: Sanlam Life Ltd is a leading financial services provider in South Africa.
- Benefits: Enjoy opportunities for personal growth, recognition, and a supportive work culture.
- Why this job: Join a dynamic team focused on client success and ethical practices.
- Qualifications: Grade 12 and relevant financial advisory qualifications required.
- Other info: Embrace diversity and transformation in a thriving work environment.
The predicted salary is between 28800 - 48000 £ per year.
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.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.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 BusinessBe 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 quotasPromote the Sanlam brandTreating customers fairly to be applied to all client engagementsRole is aligned to your personal career aspirations2. Networking, prospecting and leads generationFace 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, cancellations or surrenders within the defined market.3. Client consultations and salesEnsure 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 client’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 client’s portfolio annually by undertaking the above steps.4. Client ServiceEnsure all client interactions are ethical, courteous and professional.Follow-up or refer all existing business queries to be resolved timeously through \’back-office\’ 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 ExperienceGrade 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 SkillsFinancial advice and supportProduction target achievement and budgetingCompliance and risk managementClient relationship managementFinancial planning and recommendationsPersonal AttributesCommunicates effectively – Contributing independentlyTech savvy – Contributing independentlyAction orientated – Contributing independentlyInterpersonal savvy – Contributing independentlyPersuades – Contributing independentlyBuild a successful career with usWe’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 CompetenciesCollaborates – Contributing independentlyBeing resilient – Contributing independentlyDrives results – Contributing independentlyCultivates innovation – Contributing independentlyCustomer focus – Contributing independentlyTurnaround timeThe 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.Our commitment to transformationThe Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa. #J-18808-Ljbffr
Financial Planner Malmesbury employer: JobLeads GmbH
Contact Detail:
JobLeads GmbH Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner Malmesbury
✨Tip Number 1
Network actively within your community and industry. Attend local events, workshops, or seminars related to financial planning to meet potential clients and other professionals. Building relationships in person can lead to valuable referrals and opportunities.
✨Tip Number 2
Utilise social media platforms to showcase your expertise in financial planning. Share informative content, engage with followers, and participate in discussions to establish yourself as a knowledgeable resource in the field.
✨Tip Number 3
Consider joining professional associations or groups related to financial services. These organisations often provide resources, networking opportunities, and access to potential clients who are seeking financial advice.
✨Tip Number 4
Stay updated on market trends and regulatory changes in the financial sector. This knowledge will not only enhance your credibility but also enable you to provide relevant and timely advice to your clients, setting you apart from the competition.
We think you need these skills to ace Financial Planner Malmesbury
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of a Financial Planner at Sanlam. Tailor your application to highlight how your skills and experiences align with their needs.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial planning, client consultations, or sales. Use specific examples to demonstrate your ability to build relationships and generate leads.
Showcase Your Skills: Make sure to mention key skills that are relevant to the role, such as compliance knowledge, financial analysis, and client relationship management. Use bullet points for clarity and impact.
Craft a Compelling Cover Letter: Your cover letter should not only express your interest in the position but also explain why you would be a great fit for Sanlam. Discuss your career aspirations and how they align with the company's values and goals.
How to prepare for a job interview at JobLeads GmbH
✨Understand the Company Culture
Before your interview, take some time to research Sanlam Life Ltd and its values. Understanding their commitment to building strong relationships and their focus on personal development will help you align your answers with what they value in a candidate.
✨Prepare for Client-Focused Questions
Since the role involves providing financial advice and maintaining client relationships, be ready to discuss your experience in client consultations. Prepare examples of how you've successfully built relationships and provided tailored solutions to clients' needs.
✨Showcase Your Networking Skills
Networking is key in this role. Be prepared to share specific strategies you've used to generate leads and build professional relationships. Highlight any creative approaches you've taken to connect with potential clients.
✨Demonstrate Compliance Knowledge
Given the importance of compliance in financial services, ensure you can discuss relevant regulations and ethical practices. Be ready to explain how you would handle compliance in client interactions and maintain high standards of service.