Current Vacancies at Sanlam

What will you do?

Reception duties:

• Switchboard duties and logging faults via the SIG Helpdesk.
• Hostess functions when welcoming clients and attending to all clients.
• Oversee the reception client area, all boardrooms, and boardroom bookings.
• Manage refreshment orders for meetings, presentations and the office as and when required.
• Liaise with the marketing department
• Maintain updated research in the reception area.
• Prepare marketing briefs in line with marketing’s templates
• Assist with Knysna client event coordination (as and when required)
• Manage office stationery and suppliers’ invoices
• Binding and collation of presentation packs for Portfolio Manager presentations
• Assist with administration for events being held including the branding equipment
• Manage incoming and outgoing post / deliveries and liaise with courier companies and the mailing room team.
• Log calls with the Facilities Managers with regard to office maintenance
• Adhoc assistance to the team as and when required

Administration duties:

• Assist with the opening of all accounts on BDA
• Assist with checking all mandate and FICA for completion
• Assist with monthly payments
• Assist with the processing of journals
• Assist with the checking of accounts for funds for monthly payments

What will make you successful in this role?

• Experience within the Private Wealth industry
• High level of accuracy
• Excellent communication and interpersonal skills

Qualification and experience

• Tertiary and/or industry related qualification would be an advantage (with Finance/Accounts)
• Matric (essentially with Mathematics /Accounting an advantage)
• Basic understanding of the Private Client business and the stock-broking environment preferable
• Experience within the financial services industry is essential

Knowledge and skills

• Computer literacy – MS Office and Excel
• Working knowledge of BDA an advantage
• Knowledge of private client processes and procedures
• Knowledge of the back office functioning an advantage

Personal qualities

• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results

go to method of application »

What will you do?

• This role is responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ, ensuring they are retained, competent and productive as quickly as possible.

What will make you successful in this role?

Supervision and management of financial advisers during the first 24 months of employment encompassing the following outputs:

• Activity, productivity and performance management of newly appointed advisers
• Upskilling newly appointed advisers on products, technical knowledge, systems, processes, compliance, legislation etc.
• Focused Coaching and Vesting to ensure that the FA undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity
• Focused Development of FA's in the different market segments i.e. Estate Planning, Investments etc.
• Recruitment of Financial Advisers
• Sourcing and vesting new advisers in Key Accounts

Qualification and Experience

• Matric
• Wealth Management/ Financial Planning qualification
• FAIS i.e. RE5 and 120 industry credits
• CFP would be an advantage
• Management/Coaching Diploma would be advantageous
• Marketing and Sales experience in the financial services industry
• 3-5 years experience as a Financial Adviser/ Planner in the middle to affluent market segment (proven track record)
• Experience in mentoring/ vesting of advisers
• Previous management role would be advantageous
• COB and CPD points

Knowledge and Skills

• Financial Services Industry and product knowledge (Sanlam and/or competitors)
• Legal technical knowledge (financial advice related and product related)
• Financial/Assurance products (broad and background)
• Management and developmental skills to manage/coach staff
• Relevant regulatory, legislation and compliance knowledge (FAIS accredited)
• Marketing/selling knowledge/skills (including 6 step sales cycle)
• Activity and performance management
• Fit and proper from a FAIS perspective to act as supervisor

Personal Qualities

• Cultivates Innovation
• Client Focus
• Drives Results
• Collaborates
• Flexible and Adaptable
• Drives Vision and Purpose
• Business Insight
• Directs Work
• Decision Quality

The closing date for the applications is 24 August 2023.