Admin Support Consultant: Retail Affluent at Sanlam Group

What will you do?
This is an administrative support position that reports directly to the Branch Manager. The role renders general administration to all in the branch, with a specific focus on client communication and loading and redirecting work flow to the Sales Support
Consultant / Financial Advisers 

•    Facilitate bulk communication by working closely with an external communication’s company
•    Undertake periodic direct communication to clients 
•    Co-ordinate client information updates on SANFIN
•    Upload /refresh mobile application with client detail in preparation for client presentation or appointment 
•    Workflow management and reporting 
•    Team cohesiveness and relationship building by building productive relationships with advisers, sales management and alliance departments (Sanlam Financial Advisers/Sanlam Sky)
 

What will make you successful in this role?
Qualification & experience 

•    Grade 12 or equivalent 
•    5 years’ experience in financial distribution services 
•    2 – 3 years’ client service and administration experience 

Knowledge and skills 

IT 
•    MS: Office (Excel, Word, PowerPoint, Outlook)
•    SanFin (Client management, workflow, reports, etc.)
•    Mobile App (chrome)
•    WIS 

Business 
•    Financial Services knowledge and experience 
•    Sanlam products knowledge (basic)
•    Sales processes (NB and Existing Business updates/changes processes)
•    Legislative compliance of a financial services/sales environment (FICA/FAIS/PPI etc.)
•    Knowledge of Sanlam’s support services and administration processes

Personal qualities 

Attributes / Skills: 
•    Planning and organising 
•    Information monitoring 
•    Customer service orientated 
•    Attention to details 
•    Problem solver 
•    Able to work independently and plan/schedule work effectively 
•    Team player 
•    Communication 

Competencies:
•    Cultivate innovation
•    Client centricity 
•    Result driven 
•    Collaboration 
•    Flexibility and adaptability 
•    Plans and aligns 
•    Communicates effectively 
•    Action oriented 
•    Optimizes work processes 
•    Treating customers fairly 
 

Personal Attributes

• Plans and aligns - Contributing independently
• Interpersonal savvy - Contributing independently
• Communicates effectively - Contributing independently
• Optimises work processes - Contributing independently
• Build a successful career with us
• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Being resilient - Contributing independently
• Collaborates - Contributing independently
• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently

Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

The closing date for applications is 09 June 2021

The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.  

Our aim is to help you build a successful career with us 

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters – Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office – the group provides many opportunities for growth and development. 
   

Our commitment to transformation

• The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.