What will you do?<\/p>\n
\tThis is a centralised based specialist support role reporting to the Regional Business Manager. \u00a0This role undertakes all on-boarding and vesting activities of new Financial Planners to Succession Financial Planning (both SFP and AFP contracts).<\/p>\n
These activities include:<\/p>\n
Vesting support for newly appointed Financial Advisors<\/p>\n
\tDisplay a thorough understanding of the Succession operating model and value chain (Sales and Operations; AFP & SFP).
\n\tWork 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.\u00a0
\n\tBe 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. \u00a0<\/p>\n
Advisor Relationship Management & Coaching<\/p>\n
\tDeliver structured one-on-one and group coaching to improve advisor performance across sales, client engagement, and business growth.
\n\tServe as a strategic guide through platform adoption, incentive dashboards, and advisor growth journeys.
\n\tConduct performance reviews that interpret MI dashboards, turning data into actionable coaching and advisor-led outcomes.
\n\tAct as a trusted escalation point for complex client cases and operational challenges.
\n\tStrengthening advisor loyalty and retention through human connection, clarity, and consistent support.<\/p>\n
Digital Enablement & Training<\/p>\n
\tDesign and deliver high-impact learning experiences on products, regulations, market insights, and digital platforms.
\n\tFacilitate digital onboarding and workflow transitions using system-guided, AI-supported pathways.
\n\tChampion self-service adoption and build digital confidence across the advisor community.
\n\tServe as feedback conduit between advisors and tech\/product teams, enhancing usability and innovation.
\n\tMaintain a dynamic, compliant knowledge repository of enablement materials, sales playbooks, and best practice guide<\/p>\n
Process & Technology Optimization<\/p>\n
\tIdentify workflow inefficiencies and collaborate across teams to implement scalable tech and process solutions.
\n\tSupport adoption of CRM systems, client portals, and financial planning software with hands-on guidance.
\n\tCo-design standard operating procedures promote consistency, compliance, and advisory excellence.<\/p>\n
What will make you successful in this role?<\/p>\n
Qualification and Experience:<\/p>\n
\tGrade 12
\n\tDrivers licence
\n\t3-5 years financial services sales support\/administrative experience
\n\tFinancial services (preferably Distribution) experience<\/p>\n
Knowledge and Skills: (Functional)<\/p>\n
IT:<\/p>\n
\tMS: Office (Excell, Word, PP, Outlook)
\n\tSales tools: \u00a0i.e.: Sanfin; Sanport; Xplan\u00a0
\n\tCompay
\n\tSEED
\n\tGood basic IT\/systems operations knowledge
\n\tSFP Online
\n\tSFP Portal (at least one experience in the usage of the SFP Intermediary portal)
\n\tBasic IT\/system operation knowledge<\/p>\n
Business\/Management:<\/p>\n
\tFinancial Services Industry Knowledge\u00a0
\n\tSFP and AFP value proposition
\n\tRelevant regulatory legislation and compliance knowledge\u00a0
\n\tFinancial Services Product Knowledge (Sanlam and competitors)\u00a0
\n\tVesting
\n\tOn boarding processes
\n\tITC and credit checking
\n\tSPF Contracts and agreements
\n\tCommission and remuneration structures
\n\tSales metrics and measurements
\n\tPractice Management and implementation
\n\tAt least one experience in the usage of the SFP Intermediary portal<\/p>\n
Personal Attributes:<\/p>\n
\tConfident
\n\tCustomer service skills
\n\tHigh energy and pro-active
\n\tStrong administrative skills and knowledge
\n\tSound relationship building skills
\n\tAttention to Detail
\n\tProblem solver
\n\tAbility to work independently
\n\tResults driven
\n\tRecord keeping
\n\tWork standards
\n\tCommunication abilities \u2013 verbal and written
\n\tFlexible and open to change
\n\tStructured, planned, organised and process orientated
\n\tCollaborator \u2013 working well with others<\/p>\n
Personal Qualities:\u00a0<\/p>\n
\tCultivates Innovation\u00a0
\n\tPlans and Aligns\u00a0
\n\tBeing Resilient\u00a0
\n\tDecision Quality\u00a0
\n\tOptimizes Work Processes\u00a0
\n\tDrives Results
\n\tAction Oriented\u00a0
\n\tCommunicates Effectively\u00a0
\n\tCollaboration\u00a0
\n\tInstills Trust\u00a0
\n\tTreating Customers Fairly\u00a0<\/p>\n
The closing date for applications is\u00a020 March 2026<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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