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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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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 primarily supporting the legal consultants who work with 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 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:
Qualification And Experience
Knowledge And Skills
Core competencies
Personal attributes
Turnaround time
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.
Closing date: 3 November 2022
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