Purpose of the Role

This role is responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ ensuring they are retained, competent and productive as quickly as possible.

What will make you successful in this role?

Supervision and management of financial advisers during first 24 months of employment encompassing the following outputs:

•    Activity, productivity and performance management of newly appointed advisers
•    Up skilling newly appointed advisers on products, technical knowledge, systems, processes, compliance, legislation, etc.
•    Focused Coaching and Vesting to ensure that the FA undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity.
•    Focused Development of FA’s in the different market segments i.e. Estate Planning, Investments, etc.
•    Recruitment of Financial Advisers
•    Sourcing and vesting new advisers in Key Accounts

Required Skills

Verbal Communication - Advanced
Works at an advanced level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works independently and provides guidance.

Builds Rapport - Advanced
Works at an advanced level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works independently and provides guidance.

Closes Effectively - Fully Competent
Works with full competence to pre-plan, suggest, and confirm mutually beneficial commitments that are appropriate and clear and that move the sales/client relationship forward. Typically works without supervision and may provide technical guidance.

Initiates Compelling Sales Conversations - Fully Competent
Works with full competence to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works without supervision and may provide technical guidance.

Intermediaries Process - Fully Competent
Works with full competence to 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
Works at an advanced level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works independently and provides guidance.

General Experience

•    Financial Services Industry and product knowledge (Sanlam and/or competitors) 
•    Legal technical Knowledge (financial advice related and product related), 
•    Financial/Assurance products (broad and background)

•    Experience in mentoring/vesting of advisers
•    Relevant regulatory, legislation and compliance knowledge (FAIS accredited)
•    Marketing/selling knowledge/skills (including 6 step sales cycle)
•    Activity and performance management
•    Fit & proper from a FAIS perspective to act as supervisor

•    FAIS i.e. RE 5 & 120 Industry Credits
•    CFP would be an advantage
•    Management/Coaching Diploma would be advantageous
•    Marketing & Sales experience in the financial services industry.
•    3 – 5 years’ experience as a Financial Adviser /Planner in the middle to affluent market segment (proven track record)
•    COB and CPD points

Managerial Experience

•    Previous management role would be advantageous

•    Management & developmental skills to manage/coach staff

Education

Required Behavioural Competencies

Turnaround times

• 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.

•If you meet the above criteria, and is interested in applying for this role, please submit your CV .

The closing date for applications is 20 November 2026.