Overview
Paraplanner: HPC (PG8): Gauteng South Region (Boksburg) Jobs in Boksburg at Sanlam
Who are we?
Sanlam Life Ltd is one of the top financial services providers in the South African market.
We’re all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.
Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.
This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.
What will you do?
The Para-Planner is a specialist role primarily responsible for supporting independent Advisors by undertaking financial needs analysis and producing financial plans for clients. The Para-Planner needs expertise in risk products and strategies, investment products and strategies, regulation and tax implications.
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.
Key functions:
Undertake financial planning analysis for Advisors based on client driven Advisor requests covering Risk, Investment, Retirement and Business Assurance solutions.
Assist Advisors with sales and marketing support.
Ensure proper Compliance is undertaken in all processes.
Assist the Advisor to maintain their client base and ensure sound client service.
Develop and Maintain Relationships with key relationships within the channel and region to support delivery (i.e.: SSA, Helpdesk, Glacier BDM’s etc.).
Ongoing education and learning in order to remain up to date with all relevant legislative/compliance, tax, Sanlam and competitor product offerings and financial markets and instruments.
Presentations and coaching intermediaries
What will make you successful in this role?
Qualification & Experience:
Matric or equivalent qualification
Diploma and equivalent NQF 6 qualification
Relevant industry education (WM, RE5, CFP® – 120 credits)
Vested and competent Advisor with extensive Financial Services experience in a marketing/sales environment
Knowledge and Skills:
IT:
MS: Office (Excel, Word, PP)
Advisor tools (i.e.: Sanfin; Santrust, Sanquote, Santax, Sanport)
AUTONUB
Business/Management:
Financial Services Industry Knowledge
Sanlam and Competitor Product knowledge (deep knowledge)
Income Tax laws (Regulation and Tax Implications)
Financial Needs Analysis-Financial Planning (Retirement, Investment and Estate Planning, Business Assurance)
Section 14 transfers
Product quotation generation
Investment and risk concepts and markets
Financial markets and instruments
Compliance laws and requirements for Financial Services
Legal technical Knowledge (product related)
Client service (client meetings)
Personal Qualities:
Cultivates innovation
Client centricity
Results driven
Collaboration
Flexibility and adaptability
Financial acumen
Decision quality
Communicates effectively
Plans and aligns
Nimble learning
Treating customers fairly
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 21 May 2025.
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.
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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and 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.
Title: Paraplanner: HPC (PG8): Gauteng South Region (Boksburg)
Company: Sanlam
Location: Boksburg
