Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2, 000 tied advisers and 2, 000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer lifes financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.
As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients. SFP is a wholly-owned subsidiary of the Sanlam Group.
What will you do?
This is a specialist role, responsible for delivery of training (presenting sales, legal technical, skills and product category- related programmes and short courses) to SFP Intermediaries (Brokers and Advisers) and sales and support staff of SFP.
Pre-course training administration
- Support training assistants to deliver on training, scheduling, materials, logistical arrangements etc.
- Ensure that pre-course on-line assessments are undertaken and passed by all delegates prior to attending the course
- Facilitate trends based training for individuals on a one-on-one basis
- Facilitate training in the online practice management and client financial needs analysis tool
- Training on navigation of SanPort, SanFin: Practice Management, Data mining & Communications, Saving Documents, E-Sign, Client Capturing/Basic Capturing & FNA Risk, FNA Investment and Retirement, Reports interpretation and ROA, SFP Web RoA and DRA, GetQuote and other SFP tools
- Facilitate various in-house training workshops including selling skills in a professional and effective manner
- Undertake ad-hoc presentations at conferences and seminars as requested by management and clients
- Coordinate, arrange and conduct regular CPD events
- Ad hoc training on regulatory updates and changes
- Manage the supervision process, including the supervisor assessment and ensuring supervisees are supervised adequately.
- Aligned to service level agreements in place:
- Administer and score learner assessments in the workshops to determine the proficiency levels of delegates.
- Complete a feedback report on each delegate after the workshop and share it with the relevant line manager
- Work closely with the project sponsors, heads of business units and training developers to undertake the research and development of training material
- Structure and write training material according to adult learning principles and in competency-based formats
- Respond to regional queries from the business relating to training
- Serve as part of project teams, as required
- Must be willing to travel
- Must have a valid Code 08 drivers license
- Must have own reliable transport
Qualification and experience
- Relevant industry-related Degree/Diploma
- Post Graduate Diploma in Financial Planning qualification advantageous
- CFP designation advantageous
- Relevant Degree in Commerce/Finance/Law
- Completed Regulatory Exams
- INSETA assessor and moderator qualifications an advantage
- 2-3 years previous experience in providing financial advice to clients or in managing Financial Advisors
- 3-5 years experience in an auditing, forensics, risk management or compliance function (financial services)
- 2-3 years experience in training and facilitation (online and in-person)
- Ability to managing stakeholder relationships
- Interest and exposure to developing training solutions
- Knowledge and experience in the laws governing the Life Assurance industry
- Experience in practice management and client financial needs analysis tools
- Customer Focus
- Collaborates
- Cultivates Innovation
- Drives Results
- Being flexible and adaptable
- Decision Making
- Technical Professional Skills
- Presentation skills
- Interpersonal Savvy
- Self-Development
Plans and aligns - Contributing independently
Communicates effectively - Contributing independently
Decision quality - Contributing independently
Interpersonal savvy - Contributing independently
Build a successful career with us
Were all about building strong, lasting relationships with our employees. 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 employees to realise their worth. Through its four business clusters Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
Core Competencies
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
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.
The closing date for applications is 04 December 2023
The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.
Our aim is to help you build a successful career with us
Were all about building strong, lasting relationships with our employees. 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 employees to realise their worth. Through its business clusters Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office the group provides many opportunities for growth and development.
Our commitment to transformation
The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
