Financial Planner Malmesbury

1 week ago

Malmesbury, Wiltshire, United Kingdom Sanlam Limited Full time

Press Tab to Move to Skip to Content Link

Select how often (in days) to receive an alert: Create Alert

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.

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this 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 Business

  • Be 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 quotas
  • Promote the Sanlam brand
  • Treating customers fairly to be applied to all client engagements
  • Role is aligned to your personal career aspirations

2. Networking, prospecting and leads generation

  • Face 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, cancelations or surrenders within the defined market.

3. Client consultations and sales

  • Ensure 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 clientââ¬â¢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 clientââ¬â¢s portfolio annually by undertaking the above steps.

4. Client Service

  • Ensure all client interactions are ethical, courteous and professional.
  • Follow-up or refer all existing business queries to be resolved timeously through ââ¬Ëback-officeââ¬â¢ 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 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

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 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

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.

#J-18808-Ljbffr

  • Communications Graduate- Malmesbury

    1 week ago

    Malmesbury, Wiltshire, United Kingdom Dyson Full time

    Summary:Salary:CompetitiveTeam:Graduates, Interns and ApprenticesLocation:United Kingdom - Malmesbury OfficeAbout us:Dyson is a global technology company. We solve the problems others choose to ignore, with surprising new inventions that defy convention and simply work better. We're determined to be first and thrive on the challenge of relentless...

  • Goods in Lead

    1 week ago

    Malmesbury, Wiltshire, United Kingdom Dyson Full time

    Summary:Salary:CompetitiveTeam:Dyson ServicesLocation:United Kingdom - Malmesbury OfficeAbout us:Dyson, whether at the headquarters in Malmesbury or globally, is growing at a rapid pace, and the Estates team need to not only anticipate this growth, but also ensure that both new and existing properties are set up, operated and maintained to the expected...

  • Accountant

    1 week ago

    Malmesbury, Wiltshire, United Kingdom Kate John Associates Limited Full time

    We are proud to be recruiting for this global, market leader based nr Malmesbury, who have instructed Kate John Associates with finding an Accountant on a permanent basis. This is a fully remote role but with monthly travel to the office nr Malmesbury. Thebusiness has an enviable reputation as the industry leader and the culture of the company has been built...

  • Pa to The Senior Director of Technology and

    1 week ago

    Malmesbury, Wiltshire, United Kingdom Dyson Full time

    Summary:Salary:CompetitiveTeam:Administrative ServicesLocation:United Kingdom - Malmesbury OfficeAbout us:Dyson creates products that differentiate on the basis of technical leadership and innovation, which means that our Research Design & Development (RDD) teams are the heart of the business. Our UK Technical Research team is one of the largest parts of RDD...

  • Global Supply Chain Graduate

    1 week ago

    Malmesbury, Wiltshire, United Kingdom Dyson Full time

    Summary:Salary:CompetitiveTeam:Graduates, Interns and ApprenticesLocation:United Kingdom - Malmesbury OfficeAbout us:Dyson is a global technology enterprise. We solve the problems others choose to ignore, with surprising new inventions that defy convention and simply work better. We're driven by progress and thrive on the challenge of relentless improvement....

  • Pa to The Senior Director of Technology and

    1 week ago

    Malmesbury, Wiltshire, United Kingdom Dyson Full time

    About usDyson creates products that differentiate on the basis of technical leadership and innovation, which means that our Research Design & Development (RDD) teams are the heart of the business. Our UK Technical Research team is one of the largest parts of RDD and is vital to the success of Dyson. This organisation has large teams at both our Malmesbury...

  • Ip & Online Brand Protection Specialist

    1 week ago

    Malmesbury, Wiltshire, United Kingdom Dyson Full time

    Summary:Salary:CompetitiveTeam:LegalLocation:United Kingdom - Malmesbury OfficeAbout us:At Dyson we are encouraged to think differently, challenge convention and be unafraid to make mistakes. We're creative, collaborative, practical and enthusiastic. But most of all we're hugely passionate about what we do.Dyson offers a unique opportunity for talented...

  • Care Assistant

    1 week ago

    Malmesbury, Wiltshire, United Kingdom Orders of St. John Care Trust Full time

    Care AssistantMalmesburyPay rate: Up to £10.33-£10.5312 Hour Shift PatternABOUT THE ROLEOur Care Assistants make a real difference to our residents every day; whether it's helping them with their daily routines or personal care, providing companionship or joining in with the vast array of fun activities that take place in our homes, you'll play a vital...

  • Accounts Assistant

    1 week ago

    Malmesbury, Wiltshire, United Kingdom Frankly Recruitment Full time

    This is a role that will allow learning and progression.Based in Malmesbury, our client is looking to recruit an experienced Accounts Assistant to work across all aspects of finance including purchase, sales and general ledger to include month end duties.**Salary £21-£26k PA DOECan provide AAT but qualified by experience is desired.9am - 5pm Mon -...

  • Carer

    1 week ago

    Malmesbury, Wiltshire, United Kingdom Athelstan House Full time

    Carer Care Assistant Location: Athelstan House, Malmesbury Pay rate: £12.43 Contracted Hours: 36 We offer various shifts and hours so get in touch and we can help you find the job you want Located on the outskirts of the historic medieval market town of Malmesbury, Athelstan House is a purpose-built home surrounded by a large landscaped...

  • Relief Officer

    1 week ago

    Malmesbury, Wiltshire, United Kingdom Dyson Full time

    Summary:Salary:CompetitiveTeam:SecurityLocation:United Kingdom - Malmesbury OfficeAbout Us:Our Security team protects our unique technology, which is what sets us apart from the competition. It takes years to develop and is our most precious asset so it's essential we keep it secret. The team provides a safe environment, safe communication and safe travel...

  • Day Centre Co-ordinator

    1 week ago

    Malmesbury, Wiltshire, United Kingdom Orders of St. John Care Trust Full time

    Athelstan House, Malmesbury.9am -4.30pm Monday to Friday.£ 14.00 per hourWhat Experience do you need?The Day Care Co-ordinator will be accountable to the Manager for the day to day management of the Day Centre for older people and will be responsible for promoting and maintaining the highest professional standards and care practices The principal task of...

  • Kitchen Porter

    1 week ago

    Malmesbury, Wiltshire, United Kingdom Dyson Full time

    About UsDyson are seeking enthusiastic team players to join our superb in-house cafes on a permanent basis. This is no ordinary on-site Café, we are a global technology company with over 3,000 people based on site and still growing.Our Café facilities are open from 6am to 7pm and shifts will be within those operating hours working 39 hours a week Monday to...

  • New Product Quality Graduate

    1 week ago

    Malmesbury, Wiltshire, United Kingdom Dyson Full time

    Summary:Salary:CompetitiveTeam:Graduates, Interns and ApprenticesLocation:United Kingdom - Malmesbury OfficeAbout us:Dyson is a global technology enterprise. We solve the problems others choose to ignore, with surprising new inventions that defy convention and simply work better. We're driven by progress and thrive on the challenge of relentless improvement....

  • Legal Support Services Administrator

    1 week ago

    Malmesbury, Wiltshire, United Kingdom Dyson Full time

    About usDyson is a global technology enterprise. We solve the problems others choose to ignore, with surprising new inventions that defy convention and simply work better. We're growing fast and our ambition is huge - more categories, more locations and more people.Pioneering technology takes more than just inventive engineers. At Dyson, we take a...

  • Film Maker

    1 week ago

    Malmesbury, Wiltshire, United Kingdom Dyson Full time

    Summary:Salary:CompetitiveTeam:CreativeLocation:United Kingdom - Malmesbury OfficeAbout us:Dyson is growing fast and our ambition is huge - more categories, more locations and more people. Our technology is unique and complex, so it's up to us to explain it clearly. Working in-house, directly with engineers and the broader business, we create inspirational...

  • IT Operations Officer

    1 week ago

    Malmesbury, Wiltshire, United Kingdom Dyson Full time

    Summary:Salary:CompetitiveTeam:Information TechnologyLocation:United Kingdom - Malmesbury OfficeAbout us:Dyson is a global technology enterprise. We solve the problems others choose to ignore, with surprising new inventions that defy convention and simply work better. We're driven by progress and thrive on the challenge of relentless improvement. We're...

  • Programme Quality Lead

    1 week ago

    Malmesbury, Wiltshire, United Kingdom Dyson Full time

    Summary:Salary:CompetitiveTeam:Quality and ReliabilityLocation:United Kingdom - Malmesbury OfficeAbout us:At Dyson we are encouraged to think differently, challenge convention and be unafraid to make mistakes. We're creative, collaborative, practical and enthusiastic.Dyson offers a unique opportunity for skilled individuals to invent, design and develop...

  • Head of Competition Law

    1 week ago

    Malmesbury, Wiltshire, United Kingdom Dyson Full time

    Summary:Salary:CompetitiveTeam:Regulatory and ComplianceLocation:United Kingdom - Malmesbury OfficeAbout Us:At Dyson we are encouraged to think differently, challenge convention and be unafraid to make mistakes. We're creative, collaborative, practical and enthusiastic. But most of all we're hugely passionate about what we do.Dyson Legal are currently...

  • Procurement Specialist

    1 week ago

    Malmesbury, Wiltshire, United Kingdom Dyson Full time

    Summary:Salary:CompetitiveTeam:ProcurementLocation:United Kingdom - Malmesbury OfficeAbout Us:Dyson is a global technology enterprise. We solve the problems others choose to ignore, with exciting new inventions that defy convention and simply work better. We're continuing to grow and our ambition is huge -more categories, more locations and more innovative...