Development Manager (Khula): Gauteng North Region: Lynnwood at Sanlam Group

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 and 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
• Drives Results
• Collaborates 
• Flexible and Adaptable
• Drives Vision and Purpose
• Business Insight
• Directs Work
• Decision Quality 

The closing date for applications is 10 October 2025.

Method of Application
Submit your CV and Application on Company Website: