Financial Planner IS | Sanlam Vacancies

As a Financial Planner IS, your primary role is to provide professional and tailored financial advice, planning, and products to both new and existing clients, ensuring they align with their specific needs and requirements.

You will be responsible for procuring sustainable business while maintaining and servicing client relationships to foster long-term loyalty to the brand. It is imperative to conduct all activities in a compliant and ethical manner, contributing to the growth and sustainability of the Sanlam Group business and brand.

What Will Make You Successful in This Role?

1. Assisting in Growing the Sanlam Adviser Business
   • Commitment to marketing plans and targets set for business growth and development.
   • Utilize knowledge of market segmentation and customer profiles to support sales and growth within defined markets.
   • Achieve targets related to revenue generation, activity quotas, and promoting the Sanlam brand.
   • Ensure fairness in all client engagements.
   • Align role with personal career aspirations.
2. Networking, Prospecting, and Leads Generation
   • Utilize face-to-face interactions, social/business networks, and associations to create business opportunities.
   • Prospect new clients through various channels and strengthen existing relationships.
   • Implement focused campaigns with new or existing clients.
   • Monitor and respond to client activities within defined markets.
3. Client Consultations and Sales
   • Ensure all client interactions comply with disclosure and advice standards.
   • Conduct comprehensive fact-finding with each client and conduct financial needs analysis.
   • Provide sound financial planning advice and present solutions professionally.
   • Update client records and review portfolios annually.
4. Client Service
   • Maintain ethical, courteous, and professional client interactions.
   • Resolve client queries promptly and strive for excellent service.
   • Continuously learn to enhance knowledge, skills, and service delivery.
5. Monitoring, Updating, and Reporting
   • Document and present various activities, including contacts, appointments, consultations, and issued business against targets.
   • Update client details and maintain workflow and activity monitoring systems.

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:

• Effective communication
• Tech-savviness
• Action-oriented
• Interpersonal skills
• Persuasion skills