Sanlam Retail Affluent is dedicated to support, grow and empower 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. 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 management role within Succession that takes accountability for the operational administrative processes, compliance and contracting processes within this business.
What will make you successful in this role? It includes the following main areas;
Ensure that the required support functions are adequately resourced and functional (i.e. : Compliance, Leads, Practice Management, Commission payments / finance, Administration, Facility Management)
Take joint responsibility for business performance (sales and revenue generation) together with Managing Director and other directors.
Create an environment conducive to the successful and effective implementation of the sales and operations strategy and business objectives
Manage the implementation of relevant operations strategy (nationally) coupled with business objectives with the view on growing the business and increasing profitability. This will be done through :
Building resources, capacity and infrastructure to enable regions to meet future market demands and exploit new opportunities, in order to effectively grow in designated markets.
Building processes, resources and infrastructure to enable operational environment to function effectively and efficiently within business strategy and objectives.
Proactive and appropriate response to continuous changing market conditions.
Manage Operations on sound business and ethical principles.
Undertake people management and development of direct reports What will make you successful in this role? Qualification & experience
Extensive Financial Services experience in an Administrative / sales support environment
Operational Management / leadership of a team / unit
Associated Qualification :
Commercial / Financial or business related diploma / degree
CFP / RFP3 or equivalent (i.e. : 120 credits) advantageous Knowledge and skills
MS : Office (Excel, Word, PP)
Lotus notes / MS : OUTLOOK
Leads Management System (LMS)
Financial Services Industry Knowledge
Financial Services Product Knowledge (Sanlam and competitors)
Legal technical Knowledge
Financial / Assurance products-(broad and background)
Leadership and Management skills to manage staff
Relevant regulatory legislation and compliance knowledge (FAIS accredited)
Sales and business targets
Budget and expense management (financial management)
Business / strategic planning processes
Contract and service level agreements
IR and EE legislation regarding employment practices
Leads and client database sourcing
People Management Personal qualities
Flexibility and adaptability
Builds effective teams
Plans and aligns
Job fits questions