Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
What will you do?
- The successful candidate will deliver descriptive analytics solutions that help business stakeholders understand performance, uncover insights and make informed decisions.
What will make you successful in this role?
Key responsibilities include:
- Partner with business stakeholders to understand requirements and translate business needs into data-driven reporting and analytics solutions.
- Source, transform, analyse and validate data from multiple systems and platforms.
- Develop, maintain and enhance dashboards, reports, and visualisations that support decision-making.
- Ensure data quality through profiling, validation, reconciliation and ongoing monitoring.
- Analyse complex datasets to identify trends, patterns, risks and opportunities that drive business value.
- Collaborate with data engineering and technology teams to improve data accessibility, quality and reporting capabilities.
- Support testing and user acceptance activities to ensure analytics solutions meet business requirements.
- Maintain clear documentation of data definitions, business rules and reporting processes.
- Contribute to team capability by sharing knowledge, promoting best practices and supporting junior analysts where appropriate.
- Identify opportunities to leverage analytics, automation, AI to improve efficiency, insights and user experience.
Qualifications and experience
- Bachelor's degree in Information Systems, Statistics, Data Science, Computer Science, Engineering, or a related field.
- 2-4 years' experience in data analytics, reporting, or business intelligence.
- Experience within financial services would be advantageous.
- Relevant certifications in analytics, cloud data platforms, or visualisation tools would be advantageous.
Knowledge and skills
- Strong SQL skills for data extraction, transformation and analysis.
- Experience building dashboards and visualisations using Tableau or similar BI platforms.
- Knowledge of Snowflake or other modern cloud-based data platforms.
- Familiarity with GitHub and collaborative development practices.
- Exposure to dbt or similar data transformation frameworks.
- Understanding of data modelling, ETL/ELT processes and data quality management.
- Ability to translate business requirements into practical analytics and reporting solutions.
- Strong communication and stakeholder engagement skills, with the ability to convey technical concepts to non-technical audiences.
- Exposure to Python, analytics automation, or AI-enabled analytics solutions will be advantageous.
- Experience working in Agile or iterative delivery environments.
Personal attributes
- Analytical, curious and solutions-oriented.
- Strong problem-solving skills with a keen attention to detail.
- Stakeholder-focused with a customer-centric mindset.
- Self-motivated and able to work independently.
- Collaborative and effective in cross-functional teams.
- Adaptable, with a willingness to learn new technologies and approaches.
- Innovative, with an interest in applying AI and automation to enhance analytics outcomes.
Core competencies
- Analytical Thinking
- Client Focus
- Drives Results
- Collaboration
- Continuous Improvement
- Innovation
- Adaptability
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Purpose of the Role
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
Role Responsibilities
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
- Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clientââ¬â¢s portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Education
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Required Skills
- Financial Planning
- Technical advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
Required Skills
Verbal Communication - Advanced
- Works at an advanced level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works independently and provides guidance.
Builds Rapport - Advanced
- Works at an advanced level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works independently and provides guidance.
Closes Effectively - Fully Competent
- Works with full competence to pre-plan, suggest, and confirm mutually beneficial commitments that are appropriate and clear and that move the sales/client relationship forward. Typically works without supervision and may provide technical guidance.
Initiates Compelling Sales Conversations - Fully Competent
- Works with full competence to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works without supervision and may provide technical guidance.
Intermediaries Process - Fully Competent
- Works with full competence to understand the role and responsibilities of the intermediary in relation to both client and product providers. Typically works without supervision and may provide technical guidance.
Maintains the Relationship - Advanced
- Works at an advanced level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works independently and provides guidance.
Required Behavioural Competencies
- Communicates Effectively
- Ensures Accountability
- Builds Networks
- Instils Trust
- Customer Focus
- Interpersonal Savvy
- Persuades
- Tech Savvy
- Action Oriented
- Collaborates
- Being Resilient
- Drives Results
Overview of Behavioural Competencies (Levels 1-8)
Communicates Effectively - Level 4 - Accomplished
- For example, disseminates knowledge, insights, and updates in a polished, precise, and compelling manner. Demonstrates a deep interest in others' comments. Creates rich documents and reports.
Manages Complexity - Level 3 - Capable
- For example, looks at complex issues from multiple angles; explores issues to uncover underlying issues and root causes; sees the main consequences and implications of different options.
Ensures Accountability - Level 4 - Accomplished
- For example, tracks performance and strives to remain effective, learning from both successes and failures. Readily takes on challenges or difficult tasks and has reputation for delivering on commitments.
Builds Networks - Level 3 - Capable
- For example, draws upon own network to gain insight, build support, and achieve outcomes. Leverages networks to identify industry experts, explore some best practices, and exchange ideas and knowledge.
Instills Trust - Level 3 - Capable
- For example, demonstrates integrity, upholding professional codes of conduct. Instills trust by following through on agreements and commitments despite competing priorities and by being honest and straightforward.
Customer Focus - Level 4 - Accomplished
- For example, digs deeply into customer feedback and drives the innovations that can enable the organization to better meet customers' future needs. Frequently adjusts approach to ensure customer needs are met and to improve service.
go to method of application »
Purpose of the Role
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
Role Responsibilities
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
- Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clientââ¬â¢s portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Education
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Required Skills
- Financial Planning
- Technical advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
Required Skills
Verbal Communication - Advanced
- Works at an advanced level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works independently and provides guidance.
Builds Rapport - Advanced
- Works at an advanced level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works independently and provides guidance.
Closes Effectively - Fully Competent
- Works with full competence to pre-plan, suggest, and confirm mutually beneficial commitments that are appropriate and clear and that move the sales/client relationship forward. Typically works without supervision and may provide technical guidance.
Initiates Compelling Sales Conversations - Fully Competent
- Works with full competence to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works without supervision and may provide technical guidance.
Intermediaries Process - Fully Competent
- Works with full competence to understand the role and responsibilities of the intermediary in relation to both client and product providers. Typically works without supervision and may provide technical guidance.
Maintains the Relationship - Advanced
- Works at an advanced level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works independently and provides guidance.
Required Behavioural Competencies
- Communicates Effectively
- Ensures Accountability
- Builds Networks
- Instils Trust
- Customer Focus
- Interpersonal Savvy
- Persuades
- Tech Savvy
- Action Oriented
- Collaborates
- Being Resilient
- Drives Results
Overview of Behavioural Competencies (Levels 1-8)
Communicates Effectively - Level 4 - Accomplished
- For example, disseminates knowledge, insights, and updates in a polished, precise, and compelling manner. Demonstrates a deep interest in others' comments. Creates rich documents and reports.
Manages Complexity - Level 3 - Capable
- For example, looks at complex issues from multiple angles; explores issues to uncover underlying issues and root causes; sees the main consequences and implications of different options.
Ensures Accountability - Level 4 - Accomplished
- For example, tracks performance and strives to remain effective, learning from both successes and failures. Readily takes on challenges or difficult tasks and has reputation for delivering on commitments.
Builds Networks - Level 3 - Capable
- For example, draws upon own network to gain insight, build support, and achieve outcomes. Leverages networks to identify industry experts, explore some best practices, and exchange ideas and knowledge.
Instills Trust - Level 3 - Capable
- For example, demonstrates integrity, upholding professional codes of conduct. Instills trust by following through on agreements and commitments despite competing priorities and by being honest and straightforward.
Customer Focus - Level 4 - Accomplished
- For example, digs deeply into customer feedback and drives the innovations that can enable the organization to better meet customers' future needs. Frequently adjusts approach to ensure customer needs are met and to improve service.
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What will you do?
- This is a specialist role, responsible for delivery of training (presenting sales, legal technical, skills and product related programmes and short courses) to Sanlam intermediaries (Brokers and Advisers) and sales and support staff of Sanlam Connect.
The position will ideally be based at the regional office in Pretoria, Lynnwood
What will make you successful in this role?
Facilitation of training and development programmes
- Facilitate the relevant approved SAQA qualification including Certificate in Wealth Management NQF 5.
- Facilitate training in the on-line practice management and client financial needs analysis tools
- Facilitate various in-house training workshops including selling skills in a professional and effective manner
- Facilitate training that shifts experience from pure knowledge to practical application
- Undertake ad-hoc presentations at conferences and seminars as requested by management and clients
Pre-course training administration
- Support training assistants for the delivery of training, scheduling, materials, logistical arrangements etc.
- Ensure that pre-course on-line assessments are undertaken and passed by all delegates prior to attending the course
Training assessment and feedback/report writing
- Aligned to service level agreements in place:
- Administer and score learner assessments in the workshops to determine proficiency levels of delegates
- Complete a feedback report on each delegate after the workshop and share with the relevant line manager
Training material/content development
- Work closely with the training developers to undertake the research and development of training material
- Structure and write training material according to adult learning principles and in competency-based formats
Training queries and projects
- Respond to regional queries from the business relating to training
- Serve as part of project teams, as required
Specific role requirements
- Must be willing to travel
- Must have a valid Code 08 driver’s license
- Must have own reliable transport
Qualification and Experience
- Relevant Degree in Commerce/Finance/Law
- Post Graduate Diploma in Financial Planning qualification
- Experience as a trainer/facilitator
- CFP designation advantageous
- Completed Regulatory Exams advantageous
- Registered INSETA assessor
- Registered INSETA moderator advantageous
Knowledge and Skills
- Previous experience in providing financial advice to clients or in managing Financial Advisors
- Ability to managing stakeholder relationships
- Interest and exposure to developing training solutions
- Knowledge and experience in the laws governing the Life Assurance industry
- Experience in practice management and client financial needs analysis tools
Personal Qualities
- Results Driven
- Decision Making
- Flexibility and Adaptability
- Customer Focus
- Innovation
Technical Professional Skills
- Presentation skills
- Interpersonal Savvy
Core Competencies
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently
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Purpose of the Role
Output/Core Tasks:
- Process fund exit and related correspondence requests received via various channels.
- Focus mainly on the following events (Primary events)
- Fund maturities and retirements (full proceeds)
- Fund terminations
- Request Fund quotes
- Process requests within the appropriate SLA’s and LAD.
- Servicing of client’s policy needs and requirements.
- Immediate resolution of service requests in a quality manner to ensure client satisfaction.
- Communicates completion of cases to clients/funds/management by telephone or in writing.
- Handles requests for urgent call backs to clients when required.
- Communicates completion of cases to clients/management by telephone and/or in writing
Role Requirements
Qualifications:
- Matric/Grade 12
- Relevant business degree/diploma from a well-recognised institution will be an advantage.
Knowledge and Experience:
- A Minimum of 2 years’ experience administering Cash withdrawals, Maturity Claims, Enquiry on Payments Out, National Credit Act Loans
- Exposure to Financial Intelligence Centre Act 38 of 2001/Party Due Diligence/Risk levels/ from a termination perspective
Competencies:
- Client Service orientation
- Decision making and problem-solving skills
- Interpretation and reasoning skills
- Analytical abilities
- Interpersonal sensitivity
- Ability to work under pressure
- Good communication skills in English
Overview of Behavioural Competencies (Levels 1-8)
Communicates Effectively - Level 2 - Developing
- For example, seeks out others' perspectives and asks good questions. Shares information that people want to know; gives appropriate context and details when speaking.
Customer Focus - Level 2 - Developing
- For example, probes deeply into customer needs to identify less obvious interests or expectations. Consistently goes above and beyond to understand customer requirements and surpass their expectations.
Decision Quality - Level 2 - Developing
- For example, swiftly internalizes coaching on routine issues; handles issues confidently after instruction. Leverages rules and procedures to speed up decision making. Confidently and quickly draws on others' expertise.
Ensures Accountability - Level 2 - Developing
- For example, holds self to high standards and consistently honors policies, procedures, and work requirements. Scrupulously ensures all work is correct.
Instills Trust - Level 2 - Developing
- For example, consistently adheres to organizational policies and practices, even when they are unpopular or inconvenient. Builds trust by honoring commitments and by being open and honest at work.
Interpersonal Savvy - Level 2 - Developing
- For example, grasps others' more obvious social cues and responds appropriately; shows tact and sensitivity in difficult interpersonal situations. Maintains productive relationships with a wide variety of people and from a range of backgrounds.
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Job Purpose
- This role is responsible for the strategic positioning of the Glacier value proposition to Corporate Brokerages in a way that creates a situation where the national management of those brokerages are motivated to push Glacier solutions (local, international, balance sheet solutions and investment solutions) and value propositions to their respective intermediary base.
- As Head of Corporate, you will play a critical role through increasing the market share of Glacier solutions sold through selected Corporate Brokerages / networks and private wealth businesses. Play also a key role in asset management relationships.
Key Outcomes
Strategic positioning of the business area for the future
- Design and implement business area plans and strategies to support the overall business objectives and align with the distribution business strategies in SanlamConnect and Glacier Distribution.
- Identify and develop new corporate, networks and private wealth relationships.
- Drive, report and ensure the profitability of these corporate relationships (income / expenses / models / new business / outflows).
Build Partnerships & provide support
- Ensure operational and contractual obligations with corporate and network entities are maintained, improved, and updated.
- Ensure visibility of Glacier within the Corporates distribution teams/regions ensuring that our message to market is consistent and pertinent to the strategy of the corporates own strategic intent.
- Undertake to support the specific corporates initiatives, either through product, operation, or marketing initiatives to grow and develop their strategy.
- Provide monthly reports to Glacier Exco and SanlamConnect, and Glacier divisions to indicate production figures and progress on strategy implementation.
- Take responsibility and oversee the actions to deliver client data to the respective Corporate Brokerages and networks with due consideration of legal implications.
Initiate, co-ordinate and implement marketing initiatives/campaigns as per strategy
- In line with strategies for each Corporate, undertake research and preparation for the different marketing initiatives/campaigns.
- Gather necessary information (MIS, data mining) and support material, product information etc. from different Head Office functions to present to corporate management.
- Present campaign concepts and ideas to Brokerage management for discussion and approval.
- Discuss strategies with corporate brokerage management to increase the % of Supporting brokers.
- Negotiate with Corporates on their support for the campaign, including their endorsement on the marketing material, distribution the leads through their leads systems and communicating internally to their Brokers and management.
- Monitor and track the performance and progress of the campaigns.
Collaborate with various stakeholders
- Represent Glacier regarding corporate brokerage initiatives from an investment perspective
- Be the link / coordinator and “go to person” for strategic engagement and relationship management.
- Present Sanlam Retail & Glacier’s value proposition and strategy at corporate brokerage conferences (like PSG / SFP and Efficient).
Manage the financial discipline of the division as it relates to budgets, business targets, performance, and financial reporting
- Provide a consistent and regular reporting model of the corporate brokerage landscape within Glacier and Sanlam Retail.
- Understand the financial drivers of the business and implement focus areas that will speak to the financial drivers.
- Drive collaboration across the Sanlam group to ensure more integration of a corporate brokerage within Sanlam.
Provide strategic leadership / people management
- Take full responsibility for performance of direct reports as well as seconded- and support roles in the context of corporate brokerage engagement, motivating, developing, and managing the team in relation to quality standards and agreed benchmarks and objectives, focusing on all aspects of sound people management.
- Technical support and guidance to the greater distribution team.
- Integration of the corporate brokerage value proposition into Sanlam Retail and ensure buy in to the strategy for the business.
- Act as “go between” for Glacier to the corporate brokerages, networks and private wealth practices.
- Assist Brokerages with admin support on Sanlam processes (e.g., commission payments, policy queries, client data, etc).
Identify, mitigate, implement, and manage controls as it relates to risk and compliance for the business area.
- Ensure that service levels agreed with corporate partners are adhered to.
- Quality assurance checks across distribution engagement and operational support.
Qualifications and Experience
- Sound Financial Services experience at a senior level within the corporate environment
- Worked within a Sales & Distribution environment and/or the financial advice industry
- Business or Commercial Degree. CFP an advantage
- Sound experience in the drivers of solutions
- Proven ability to work cross-functionally and/or in partnership models
- Campaign development and implementation
- Financial and budget management
- Strategy Planning and implementation
- From a regulatory perspective comprehensive understanding of the following are important (POPIA / FAIS and RDR)
- Understanding the processes within Sanlam, the Brokerage and Brokers
- People management experience with a solid understanding of leadership and culture
Competencies
- Building partnerships
- Strategic decision making
- Influencing
- Analytical and innovative thinking
- Results driven
- Communication
- Planning and organizing
- Business acumen
- Customer service
Attributes
- Client focus
- Collaborates
- Being resilient
- Strong interpersonal skills
- Problem solving and decision making
- What will make you successful in this role?
Qualification and Experience
- Degree or Diploma with 8 to 10 years related experience.
Knowledge and Skills
- Expense, risk and compliance management
- Management of employees
- Drive sales and profitability
- Partnership, network and new markets development
- Strategic sales and client retention and acquisition planning
Personal Attributes
- Persuades - Contributing through others
- Manages complexity - Contributing through others
- Decision quality - Contributing through others
- Business insight - Contributing through others
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Purpose of the Role
This is a first line sales management role operating within a regional unit, focused in the broker channel. This role manages, supports and develops a team of Broker Consultant’s (BC’s), who market/sell/service panels of brokers. The Broker Sales Manager will report to a Business Manager and form part of the Regional sales team. This role is tasked with driving sales, managing expenses, growing a supporting broker base and the role will retain its own panel of Brokers. Key responsibilities include;
- Form part of the region sales team
- Recruitment, selection and onboarding of BCs
- Recruitment, vetting and contracting new brokers
- Create, drive, monitor and report on sales plans, targets and growth
- Support broker marketing initiatives
- Coaching, vesting and development of BC’s
- Manage BC’s productivity and production
- Manage service-related escalations with HO
- Compliance and risk management
- People and Performance Management
- Budgets and expense management
- Broker relationship management
Required Skills
Negotiation - Fully Competent
- Works with full competence to obtain consensus between two or more parties who may have different interests, for the benefit of the organization. Typically works without supervision and may provide technical guidance.
Verbal Communication - Advanced
- Works at an advanced level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works independently and provides guidance.
Effectively Presents Solutions - Advanced
- Works at an advanced level to communicate and articulate potential resolutions or strategies in a clear, compelling, and tailored manner to address specific challenges or meet organizational needs. Typically works independently and provides guidance.
Intermediary Operations - Advanced
- Works at an advanced level to use intermediary processes and procedures so that new risks, alterations and/or cancellations to be processed in an accurate and timely manner. Typically works independently and provides guidance.
Brokerage Operations Management - Fully Competent
- Works with full competence to oversee and optimize trading processes, ensure regulatory compliance, manage risk, and enhance operational efficiency within brokerage firms to support seamless transactions and client satisfaction. Typically works without supervision and may provide technical guidance.
Maintains the Relationship - Fully Competent
- Works with full competence to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works without supervision and may provide technical guidance.
General Experience
- Extensive Financial Services experience of which 5 years must be in a recent SanlamConnect environment (preferably as a Broker Consultant)
Managerial Experience
- Experience of supervising and directing people and other resources to achieve specific end results within limited timeframes (Minimum 3 years)
Education
- Undergraduate Degree / Honours Tertiary Degree
Required Behavioural Competencies
- Instils Trust
- Manages Complexity
- Drives Results
- Cultivates Innovation
- Builds Effective Teams
- Directs Work
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Purpose of the Role
- The Financial Consultant Taxation will be responsible for the accounting of international endowment products, streamlining of processes and the reconciliation and payment of relevant tax on the local and international endowment products within the business. This role will support business through analysis, implementation and compliance with legislative tax requirements and changes. Provides guidance on tax compliance and reporting across various tax types. Prepares and reviews tax returns, supports audits, and advises business units on tax-related queries. Ensures accurate application of tax laws and internal policies. This role is based in Cape Town.
The following outcomes will be expected to be achieved:
- Manage tax reconciliation, payments, accounting and reporting for local and offshore endowment products.
- Accounting and reporting of the products and the taxes on SAP and to Sanlam.
- Implement and test legislative, product and system-related tax changes across financial controls, SARS submissions and reporting processes.
- Provide feedback and support to management, tax and operational teams on tax reporting requirements, queries and issues.
- Drive process improvements, automation, SARS related project input, audit support and ad-hoc accounting and tax activities.
- Support tax-related projects through requirements analysis, data gathering, impact assessment and testing.
- Engage with internal stakeholders, SARS, third parties, outsourced service providers and international stockbrokers on tax, reporting and operational matters.
Overview of Role Responsibilities (Level 1-13)
Tax- Level 6 - Adaptation
- Deliver preestablished outcomes for designated tax areas by working within established tax systems.
Data Collection and Analysis- Level 5 - Application
- Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Data Management- Level 5 - Application
- Help others get the most out of data management systems by providing support and advice.
Insights and Reporting- Level 5 - Application
- Contribute to the preparation of various data and analytics reports.
Document Preparation- Level 5 - Application
- Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.
Additional role responsibilities
- Reconciliation
- Project implementation and optimisation
- Stakeholder Management
Required Skills
Database Reporting - Fully Competent
- Works with full competence to use database reporting tools and techniques. Typically works without supervision and may provide technical guidance.
Computer Skills - Fully Competent
- Works with full competence to understand and effectively use standard office equipment and standard software packages to support business processes. Typically works without supervision and may provide technical guidance.
Data Collection and Analysis - Fully Competent
- Works with full competence to determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making. Typically works without supervision and may provide technical guidance.
Numerical Skills - Fully Competent
- Works with full competence to understand numerical concepts and use them to carry out mathematical operations e.g. in order to analyze reports. Typically works without supervision and may provide technical guidance.
Tax preparation - Fully Competent
- Works with full competence to accurately and comprehensively compile, analyze, and complete tax-related documents and filings in accordance with relevant tax laws and regulations. Typically works without supervision and may provide technical guidance.
Taxation Methodologies - Fully Competent
- Works with full competence to analyze, report and advise on company tax issues. Typically works without supervision and may provide technical guidance.
Additional required skills
- SARS Reporting & Regulatory Compliance
- Financial Reporting
- SAP Financials
- Process Improvement & Automation
- Stakeholder Management
- Business Analysis
- Project Delivery & Testing
- Audit Support
- Financial Controls & Governance
- Data Analysis
- Risk & Compliance Management
- Advanced Microsoft Excel and Reporting Tools
Education
- A financial related qualification in Finance, Accounting, Taxation is preferred.
- Honours Degree in Taxation is advantageous.
- Professional qualification and current membership with a recognised professional body, such as the South African Institute of Chartered Accountants (SAICA) or the South African Institute of Taxation (SAIT).
- Minimum of three years’ experience in a similar role; preferably within the financial services industry;
- Completed articles will be an added advantage
- Knowledge of endowment products, unit trusts and long-term insurance business; specifically in a LISP environment will be an added advantage;
- Thorough knowledge of SARS reporting requirements;
- Computer Skills (MS Word, MS Excel, SAP Financials).
General Experience
Required Behavioural Competencies
- Plans and Aligns
- Ensures Accountability
- Tech Savvy
- Manages Complexity
- Optimises Work Processes
- Financial Acumen
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Purpose of the Role
- The Financial Administrator: Audit & Data will be responsible for supporting the audit process by retrieving and preparing client documentation, ensuring data accuracy, and maintaining key audit records. The role requires strong attention to detail, proficiency in data management, and the ability to work effectively with internal teams and auditors. The successful incumbent will ccoordinate and oversee administrative and internal operational processes, ensuring accuracy and compliance with policies. Prepare, review, and authorise documentation and reports. Analyse and reconcile information across multiple systems or departments. Draft and compile management reports, highlighting trends or issues for decision-making. Serve as a key point of contact with internal and external stakeholders to exchange information, resolve queries, and support business operations. This role is based in Cape Town.
Role Responsibilities
- Administration
- Document Management
- Document Preparation
- Work Scheduling and Allocation
- Operations Management
Overview of Role Responsibilities (Level 1-13)
Administration- Level 3 - Process Specialist
- Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses.
- Responsible for providing administrative support across audits, transactions, and data processing activities, maintaining the confidentiality of client information, and assisting internal stakeholders with data queries and documentation requirements.
Document Management- Level 3 - Process Specialist
- Create, organize, and maintain files containing the correspondence and records of a senior colleague.
- Retrieve and compile client documentation from InPulse for audit sampling purposes, ensure the timely provision of accurate documentation to auditors, maintain organised audit sample records and follow up on outstanding information, assist with audit-related queries and document requests, prepare and manage audit certificates, and respond to ad hoc pension fund and audit support requests.
Document Preparation- Level 3 - Process Specialist
- Prepare routine letters, memoranda, reports, and similar documents following detailed instruction. This is likely to involve using the full range of functions within standard office software.
Work Scheduling and Allocation- Level 3 - Process Specialist
- Organize own work schedule in order to get the job done, coordinating with support services and assigning short-term tasks to others if necessary.
Operations Management- Level 3 - Process Specialist
- Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards.
- Responsibilities include maintaining audit statistics and reports, preparing the Flows report, ensuring data accuracy and integrity, providing reports to internal stakeholders and auditors, reviewing and reconciling general ledger and trial balance information, and preparing and processing journals with the necessary supporting documentation.
- Review exit forms and verify client signature dates to determine benefit accruals, ensure the accurate calculation and recording of accruals in line with company policies, and communicate discrepancies or missing information to the relevant teams for resolution.
- Update and maintain Section 14 transaction records by extracting relevant data from InPulse, ensuring information is complete, accurate, and compliant with regulatory and company requirements, identifying and resolving data discrepancies, and compiling Section 14 information required for pension fund audits.
Required Skills
Planning and Organizing - Intermediate
- Works at an intermediate level to plan, organize, prioritize and oversee activities to efficiently meet objectives. Typically works with guidance.
Verbal Communication - Intermediate
- Works at an intermediate level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works with guidance.
Policy and procedures - Intermediate
- Works at an intermediate level to monitor, interpret and understand policies and procedures and ensure their alignment with organizational strategies and work objectives. Typically works with guidance.
Computer Skills - Intermediate
- Works at an intermediate level to understand and effectively use standard office equipment and standard software packages to support business processes. Typically works with guidance.
Work Scheduling - Basic
- Works at a basic level to ensure the optimum scheduling of work and material resources to meet planned performance targets. Typically works under close supervision.
Desktop Publishing - Basic
- Works at a basic level to create documents using page-layout software on a personal/desktop computer. Typically works under close supervision.
Qualification and experience
- Matric / Grade 12
- Relevant diploma or degree in Finance, Business Administration, or a related field is advantageous.
- Minimum of 1-2 years experience in an administrative, audit support, or data processing role.
- Experience working with financial or administrative systems (InPulse experience is advantageous).
- Proficiency in Microsoft Excel (Intermediate level, including data entry, reporting, and basic formulas).
Required Behavioural Competencies
- Ensures Accountability
- Plans and Aligns
- Drives Results
- Communicates Effectively
- Manages Complexity
- Collaborates
Method of Application
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