Financial Planning Specialist

2 months ago

Malmesbury, Wiltshire, United Kingdom Sanlam Limited Full time
Job Summary

Sanlam Limited is seeking a skilled Financial Planning Administrator to join our team. As a key member of our financial services team, you will be responsible for providing professional and relevant financial advice, planning, and products to our clients.

Key Responsibilities
  • Provide financial advice and support to clients, including conducting financial needs analyses and presenting financial solutions in a professional and competent manner.
  • Procure sustainable business of a high quality, in accordance with business targets set, and maintain and service clients as part of a long-term relationship.
  • Undertake relevant behaviours to attain targets relating to revenue generation, activity quotas, and promoting the Sanlam brand.
  • Treat clients fairly and apply financial knowledge to put together a plan that meets the needs of the client for a balanced portfolio.
Requirements
  • Grade 12 qualification
  • 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 in financial advice and support, production target achievement and budgeting, compliance and risk management, client relationship management, and financial planning and recommendations.
  • Personal attributes including effective communication, technical savvy, action orientation, interpersonal savvy, and persuasion.
What We Offer

Sanlam Limited is committed to building strong, lasting relationships with our employees and providing opportunities for growth and development. We pride ourselves in helping our employees to realise their worth and achieve their career aspirations.

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