Financial Planning Specialist

2 weeks ago

Malmesbury, Wiltshire, United Kingdom Sanlam Limited Full time
Financial Planning Administrator Role

Sanlam Life Ltd is a leading financial services provider in South Africa, dedicated to building strong relationships with our financial advisors. We strive to help our advisors achieve their goals and realize their worth.

The purpose of this role is to provide clients with professional financial advice, planning, and products tailored to their needs. This involves procuring sustainable business, maintaining client relationships, and promoting the Sanlam brand in a compliant and ethical manner.

Key responsibilities include:

  • Generating revenue through single and recurring premiums
  • Meeting activity quotas
  • Promoting the Sanlam brand
  • Treating customers fairly in all client engagements
  • Aligning the role with personal career aspirations

Networking and Lead Generation

This role involves face-to-face interactions, social networking, and prospecting for new clients. You will conduct financial needs analyses, provide sound financial planning advice, and present solutions to clients in a professional manner.

Key skills and qualifications include:

  • Grade 12
  • Financial Advisory and Intermediary Services Act (FAIS) requirements
  • Regulatory Examination

Personal Attributes

We are looking for individuals who are communicative, tech-savvy, action-oriented, and interpersonal. If you are a persuasive and independent contributor, we encourage you to apply.

Build a Successful Career with Us

We pride ourselves on building strong relationships with our employees and helping them achieve their career goals. Through our five business clusters, we offer opportunities for growth and development.

Our Commitment to Transformation

We are committed to transformation and embracing diversity, creating a workplace that values and respects all individuals.

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