Financial Planner : Pietermaritzburg, New Castle, Ladysmith & surrounding areas

Sanlam Limited • Other • Pietermaritzburg, KwaZulu-Natal, South Africa • $200 - $300 / year • 1w ago

Financial Planner: Pietermaritzburg, New Castle, Ladysmith & surrounding areas

Location: Pietermaritzburg, KwaZulu Natal, ZA

Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.

What will make you successful in this role?

Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given.
- Undertake comprehensive fact finding with each client to lift needs and priorities.
- Conduct a financial needs analysis to ascertain the clients full financial situation.
- Provide sound personal financial planning advice.
- Present financial solutions to the client in a professional manner.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Strive for excellent, value-added service to clients.
Monitor, update and reporting (weekly/monthly)
- Document and present activities such as number and profile of contacts, appointments, consultations.
- Update client details on records.

Qualification and Experience

Grade 12

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.