Job Description

Who are we?

Sanlam, 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 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.

Who are we?

What will you do?

This is a specialist role that reports directly through to the CEO: SFP. The primary purpose of the role is to undertake focused recruitment of independent Financial Planners.
1. Undertake focused recruitment of independent Financial Planners aligned to business needs
2. Undertake effective screening and selection of independent Financial Planners aligned to the requirements of the business

What will make you successful in this role?

Qualification & experience

• Matric or equivalent qualification
• Commercial/Marketing or business related diploma/degree (HR diploma/degree)

Knowledge and skills

• Financial services, distribution/sales experience will be a strong recommendation
• Experience with regards to the recruitment of staff, either in a managerial capacity and/or Human Resources capacity
• MS: Office (Word, PP, Excel); Lotus Notes and Internet search engine
• Business/Management knowledge: Good knowledge of overall company information (history, successes, value offering)
• SFP Recruitment/Selection policy, governances and practices
• Sanlam brand and image representation
• Advertising and marketing
• Manpower planning
• Targeted recruitment sources (i.e.: worksites, universities etc.)
• Candidate profiles (Competencies, skills, qualifications, demographic fit etc.)
• Knowledge of the Succession Financial Planning Advisory Services (SFP) value proposition
• Interviewing, referencing and screening knowledge and skills
• SFP contracts and contracting process
• Financial acumen for the structuring of acquisition deals

Personal qualities

• Customer Focus
• Cultivate Innovation
• Drives Results
• Collaborates
• Being Flexible and Adaptable
• Business Insight
• Decision Quality
• Plans and Aligns
• Builds Networks
• Communicates Effectively
• Persuades

Process for application

The closing date for applications is 08 January 2024

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.

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.

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.

Sanlam