At a Glance
- Tasks: Provide tailored financial advice and build lasting client relationships.
- Company: Join Sanlam, a leading financial services group with a strong brand.
- Benefits: Competitive salary, ongoing training, and opportunities for career growth.
- Other info: Dynamic role with a focus on ethical practices and client satisfaction.
- Why this job: Make a real difference in clients' lives while developing your financial expertise.
- Qualifications: Grade 12 and relevant financial advisory qualifications.
The predicted salary is between 30000 - 40000 £ per year.
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. You will undertake the procurement of sustainable business of high quality in accordance with the business targets set, and maintain and service these clients as part of a long‑term relationship that builds loyalty to the brand and generates ongoing advice and sales. All activities will be conducted in a compliant and ethical manner to support the growth and sustainability of the Sanlam Group business and brand.
What will make you successful in this role?
- Assist in growing the Sanlam Adviser Business.
- Be committed to the marketing plans and targets set for growing and developing the business.
- 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.
- Treat customers fairly in all client engagements.
- Role alignment with personal career aspirations.
- Networking, prospecting, and lead generation.
- Face‑to‑face interactions to create business opportunities.
- Prospecting new clients through creative opportunities such as business/social networks, associations or ad‑hoc presentations.
- Transform trusted relationships into business relationships.
- Strengthen existing relationships by expanding current services.
- Leverage 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 the 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.
- Request active and ongoing leads and referrals from others.
- Monitor and respond to client activities such as maturities, cancellations or surrenders.
- Client consultations and sales.
- Ensure all client interactions are compliant in terms of disclosures and advice given.
- Undertake comprehensive fact‑finding with each client to lift needs and priorities; document these findings.
- Conduct a financial needs analysis using relevant e‑tools, instruments or systems to ascertain the client’s full financial situation; or utilise the services of a Para‑Planner for this.
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the client’s needs for a balanced portfolio.
- Present financial solutions 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.
- Ensure all client interactions are ethical, courteous and professional.
- Follow‑up or refer all existing business queries to be resolved time‑wise through support.
- Strive for excellent, value‑added service to clients so they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues to serve clients within the defined market.
- Initiate long‑term client relationships and maintain a relational focus.
- Monitor, update and report (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 12.
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and regulatory examination successfully completed if registered with the 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.
Sanlam Financial Adviser Worcester employer: Sanlam
Sanlam is an exceptional employer that prioritises the professional growth of its Financial Advisers in Worcester, offering a supportive work culture that fosters long-term client relationships and ethical practices. Employees benefit from comprehensive training, continuous learning opportunities, and a commitment to treating customers fairly, all while being part of a reputable brand that values integrity and excellence in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Sanlam Financial Adviser Worcester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Sanlam. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Sanlam Financial Adviser Worcester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Sanlam.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Sanlam's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Sanlam
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Sanlam.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Sanlam will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Sanlam employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
