Operations Manager: Succession Financial Planning (Pretoria) (PG 11)

  • Full Time
  • Pretoria, Gauteng, South Africa

Sanlam Group

Operations Manager: Succession Financial Planning (Pretoria) (PG 11)

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Date: 16-Oct-2020

Location:

Pretoria, Gauteng, South Africa

Company:
Sanlam Group

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 is a management role within Succession that takes accountability for the operational administrative processes, compliance and contracting processes within this business.  

What will make you successful in this role? 

 

It includes the following main areas;
•    Ensure that the required support functions are adequately resourced and functional (i.e.: Compliance, Leads, Practice Management, Commission payments/finance, Administration, Facility Management)
•    Take joint responsibility for business performance (sales and revenue generation) together with Managing Director and other directors.
•    Create an environment conducive to the successful and effective implementation of the sales and operations strategy and business objectives 
•    Manage the implementation of relevant operations strategy (nationally) coupled with business objectives with the view on growing the business and increasing profitability.  This will be done through:
•    Building resources, capacity and infrastructure to enable regions to meet future market demands and exploit new opportunities, in order to effectively grow in designated markets.
•    Building processes, resources and infrastructure to enable operational environment to function effectively and efficiently within business strategy and objectives.
•    Proactive and appropriate response to continuous changing market conditions.
•    Manage Operations on sound business and ethical principles.
•    Undertake people management and development of direct reports
 

What will make you successful in this role?

Qualification & experience 
•    Experience: 
•    Extensive Financial Services experience in an Administrative/ sales support environment
•    Operational Management/leadership of a team/unit 
•    Associated Qualification:
•    Grade 12
•    Management Diploma
•    Commercial/Financial or business related diploma/degree 
•    CFP/RFP3 or equivalent (i.e.: 120 credits) advantageous

Knowledge and skills 
•    MS: Office (Excel, Word, PP)
•    Lotus notes/MS: OUTLOOK
•    Spotlight-s.NET
•    Leads Management System (LMS)
•    Financial Services Industry Knowledge 
•    Financial Services Product Knowledge (Sanlam and competitors) 
•    Legal technical Knowledge 
•    Financial/Assurance products-(broad and background)
•    Leadership and Management skills to manage staff 
•    Relevant regulatory legislation and compliance knowledge (FAIS accredited)
•    Sales and business targets 
•    Budget and expense management (financial management)
•    Business/strategic planning processes
•    Contract and service level agreements
•    IR and EE legislation regarding employment practices
•    Leads and client database sourcing
•    People Management

Personal qualities 
•    Cultivates innovation 
•    Client centricity 
•    Results driven 
•    Collaboration 
•    Flexibility and adaptability 
•    Business insight 
•    Builds effective teams 
•    Plans and aligns
•    Builds networks 
•    Job fits questions 
 

Personal Attributes
Optimises work processes – Contributing through others
Builds effective teams – Contributing through others
Decision quality – Contributing through others
Directs work – Contributing through others
Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Core Competencies
Cultivates innovation – Contributing through others
Customer focus – Contributing through others
Drives results – Contributing through others
Collaborates – Contributing through others
Being resilient – Contributing through others
Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

 

•    The closing date for applications is 30 October 2020

The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.  
 

Our aim is to help you build a successful career with us 

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters – Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office – the group provides many opportunities for growth and development. 
 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group’s Employment Equity plan and targets will be considered as part of the selection process.




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