Based in our Newcastle office; we are currently looking for a Financial Planner to join Sanlam Wealth Planning team on a permanent basis. Sanlam UK Sanlam Private Wealth UK Sanlam Securities UK Sanlam FOUR Sanlam Asset Management Ireland ... Home Careers. 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. Our people are more than just numbers on a spreadsheet, they’re Wealthsmiths, and everyone has an important role to play. A minimum of level four through an accredited body such as the CII or CISI, Studying towards level six, if not already achieved, A current Statement of Professional Standing. 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 Investments: The boutique asset management and fund business which manages over £5.4 billion in both single strategy and long only funds, specialist multi-asset solutions and captive fund solutions. That philosophy extends to our employees and the way we seek to recruit and retain talent within our business. At Sanlam we build long-term relationships with individuals, families and their advisers. Find more information in the Adviser Value Proposition Brochure. When the outcome is greater than the sum of its parts. If you are interested in applying for this role, please email email@example.com with a copy of your CV attached. Please navigate to a service or product page and add the document to your brochure to continue. We’re always on the look out for a future Wealthsmith. Develop long-term, in-depth relationships with new and existing clients. Modern Slavery Act Transparency Statement. Can’t find a job that matches your skillset? Sanlam UK Limited is the provider of the Sanlam website. The Wealthsmiths™ way. Based in London - Monument, Based in Click here to see our current vacancies. In total, the firm has over c £14 billion of assets under management or influence. Strong knowledge of medical sector clients is highly desirable, Able to demonstrate attraction of new clients through business development. Can’t find a job that matches your skillset? Financial Planners Various locations across the UK Your plans. Sanlam UK launches a refreshed charities proposition focused on active engagement which aims to address the fast-changing and increasingly sophisticated charity investment landscape. News & press Insights 10 September 2020. Sanlam Investments & Pensions: The life and pensions business with in excess of £3.2 billion of assets under administration, Sanlam Wealth Planning: The national financial adviser with nearly £2 billion of client assets under advice and 60 UK-based advisers, Sanlam Partnerships: The network for financial planners with membership of over 100 IFAs. multi asset funds, ISA and the Sanlam pension. Ideally 2 years+ experience, demonstrated through the building of a client bank with a value of £5m+. The role Please feel free to send your CV along with a covering letter. It encompasses an ethos and culture, a way of doing business. Through a detailed and personal approach, Sanlam’s financial planning and investment teams deliver innovative wealth management services. At Sanlam we build long-term relationships with individuals, families and their advisers. 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. Modern Slavery Act Transparency Statement. Sanlam Namibia local: (061) 294-7440 Sanlam Namibia International: +264 61 294-7440 Please feel free to send your CV along with a covering letter. The value of investments and any income from them can fall and you may get back less than you invested. Current vacancies. Maintain regulatory competence and KPI standards on an on-going basis, including meeting CPD requirements & maintaining an annual SPS. We have a number of exciting roles and opportunities across our growing and ambitious business. Financial Planners!! Proactive approach to business development including developing own introducer and professional connections network. multi asset funds, ISA and the Sanlam pension. Established in 1918, the group provides a range of services to over 10 million clients globally, including insurance, financial planning, investments and wealth management. 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. Find out more. 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.