Financial Planning Analyst: Distribution Support at Sanlam Group

What will you do?

This specialist role collaborates with the legal consultant and other relevant internal stakeholders, where applicable to provide a comprehensive and effective financial needs analysis, in a written format, of the external client’s current financial context and possible recommendations. The Financial Planning Analyst will engage with a number of elements relating to the client’s requirements, such as Business Assurance Planning, Estate Planning and Retirement Planning - where relevant, with the aim of providing a legislatively compliant analysis of the external client’s current financial scenario, with relevant recommendations. This role focuses on primarily supporting the legal consultants who work with financial intermediaries, who advise High Networth clients.

What will make you successful in this role?

• Conduct financial needs analyses and drafting of plans by:
  • Gathering appropriate information regarding client’s needs and requirements
  • Analysing all relevant information obtained
  • Generating quality recommendations that are legislatively compliant

• Create financial plans and solutions for presentation to clients through the Intermediaries or legal Consultants
• Review and enhance work processes
• Build and manage relationships with stakeholders
• Conduct research, develop and facilitate discussions or training when needed
   

Qualification & Experience

• Grade 12 with Mathematics
• B.Com LLB or LLB / qualified attorney ( B.Com LLB preferred as a result of the commercial / numerical focus)
• Post graduate Diploma in Financial Planning or in process
• 3-5 years’ relevant experience in Financial Service environment, specifically experience in Financial and Estate Planning
   

Knowledge And Skills

• Financial calculations, projections, analyses
• Financial Services Industry Knowledge
• Sanlam Product Knowledge (retirement, investment and estate planning, business assurance). Must do annual Product accreditation on all relevant Sanlam products
• Knowledge of income tax laws
• Knowledge of estate planning environment / estate administration process
• Knowledge of retirement rules and business assurance
• Financial markets and instruments
• Compliance laws and relevant requirements for Financial Services
• Computer skills (MS office i.e. Word, Excel, Powerpoint)
   

Core Competencies

• Being resilient
• Collaborates
• Cultivates innovation
• Customer focus
• Drives results

Personal Attributes

• Builds networks
• Business insight
• Manages complexity
• Persuades
• Decision Making
• Flexibility and Adaptability
• Action & Results Orientated
• Plans and aligns
• Optimizes work processes
• Communicates effectively
• Nimble learning
• Good analytical and conceptual thinking abilities
• Good relationship building and communication

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.

Closing date: 18 February 2020