Paraplanner: HPC: RA SCI Cape Region (Bellville) (JG 08)

What will you do?

The Para-Planner is a specialist role primarily responsible for supporting independent Advisors by undertaking financial needs analysis and producing financial plans for clients. The Para-Planner needs expertise in risk products and strategies, investment products and strategies, regulation and tax implications. 
The incumbent also requires sufficient customer management and sales skill to attend face-to-face customer meetings and actively assist the Adviser as required in managing the customer relationship.

Key functions:
•    Undertake financial planning analysis for Advisors based on client driven Advisor requests covering Risk, Investment, Retirement and Business Assurance solutions.
•    Assist Advisors with sales and marketing support.
•    Ensure proper Compliance is undertaken in all processes.
•    Assist the Advisor to maintain their client base and ensure sound client service.
•    Develop and Maintain Relationships with key relationships within the channel and region to support delivery (i.e.: SSA, Helpdesk, Glacier BDM’s etc.).
•    Ongoing education and learning in order to remain up to date with all relevant legislative/compliance, tax, Sanlam and competitor product offerings and financial markets and instruments.
•    Presentations and coaching intermediaries

What will make you successful in this role?

Qualification & Experience: 
•    Matric or equivalent qualification
•    Diploma and equivalent NQF 6 qualification
•    Relevant industry education (WM, RE5, CFP® - 120 credits)
•    Vested and competent Advisor with extensive Financial Services experience in a marketing/sales environment

Knowledge and skills: 
•    IT:
•    MS: Office (Excel, Word, PP)
•    Advisor tools (i.e.: Sanfin; Santrust, Sanquote, Santax, Sanport)
•    AUTONUB 

•    Business/Management: 
•    Financial Services Industry Knowledge 
•    Sanlam and Competitor Product knowledge (deep knowledge)
•    Income Tax laws (Regulation and Tax Implications)
•    Financial Needs Analysis-Financial Planning (Retirement, Investment and Estate Planning, Business Assurance)
•    Section 14 transfers
•    Product quotation generation
•    Investment and risk concepts and markets 
•    Financial markets and instruments
•    Compliance laws and requirements for Financial Services 
•    Legal technical Knowledge (product related)
•    Client service (client meetings) 

Personal qualities: 
•    Cultivates innovation 
•    Client centricity 
•    Results driven 
•    Collaboration 
•    Flexibility and adaptability 
•    Financial acumen 
•    Decision quality 
•    Communicates effectively 
•    Plans and aligns 
•    Nimble learning 
•    Treating customers fairly 

Personal Attributes

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 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.

Core Competencies

Turnaround time

•    The closing date for applications is 20 August 2026.

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 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 – Sanlam Life and Savings, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development. 

Our commitment to transformation