Financial Planning Specialist

4 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 building strong relationships.
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.
Personal Attributes
  • Effective communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong analytical and problem-solving skills.
  • Ability to build and maintain strong relationships with clients and colleagues.
Why Join Us?

At Sanlam Limited, we're committed to transformation and embracing diversity. We offer a dynamic and inclusive work environment, with opportunities for growth and development. Join us and build a successful career in financial services.

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