Financial Planner - Kimberley

In brief

**Overview** This is a senior Financial Planner role located in Kimberley within the Sanlam Group. The position involves serving as a senior advisory authority, focusing on managing complex intermediary and/or client portfolios, providing thought leadership on advice solutions, influencing distribution strategy, and safeguarding long-term client and business outcomes. **What you will do** * Develop and implement relationship management plans for existing customer accounts, identifying and building connections with decision-makers and influencers to ensure effective information flow and issue resolution. * Collect customer feedback to understand needs, providing themes, summary analyses, and recommendations for changes based on input. * Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues, and escalating very complex or contentious matters. * Implement strategies for providing financial advice within areas of limited complexity, considering distinctive client demographics and needs. * Lead and deliver structured pricing and terms projects and procedures, negotiating within approved boundaries. * Set clear objectives for each sales call or meeting, tailor standard materials for presentations to decision-makers and influencers, ask relevant questions to gather information, evaluate customer interest, and identify areas requiring further explanation. **Requirements (from the original advert)** * **Skills:** * Verbal Communication - Advanced (express ideas, request actions, formulate plans/policies clearly and effectively; typically works independently and provides guidance). * Builds Rapport - Advanced (quickly and effectively establish trust within buying centers; typically works independently and provides guidance). * Closes Effectively - Fully Competent (pre-plan, suggest, and confirm mutually beneficial commitments that are appropriate and clear, moving the sales/client relationship forward; typically works without supervision and may provide technical guidance). * Initiates Compelling Sales Conversations - Fully Competent (propose a mutually agreed-upon agenda to start sales conversations that offer value; typically works without supervision and may provide technical guidance). * Intermediaries Process - Fully Competent (understand the role and responsibilities of the intermediary in relation to both client and product providers; typically works without supervision and may provide technical guidance). * Maintains the Relationship - Advanced (cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships; typically works independently and provides guidance). * **Experience:** * General Experience: Minimum 5 years (enables job holder to deal with the majority of situations and to advise others). * Managerial Experience: Very limited 0 to 3 months. * **Education:** * Undergraduate Degree / Honours Tertiary Degree. * **Behavioural Competencies:** * Communicates Effectively * Manages Complexity * Ensures Accountability * Builds Networks * Instils Trust * Customer Focus **Who should apply** This role is suitable for a senior financial professional with at least 5 years of general experience, possessing an Undergraduate or Honours Tertiary Degree. The ideal candidate should demonstrate advanced verbal communication, rapport-building, and relationship maintenance skills, coupled with full competence in closing deals, initiating sales conversations, and understanding intermediary processes. They should be capable of managing complex client portfolios, providing strategic advice, and embodying key behavioural competencies such as effective communication, complexity management, accountability, networking, trust-building, and customer focus. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/financial-planner-kimberley-sanlam-1 Source: myjobmag

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At a glance

• At least 5 years of experience.

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