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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...
Read more about this company
What will you do?
- 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. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
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.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
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.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
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.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
go to method of application »
What will you do?
- Entry point for representatives in a company.
- Represents and sells the company's goods and/or services by visiting companies and obtaining orders.
- Promotes sales by introducing the products with use of presentation/display techniques.
- Keeps immediate superior informed of competitor action and customer status.
- Is expected to achieve pre-set sales targets.
What will make you successful in this role?
Qualification and Experience
- Diploma with no experience or Grade 12 with 1 to 2 years related experience.
Knowledge and Skills
- New business processing
- Existing business processing
- Appointment preparation
- Client appointments and liaison
- Partnership Building
Personal Attributes
- Optimises work processes - Contributing dependently
- Communicates effectively - Contributing dependently
- Action orientated - Contributing dependently
- Plans and aligns - Contributing dependently
go to method of application »
What will you do?
- As a Financial Advisor, you will be selling Sanlam Retail Mass products and services. You will be promoting sales by introducing the products with use of presentation/display techniques. The successful candidates will need to keep informed of competitor action and customer status and will be required to achieve pre-set sales targets.
What will make you successful?
- The successful candidate will demonstrate strong entrepreneurial skills, target driven, self-disciplined, customer-centric and can build great client relationships.
- To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
- To work in allocated key accounts and allocated markets.
- To offer customer service to Sanlam clients.
- To arrange appointments with potential customers within Key Accounts and Allocated Markets.
- To update and inform customers and client public of our new products.
- Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
- Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
- Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.
Qualifications and Experience?
- Grade 12/Matric.
- FAIS compliant in terms of ‘fit and proper’.
- English and any other official South African language.
- Tech savvy and active on different social media platforms the following is an added advantage.
- Post-matric qualification or RE5.
- Previous experience in sales or client services.
- Experience at a competitor company will be an added advantage.
Knowledge and Skills
- Client Communication and Sales administration
- Service and Support
- Workflow management and reporting
- Partnership Building
- Personal Attributes
- Client Service Orientation
- Ability to influence client decision
- Confident decision maker
- Great business acumen
- Adhering to principles and values
- Analytical
- Proactive
- Ability to cope with pressure and setbacks
- Exceptional interpersonal skills
- Trustworthy
- Detail-oriented
- Activity management.
Core Competencies
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently
go to method of application »
What will you do?
- 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. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
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.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
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.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
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.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
go to method of application »
Sanlam Values
- The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles. Applicants must exhibit their commitment to the values as part of the application process.
- Lead with courage
- Serve with pride
- Care because we respect each other
- Act with integrity & accountability
- Grow value through innovation & superior performance
What will you do?
- Activity management of representatives.
- Prospecting for Representatives.
- Production management on a daily basis concentrating on quality and quantity.
- Conducting training - Theoretical and practical in field.
- Facility liaison.
- New facility identification.
Qualification & experience
- Grade 12
- Meet the qualification requirements in line with their DOFA:
- Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
- Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- RE 5 required from date of appointment)
Class of business (COB):
- Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Sales Manager.
Knowledge and skills
- At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
- A minimum of one year management experience
- Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met
Personal qualities
- Good leadership skills.
- Entrepreneurial with good business acumen.
- Strong action orientation
- Good written and verbal communication skills.
- Ability to make decisions.
- Initiative and innovativeness.
- Planning and organizing.
- Achievement orientation.
- Negotiation skills.
- Coaching and enabling skills
go to method of application »
What will make you successful in this role?
- Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries
- Developing existing markets
- Risk management
- New Business (quality)
- Training (administration and sales)
- Target and goal setting (brokers/SAI/self)
- Action and development plans for future
- Analysis of management reports
- Business relationship building
- Conservation/ pay point control
- Maintain and improve service standards
Qualification and Experience:
- Matric
- Industry recognized qualification
- A Business/ Commercial/Marketing qualification will be an advantage.
- RE5
- CPD
Knowledge and Experience:
- Driver's License (own transport is a must).
- 2 years relationship management/marketing/sales experience or experience in a similar capacity.
- Preference will be given to candidates from the financial services industry.
- 20 FAIS credits
- RE1 would be advantageous
Personal Attributes
- Business insight - Contributing independently
- Decision quality - Contributing independently
- Builds effective teams - Contributing independently
- Plans and aligns - Contributing independently
go to method of application »
Sanlam Values
- The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles. Applicants must exhibit their commitment to the values as part of the application process.
- Collaboration
- Care
- Innovation
- Integrity
What will you do?
- Activity management of representatives.
- Prospecting for Representatives.
- Production management daily concentrating on quality and quantity.
- Conducting training - theoretical and practical in field.
- Facility liaison.
- New facility identification.
Qualification and experience
Meet the qualification requirements in line with their DOFA:
- Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
- Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category, the manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- RE 5 required from date of appointment.
Class of business (COB):
- Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for COB. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained COB prior to appointment. If a potential candidate has not completed COB, they are still deemed to be under supervision and cannot be appointed as a Sales Manager.
Knowledge and skills
- At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions).
- A minimum of one year management experience.
- Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met.
Personal qualities
- Good leadership skills.
- Entrepreneurial with good business acumen.
- Strong action orientation.
- Good written and verbal communication skills.
- Ability to make decisions.
- Initiative and innovativeness.
- Planning and organizing.
- Achievement orientation.
- Negotiation skills.
- Coaching and enabling skills.
go to method of application »
Sanlam Values
- The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles. Applicants must exhibit their commitment to the values as part of the application process.
- Collaboration
- Care
- Innovation
- Integrity
What will you do?
- Activity management of representatives.
- Prospecting for Representatives.
- Production management daily concentrating on quality and quantity.
- Conducting training - theoretical and practical in field.
- Facility liaison.
- New facility identification.
Qualification and experience
Meet the qualification requirements in line with their DOFA:
- Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
- Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category, the manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- RE 5 required from date of appointment.
Class of business (COB):
- Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for COB. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained COB prior to appointment. If a potential candidate has not completed COB, they are still deemed to be under supervision and cannot be appointed as a Sales Manager.
Knowledge and skills
- At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions).
- A minimum of one year management experience.
- Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met.
Personal qualities
- Good leadership skills.
- Entrepreneurial with good business acumen.
- Strong action orientation.
- Good written and verbal communication skills.
- Ability to make decisions.
- Initiative and innovativeness.
- Planning and organizing.
- Achievement orientation.
- Negotiation skills.
- Coaching and enabling skills.
go to method of application »
What will you do?
- As a Financial Advisor, you will be selling Sanlam Retail Mass products and services. You will be promoting sales by introducing the products with use of presentation/display techniques. The successful candidates will need to keep informed of competitor action and customer status and will be required to achieve pre-set sales targets.
What will make you successful in this role?
- The successful candidate will demonstrate strong entrepreneurial skills, target driven, self-disciplined, customer-centric and can build great client relationships.
- To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
- To work in allocated key accounts and allocated markets.
- To offer customer service to Sanlam clients.
- To arrange appointments with potential customers within Key Accounts and Allocated Markets.
- To update and inform customers and client public of our new products.
- Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
- Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
- Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.
Qualifications and Experience
- Grade 12/Matric.
- FAIS compliant in terms of ‘fit and proper’.
- English and any other official South African language.
- Tech savvy and active on different social media platforms the following is an added advantage.
- Post-matric qualification or RE5.
- Previous experience in sales or client services.
- Experience at a competitor company will be an added advantage.
Knowledge and Skills
- New business processing
- Existing business processing
- Appointment preparation
- Client appointments and liaison
- Partnership Building
- Personal Attributes
- Client Service Orientation
- Ability to influence client decision
- Confident decision maker
- Great business acumen
- Adhering to principles and values
- Analytical
- Proactive
- Ability to cope with pressure and setbacks
- Exceptional interpersonal skills
- Trustworthy
- Detail-oriented
- Activity management.
Core Competencies
- Cultivates innovation - Contributing dependently
- Customer focus - Contributing dependently
- Drives results - Contributing dependently
- Collaborates - Contributing dependently
- Being resilient - Contributing dependently
go to method of application »
What will you do?
- To provide a range of secretarial, administration and paralegal support services to the in-house team of legal advisors and professionals
- What will make you successful in this role?
- Word Processing & Filing
- Type, check and file all legal documentation & correspondence, including complex and lengthy legal agreements. This may include transcription of dictated or record information.
- Apply standard templates and customise house templates as required.
- Redline complex agreements.
- Prepare execution versions of agreements. This includes differentiating between new documents and document versions.
- Type up organograms.
- Prepare PowerPoint presentations / displays.
- Check documentation to identify, query and if required rectify errors and/or inconsistencies with house rules and standard legal practice.
- Re-format and re-phrase typed documents where necessary.
- Scan relevant documentation.
- Save all relevant e-mail correspondence.
- File all documentation and relevant correspondence in date and time order with established naming conventions.
- Access and retrieve filed information requested.
Legal Administration
- Draft basic agreements and other routine documentation and correspondence e.g., general letters and/or e-mails in line with established precedents and practices.
- Check agreements for consistency in the application of legal terminology and check cross referencing, especially where changes have been made.
- Assist with the collation, preparation and filing of matter and client related documents.
- Check to ensure that all requisite documentation requirements are in order.
- Follow up with clients and other parties to ensure that outstanding documentation is received.
- Prepare transaction bibles.
- Close matters and archive files.
- Research relevant areas of the law where required.
Invoicing & Collections
- Gather and provide requisite FICA information from clients and/or parties responsible for invoice payments.
- Check and assist Finance with account allocations if required.
- Process expenses as authorised.
General
- General office support
- Schedule and confirm diary appointments as requested.
- Take minutes and notes of meetings when required.
- Arrange conference call facilities.
- Arrange catering requirements for meetings.
- Arrange logistics for conferences and general travel i.e., venue, travel, catering, accommodation, presentation and documentation requirements.
- Order and distribute stationery for the team.
Teamwork
- Support others in the team when own work is complete.
- Maintain a collaborative working relationship with other support areas in the company e.g., IT, Finance, HR, and Marketing.
Qualification and Experience
- Grade 12 with 5 to 6 years related experience or Degree with 2 to 3 years related experience.
Knowledge and Skills
- Secretarial Support
- Administration
- Manages various Stakeholder queries and support
- Reservation Management
Personal Attributes
- Communicates effectively - Contributing independently
- Plans and aligns - Contributing independently
- Action orientated - Contributing independently
- Optimises work processes - Contributing independently
go to method of application »
What will you do?
- To deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Key outcomes
The following outcomes will be expected to be achieved by Administrator Linked Investment:
- Operations support: Provide operations support against standard operating procedures. Provide support to customers and team as required to ensure team performance on an ongoing basis.
- Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards
- Handle inbound and outbound calls as per the agreed service level agreement (SLA), e.g., talk time, availability, average time to answer, etc. to manage the holding/active client's experience on the call.
- Review client investment instructions received via workflow system to ensure compliance to business processing requirements. This involves validation of banking details, signature verification, etc., as well as compliance to regulatory requirements (e.g., Financial Identification Client Act (FICA), Pension Funds Act, and Long-Term Insurance Act)
- Capture or authorize the investment instruction onto the workflow system as per the technical guide and processing manuals within the applicable SLA.
- Provide regular feedback to stakeholders through various channels (such as, email, telephone) to keep the stakeholder informed about the progress relating to the investigation of the case.
Qualifications and experience
- Degree/National Diploma (NQF level 6) in Accounting / Banking or equivalent
- 2 - 3 years working experience as a Client Services Consultant or an Administrator in a LISP in a Financial Services Industry
Competencies
- Client Focus
- Cultivates Innovation
- Collaborates
- Drives Results
- Being Resilient
- Adhering to Principles and Values
- Excellent Writing and Reporting Skills
- Highly Analytical
- Adapting and Responding to Change
Attributes
- Positive, enthusiastic attitude
- Teamwork
- Ability to work under pressure
- Honesty, integrity and respect
- Self-starter and self confidence
What will make you successful in this role?
- Qualification and Experience
- Grade 12 or Diploma with 3 to 4 years related experience.
Knowledge and Skills
- General Administrative Practices
- Risk, debt, MI and budgeting
- Logistical and events/meeting co-ordination
- Client relationship management
Personal Attributes
- Interpersonal savvy - Contributing independently
- Decision quality - Contributing independently
- Action orientated - Contributing independently
- Optimises work processes - Contributing independently
go to method of application »
What will you do?
- This role will be part of the Legal Services team in Distribution Support business area. The incumbent will be responsible to effectively promote, monitor, and drive intermediary adherence to compliance and risk management specifically in relation to replacements.
What will make you successful in this role?
- Promote, monitor, and drive the effective adherence of Compliance and Risk Management through:
- Pro-active monitoring of practices and replacement business cases submitted by intermediaries
- Ensuring that all compliance practices and procedures are strictly adhered to in terms of disclosures,advice given, recordkeeping and ethical behaviour when dealing with clients and conducting sales
- Tracking, interpreting, and communicating trends and gaps in terms of compliance risks identified andmanage or coordinate corrective actions in partnership with relevant partners
- Compliance recordkeeping and reporting
- Signing off on relevant documentation required
- Identify and coordinate training where needed
Qualification and Experience
- Valid driver’s license with own reliable motor vehicle
Minimum qualifications:
- Relevant Commerce Degree and/or Diploma
- Post Graduate Diploma in Financial Planning will be advantageous (or in process)
- Investment and Risk Product Accreditation
- Other industry related qualifications will be advantageous
Knowledge and Skills
- Financial services industry and market knowledge
- Sanlam product knowledge (including investments)
- Knowledge of content and impact of all the relevant compliance related legislation and requirements forthe Financial Services Industry
- Financial Planning and sales processes and governance
- MS: Office (Excel, Word, PP, Outlook)
- Sales Advice process
- Sales related tools (Sanfin, S.Net and Suite etc.)
- Auditing and forensic practices and process
- Compliance complaints process
- Risk management policies, practices, and processes
- Policy Replacement Rules
- Record of Advice
Personal Attributes
- Decision Making
- Communicates effectively
- Technical Professional Skills
- Analytical and attention to detail
- Action Orientated and work well under pressure
- Continuous Learning
- Professional and ethical
Method of Application
Use the link(s) below to apply on company website.
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