Vesting and Onboarding Consultant - Durban

Sanlam Group

This is a centralised based specialist support role reporting to the Regional Business Manager.This role undertakes all on-boarding and vesting activities of new Financial Planners to Succession...

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Vesting and Onboarding Consultant - Durban

Sanlam Group

Updated 12 hours ago
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Durban 📅 2026-03-30

About this role

This is a centralised based specialist support role reporting to the Regional Business Manager.This role undertakes all on-boarding and vesting activities of new Financial Planners to Succession Financial Planning (both SFP and AFP contracts).Vesting support for newly appointed Financial Advisors.Di

About the Company

Sanlam Group is a leading financial services provider in South Africa, offering a range of solutions including insurance and investment services.

Key Highlights

  • Centralised support role focusing on Financial Planner onboarding
  • Involves vesting activities for new Financial Advisors
  • Opportunity to work with a reputable company in the finance sector
  • Direct reporting to the Regional Business Manager
  • Contributes to the growth of Financial Planning teams

💡 Honest Take: This position is ideal for individuals passionate about developing financial talent, but it may require substantial engagement with new recruits, which could be challenging for some.

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