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SFP Broker Support Centre

Empowering financial advisors to build stronger, more profitable practices.
Ensuring financial freedom to clients
Established in 2010 as a subsidiary of Sanlam
Largest choice insurance brokerage in SA
Ensuring financial freedom to clients
Established in 2010 as a subsidiary of Sanlam
Largest choice insurance brokerage in SA
  • Administration Services
  • Referral Platform
  • Short-term Insurance Hub
  • Get started with BSC
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Seamlessly scale your advisory practice

The SFP Broker Support Centre supports financial advisors through back-office services, expert business consultations, and strategic referral opportunities. We help you grow your practice, increase revenue streams, and focus on serving your clients.

Our Services

The SFP Broker Support Centre is built around three core service pillars—Administration Services, the Referral Platform, and the Short Term Insurance Hub—designed to help you operate more efficiently, unlock new opportunities, and deliver exceptional outcomes for your clients.

SFP Broker Support Centre Administration Services

A back-office outsourcing capability where the adviser pays a fair fee for practice-enriching administration services. BSC Admin Services is the partner that transforms your administrative workflow. By taking care of the administrative details, you are empowered to focus on your clients and build a business that is not only more efficient but is also structured for long-term growth and succession.

Services include:
• New business management and CRM
• Cloud-based client file management
• Client servicing and policy changes
• Annual review preparation
• Communication strategies and practice development support
Key benefits:
  • Reduce costs and eliminate HR challenges
  • Fee based on usage
  • Create more time to spend on client relationships
  • Structured systems
  • Prepare your practice to be succession-ready
  • Enhance the value of your practice with quality and quantity of transactional data
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SFP Broker Support Centre Referral Platform

Expand your offering without expanding your workload. Maintain your primary client relationship while earning 45% commission on all qualified referrals. Our Support Service Specialists provide the financial and product advice, while BSC handles all administrative and claims-related services. Clients receive professional, compliant advice while the referring partner remains involved in the relationship.
Key benefits:
  • Provide clients with wider service range
  • Maintain primary client relationship
  • Professional referral process with SFP Management support
  • Additional revenue stream for your practice
  • Structure your practice for performance and succession

SFP Broker Support Centre Referral Platform

Expand your offering without expanding your workload. Maintain your primary client relationship while earning 45% commission on all qualified referrals. Our Support Service Specialists provide the financial and product advice, while BSC handles all administrative and claims-related services. Clients receive professional, compliant advice while the referring partner remains involved in the relationship.
  • referral-platform

Corporate Cash Management – Investec

Surplus cash held in low-interest accounts can limit growth opportunities for both individuals and businesses. Through access to Investec cash management solutions, you can help clients maximise returns on surplus capital while maintaining liquidity, creating additional value within business-owner conversations.

Employee Benefits (Retirement & Healthcare Schemes)

Business-owner clients are increasingly looking for ways to attract and retain talent through meaningful employee benefits, but structuring retirement and healthcare solutions can be complex. This service gives you access to the expertise needed to confidently introduce employee benefits solutions into client conversations. From retirement funds to employee healthcare schemes, it helps you expand your offering while adding value to business-owner relationships.

Enterprise Business Advisory (for business-owner clients)

Business owners represent a significant and highly valuable client segment, yet expanding beyond traditional personal planning can be challenging. SFP Enterprise gives you access to a network of trusted subject matter experts, enabling you to bring broader business solutions into client conversations with confidence. Whether your client needs support from a Business Adviser, Finance Originator, Banking Specialist, Family Business Adviser, or Business Broker, this service helps you strengthen relationships, expand your offering, and grow your business-owner client base.

Healthcare (Medical Aid, Insurance & GAP Cover)

Healthcare planning is an important part of financial well-being, yet navigating medical aid, health insurance, and GAP cover can be complex. Broker Support Centre enables you to connect clients with healthcare expertise that helps identify suitable solutions based on their needs and budget, supporting more holistic client outcomes.

Long-Term Insurance (Life & Risk) & Investments

Strengthen your client offering across life and risk planning, investments, and wealth structuring solutions. From life, disability, and severe illness cover to investment planning and estate structures, this service helps you deliver more comprehensive financial solutions while building stronger long-term relationships.

Short-Term Insurance (Personal & Commercial)

Short-term insurance presents a valuable opportunity to broaden your client offering. The service also extends to specialised solutions that are often overlooked.
Key benefits:
  • Provide clients with wider service range
  • Maintain primary client relationship
  • Professional referral process with SFP Management support
  • Additional revenue stream for your practice
  • Structure your practice for performance and succession

SFP Short-Term Insurance (STI) Hub

Centralised, zero-cost administrative support in a contractual agreement between SFP and selected Short-term insurance providers. The SFP STI Hub enhances the financial planning experience by providing a personalised, value-added support service that complements traditional call centre functions. It streamlines interactions and improves efficiency for SFP Financial Planners, while ensuring that all product provider–mandated tasks continue to be completed through the appropriate official channels. This service is offered at no cost to SFP Financial Planners.

Services include quotations, new policies, amendments, cancellations, renewals and claims.
Key benefits:
  • Zero cost service with personalised support
  • Direct provider access, even after hours
  • Reduced errors and faster processing
  • Potential revenue sharing opportunities
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Get started with SFP Broker Support Centre

Ready to unlock your practice potential? Contact SFP Broker Support Centre to discover how we can transform your practice efficiency and boost revenue.

Get in touch by emailing SFP Broker Support Cente at bsc-info@sfpadmin.co.za
Why you should choose BSC:
  • Comprehensive Solutions — End-to-end support across all business areas
  • Expert Team — Decades of industry experience
  • Growth Focused — Build practice value and succession-ready assets
  • Partnership Approach — You remain the primary client relationship holder
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Get in touch

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021 912 3920 admin@succession.co.za
Barinor's Vineyard North 99 Jip de Jager Road The Vineyards Office Estate Bellville 7530

Financial Advisors

Financial Advisors
Why partner with SFP?
SFP Wealth
SFP Short-term
Broker Support Centre

Clients

Clients
Financial Planning
Life Cover
Short-term Insurance
Investment planning and solutions
Fund Fact Sheets
Saving for Retirement
Wills and Trusts
Healthcare Benefits
Business Owners

Legal

Terms of Use
SFP Conflict of Interest Management Policy
Promotion of Access to Information Manual
SFP FSCA Licence
NCR Licence
Privacy Notice
PAIA Form 2
PAIA Form 3
Copyright © 2026All rights reserved. Succession Financial Planning Advisory Services (Pty) Ltd a subsidiary of the Sanlam Group, is an authorised financial services provider and a registered credit provider.