Financial Planning Specialist

3 weeks ago

Malmesbury, Wiltshire, United Kingdom Sanlam Limited Full time
Job Title: Financial Planning Administrator

Sanlam Limited is a leading financial services provider in South Africa, committed to building strong relationships with our financial advisors. We're dedicated to helping our advisors achieve their career goals and personal aspirations.

Job Summary

We're seeking a skilled Financial Planning Administrator to provide professional and relevant financial advice, planning, and products to our clients. The successful candidate will be responsible for procuring sustainable business, maintaining client relationships, and promoting the Sanlam brand.

Key Responsibilities
  • Provide financial advice and planning to clients, identifying their needs and recommending suitable products.
  • Procure new business and maintain existing client relationships to achieve revenue targets.
  • Conduct financial needs analyses, using relevant tools and systems, to understand client financial situations.
  • Present financial solutions to clients in a professional and competent manner, aligned with Treating Customers Fairly principles.
  • Initiate and maintain long-term client relationships, focusing on relational outcomes.
Requirements
  • Grade 12 qualification.
  • 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.
Desirable 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 and interpersonal skills.
  • Tech-savviness and action-oriented approach.
  • Persuasive and interpersonal skills.
Why Join Us?

We're committed to building strong relationships with our employees, providing opportunities for growth and development. Our five business clusters offer a range of career paths and opportunities for advancement.

Our Commitment to Transformation

We're dedicated to transformation and embracing diversity, creating an inclusive work environment that values and respects all employees.

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