Financial Planning Analyst/legal Help Desk - Bellville, South Africa - Sanlam

Verified Company
Bellville, South Africa

1 month ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter


Who are we?

SanlamConnect is 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.


What will you do?

  • This specialist role collaborates with the legal consultant and other relevant internal stakeholders. This role will fulfil a dual purpose of analyst and legal help desk.
  • Provide a comprehensive and effective financial needs analysis, in a written format, of the external client's current financial context and possible recommendations. The Financial Planning Analyst will engage with a number of elements relating to the client's requirements, such as Business Assurance Planning, Estate Planning and Retirement Planning where relevant, with the aim of providing a legislatively compliant analysis of the external client's current financial scenario, with relevant recommendations. This role focuses on supporting the legal consultant and/or select financial intermediaries, who advise High Net Worth clients.
  • The role also aims to provide telephonic and electronic technical legal support to intermediaries (the client) and legal consultants, with the core aim of fielding their legislative/compliance/estate and retirement planning questions relating to the Sanlam product offering, by researching the enquiry via relevant internal stakeholders or electronic/hardcopy resources and packaging the information in an appropriate and easily understandable manner, when responding to the intermediary or legal consultant either directly or via the Legal Helpdesk.
    What will make you successful in this role?
  • Conduct financial needs analyses and drafting of plans by:
  • Gathering appropriate information regarding client's needs and requirements
  • Analysing all relevant information obtained
  • Generating quality recommendations that are legislatively compliant
  • Create financial plans and solutions for presentation to clients through the Intermediaries or legal Consultants
  • Review and enhance work processes
  • Build and manage relationships with stakeholders
  • Conduct research, develop, and facilitate discussions or training when needed
  • Maintain the service level agreements established on the legal help desk

Qualification and experience

  • Grade 12 with Mathematics
  • B. Com LLB or LLB / qualified attorney
  • Post graduate Diploma in Financial Planning or in process
  • 35 years' relevant experience in Financial Service environment and Insurance Industry, specifically experience in Financial and Estate Planning/Estate Administration or retirement planning knowledge will be advantageous

Knowledge and skills

  • Financial calculations, projections, analyses
  • Financial Services Industry Knowledge
  • Insurance product knowledge
  • Sanlam Product Knowledge (retirement, investment and estate planning, business assurance). Must do annual Product accreditation on all relevant Sanlam products
  • Knowledge of income tax laws
  • Knowledge of estate planning environment / estate administration process
  • Knowledge of retirement rules and business assurance
  • Financial markets and instruments
  • Compliance laws and relevant requirements for Financial Services
  • Computer skills (MS office i.e., Word, Excel, PowerPoint)

Core competencies

  • Cultivates Innovation
  • Customer Focus
  • Drives Results
  • Collaborates
  • Being Resilient

Personal attributes

  • Builds networks
  • Business insight
  • Manages complexity
  • Persuades
  • Decision Making
  • Plans and aligns
  • Optimizes work processes
  • Communicates effectively
  • Nimble learning
  • Good analytical and conceptual thinking abilities
  • Good relationship building and communication

Turnaround timeClosing date: 29 May 2024**
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.
    Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process.

More jobs from Sanlam