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 Advisors
Display 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 & Coaching
Deliver 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.
Digital Enablement & Training
Design and deliver high-impact learning experiences on products, regulations, market insights, and digital platforms.
Facilitate digital onboarding and workflow transitions using system-guided, AI-supported pathways.
Champion self-service adoption and build digital confidence across the advisor community.
Serve as feedback conduit between advisors and tech/product teams, enhancing usability and innovation.
Maintain a dynamic, compliant knowledge repository of enablement materials, sales playbooks, and best practice guide
Process & Technology Optimization
Identify workflow inefficiencies and collaborate across teams to implement scalable tech and process solutions.
Support adoption of CRM systems, client portals, and financial planning software with hands-on guidance.
Co-design standard operating procedures promote consistency, compliance, and advisory excellence.
What will make you successful in this role?
Qualification and Experience:
Grade 12
Drivers licence
3-5 years financial services sales support/administrative experience
Financial services (preferably Distribution) experience
Knowledge and Skills: (Functional)
IT:
MS: Office (Excell, Word, PP, Outlook)
Sales tools: i.e.: Sanfin; Sanport; Xplan
Compay
SEED
Good basic IT/systems operations knowledge
SFP Online
SFP Portal (at least one experience in the usage of the SFP Intermediary portal)
Basic IT/system operation knowledge
Business/Management:
Financial Services Industry Knowledge
SFP and AFP value proposition
Relevant regulatory legislation and compliance knowledge
Financial Services Product Knowledge (Sanlam and competitors)
Vesting
On boarding processes
ITC and credit checking
SPF Contracts and agreements
Commission and remuneration structures
Sales metrics and measurements
Practice Management and implementation
At least one experience in the usage of the SFP Intermediary portal
Personal Attributes:
Confident
Customer service skills
High energy and pro-active
Strong administrative skills and knowledge
Sound relationship building skills
Attention to Detail
Problem solver
Ability to work independently
Results driven
Record keeping
Work standards
Communication abilities – verbal and written
Flexible and open to change
Structured, planned, organised and process orientated
Collaborator – working well with others
Personal Qualities:
Cultivates Innovation
Plans and Aligns
Being Resilient
Decision Quality
Optimizes Work Processes
Drives Results
Action Oriented
Communicates Effectively
Collaboration
Instills Trust
Treating Customers Fairly
The closing date for applications is 20 March 2026
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