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Paraplanner Sfa East Coast Region at Sanlam

  • Contract Intermediate position

  • Umhlanga, KwaZulu-Natal

  • Undisclosed basic salary

  • Job 2257987 | Ref Distribution110

  • Posted 05 Oct 2018 by Sanlam


About the Position

What will you do?

The ParaPlanner is a specialist role primarily responsible for producing the risk management or financial plan to meet the customer's needs. The ParaPlanner needs expertise in risk products and strategies, investment products and strategies, regulation and tax implications.
In addition a thorough knowledge of product features, performance, rates and benefits for comparative purposes. Research on changes to products, services and strategy options should be regularly undertaken. The ParaPlanner should hold a proper authority from the licensee to provide financial advice and must operate within the compliance regulations.
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.

  • Develop and maintain relationships with key personnel within strategic alliance partner.
  • Attend or contribute towards customer meetings as requested by the adviser.
  • Implementation of new business, including all fund manager and life office follow-ups. This includes completing and submitting application / prospectus forms where necessary, contacting suppliers and ensuring business completes in a timely fashion
  • Participation in marketing activities as required, e.g. presenting at customer seminars
  • Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer's needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
  • Provide technical training as required to all other staff, incl. advisers and customer service staff
  • Comply with all reasonable requirements for maintaining adviser status.
  • Contribute towards the review of customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer's objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
  • Contribute towards setting individual objectives and KPIs in conjunction with Business Manager, and based on achieving business objectives

What will make you successful in this role?

Qualification & experience

  • Matric or equivalent qualification
  • Relevant industry education (WM, RFP3, CFP® and/or Commerce Degree)
  • Hold a proper authority from the licensee to provide financial advice and must operate within the compliance regulations
  • Experience in a Para-Planning role or Financial Planner
  • Strong understanding of industry culture, regulations and competitor's products/offering

Knowledge and skills

  • MS: Office (Excel, Word)
  • Outlook
  • SanFin
  • Sanport
  • Financial/Assurance products-(Risk and Investment)
  • Estate and Retirement Planning
  • Legal entities and Tax
  • Relevant regulatory legislation
  • Analytical and detail minded
  • Structured and well organised
  • Able to work alone as well as meeting team targets
  • Socially confident and skilled to interact and positively influence clients
  • Customer centric and service oriented (manage the customer relationship with the FA)

Personal qualities

  • Information Gather
  • Concern for Accuracy
  • Problem Solving
  • Building Customer Loyalty
  • Communication
  • Business Acumen
  • Technical and Professional Skills

Due date for applications:
The closing date for applications is 31 October 2018.
Note though that the recruiter reserves the right to withdraw the advertisement prior to the closing date, or to allow for further applications to be submitted after the closing date indicated.

Turnaround times
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.

Our aim is to help you build a successful career with us
We're 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 - Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office - the group provides many opportunities for growth and development.

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

Desired Skills

  • Communication
  • Business Acumen
  • Problem Solving
  • Building Customer Loyalty

Desired Qualification Accreditation

  • Diploma

About The Employer

Who are we?

SPF Distribution, 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 and intermediaries. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life's financial questions. ULTIMATELY WE GROW AND PROTECT WEALTH.


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