GI: Onboarding and Contracting Specialist: SLS SC SFP (Lynnwood) (Temporary) at Sanlam Group

What will you do?

• This is a 12-month contract position allowing the incumbent to gain relevant work experience in the financial services industry.
• The individual will be exposed to training, mentoring and office administration whilst being part of an administrative team at SFP.

The responsibilities will include:

• Undertake to fully understand the content and impacts of all relevant legislation and requirements for the financial services industry. Remove this section
• Receive application for new adviser joining Succession from the different regions.
• Check application form for completeness.
• Verification process (ID, ITC, Fit and Proper check, Forensic, DOFA date and qualification)
• Maintaining appointment tracker sheet
• Arrange fingerprint appointments.
• Maintaining the broker lists and Admin Portal on Icon
• Onboarding process for new advisers
• Apply for email addresses and business cards.
• Follow up with regions on any outstanding requirements on application form.
• Feedback to region on application stages
• Drafting permit, appointment letters for new appointment adviser
• Checking application forms and verifying that the information is correct for FICA
• E-sign to the Management / Key Individual
• Region liaison and Product Providers
• Applying subcodes on behalf of intermediaries
• Email information required and follow-up with regions and Financial Services (Product Providers) weekly.
• Maintaining organizational structure by Tracking all the subcodes for our Finance department for commission.
• Update systems. Update of personal information of advisors
• Terminations of Subcodes and updating of FSCA records and Financial Services (Product Providers)
• Drafting transfer addendums
• Updating current product providers’ information

What will make you successful in this role?

Qualification & experience

• A relevant matric qualification
• A completed three-year B. Com and or related diploma/degree

Knowledge and skills

To be successful you will need to demonstrate good experience in:

• Successful candidate should have at least one years’ experience in using the SFP intermediary admin portal
• Knowledge of and experience in MS Office
• Good basic IT/systems operations knowledge
• Pay attention to detail
• Able to work well with others
• Able to work on your own
• Flexible and open to change
• Excellent verbal communication and Writing Skills
• Customer service skills
• Able to use a computer and the main software packages competently
• Record keeping, filing, and saving it on the SharePoint
• Maintain work standards and quality verification

Competency

• Cultivate innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Plans and aligns
• Communicate effectively
• Action oriented
• Optimizes work processes

The closing date for applications is 11 July 2025