Job Description

 Full job descriptionWho are we?Sanlam, 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 2,400 tied advisors 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 with Sanlam. 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 EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUSAs part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Advisor (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 centralised based specialist support role reporting to the Regional Business Manager. This role undertakes all on-boarding and vesting activities of new Financial Planners to Succession Financial Planning (both SFP and AFP contracts). These activities include:Vesting support for newly appointed Financial AdvisorsDisplay a thorough understanding of the Succession operating model and value chain (Sales and Operations; AFP & SFP).Work closely with Regional Business Managers and National Manager: AFP to facilitate the smooth induction and on-boarding process of new Financial Advisors through a structured program/process including.Be accountable to take each new Financial Advisors through a structured on-boarding program/process that vests/trains them up on all aspects of the new role and SPF business.Advisor Relationship Management & CoachingDeliver structured one-on-one and group coaching to improve advisor performance across sales, client engagement, and business growth.Serve as a strategic guide through platform adoption, incentive dashboards, and advisor growth journeys.Conduct performance reviews that interpret MI dashboards, turning data into actionable coaching and advisor-led outcomes.Act as a trusted escalation point for complex client cases and operational challenges.Strengthening advisor loyalty and retention through human connection, clarity, and consistent support.