FAIS Gatekeeper: RA: SanlamConnect Intermediaries: Cape Region (Bellville) (PG 6/7) at Sanlam Group

What will you do?

• Receiving and checking of SCI and Sanlam Liquid Nub documents and FIAS records.
• Follow-up on incomplete FAIS and FICA documentation.
• Scanning and signing of SCI and Liquid documentation and sending to relevant consultants.
• Receiving and checking of SCI and SATRIX New Business documents and FAIS records for all new investors.
• Follow up on outstanding and/or incomplete FICA, FAIS and Replacement Forms (RPAR’s) documentation via email and telephonically.
• Approving of all SCI and SATRIX documentations on the AWD system.
• Receiving and sorting requirements and forward the information to the correct departments. 
• Ensure outstanding documentation is received from intermediaries.
• If FICA and FIAS is not received do regular follow ups according to SLA
• Correspond with clients via email, letters and telephonic
• Issuing of client’s letter and posting of all FAIS documentations to clients via post or email.

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

• Grade 12 
• Minimum 3 years related administration experience
• Computer literacy (MS Office, Outlook etc.)
• Experience within the Broker/Adviser Services or NUB environment will be advantageous 

Knowledge and skills 

• Knowledge of document management processes, FAIS and FICA.
• Knowledge of Sanlam office systems and processes

Personal qualities 

• Cultivates innovation 
• Client centricity 
• Results driven 
• Collaboration
• Flexibility and adaptability (being resilient)
• Communicates effectively 
• Plans and aligns 
• Action oriented
• Optimises work processes

Closing Date: 26th, July 2022