Consultant

• This is a centralised based specialist support role reporting to the Regional Business Manager.
• Undertakes all on-boarding and vesting activities of new Financial Planners.
• Work closely with Regional Business Managers to facilitate the smooth induction and on-boarding process.
• Deliver structured one-on-one and group coaching.
• Conduct performance reviews that interpret MI dashboards.
• Design and deliver high-impact learning experiences on products, regulations, market insights, and digital platforms.
• Identify workflow inefficiencies and collaborate across teams.

Vesting and On-boarding Consultant, SLS SC SFP – Vineyards

Leads Consultant

Broker Consultant, SLS, SanlamConnect Intermediaries