Business Administration Consultant
Nelspruit, Mpumalanga, ZA
5d ago
source : Latest Jobs

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?

  • Support implementation of relevant SFP initiatives within the brokers practice
  • Promote and support implementation of SFP technology programmes
  • Promotes and support implementation of SFP planning and advice tools
  • Promote and support implementation of SFP compliance administration
  • Facilitate business partnership between SFP and broker
  • Identify profitable opportunities in the brokers practice for growth
  • Plan, implement, coordinate and report back on the national leads initiative
  • Support SFP management with regards to practices within region
  • Feedback and sharing of SFP related information with brokers
  • Building relationships and being a soundboard for participating brokers so as to : o Identify area of optimizing / improvement o Identify opportunities to grow o Implementation of SFP initiatives and interventions that apply to respective broker practices
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