Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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What will you do?
- This role is accountable to create the strategy for and execute the implementation of effective practice development and growth across Professional Advice Businesses (PAB’s) and Professional Service Businesses (PSB’s) through a national team of regional SFP managers and Business Consultants:
Strategic Leadership:
- Serve as a member of the SFP Manco and contribute to the strategy, direction and leadership of the business
- Contribute to creating the SFP Business Development strategy aligned to the SFP strategy and drivers
- Assist in communicating and driving the understanding and execution of the SFP strategy and direction within the business
- Monitor, track and measure the effectiveness of the strategy
- As an EXCO member drive special strategic projects and initiatives as needed from time to time
- Represent SFP at different forums and meetings within the wider SanlamConnect or other stakeholders as needed / requested
- As part of the leadership team visibly embrace, role model and drive; a high-performance work ethic, an inclusive culture and values, courageous leadership behaviours and care, empathy and support for staff
- Communicate and support the SFP strategies at a regional level
Ensure that all businesses as well as support services/operations are
- structured and set up correctly in order to function effectively
- adequately staffed and resourced to meet goals/targets
- trained, developed and up skilled to undertake the tasks at hand
- Serve on boards as directors when required
Create and communicate the strategy/Value Proposition for business development
- In collaboration with senior SFP management and in alignment with the SFP strategy create the business development strategy and VP including:
- Consider research and best practices in the industry to inform value adding offering and Value Proposition
- Undertake requisite consultation, investigation and engagements within the business (clients and stakeholders) to understand need, requirements and identify key focus areas.
- Communicate (via Roadshows and ad-hoc communication/engagements) and get understanding/buy-in for the strategy within the business from clients and stakeholders.
- Ensure internal goals and KPI’s are aligned and focussed on the execution of the strategy.
- Investigate and drive ongoing innovation, improvements and best practices.
Oversee the execution of the strategy in the PAB’s and PSB’s nationally through management, support and enablement of a team of Business Consultants to ensure the operational execution of the strategy and delivery of the Value Proposition/solutions including:
- Undertake focused practice development practices through all phases of the intermediate life cycle utilizing a broad array of delivery mechanisms/roles
- Co-creating a growth strategy (targets, budgets, regional/geographical drivers, client segments, products etc) for PAB’s and PSB’s.
- Assist existing PAB’s and PSB’s to grow their businesses through structural changes, mergers, enhancements (product/service)
- Assist with creating marketing campaigns, competitions and targeted sales initiatives across identified client segments
- Undertake periodic Business Health Index assessments and advise on remedial action on risk areas.
- Setting up and operating of an effective back-office support function
- Utilisation of enabling business tools, systems, processes (incl. Payroll and HRMS system, manages control accounts of PSB’s)
- Assist practices with compliance including tax.
- Advising on succession planning and continuity plans to sustain businesses
Co-ordinate onboarding, training and development interventions/programs
- Ensure CPD, accreditations and licensing requirements of all intermediaries are up to date and administered.
- Assist with the development of Authorised Principals in vesting and developing the Financial Planners for growth and productivity
- Co-ordinate and communicate the service offering from Broker Support Centre as well as baseline services.
- Undertake business consulting/coaching for Authorised Principal within and between existing entity businesses to look for opportunities to unlock more value or create better efficiencies.
Based on the business and acquisition strategy facilitate the following to happen
- Profile existing SFP Financial Planners as well as other intermediaries, brokerages, IFA’s suitable for these models
- approach and engage targeted persons and present the Value Proposition
- negotiate offer
- facilitate the due diligence/screening process
Undertake financial management
- Budgets and expense management (internal unit)
- Consult, assimilate and draft the annual budget to support the business goals.
- Manage and control the budget by monitoring expenses against budget throughout the month.
- Undertake robust expense management and cost controls.
- Enterprise funding/loan requests:
- Receive and assess loan/funding applications.
- If approved, negotiate terms/requirements and undertake required contractual governances
- Undertake required debt management processes
- Evaluation, approval and implementation of business cases as well as follow through on the implementation of business cases
What will make you successful in this role?
Qualification & experience
- Degree in Commerce/Business (MBA will be advantageous)
- Preferably CFP
- Management/leadership experience at a senior level
- Experience in vesting and development of start-up businesses (Professional Advice Business)
- Preferably 10 years’ financial services distribution experience
Knowledge and skills
IT:
- MS: Office (Excel, Word, PP, Outlook)
- SAP/E2 Financials
- MWS
- Sharepoint
Business/management:
- Financial Services Industry knowledge
- Financial Services Product knowledge
- Sound understanding of the different compliance related legislation and regulatory environment governing remuneration (I.E.: Tax legislation and labour legislation)
- Contracts and licensing agreements (SFP Business models)
- Legal technical knowledge (product and structure related)
- Sales distribution business model and value chains
- Market and client/product segmentation
- Marketing and sales principles
- Remuneration models and fee, commission structuring/Payroll
- Strategy and business plan formulation
- Business entity structures and legal / tax requirements
- Risk management
- Business metrics and measurements
- Strategic Leadership: Effectively serving on boards and directorships when required
- Budgets and expense/financial management (incl. Approval Framework)
- Payroll
Personal Attributes:
- Sales and results orientated
- Relationship/partnership builder
- Collaborator/problem solver
- Persuasion and influencing ability
- Strategic thinking abilities Business innovation
- Political and organisational savvy
- Socially confident and skilled to communicate well
- Tenacity and determination to overcome obstacles and succeed
- Active dealmaker
Personal qualities
- Cultivates innovation
- Client focus
- Drives results
- Collaborates
- Flexibility and adaptability
- Business insight
- Financial Acumen
- Organisational Savvy
- Manages complexity
- Balances stakeholders
- Decision quality
- Directs work
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
The closing date for applications is 22 August 2025
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