Vesting and On-boarding Consultant : SLS SC SFP (Vineyards) (JG 8 / 9)

Who are we?

SanlamConnect, 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 PROSPEROUS

As 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 centrally 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).

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 Advisor 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

Digital Enablement & Training

Process & Technology Optimization

What will make you successful in this role?

Qualification and Experience

Knowledge and Skills (Functional)

Business / Management

Personal Attributes

Personal Qualities

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Our commitment to transformation.

Core Competencies

Turnaround time

The closing date for applications is 07 November 2025.

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.

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.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

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