Development Manager: SLS: SanlamConnect: Gauteng North: Lynnwood

Who are we?

SanlamConnect, is dedicated to supporting, growing and empowering 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 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.

 

What will you do? 

 

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

 

Qualification & Experience

 

• Matric
• Wealth Management /Financial Planning qualification
• 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)
• Experience in mentoring/vesting of advisers
• Previous management role would be advantageous
• COB and CPD points

 

Knowledge and Skills

 

• 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)
• Management & developmental skills to manage/coach staff
• 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

 

Personal Qualities

 

• Cultivates innovation
• Client Focus
• Results driven
• Collaboration
• Flexibility and adaptability
• Decision quality
• Directs Work
• Business insights
• Drives Vision and Purpose

 

Process for Application

 

• The shortlisting process will only start once the application due date has been reached. 
• The closing date for applications is 15 May 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. 

 

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.

 

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

 

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.