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...
As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients. SFP is a wholly-owned subsidiary of the Sanlam Group. What will you do?
This is a specialist role, responsible for delivery of training (presenting sales, legal technical, skills and product category- related programmes and short courses) to SFP Intermediaries (Brokers and Advisers) and sales and support staff of SFP.
Pre-course training administration
- Support training assistants to deliver on training, scheduling, materials, logistical arrangements etc.
- Ensure that pre-course on-line assessments are undertaken and passed by all delegates prior to attending the course
Facilitation of training and development programmes
- Facilitate trends-based training for individuals on a one-on-one basis
- Facilitate training in the online practice management and client financial needs analysis tool
- Training on navigation of SanPort, SanFin: Practice Management, Data mining & Communications, Saving Documents, E-Sign, Client Capturing/Basic Capturing & FNA Risk, FNA Investment and Retirement, Reports interpretation and ROA, SFP Web RoA and DRA, GetQuote and other SFP tools
- Facilitate various in-house training workshops including selling skills in a professional and effective manner
- Undertake ad-hoc presentations at conferences and seminars as requested by management and clients
- Coordinate, arrange and conduct regular CPD events
- Ad hoc training on regulatory updates and changes
- Manage the supervision process, including the supervisor assessment and ensuring supervisees are supervised adequately.
Training assessment and feedback/report writing
- Aligned to service level agreements in place:
o Administer and score learner assessments in the workshops to determine the proficiency levels of delegates.
o Complete a feedback report on each delegate after the workshop and share it with the relevant line manager
Training material/content development
- Work closely with the project sponsors, heads of business units and training developers to undertake the research and development of training material
- Structure and write training material according to adult learning principles and in competency-based formats
Training queries and projects
- Respond to regional queries from the business relating to training
- Serve as part of project teams, as required
Specific role requirements
- Must be willing to travel
- Must have a valid Code 08 driver’s license
- Must have own reliable transport
What will make you successful in this role?
Qualification and experience
- Post Graduate Diploma in Financial Planning qualification
- CFP designation advantageous
- Relevant Degree in Commerce/Finance/Law
- Completed Regulatory Exams
- INSETA assessor and moderator qualifications an advantage
- 2-3 years previous experience in providing financial advice to clients or in managing Financial Advisors
- 3-5 years’ experience in an auditing, forensics, risk management or compliance function (financial services)
- 2-3 years’ experience in training and facilitation (online and in-person)
Knowledge and skills
- Ability to managing stakeholder relationships
- Interest and exposure to developing training solutions
- Knowledge and experience in the laws governing the Life Assurance industry
- Experience in practice management and client financial needs analysis tools
Core competencies
- Customer Focus
- Collaborates
- Cultivates Innovation
- Drives Results
- Being flexible and adaptable
Personal attributes
- Decision Making
- Technical Professional Skills
- Presentation skills
- Interpersonal Savvy
- Self-Development Personal Attributes Plans and aligns - Contributing independently Communicates effectively - Contributing independently Decision quality - Contributing independently Interpersonal savvy - Contributing independently Build a successful career with us
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