Who are we?
Sanlam, 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.
Purpose of the Role:
This is a senior management role that focuses on designing, leading and executing SFP’s end to end go to market strategy, creating a high growth advisor ecosystem where advisors acquisition, onboarding, practice development, lead generation, client engagement and advisor retention operate as an integrated growth engine.
Overview of Role Responsibilities:
• Serve as a member of the SFP EXCO, contributing to the strategic direction, leadership and execution of business priorities to achieve SPF’s vision and objectives.
• Lead the national and regional management of the SFP brand, leveraging sponsorships and client experiences to strengthen market positioning, enhance adviser loyalty, and deliver measurable return on investment.
• Develop and execute the SFP Go-to-Market Strategy, leveraging market, client and business insights, while driving stakeholder alignment across the business to deliver sustainable growth, effective execution, and the achievement of strategic and commercial objectives.
• Execute and optimise the SFP Go-to-Market Strategy and Value Proposition, partnering with business and regional stakeholders to drive growth, ensure strategic alignment, strengthen marketing capability, and deliver impactful communication and thought leadership that supports commercial objectives.
• Lead the planning, execution and optimisation of national campaigns and events, ensuring strategic alignment, stakeholder engagement, targeted adviser outreach, effective coordination with regional initiatives, and measurable commercial outcomes through performance analysis and continuous improvement.
• Develop, manage and monitor the annual marketing budget, allocating resources across national initiatives, campaigns, promotions and events to ensure effective cost control and optimal return on investment.
• Lead the recruitment, onboarding, performance management and development of team members, fostering capability growth, accountability and high performance through coaching, goal setting, regular feedback and employee relations processes.
Required Skills:
Media Management and Utilization
Operates as a recognized expert to assess and utilize media channels and opportunities in order to gain maximum benefit for the brand, product or service. Typically known as a subject matter authority.
Presentation Skills
Operates as a recognized expert to communicate and deliver information verbally in a clear, concise and compelling manner to other people. Typically known as a subject matter authority.
Effectively Presents Solutions
Operates as a recognized expert to communicate and articulate potential resolutions or strategies in a clear, compelling, and tailored manner to address specific challenges or meet organizational needs. Typically known as a subject matter authority.
Brand Management and Development
Operates as a recognized expert to manage and develop all aspects of a brand to ensure it achieves its full impact and value in the market. Typically known as a subject matter authority.
Campaign Management
Operates as a recognized expert to implement public relations, product development, and sales to create, execute, monitor, and measure marketing programs directed at specifically targeted audiences. Typically known as a subject matter authority.
Marketing Commercialization
Operates as a recognized expert to develop a commercial proposition that meets and maximizes the needs of the client and the overall market.
General Experience:
• 8-10 years financial services distribution experience (Marketing focus preferable)
• Management/leadership experience
Managerial Experience
Experience of interpreting strategy and policy in order to set and deliver objectives within medium to long time frames (Minimum 10 years)
Education:
Qualifications:
• Financial/Business/Marketing degree
• CFP (preferable)
Required Behavioural Competencies:
Turnaround Time:
• The closing date for applications is 23 October 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 – 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.
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.