• Job Description

  Req#: 29347

  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.

• About the company

  As one of the largest financial services groups in South Africa, Sanlam provides insurance, investment, financial planning & retirement advice to individuals, businesses & institutions.

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