Paraplanner: RA: SanlamConnect Intermediaries: Cape Region (Bellville) (Contract) at Sanlam Group

What will you do? 
The ParaPlanner is a specialist role primarily responsible for producing the risk management or financial plan to meet the customer’s needs. The ParaPlanner needs expertise in risk products and strategies, investment products and strategies, regulation and tax implications. 

In addition a thorough knowledge of product features, performance, rates and benefits for comparative purposes.  Research on changes to products, services and strategy options should be regularly undertaken.  The ParaPlanner should hold a proper authority from the licensee to provide financial advice and must operate within the compliance regulations.  

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.

• Develop and maintain relationships with key personnel within strategic alliance partner.
• Attend or contribute towards customer meetings as requested by the adviser.
• Implementation of new business, including all fund manager and life office follow-ups. This includes completing and submitting application / prospectus forms where necessary, contacting suppliers and ensuring business completes in a timely fashion
• Participation in marketing activities as required, e.g. presenting at customer seminars 
• Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
• Provide technical training as required to all other staff, incl. advisers and customer service staff
• Comply with all reasonable requirements for maintaining adviser status.
• Contribute towards the review of customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process.  Ensure report is accurate and that investment strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
• Contribute towards setting individual objectives and KPIs in conjunction with Business Manager, and based on achieving business objectives
• Portfolio analysis and recommendations (if requested)
• FNA’s and ROA’s 
• Requesting benefit statements, surrender quotes, section 14 transfers, etc. from competitor companies 
• Checking that documents have been completed correctly (dates correlating, signatures, values, etc.)
• Act as a TCF checkpoint (advice is subjective so this can become a grey area. Advisers must be able to understand and effectively substantiate why the solution they’re giving the client is indeed in the client’s best interest)
• Capture client details from Sanfin document into Sanfin 
• Do comparison analysis (and quotes if necessary) – often the adviser just needs to be told what the equivalent Sanlam benefits are for their existing plan 

What will make you successful in this role? 
Qualification & experience 

• Matric or equivalent qualification
• Relevant industry education (WM, RFP3, CFP® and/or Commerce Degree)
• Hold a proper authority from the licensee to provide financial advice and must operate within the compliance regulations
• Experience in a Para-Planning role or Financial Planner
• Strong understanding of industry culture, regulations and competitor’s products/offering

Knowledge and skills 

• MS: Office (Excel, Word)
• Outlook
• SanFin 
• Sanport 
• Financial/Assurance products-(Risk and Investment)
• Estate and Retirement Planning 
• Legal entities and Tax
• Relevant regulatory legislation 
• Analytical and detail minded
• Structured and well organised
• Able to work alone as well as meeting team targets 
• Socially confident and skilled to interact and positively influence clients
• Customer centric and service oriented (manage the customer relationship with the FA)

Personal Qualities  

• Cultivates Innovation
• Client centricity
• Result driven 
• Collaboration 
• Flexibility and adaptability 
• Financial acumen
• Self-development 
• Communicates effectively 
• Plans and aligns 
• Action Oriented 

The closing date for applications is 11th, March 2022