About the Position
What will you do?
This role is responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ ensuring they are retained, competent and productive as quickly as possible.
What will make you successful in this role?
Supervision and management of financial advisers during first 24 months of employment encompassing the following outputs:
Activity, productivity and performance management of newly appointed advisers
Up skilling newly appointed advisers on products, technical knowledge, systems, processes, compliance, legislation, etc.
Focused Coaching and Vesting to ensure that the FA undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity.
Focused Development of FA’s in the different market segments i.e. Estate Planning, Investments, etc.
Recruitment of Financial Advisers
Sourcing and vesting new advisers in Key Accounts
Qualification & experience
Wealth Management /Financial Planning qualification
FAIS i.e. RE 5 & 120 Industry Credits
CFP would be an advantage
Management/Coaching Diploma would be advantageous
Marketing & Sales experience in the financial services industry.
3 – 5 years’ experience as a Financial Adviser /Planner in the middle to affluent market segment (proven track record)
Experience in mentoring/vesting of advisers
Previous management role would be advantageous
Knowledge and skills
Financial Services Industry and product knowledge (Sanlam and/or competitors)
Legal technical Knowledge (financial advice related and product related),
Financial/Assurance products (broad and background)
Management & developmental skills to manage/coach staff
Relevant regulatory, legislation and compliance knowledge (FAIS accredited)
Marketing/selling knowledge/skills (including 6 step sales cycle)
Activity and performance management
Fit & proper from a FAIS perspective to act as supervisor
Treating customers fairly
Due date for applications:
The closing date for applications is 08 August 2018
Note though that the recruiter reserves the right to withdraw the advertisement prior to the closing date, or to allow for 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 – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, 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 and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
Marketing and Sales experience
Experience in mentoring and vesting advisers
Three to five years experience as a Financial Adviser
Management experience would be advantageous
Desired Qualification Accreditation
Grade 12 / Matric
About The Employer
Who are we?
SPF Distribution, 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 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. Development Manager, Middelburg