Job Description

Who are we?

Sanlam, 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 2,400 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 life's 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?

The role will implement the different operational requirements for setting and supporting new professional businesses, such as:

Marketing the professional business concept/model/process Planning the expansion of professional businesses regionally Sourcing, recruitment and appointment of Financial Planners into professional advice businesses Assist Authorised Principals with on-boarding and vesting of new Financial Planners Act as business consultant/coach and change agent to professional businesses Support to regional structures (Practice Development Consultants and Regional Business Managers) with regards to the professional business model Contribute to some projects and different business-related committees/forums

What will make you successful in this role?

Qualification and Experience:

CFP/RFP3 or equivalent (i.e.: 120 credits) Commercial/Financial or business-related degree A legal degree will be a strong recommendation 3-5 years Financial Services experience in a marketing/sales environment

Knowledge and Skills:

IT:

? MS: Office (Excell, Word, PP)

? Web based platform tool/site

? Applicable tools and platforms

? Sharepoint

Business/Management:

? Financial Services Industry Knowledge

? Specialised knowledge related professional business model

? Class of Business knowledge

? Legal technical Knowledge

? New and Existing business processes (within back office; segmentation, etc)

? SFP Financial Advisor contracts and remuneration

? Sales and related administration processes

? Leads management and campaigns/competitions

? Leadership and Management skills

? Financial management (including profitability)

? Business knowledge related to business mergers/acquisition deals (basic)

? Knowledge of business planning

? Debt management

? Relevant regulatory legislation and compliance knowledge (FAIS accredited)

Personal Attributes:

Sound business acumen Sales and goal orientated People developer (coaching) Networking and relationship builder Structured and good planning abilities Ability to motivate and build a team Strong administrative and operational skills and knowledge Socially confident and skilled to communicate well with staff and clients alike Ability to solve problems and work with complexity

Core Competencies:

Cultivates Innovation Customer Focus Drives Results Collaborates Being Resilient (Flexibility and Adaptability) Financial Acumen Balances Stakeholders Develops Talent Optimizes Work Processes Plans and Aligns Business Insight

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.

Core Competencies

Cultivates innovation - Contributing through others
Customer focus - Contributing through others
Drives results - Contributing through others
Collaborates - Contributing through others
Being resilient - Contributing through others

Turnaround time

The closing date for applications is 24 October 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.

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 - 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.