Paraplanner:high Performance Centre: connect: - Umhlanga, South Africa - Sanlam

Sanlam

Verified Company

Umhlanga, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Who are we?

Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly.

This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who support them.

We are dedicated to meeting the financial needs of our clients.

Our vision:

We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly.

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 grow and protect wealth.

What will you do?

The Para-Planner is a specialist role primarily responsible for supporting independent Advisors by undertaking financial needs analysis and producing financial plans for clients.

The Para-Planner needs expertise in risk products and strategies, investment products and strategies, regulation and tax implications.

The incumbent also requires sufficient customer management and sales skill to attend face-to-face customer meetings and actively assist the Adviser as required in managing the customer relationship.

Key functions:

Undertake financial planning analysis for Advisors based on client driven Advisor requests covering Risk, Investment, Retirement and Business Assurance solutions.

Assist Advisors with sales and marketing support. Ensure proper Compliance is undertaken in all processes. Assist the Advisor to maintain their client base and ensure sound client service. Develop and Maintain Relationships with key relationships within the channel and region to support delivery (i.

e:
SSA, Helpdesk, Glacier BDM's etc.) Ongoing education and learning in order to remain up to date with all relevant legislative/compliance, tax, Sanlam and competitor product offerings and financial markets and instruments. Presentations and coaching intermediaries

What will make you successful in this role?

Qualifications and Experience:
Matric or equivalent qualification Diploma and equivalent NQF 6 qualification Relevant industry education (WM, RE5, CFP - 120 credits) Vested and competent Advisor with extensive Financial Services experience in a marketing/sales environment

Knowledge and skills:

Business/Management Financial Services Industry Knowledge Sanlam and Competitor Product knowledge (deep knowledge) Income Tax laws (Regulation and Tax Implications) Financial Needs Analysis-Financial Planning (Retirement, Investment and Estate Planning, Business Assurance) Section 14 transfers Product quotation generation Investment and risk concepts and markets Financial markets and instruments Compliance laws and requirements for Financial Services Legal technical Knowledge (product related) Client service (client meetings)

Personal qualities Cultivates innovation Client centricity Results driven Collaboration Flexibility and adaptability Financial acumen Decision quality Communicates effectively Plans and aligns Nimble learning Treating customers fairly

Turnaround times

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 - SanlamConnect, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office - the group provides many opportunities for growth and development.

The Sanlam Group is committed to achieving transformation and embraces diversity.

This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.

The Group's Employment Equity plan and targets will be considered as part of the selection process.