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For Companies At a Glance
- Tasks: Provide financial advice and build lasting client relationships while achieving business targets.
- Company: Sanlam Life Ltd is a leading financial services provider in South Africa, focused on strong advisor relationships.
- Benefits: Enjoy opportunities for personal growth, recognition, and a supportive work culture.
- Why this job: Join a dynamic team that values your aspirations and offers a chance to make a real impact.
- Qualifications: Grade 12 and relevant financial advisory qualifications required; must be tech-savvy and client-focused.
- Other info: Embrace diversity and transformation in a thriving work environment.
The predicted salary is between 28800 - 43200 £ per year.
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.
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?
- Assist in growing the Sanlam Adviser Business
- Networking, prospecting and leads generation
- Client consultations and sales
- Client Service
- Monitor, update and reporting (weekly/monthly)
Qualification and Experience
- Grade 12
- Financial 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 support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
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.
Core Competencies
- Collaborates - Contributing independently
- Being resilient - Contributing independently
- Drives results - Contributing independently
- Cultivates innovation - Contributing independently
- Customer 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.
Our commitment to transformation
The 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.
Financial Planner Malmesbury employer: Sanlam Limited
Contact Detail:
Sanlam Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner Malmesbury
✨Tip Number 1
Networking is key in the financial planning industry. Attend local business events or join professional associations to meet potential clients and other financial advisors. Building relationships can lead to referrals and new opportunities.
✨Tip Number 2
Utilise social media platforms to showcase your expertise in financial planning. Share valuable content, engage with your audience, and connect with potential clients. This will help you establish a strong online presence and attract leads.
✨Tip Number 3
Stay updated on market trends and financial regulations. This knowledge will not only enhance your credibility but also enable you to provide informed advice to clients, making you a more attractive candidate for the role.
✨Tip Number 4
Consider shadowing an experienced financial planner or seeking mentorship. This hands-on experience can provide insights into client interactions and sales techniques, which are crucial for success in this role.
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.
Craft a Compelling CV: Your CV should clearly showcase your financial advisory experience, relevant qualifications, and any achievements in client relationship management. Use bullet points for clarity and ensure it is well-structured.
Write a Strong Cover Letter: In your cover letter, express your passion for financial planning and how you can contribute to Sanlam's goals. Mention specific examples of how you've successfully built client relationships or achieved sales targets in the past.
Highlight Compliance Knowledge: Since compliance is crucial in this role, emphasise your understanding of the Financial Advisory and Intermediary Services Act (FAIS) and any relevant regulatory examinations you have completed. This will demonstrate your commitment to ethical practices.
How to prepare for a job interview at Sanlam Limited
✨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 approach to client consultations. Prepare examples of how you've successfully built relationships and provided tailored solutions in the past.
✨Showcase Your Networking Skills
Networking is key in this role, so think of specific instances where you've successfully generated leads or built professional relationships. Be prepared to discuss how you can leverage social networks and other creative opportunities to grow the business.
✨Demonstrate Compliance Knowledge
Given the importance of compliance in financial services, brush up on relevant regulations and be ready to discuss how you ensure ethical practices in your work. This will show that you understand the industry's standards and are committed to maintaining them.
