Advice And Risk Cons: SanlamConnect: SFP

Job Description

Who are we?Sanlam Retail Affluent is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients and intermediaries. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. ULTIMATELY WE GROW AND PROTECT WEALTH.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 role will typically form part of Succession (SFP) and AFP’s office structure and to be tasked to promote, monitor, coach/train and drive the effective adherence of compliance and risk management within units through fully understanding the content and impact of all the relevant legislation and requirements for the Financial Service industry.

Responsibilities + Skills

As required from time to time, work closely with Forensics and Finance to investigate any suspect business submission, practices or risk areas flagged

Education

Undertake to train and coach planners and management on areas of compliance and related legislation that require focus or attention as and when necessary

Experience

Job Summary

  • Published on: Tuesday, 24th November 2020
  • Designation: Advice And Risk Cons
  • industry: Miscellaneous
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: Johannesburg
  • Salary: 0
  • Gender:
  • Application Deadline: Tuesday, 24th November 2020

About the Company

  • Company Name: Sanlam.
  • Address: PO Box 1. Sanlamhof 7532. Street address. Sanlam Head Office, 2 Strand Road
  • Website: www.sanlam.co.za
  • Company Profile:
  • Charlize Theron may have run away to Hollywood, but the Sanlam Group keeps its star power at home in South Africa. Targeting middle-market and affluent clients, the company provides insurance and wealth management services. Major segments are life insurance (including annuities and other investment products) and short-term insurance (property and casualty coverage sold through majority-owned Santam). The company has been expanding its investment business through segments including Sanlam Investment Management, its Octane hedge fund of funds, and its SIM Emerging Markets, which focuses on African economies.

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