ParaPlanner:High Performance Centre: SanlamConnect Gauteng North: Lynnwood (Re-run) at Sanlam Group

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:

IT:

• MS: Office (Excel, Word, PP)
• Advisor tools (i.e.: Sanfin; Santrust, Sanquote, Santax, Sanport)
• AUTONUB
• Successful candidate must have their own laptop to be operational

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

Process for application

The closing date for applications is 29 June 2023.