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Business Administration Consultant: RA SC Succession Financial Planning (Vineyard)Location: Bellville, Western Cape, ZA
Who are we? Sanlam is a business that focuses on the middle and affluent market. We are dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement, and providing adaptive solutions designed to answer life's financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.
As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients. SFP is a wholly owned subsidiary of the Sanlam Group.
• Support implementation of relevant SFP initiatives within the brokers practice
• Promote and support implementation of SFP technology programmes
• Promotes and support implementation of SFP planning and advice tools
• Promote and support implementation of SFP compliance administration
• Facilitate business partnership between SFP and broker
• Identify profitable opportunities in the brokers practice for growth
• Plan, implement, coordinate and report back on the national leads initiative
• Support SFP management with regards to practices within region
• Feedback and sharing of SFP related information with brokers
• Building relationships and being a soundboard for participating brokers so as to:
o Identify area of optimizing/improvement
o Identify opportunities to grow
o Implementation of SFP initiatives and interventions that apply to respective broker practices
o Coordination of events
What will make you successful in this role?Qualification & experience
• Matric/Grade 12
• Commercial/Financial or business related diploma/degree advantageous
• RFP3 or equivalent (i.e.: 120 credits) advantageous
• Extensive Financial Services (Insurance) experience in a marketing/sales environment
• Operational management/leadership of a team/unit advantageous
Knowledge and Skills Processing transactions and conduct simple calculations
Record keeping; filing and maintenance of databases
Maintain work standards and quality verification
Data Collection and processing of transactions
Personal Attributes Plans and aligns - Contributing independently
Interpersonal savvy - Contributing independently
Communicates effectively - Contributing independently
Optimises work processes - Contributing independently
Build 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 Competencies Being resilient - Contributing independently
Collaborates - Contributing independently
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Turnaround timeThe closing date for applications is 05 July 2024
The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.
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 aim is to help you 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 business clusters – Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office – the group provides many opportunities for growth and development.
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.
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