Business Administration Consultant: RA SC Succession Financial Planning (Vineyard)

Who are we?

Sanlam is a business that focuses on the middle and affluent market. We are dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement, and providing adaptive solutions designed to answer life's financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.

As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients. SFP is a wholly owned subsidiary of the Sanlam Group.

What will you do?

• Support implementation of relevant SFP initiatives within the brokers practice

• Promote and support implementation of SFP technology programmes

• Promotes and support implementation of SFP planning and advice tools

• Promote and support implementation of SFP compliance administration

• Facilitate business partnership between SFP and broker

• Identify profitable opportunities in the brokers practice for growth

• Plan, implement, coordinate and report back on the national leads initiative

• Support SFP management with regards to practices within region

• Feedback and sharing of SFP related information with brokers

• Building relationships and being a soundboard for participating brokers so as to:

o Identify area of optimizing/improvement

o Identify opportunities to grow

o Implementation of SFP initiatives and interventions that apply to respective broker practices

o Coordination of events

What will make you successful in this role?

Qualification & experience

• Matric/Grade 12

• Commercial/Financial or business related diploma/degree advantageous

• RFP3 or equivalent (i.e.: 120 credits) advantageous

• Extensive Financial Services (Insurance) experience in a marketing/sales environment

• Operational management/leadership of a team/unit advantageous

Personal qualities

• Cultivates innovation

• Client centricity

• Results driven

• Collaboration

• Flexibility and adaptability

• Plans and aligns

• Communicates effectively

• Action oriented

• Optimizes work processes

Knowledge and Skills

Processing transactions and conduct simple calculations

Record keeping; filing and maintenance of databases

Maintain work standards and quality verification

Data Collection and processing of transactions

Procedures Knowledge

Personal Attributes

Plans and aligns

• Contributing independently

Interpersonal savvy

• Contributing independently

Communicates effectively

• Contributing independently

Optimises work processes

• 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

Being resilient

• Contributing independently

Collaborates

• Contributing independently

Cultivates innovation

• Contributing independently

Customer focus

• Contributing independently

Drives results

• Contributing independently

Turnaround time

The closing date for applications is 05 July 2024

The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.

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 aim is to help you 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 business clusters

• Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office - the group provides many opportunities for growth and development.

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.