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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...
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What will you do?
The successful incumbent would be responsible for the testing of systems within the SAP Centre of Excellence based on the testing processes, frameworks and methodologies.
What will make you successful in this role?
- Analyse and test SAP Modules in the SAP HCM systems and the SAP Finance systems
- Test Integration between SAP and non-SAP Solutions
- Understand and test End-user authorisation roles
- Conduct Integration tests and System Integration security tests
- Facilitate and plan User Acceptance Test process
- Proactively propose solutions to improve the support of (new) business processes
- Support the functional team with issues and provide a solutions-based approach
- Identify, define and design New Functionality test requirements
- Perform test execution within all test cycles
- Coordinate and assist test automation teams with test automation process
- Assist with the scripting of automated test cases, conditions and checkpoints.
- Compile and execute test scripts
Perform:
- Test reporting based upon coverage and clearance statistics
- Test documentation
- Defect logging and reporting
- Scope and test effort estimations
- Assist with new functionality and Regression testing
- Test documentation compilation and reviews in conjunction with test manager
- Risk identification and reporting
- Liaison with development team and business analysts
- Produce Test related Documentation (Test Plans, Test Matrices, Test Scripts, Defect Logs, etc)
- Ability to analyse risks, develop contingencies, and plan testing accordingly
- Liase with technical as well as middle, and senior management
Qualification
- Matric
- Relevant Bachelors degree or diploma would be recommended
- An Appropriate Testing Qualification will be a strong recommendation.
Experience in:
- Agile Methodologies (advantageous)
- Agile Tools such as Confluence and JIRA
- Test Tools such as HP ALM and JIRA (X-Ray)
- Proven experience in using SOLMAN
- Financial services is required, however experience in Life assurance or Banking is an advantage.
- 5+ years experience in SAP FICO and/or SAP HCM Skills
Knowledge and additional skills:
- Project management
- Software quality assurance
- Software engineering best practices and frameworks
- Test automation principles and practices
- Computer Literacy including Windows operating systems, Microsoft Office Products, Internet and E-mail.
- Understanding of system architectures
- Basic database and programming skills
- All forms of testing
- Understand the various SDLCs
- Has a good working knowledge of all forms of testing, configuration management, and requirements management
- Good working knowledge of testing best practices and frameworks
- SAP ECC and SAP SuccessFactors Modules Knowledge
- SAP Finance and S4/HANA Knowledge
- Database Knowledge (SQL)
- Analytical and problem-solving skills
- Communication and Presentation skills
Personal Attributes
- Plans and aligns - Contributing independently
- Optimises work processes - Contributing independently
- Action orientated - Contributing independently
- Collaborates - Contributing independently
- Customer focus - Contributing independently
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What will you do?
- Deal with all client, intermediary and third-party manager queries
- Assist with opening/closing of accounts and all related queries
- Assist with and check daily payments
- Assist with the processing of journals, share transfers and transfers of accounts
- Assist with admin related queries around estate late process
- Third party journals and invoicing
- SCI and other Manco Investments / disinvestments (LISP process)
- Assist with corporate actions
- Follow up on debit lists
- Collate and submit score and monthly management fee reports
- Assisting PMs with FAIS supervision work
- Run with special projects and execution
- Quality and Assurance checking and adherence to compliance e.g. Evolution system and overseeing trade allocations
- Training to intermediaries on SPW account opening process and documentation
- Attend to and resolve queries
- Assist with adhoc requests / tasks
What will make you successful in this role?
- Experience within Private Wealth Industry
- High level of accuracy
- Excellent communication and interpersonal skills
- Qualification and experience
- Tertiary and/or industry related qualification would be an advantage (with Finance/ Accounts)
- Matric (essentially with Maths / Accounting an advantage)
- Basic understanding of the Private Client business and the stock-broking environment preferable
- Experience within financial services industry is essential
Knowledge and skills
- Computer literacy – MS Office
- Working knowledge of BDA / MAIA an advantage
- Knowledge of a private client process and procedures
- Knowledge of the back office functioning an advantage
Personal qualities
- Strong numerical orientation
- Highly organized with a high level of customer focus
- Accurate and detail orientated
- Critical and analytical capability
- Ability to perform well under pressure and show maturity, confidence and resilience
- Excellent listening, communication and interpersonal skills
- Pro-Active approach to work, clients, problem solving
- Learning agility and curiosity
- Assertive
- Passionate ownership for results
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What will you do?
This is a senior management national role that forms part of Enterprise Exco. The role is primarily responsible to develop, manage and execute the collective Enterprise Acquisition model value proposition for SRA SanlamConnect in a profitable and sustainable way. Key focus areas for this role include;
- Develop the Strategies/Business plans for the Enterprise Acquisition models i.e. Bluestar, Managed Outsource and Sanlam Core Solutions franchise opportunities
- Develop and refine the Value Propositions for the different Enterprise Acquisition Models
- Conduct market research and gather insights of different enterprise models in the market
- Undertake due diligence and deal structuring for new enterprises acquisitions and Authorised Principal (AP)
- Communicate, support and execute the business acquisition strategies within SRA
- Ensure smooth and timely onboarding of new enterprises and APs
- Drive enterprise growth ambitions initiatives through existing SanlamConnect structures
- Ensure the training, vesting, resourcing, support and development of AP’s and their advisers take place in collaboration with other stakeholders
- Budgets and expense management
- People management
- Relationship management
What will make you successful in this role?
- Strategic Leadership
- Develop and communicate the Enterprise Acquisitions Strategy and VP
- Execute the Enterprise VP for Acquisitions
- Ongoing development and structural optimisation of franchises
- Contract and financial management
- Budgets and expense management
- Leadership and People Management
Qualification & experience
- Preferably 8-10 years financial services distribution experience
- Management/leadership experience
- Financial/Business/Legal/MBA degree
- CFP
Knowledge and skills
- IT:
- MS: Office (Excell, Word, PP, Outlook)
- Different sales tools/programs (SANFIN, SANPORT etc)
- SAP
- E2 Financials
Business/management:
- Financial Services Industry Knowledge
- Financial Services Product Knowledge (Sanlam and competitors)
- Relevant regulatory legislation and compliance knowledge
- Contract development and management/ licensing agreements
- Legal technical knowledge (product and structure related)
- Alternative models VP’s and structure/ Franchise Business model/concept and processes
- Market and client/product segmentation
- Marketing and sales principles
- Remuneration and fee structuring
- Product fees and structuring
- Advice and sales processes
- Strategy and business plan formulation
- Commercial and business acumen
- Financial management
- Financial markets and instruments
- Business entity structures and legal / tax requirements
- Risk management
- Business consulting
- Business metrics and measurements
- Budgets and expense management
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What will you do?
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.
What will make you successful in this role?
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 client’s 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 client’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 ‘back-office’ 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.
Qualification and Experience
- 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.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
- Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
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What will you do?
As an Infrastructure Solutions Architect, your role will entail providing both infrastructure and Cloud architecture related services to the business community. As a champion for innovation and change, you will provide technical guidance and expertise based on established patterns and solution designs, while also taking the lead in defining and promoting new standards.
You will work in conjunction with Enterprise, Solution and Domain Architects to facilitate a robust, supportable and enterprise grade solution based on best practices and sound architecture principles while advocating for sharing, consolidation, reusability and cost saving opportunities. The role will also encompass technical consultancy, thought leadership, mentorship, testing, optimising, analysing and diagnosing problems specific to infrastructure or Cloud related services.
What will make you successful in this role?
- Gather and compile technical requirements.
- Drafting and maintenance of solutions architecture diagrams.
- Present and obtain solution design approval at relevant architecture or quote forums.
Cloud and Infrastructure Designs:
- Architect end-to-end infrastructure solutions that meet business and technical requirements.
- Design and implement cloud-based solutions, ensuring seamless integration with on-premises infrastructure.
- Optimize cloud architecture for performance, cost, and security.
- Design scalable, secure, and highly available solutions.
- Deliver health checks on implementations to ensure alignment to Architecture.
Technical Leadership:
- Provide technical leadership and guidance to development and operations teams.
- Stay current with emerging cloud and infrastructure technologies as well as industry best practices.
- Present new technologies for use cases in solution architecture approval forum.
Security and Compliance:
- Implement and maintain security controls, IAM policies, encryption, and compliance frameworks.
- Ensure that the cloud environments adhere to industry-specific compliance standards.
High Availability and Disaster Recovery:
- Design and implement high availability and disaster recovery solutions.
- Develop and test failover and backup procedures.
- Develop disaster recovery strategies to minimize downtime.
Capacity Planning:
- Conduct capacity planning and performance analysis for infrastructure components.
- Develop strategies for scalability and flexibility to accommodate future growth.
Collaboration:
- Work closely with cross-functional teams, including development, operations, and security, to ensure cohesive and efficient solutions.
- Act as a technical advisor on infrastructure-related matters.
Documentation:
- Create and maintain comprehensive documentation for infrastructure solutions, including architecture diagrams and configuration details.
- Collaboration with business IT teams to ensure business implementation aligns to architectural design and Sanlam standards.
- Assist to ensure that solution documentation and solution packs are updated upon solution / project implementation.
- Assist in troubleshooting project and BAU incidents.
- Coordination of technical tasks in BAU initiatives or business projects and ensuring delivery of tasks
Qualification
- Matric
- Relevant IT Diploma, Degree, or equivalent qualifications (Relevant IT Diploma, Degree, or equivalent qualifications)
The following will be beneficial:
- Relevant accredited courses/IT certifications (A+ & N+ & S+
- AWS / Azure Certified Solutions Architect
- CCNA
- Project Management
- ITIL
- TOGAF
Experience:
- 5 years’ relevant work experience
- At least 3 years architecture experience
- MS Visio / Draw.io experience
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What will you do?
As the Jnr Infrastructure Solutions Architect, your role will entail providing infrastructure architecture related services to the business community. As a champion for innovation and change, you will provide technical guidance based on established patterns and solution designs taking lead from the Principle and Senior E2E architects.
You will work in conjunction with Enterprise, Solution and Domain Architects to facilitate a robust, supportable and enterprise grade solution based on best practices and sound architecture principles while advocating for sharing, consolidation, reusability and cost saving opportunities. The role will also encompass a technical support function, providing admin and coordination support for planning, commissioning, testing, optimising, analysing and diagnosing problems specific to infrastructure services.
What will make you successful in this role?
- Gather and compile technical requirements.
- Drafting and maintenance of solutions architecture diagrams.
- Present and obtain solution design approval at relevant architecture or quote forums.
- Logging of requests for architecture deployments:
- Server deployment request
- Reserve proxy requests
- Load balancing requests
- DNS requests
- Firewall rule requests
- Tracking of requests logged and ensuring timeous delivery thereof.
- Functional testing of deployments to ensure implementation aligns to architecture design.
- Delivery of health checks on implementations.
- Collaboration with business IT teams to ensure business implementation aligns to architectural design and SGT standards.
- Assist to ensure that solution documentation and solution packs are updated upon solution / project implementation.
- Assist in troubleshooting project and BAU incidents.
- Coordination of technical tasks in BAU initiatives or business projects and ensuring delivery of tasks.
- Admin related tasks:
- Preparation of progress reports
- Presentation compilation
- Creation and filing of Architecture Diagrams (under guidance of the Solutions Architect)
- Compilation of Quotations for Architecture Solutions (under guidance of the Solutions Architect)
Qualification
- Matric
- Relevant IT degree or diploma
- Relevant accredited courses/IT certifications (A+ & N+ & S+)
The following will be beneficial:
- CCNA
- Project Management
- ITIL
- TOGAF
Experience:
- At least 3 years’ relevant work experience
- MS Visio / Draw.io experience
Knowledge:
- Architecture Principles
- Data Centre Services
- VMware, SAN, AIX, Windows, Linux
- Defence in Depth
- Perimeter Security
- Server concepts and technologies
- Firewall concepts and Firewall rules
- Reverse Proxy services
- Load Balancing
- Disaster Recovery
- High Availability and clustering concepts
- Network VLANs and routing
- Application hosting
- Cloud Services
- Understanding of Financial concepts
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What will you do?
Output/Core Tasks include:
- Monthly IFRS valuation of Sanlam Legacy Funeral Products
- Analysis of surplus
- Regulatory liability valuations
- Embedded value analysis
- Maintenance and development of Prophet actuarial models
- Quarterly bonus declarations
- Assisting with strategy to convert legacy platform business to newer platforms.
- What will make you successful in this role?
Requirements:
Qualifications:
- Actuarial Science or related degree
- Student with good progress on exams
Experience and skills:
- Good understanding of insurance products
- Life insurance product valuations experience would be an advantage
- Prophet experience
- IFRS17 experience
- Good verbal and written communication skills to manage relationships with business stakeholders
- Ability to work independently, take initiative and meet deadlines
- Strong analytical and conceptual thinking
- Good MS Office skills (Word, Excel)
- Knowledge seeking/learning orientation
Personal Attributes
- Self-development - Contributing independently
- Interpersonal savvy - Contributing independently
- Nimble learning - Contributing independently
- Tech savvy - Contributing independently
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What will you do?
This is a management role within the regional (geographical) SanlamConnect structure reporting to the Regional General Manager. The role has a strong tactical focus with some strategic contribution. This role forms part of and contributes to the Regional Exco. The role is primarily responsible to drive sales and grow market share in the region through intermediary teams managed by Sales Consultants, Sales Managers and Development Managers. You will be responsible for the Pietermaritzburg area (which extends to Newcastle, Vryheid, Ladysmith & surrounding areas in the KZN Midlands).
Output/Core Tasks:
The expectations of the role is to:
- Serve on Regional MANCO and contribute to Regional Sales Strategy
- Translate regional strategy into tactical and operational sales goals
- Drive and support marketing and business building initiatives
- Set and drive sales and manpower targets
- Manage expenses
- Manage operational effectiveness
- Manage and develop staff
What will make you successful in this role?
Qualification & experience
- 8- 10 Years Financial Services experience in a Legal/Marketing/Sales/Product Specialist environment in a Retail Affluent Segment – essential
- Sales and Operational Management/Leadership of a unit/Product Specialist
- Legal/Actuarial/Commercial/Financial or Business-related Diploma/Degree
- Wealth Management /RFP3 or equivalent (i.e.: 120 credits)
- Post Graduate Diploma in Financial Planning /CFP – Preferable
Knowledge and skills
To be successful you will need to demonstrate good experience in:
- IT:
- MS: Office (Excel, Word, PP)
- Web based platform tool/site
- Advisor tools (i.e.: Sanfin; Leads program, Sanport)
- AUTONUB
- SANPAY
Business/Management:
- Financial Services Industry Knowledge
- Specialised knowledge within different distribution channels
- Financial Services Product Knowledge (Sanlam and competitors)
- Legal technical Knowledge (product related)
- New and Existing business processes
- Advisor contracts and remuneration
- Broker and/or Advisor contracts
- Sales and related administration processes
- Leads management and campaigns/competitions)
- Leadership and Management skills to manage staff
- Budgets and expense management (including profitability and VNB)
- Debt management
- Relevant regulatory legislation and compliance knowledge (FAIS accredited)
- Different distribution models and value propositions
Personal qualities
- Cultivates innovation
- Client focus
- Drives results
- Collaborates
- Flexibility and adaptability (being resilient)
- Financial acumen
- Business insight
- Plans and aligns
- Balance stakeholders
- Decision quality
- Treating customers fairly (TCF)
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What will you do?
The Head of Enablement for Operations and Investments is a strategic leader responsible for driving efficiency and cohesion across various business functions. This role involves spearheading initiatives to streamline operational processes, overseeing successful project delivery, and facilitating the integration of investments functions into existing operations and management of the partnership with EasyEquities. With a focus on collaboration and innovation, this individual works closely with cross-functional teams to identify areas for improvement, implements best practices, and ensures teams are equipped with the necessary skills through effective training programs. The role requires a seasoned leader with strong project management and problem-solving skills, a deep understanding of operational workflows, and the ability to foster a culture of continuous improvement within the organisation.
What will make you successful in this role?
- Being problem-solving, proactive, and having the ability to project manage multiple deliverables at once within a fast-paced business and marketing environment will ensure success in this role. This role requires a self-starter, who is highly communicative, has a keen attention to detail and prides excellence in their work. The Satrix team is dynamic, supportive, and driven – this role will provide opportunity to make a real impact in an area of the business that is critical and have direct impact on the business.
Key Responsibilities:
- Drive the ecosystem digital enablement of strategic objectives and deliverables for the business.
- Develop and execute enablement programs to support the investments team and ensure seamless integration into existing operations.
- Provide leadership and direction in operational planning and implementation
- Streamline operational processes to enhance business efficiencies and service delivery with client satisfaction at the core.
- Collaborate with cross-functional teams to identify and implement process improvements in various ecosystem.
- Drive project management best practices to ensure timely and successful delivery of key agile projects.
- Co-ordination and management of EasyEquities - SatrixNOW partnership including oversight of the SLA management.
- Establish and maintain strong relationships with key stake holders to gather insights and align enablement efforts with business objectives.
- Analyze operational workflows, identify bottlenecks, and implement solutions to streamline processes in an agile manner.
- Provide leadership and guidance to project teams, fostering a culture of continuous improvement and innovation.
- Develop and deliver training programs to empower teams with the skills needed to excel in their roles.
- Monitor and report on key indicators, identifying areas for improvement and implementing corrective actions.
- Stay abreast of industry trends and best practices to ensure that the organisation remains at the forefront of operational excellence.
- Implement policies, procedures, and internal controls to optimize operational efficiency.
- Ensure operational divisions perform in line with their strategic plans.
- Design a target operating model to accommodate future work requirements.
Minimum Requirements:
- Minimum 8 years of experience at a senior level in operations investment management in the financial services industry, with executive or board-level experience considered advantageous.
- Indexation-tracking and ETF market experience essential (minimum 3 years)
- Relevant Degree in Business Management or a related field.
- Comprehensive understanding of operational management principles and practices within the Financial Services sector.
Required Knowledge and Skills:
- Proven experience in a senior leadership role with a focus on operations, digitisation and investments enablement.
- Strong project management skills with a track record of successfully delivering complex projects on time and within budget.
- Excellent communication and interpersonal skills to effectively collaborate with diverse teams.
- In-depth knowledge of operational processes, investment strategies, and project management methodologies.
- Analytical mindset with the ability to identify opportunities for improvement and implement data-driven solutions.
- Demonstrated ability to lead and inspire teams, fostering a culture of accountability and continuous improvement.
- Experience working with diverse teams working across a complex, cross-functional business.
- Highly motivated individual who thrives in a fast-paced team environment and is readily adaptable to changing market and organisational requirements.
- Able to think independently and work with ambiguity.
- Ability to consistently produce results on time and within budget.
- Exceptional oral, written, and verbal communication skills.
- Hands-on, gets-things-done approach.
- Familiarity with the latest trends, technologies, and operations methodologies.
- Knowledge of strategic operations planning and implementation.
- Experience in large-scale project implementation to enhance operational processes and client service.
- Proficiency in stakeholder management.
- Problem solving skills with the ability to think ahead and manage continuous improvement
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What will you do?
- Assessment and independent decision making of complex living benefits e.g. severe illness, disability and sickness benefit claims.
- Ensure that the client’s claim request is met within the boundaries of the policy contract, which includes the interpretation of contractual definitions.
- Liaise with relevant stakeholders (e.g. Underwriters, Legal Department, Product Development, Medical Doctors, Re-insurers) to resolve complex assessments.
- Propose improvements to the assessment process.
- Written and verbal communication with clients, intermediaries, underwriters and doctors during the assessment process and on outcome of the claim.
- Taking full ownership for the communication of the outcome of the claim to the client and intermediary that enables them to understand the decision and prevent complaints.
- Complaints handling.
- Contact person to VIP intermediaries for technical enquiries and their client’s claims.
- What will make you successful in this role?
Knowledge & Experience:
- Experience as an Occupational Therapist or clinical role in the medical field
- 5-7 years’ experience in the assessment of Living Benefit Claims or Risk claims is recommended.
- Experience in complaints handling
- Knowledge of Risk Products and Benefits is recommended
- Competencies:
- Manages complexity
- Good communication skills in English and Afrikaans (written and verbal)
- Working independently
Qualification and Experience
- Degree or Diploma with up to 5 - 7 years related experience.
- Knowledge and Skills
- Claims administration
- Claims settlements of a complex nature
- Claims approvals and rejections
- Operate within claims guidelines and compliance
- Coach and develop others
- Personal Attributes
- Business insight - Contributing independently
- Manages complexity - Contributing independently
- Plans and aligns - Contributing independently
- Manages conflict - Contributing independently
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What will you do?
- Synchronise the TB between the JSE BDA system and the internal JDE accounting system
- Ensure completeness of GL accounting to final trial balance stage.
- Preparation of monthly management reports and variance analysis.
- Assist with the compilation of budgets.
- Preparation & review of income statement and balance sheet reconciliations
- Review & approval of expense payments
- Review & approval of invoices generated
- Preparation, review & approval of statutory returns & submissions
- Preparation of audit file and assisting withaudit queries
- Ad hoc financial duties
Technical Competencies:
- JDE (or similar) accounting
- Hyperion Financial Management (HFM)
- IDU (budgeting tool)
- MS Excel intermediate level
- BDA (JSE mainframe) preferably
Qualificatin and experience
- Accounting or financial degree – preferably with articles or audit experience or experience in a similar role
- Preferably financial services industry experience, specifically asset management industry experience.
Personal Atributes
- Strong numerical orientation
- Highly organized with a high level of customer focus
- Accurate and detail orientated
- Critical and analytical capability
- Ability to perform well under pressure and show maturity, confidence and resilience
- Excellent listening, communication and interpersonal skills
- Pro-Active approach to work, clients, problem solving
- Learning agility and curiosity
- Assertive
- Passionate ownership for results
- Learning agility and curiosity
- Assertive and adaptable within a changing environment
- Passionate ownership for results
Knowledge and Skills
- Financial Analysis
- Financial Information Processing
- Financial planning and recommendations
- Financial Reporting
- People Management
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What will you do?
- To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
- To work in allocated key accounts and allocated markets.
- To offer customer service to Sanlam clients.
- To arrange appointments with potential customers within Key Accounts and Allocated Markets.
- To update and inform customers and client public of our new products.
Qualification & experience
- FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.
- Matric (grade 12) or NQF level 4
- RE5 an advantage
- Clear Credit and Criminal records
- FAIS Compliance
- At least two years’ work experience within sales or marketing
Personal qualities
- Client Service Orientation
- Ability to influence client decision
- Confident decision maker
- Great business acumen
- Adhering to principles and values
- Analytical
- Proactive
- Ability to cope with pressure and setbacks
- Exceptional interpersonal skills
- Trustworthy
- Detail-oriented
- Activity management.
go to method of application »
What will you do?
- To provide financial advice along with a financial plan in line with the client value proposition and treating customers fairly framework.
- To work in allocated key accounts and allocated markets.
- To offer customer service to Sanlam clients.
- To arrange appointments with potential customers within Key Accounts and Allocated Markets.
- To update and inform customers and client public of our new products
Qualification & experience
- FSCA recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSCA.
- Matric (grade 12) or NQF level 4.
- RE5 an advantage.
- Clear Credit and Criminal records.
- FAIS Compliance.
- At least two years’ work experience within sales or marketing.
Personal qualities
- Client Service Orientation.
- Ability to influence client decision.
- Confident decision maker.
- Great business acumen.
- Adhering to principles and values.
- Analytical.
- Proactive.
- Ability to cope with pressure and setbacks.
- Exceptional interpersonal skills.
- Trustworthy.
- Detail-oriented.
- Activity management.
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What will make you successful in this 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
Knowledge and Skills
- Customer Service
- Team Support
- Administration
- Quality, compliance and accreditation
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Job Purpose:
Execute training strategy (Plans) for Business Shared Services. With the Head, plan, and action the realised training plans. Responsibilities include identifying (in collaboration with Quality and business management) the business unit’s training needs and developing programmes to meet these requirements. Ensures training plans (curriculum) are implemented. Ensure that training interventions/programmes are of the required standard. Responsible for output and results of training interventions. Co-ordinates and manages the activities of training facilitators.
Output/Core Tasks:
- Manage training delivery.
- Learning Needs Analysis
- Manage the execution of the Learning Facilitators.
- Learning Delivery and Evaluation.
- Manage the people practices and performance statistics and reports of your department.
- Actively be responsible for the coaching, training and development of facilitators, developers, and curators.
- Assist and provide support to team members regarding complex learning needs.
- Ensures Service Level Agreements and Key Performance Areas are continually reviewed and expectations are met with optimum levels of quality and service delivery.
- Work closely with the Quality team to ensure the most effective development and learning is achieved.
- Review management information and make suggestions, recommendations to improve L&D processes.
- Learning development, research, and benchmarking.
Role Requirements:
Qualifications:
- Relevant business degree/diploma or industry related qualification
Knowledge and Experience:
- Must have insurance or call centre industry knowledge and an understanding of:
- Life Assurance environment
- Call Centre and Client Services business
- Financial Service experience is essential
- Experience in managing personnel within a call centre environment would be an advantage
Competencies:
- Ability to function under immense pressure
- Good conflict management skills
- Be innovative
- Ability to develop and empower others
- Teamwork
- Good communication
- Decision making skills
- Client service orientation
- Objective setting and control
- Self confidence
- Ability to use internal networks to solve client problems
- Ability to operate independently
- Be proficient in working with technology – computers, telephone systems and software applications
Personal Attributes
- Builds effective teams - Contributing independently
- Decision quality - Contributing independently
- Directs work - Contributing independently
- Plans and aligns - Contributing independently
go to method of application »
What will you do?
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.
What will make you successful in this role?
Assist in growing the Sanlam Connect Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
- 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 SanlamConnect brand
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 client’s 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 client’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 ‘back-office’ 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.
Qualification and Experience
- 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.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
go to method of application »
What will you do?
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.
What will make you successful in this role?
Assist in growing the Sanlam Connect Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
- 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 SanlamConnect brand
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 client’s 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 client’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 ‘back-office’ 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.
Qualification and Experience
- 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.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
go to method of application »
What will you do?
Output/Core Tasks:
The role supports the Single Savings product house through the valuation of Fixed Return/Guaranteed Plan/Guaranteed Annuities products and the Glacier platform business. The successful candidate will have regular interaction with senior management and with business to understand and communicate profits, embedded values, VNB’s and other financial information, including model change impacts and other basis changes. Real time mentoring and various growth opportunities will be available.
The specific tasks will mainly consist of the following:
- The valuation of Fixed Return/Guaranteed Plan/Guaranteed Annuities products
- The valuation of the Glacier platform business and other strategic business development products
- EV, VNB, SAM and ORSA calculations and analyses, and engagement with, and support to, the Regulatory reporting and Balance Sheet Management teams
- Maintenance and improvement of valuation bases for products
- Prophet and other valuation model development by providing technical valuations guidance and/or Prophet coding
- Continuous improvement and automation of existing valuation reporting processes
- Ad-hoc investigations and tasks, including interacting with the wider business to resolve queries and respond to reporting requests
- Assistance with model officialisations
- Back-up for crucial month-end tasks
What will make you successful in this role?
Role Requirements:
Qualifications:
- Actuarial student making good progress with actuarial exams
Experience & Knowledge:
- Life insurance product valuations experience would be an advantage
- Prophet experience would be an advantage
- Excellent skills in Microsoft Office suite
- Methodical approach to work
- Strong commitment to deadlines and sound time management
- Strong communication
- Attention to detail
- Strong analytical and conceptual thinking
- Desire to gain knowledge and develop processes
go to method of application »
What will you do?
Responsible for providing specialist, high-level technical advice and support for the installing, testing, tuning, optimising, diagnosing problems, repairing, upgrading and maintaining both externally and internally supplied hardware and system software such as operation systems, data management products, office automation products, embedded systems, and other utility enabling software and related equipment. Responsible for high-level problem resolution of complex problems and system security policy implementation and monitoring. May maintain an adequate spare parts inventory of systems, subsystems and component parts used in repair work. Prepares progress reports for all work performed.
What will make you successful in this role?
- Perform Release Management (Software, Hardware & Services) Activities and Coordinating with 3rd Party Vendor
- Perform Deployment Management & Coordinating with 3rd Party Vendor
- Perform Change Management Activities, including Logging of changes, Attending Pre- / E- & Weekly CAB
- Assist with Service Asset and Configuration Management Activities and Controls
- Assist with Change impact Evaluation.
- Assist with Major Incident Management
- Assist with Service Validation & Testing
- Assist with Operation Support
- Assist with Event Management Activities
- Assist with Knowledge Management
Qualification
- Grade 12
- IT related Degree or Diploma
- Minimum of 3 years relevant IT experience.
- ITIL Foundation or/ and Configuration Management Practitioners Certification or/ and Transition Management Practitioner Certification. (Recommended)
Experience:
- Experience in working in a project environment performing a Technical Transition Coordinator role.
- Solid understanding of configuration and deployment tools.
- Solid understanding of SDLC.
- Understand Service Management processes.
- A proven track record of experience in Windows Server 2019
Knowledge and Skills:
- Windows Server 2019
- MSSQL 2019
- Continuous Delivery Toolsets
- Change Management
- Version Management
- Release Management
- Configuration & Deployment Management
- Excellent understanding of ITIL Governance
go to method of application »
What will you do?
Responsible for providing operational information security support to ensure that the organisation is not compromised in any way. Operation support includes anti-virus, intrusion detection, key management as well as the delivery of and the content scanning of all internet mail incoming and outgoing. Ensures that all incidents are responded to actioned and resolved. Responsible for escalating calls and the communication to the required support area and users. Conducts necessary housekeeping as required. Ensures the secure information access to the organisation. May have supervisory responsibilities.
What will make you successful in this role?
- On a day-to-day basis the Analyst will be monitoring and responding to Alerts generated by:
- SIEM
- EDR
- Honeypots
- Threat Intelligence Sources
- Reported via external and internal communication channels
- Phishing reported
- The analyst will follow a structured approach in determining the risk and priority of each incident and respond using agreed processes and service levels.
- Incident related information and artefacts will be captured accurately, and statistics associated with incidents trends and threats reported on a weekly, monthly and quarterly basis.
- The SOC analyst will engage with peers at other financial institutions via agreed channels to share information related to Indicators of Compromise (IoC’s).
- The SOC analyst will guide technical resources in actions that have to be executed to analyse, contain and remediate incidents.
- The SOC analyst will continuously consider ways to improve the effectiveness and efficiency of monitoring and response controls.
- The SOC analyst will contribute to Knowledge and Skills of the team, by sharing lesson learned and knowledge gained through research, conferences, training courses or through interaction with experts.
- The SOC analyst will assist the Security Operations team with the Execution, interpretation and remediation of Vulnerability Scans on Server, desktop and network infrastructure.
Qualification
- Grade 12
- Post Grade 12 qualification in a related field
Experience
- At least 3 – 5 years in hands on technical experience which includes:
- Network experience (TCP/IP, Firewalls, IPS)
- Operating System management (Windows, Linux)
- Logical Access Management (AD)
- Information Security Operations (Security+, CISSP, CHFI will be beneficial)
- Vulnerability Management (use of well known vulnerability scanning tools and interpretation of CVSS scores)
- Some previous experience in a formal SOC environment will be beneficial
- Some malware analysis and/or CSIRT/SOC experience will be beneficial
- Exposure to Threat and Vulnerability Management would be beneficial
Knowledge and Skills
- Security Auditing
- Risk management
- Incident Investigation
- Reporting and Administration
- Security tools monitoring
go to method of application »
What will you do?
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.
What will make you successful in this role?
Assist in growing the Sanlam Connect 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 client’s 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 client’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 ‘back-office’ 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.
Qualification and Experience
- 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.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
Method of Application
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