Based in our Newcastle office; we are currently looking for a Financial Planner to join Sanlam Wealth Planning team on a permanent basis. We work with people who have a passion for client service and take pride in a job well done. Proactive approach to business development including developing own introducer and professional connections network. Financial Planners!! Modern Slavery Act Transparency Statement. Modern Slavery Act Transparency Statement. Sanlam UK Sanlam Private Wealth UK Sanlam Securities UK ... Development and career progression opportunities Sanlam offer several business options for advisers with different levels of independence, benefits and support. Strong knowledge of medical sector clients is highly desirable, Able to demonstrate attraction of new clients through business development. Click here to see our current vacancies. Provide individually tailored solutions, clearly communicated and implemented. You will consistently deliver the finest client experience, always keeping our clients at the centre of the process, and ultimately helping them achieve their financial objectives.
Can’t find a job that matches your skillset? We have a number of exciting roles and opportunities across our growing and ambitious business. Please navigate to a service or product page and add the document to your brochure to continue. Our holistic wealth management centre, for clients using our portfolio management services, Valuation information for advisers and clients with investment accounts other tax efficient wrapper, Our Online Valuation Service (OLV) for portfolio management clients and their financial advisers, Online valuations, documents and secure messaging for clients using our financial planning services, Real-time information and valuations for advisers with clients using our investment services, Real-time information about your investments e.g. At Sanlam we build long-term relationships with individuals, families and their advisers. News & press Insights 10 September 2020. When the outcome is greater than the sum of its parts. Please navigate to a service or product page and add the document to your brochure to continue. Please feel free to send your CV along with a covering letter. If you would like to view the regulatory and legal status of each Sanlam company to which this website relates, and the services and products which they provide, please click here. Join our trainee programme. Sanlam UK attained its size, strength and reputation by leveraging the benefits of having a large secure South African parent company while focusing on individual client service delivered locally in the UK. Sanlam UK Limited is the provider of the Sanlam website. Modern Slavery Act Transparency Statement. Ideally 2 years+ experience, demonstrated through the building of a client bank with a value of £5m+. The value of investments and any income from them can fall and you may get back less than you invested. Our holistic wealth management centre, for clients using our portfolio management services, Valuation information for advisers and clients with investment accounts other tax efficient wrapper, Our Online Valuation Service (OLV) for portfolio management clients and their financial advisers, Online valuations, documents and secure messaging for clients using our financial planning services, Real-time information and valuations for advisers with clients using our investment services, Real-time information about your investments e.g. Please navigate to a service or product page and add the document to your brochure to continue. Help your existing and future clients over four distinct phases of their life; the creation of wealth, its maintenance, its growth, and its protection. Career Opportunities Irrespective of whether you’re starting your career or you’re an experienced professional, Sanlam offers opportunity in many diverse fields including accounting, actuarial science, investments, legal, IT and many more.
Please feel free to send your CV along with a covering letter. The firm consists of a number of long-established businesses, including: Sanlam Private Wealth: The discretionary fund manager with £4.6 billion of client assets under management. Based in our Newcastle office; we are currently looking for a Financial Planner to join Sanlam Wealth Planning team on a permanent basis. Maintain regulatory competence and KPI standards on an on-going basis, including meeting CPD requirements & maintaining an annual SPS. Sanlam UK Limited is the provider of the Sanlam website.
Careers BEING A WEALTHSMITH ™ Working at Sanlam goes beyond merely a day job. The value of investments and any income from them can fall and you may get back less than you invested. If you would like to view the regulatory and legal status of each Sanlam company to which this website relates, and the services and products which they provide, please click here. Through a detailed and personal approach, Sanlam’s financial planning and investment teams deliver innovative wealth management services.
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