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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...
Read more about this company
What will you do?
- Attends to all payment processing and all payment queries:
- Assess all payments with Shaam before payments are processed (job cards)
- Responsible for ensuring that all vendors, contractors and suppliers are paid respectively and timeously.
- Making sure all remittance advice are sent to suppliers so that payments are allocated correctly and to ensure statements reflect correct balances.
- Correspond with vendors on outstanding accounts
- Attends to the purchasing of office consumables (Including COVID-19 consumables), stationary, etc:
- Making sure that there is sufficient inventory of various supplies at all times.
- Ensuring new equipment is ordered as needed.
- Assists with managing contractors and service providers:
- Carries out regular checks of inventory and building and office condition to identify any areas where improvement, repairs or replacement is needed.
- Facilitating contractors when emergency repairs are required
- Compile monthly reports of service providers and municipal accounts (reports shared with Sanlam HO)
- Assists with admin building management duties and queries:
- Oversee incoming faults logged and assign accordingly
- Ensuring that all issues with the service provider/contractors are dealt with as and when
- Assists with office space planning requirements
- Assists with internal and external staff requests:
- Supporting superiors, staff and various departments with office related matters. (HR, IT, Finance, etc)
- Coordinate delivery and collection schedules for Johannes
- Assists with planning and organizing staff functions:
- Coordinates activities for special projects between departments.
- Carries the responsibility for OM projects and functions initiated.
- Attends to SPW filing and archiving
- Assist with any overflow from the office manager:
- COVID and OHS preparations for all SIG spaces/offices (including SPW, SanFin, etc)
- Maintain and issue PPEs on weekly basis
- Assist with monitoring the cleaning contractor and their adhearence to the new protocols
Qualification and Experience
Knowledge and Skills
- Record keeping; filing and maintenance of databases
- Data Collection and processing of transactions
- Reporting and Administration
- Quality; compliance and accreditation
- Business Process
- Services knowledge
- Personal Attributes
- Communicates effectively - Contributing dependently
- Demonstrates self-awareness - Contributing dependently
- Plans and aligns - Contributing dependently
- Optimises work processes - Contributing dependently
Core Competencies
- Being resilient - Contributing dependently
- Collaborates - Contributing dependently
- Cultivates innovation - Contributing dependently
- Customer focus - Contributing dependently
- Drives results - Contributing dependently
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 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
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 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
go to method of application »
What will you do?
To contribute to the maintenance and management of tasks within the Glacier International Investment Administration and Reporting team.
Reporting and Analysis
- Production and distribution of all third party reporting – fund manager reports (inflows / outflows), model portfolio drift reports, assets under management, broker reports, etc.
- Technical sales and investment support (primarily using Morningstar).
- Assisting with on-boarding management of and reporting on new funds, new stockbrokers, new model portfolios etc.
- Evaluating and improving processes and reports to ensure effectiveness and efficiency
- Prepare monthly fund performance reports and distribute to sales teams and clients
- Work with Glacier Research in the preparation of analysis and commentary
- Provide technical investment support
- Provision of portfolio and fund illustrations / performance reports
- Provision of fund information and research (in conjunction with Glacier Research)
Relationships
- Maintain relationships with external stakeholders - all our managers and service providers
- Maintain relationships with internal stakeholders - support our sales and client service teams as well as other internal teams
Investment Administration
- Maintain investment offering across all Glacier International products
- Set up of funds on the platform, which include operational due diligence
- Maintenance and Corporate Actions of mutual funds
- Manage any trading issues on funds available on the platform
- Updating of Fund Lists and ensuring availability of funds to the relevant parties on the Glacier International Platform and website
- Ensure the latest available Fact sheets of all mutual funds are available on the website
- Creation of Model Portfolio Fact Sheets on a monthly basis and ensuring timely distribution and updates on the website
- Set up of Model Portfolios on investment platform
- Verify rebalance instructions and successful implementation of model portfolios
- Compile and distribute monthly reporting for Model Portfolios
- Develop maintain and improve model portfolio administration processes
- Set up of Stockbroker options on the investment platform
- Maintain all investment choices on the platform which include mutual funds, model portfolios, stockbroking and structured products
- IRR calculations and Investigations
- Ad hoc projects
Qualifications and experience
- Finance and Investment Related Tertiary qualification Compulsory
- Computer Literacy (MS Office) - Excel at an intermediate level
- Excellent verbal, written and numeric communication skills
Competencies
- Innovation
- Problem solving
- Time Management
- Treating Customers Fairly
- Interpersonal Skills/Relationship building
- Decision making
- Pressure/Stress Tolerance
Attributes
- Positive, enthusiastic attitude
- Honesty, integrity and respect
- Ability to co-operate and thrive both within an independent and team environment
- Punctuality
- Results Driven
go to method of application »
What will you do?
The Client Service Consultant will be responsible for the capturing of investment related instructions received from various stakeholders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as always providing excellent client services to all stakeholders.
Verifying of Instructions received from various stakeholders
- Ensuring all instructions received comply with the business rules and legal requirements
- Liaising with all relevant role players e.g., Intermediaries/Clients/Broker Consultants etc. to obtain any outstanding information/documentation or to clarify instructions received
- Inform the relevant role players via telephonic contact/fax/e-mail on the progress of their instructions received
- Ensure that the Workflow System is always updated accurately with progress notes
- Adhering to all relevant business processes
Capturing of Instructions
- Capture all valid instructions received timeously and accurately on our processing system
Reporting
- Ensure that you report suspicious activities timeously to the relevant Departments
- Reporting of service failures timeously to the relevant Support Manager
Technical Care
- Training will be a combination of classroom and self-study and you must attend all sessions and complete the relevant assignments within the agreed timeframe
- Pass all your In-House Product and Process Assessments - non-negotiable
- Ensure that you have a technical understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs
Protecting the Glacier Brand and Building Relationships
- Play a key role in fostering positive client relationships and the retention of clients
- Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency
- Always living the Glacier Values
Adhoc Tasks
- Client service project involvement as required
- Resolving queries received from various stake holders timeously
- Assist the Processing Floor where assistance is required
Qualifications and Experience
- Matric / Grade 12 (Essential)
- Relevant tertiary qualification (Advantageous)
- Linked Investment Service Provider (LISP) experience in a processing role of at least 2 years is Compulsory
- Ability to fully converse in English
- Ability to converse in Afrikaans (Advantageous)
Competencies
- Being Resilient
- Driving Results
- Cultivates Innovation
- Customer Focus
- Attention to Detail
- Accuracy
- Flexibility (working late)
- Ownership
- Decision making and accountability
- Strong verbal and written communication skills (English)
go to method of application »
What will you do?
Contribute to the high standard of training by facilitating learning and understanding the needs of the learner and AFICA. Apply best-practice methodologies to implement and facilitate Learning & Development interventions, practices and standards, ensuring technical skills development.
The following outcomes will be expected to be achieved by the L&D Consultant:
- To conduct training needs analysis;
- To develop and implement quarterly training plans for respective clients;
- To develop, compile and maintain training manuals, records and support materials as needs arise, ensuring that material remains current and relevant;
- To create, schedule and deliver training programmes focused on adult learning methods and based on employee needs, business priorities and best practice that are suitable to Hybrid working environment.
- To monitor and evaluate the effectiveness of training by deploying measurement and feedback tools that track outcomes and ensure alignment of objectives as well as to assess learners;
- Introducing and making use of online e-learning tools for training purposes
- To provide feedback on learning to managers and learners;
- To provide technical support and expertise through query resolution in support of the business in overall development of employees;
- To adhere to organisational best practices and legislative requirements (Skills Development Act, Employment Equity Act);
- To provide support with regard to new projects and technology;
- To build and maintain relationships with relevant departments to ensure sufficient knowledge of related AFICA products, processes, legislations and regulatory frameworks;
- To provide an efficient and effective coaching process to staff;
- To engage with appropriate interventions to ensure own professional development.
Qualifications and experience
- 5+ year’s relevant business experience and product knowledge
- Relevant training & development qualification will be advantageous
- E-learning development experience with use of tools such as Articulate Storyline, Canva etc..
- LMS administration will be an advantage
- Previous or current training related experience in a Client Services environment would be advantageous
Competencies
- Client Focus: strive to build strong client relationships and deliver client centric solutions
- Cultivates innovation: looking at creating new and better ways for the organisation to be successful
- Collaborates: building partnerships and working collaboratively and inclusively with others to meet shared objectives
- Drives results: consistently achieve results, with an entrepreneurial mind-set and a strong commercial focus, even under tough circumstances
- Being Resilient: flexibility and adaptability you will rebound from setbacks and adversity when facing difficult situations
- Excellent problem solving and analysis skills
- Excellent communication skills, both written and verbal
- Information Monitoring
- Ability to perform well under pressure
- Attention to detail
Attributes
- Positive, enthusiastic attitude
- Teamwork
- Ability to thrive under pressure
- Honesty, integrity and respect
- Ability to adapt to change
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 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
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 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
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 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
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 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?
The Finance Consultant – Office Management role will be responsible for the financial and administrative support to the Office Management team.
The following outcomes will be expected to be achieved:
Vendors (Head Office and Regional Offices)
- Verifying and processing vendor payments
- Ensure all expenses are timeously captured and released for payment
- Reconciliation of expected amounts to payments effected
- Prepare monthly cost allocation templates and upload to SAP
Compile and Manage the Office Management Departmental Budget
- Review and Reconcile Cost Centre Report (monthly)
- Reconcile Cost Centre Credit Cards
- Assist with office projects (Head Office and Regional offices) cost tracking to budget
Asset Management
- Ensure assets are captured in the correct asset class
- Ensure depreciation is in line with budget
- Ensure asset register is kept up to date
Procurement (Head Office and Regional Offices)
- Obtain quotations, invoices and prepare payment packs
- Ordering of ad-hoc consumables (stationery, refreshments etc.)
General
- Proactively follow up and escalate any discrepancies identified
- Collaborate with other cost centre managers and departments regarding cost allocations and resolution of un-reconciled transactions
Qualifications and experience
- A Finance related degree/diploma
- Excel Advanced level and SAP S4HANNA Financial essential
- 2 – 3 years’ experience in a similar role within financial services
- Valid drivers’ licence is essential
- Own reliable transport is essential
Competencies
- Attention to detail
- Problem-solving and analytical skills
- Concern for order and accuracy
- Ability to function independently
- Communication skills
- Client focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive results
- Innovative thinking
- Performance driven
Attributes
- Positive, enthusiastic attitude
- Teamwork
- Ability to work under pressure
- Honesty, integrity and respect
- Self-starter and self confidence
Knowledge and Skills
- Processing transactions and conduct simple calculations
- Data collection and analysis
- Record keeping, filing and maintenance of databases
- Maintain work standards and quality verification
- What will make you successful in this role?
- Attention to detail
- Problem-solving and analytical skills
- Concern for order and accuracy
- Ability to function independently
- Communication skills
- Innovative thinking
- Performance driven
- Excel (advanced level)
- SAP S4HANNA Financial
Qualification and Experience
- Appropriate degree/diploma.
- Degree or Diploma with 2 to 3 years related experience.
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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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Purpose of the role:
The Fund Accountant is responsible for effective fund review (including efficient rental collection, actual cost, budgeting, and forecasting), Income Statement, Balance Sheet and Cashflow Statement analysis, journal processing, gathering, and monitoring financial data, as well as any other financial tasks listed below. They ensure compliance with accounting regulations and support the company’s financial decisions.
What will you do?
Key responsibilities:
- Review, consolidation and approval of SACREIL Group entities’ management accounts
- Ensuring the completeness and accuracy of financial record keeping, queries and help resolve accounting discrepancies in a timely and effective manner.
- Monthly, Interim, and year-end consolidation and reporting
- Review and approve quarterly regulatory surveys
- Calculation and approval of the Advisory and Management Fees, and Dividend payments
- Assisting internal and external auditors with their requests
- Assisting with budget and forecasting preparation and monitor variance analysis
Cash management
- ESG and Sustainability reporting, alongside the Asset management team
- Ensure effective controls and procedures are in place to adhere to approval framework.
- Analyse financial trends, and competitor analysis
- Assist with communication, especially communiques are loaded onto the website timeously
- Drafting quarterly board submissions
- Ad hoc tasks and projects
What will make you successful in this role?
Academic Qualifications:
- Relevant degree in Financial Accounting, with strong IFRS understanding
- An Honours Degree in Accounting /CTA as major subject will be an advantage
- Minimum of 3 years of financial reporting experience within the Financial Services industry
- Exposure in writing and analysing reports
- Experience in Hyperion Financial management consolidation system (HFM) will be advantageous
Technical Competencies and skills:
- Technical Competencies & Skills
- Proficiency in Microsoft Office (advanced Excel skills is essential)
- IDU, HFM and other real estate software management packages, e.g., JDE Real Estate would be an advantage
Core competencies:
- Cultivates Innovation – Creating new and better ways for the organisation to be successful
- Client focus – building strong client relationships and delivering client centric solutions
- Drives results – consistently seizing opportunities and achieving results even under tough circumstances
- Collaborates – building partnerships and working collaboratively and inclusively with others to meet shared objectives
- Being Resilient – rebounding from setbacks and adversity when facing difficult situations
Behavioural competencies:
- Business Insight – applying knowledge of business and the marketplace to advance the organizations goals
- Oganisational Savvy – Maneuvering comfortably through complex policy, process and people-related organizational dynamics
- Manages Complexity – making sense of complex, high quantity and sometimes contradictory information to effectively solve problems
- Plans and Aligns – planning and prioritizing work to meet commitments aligned with organizational goals
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What will you do?
This is a management role reporting directly through to the Regional Executive. It is primarily responsible to control, support and implement office and administrative functions and processes, undertake risk, financial and budget management and controls and manage a team of administrative assistants.
Output/Core Tasks:
- Administration and sales support processes
- Financial and budget management and controls, forecasting and reporting
- Events and meeting co-ordination
- Office infrastructure
- Risk management/audits – quality of contracts (Brokers)
- Debt Management
- Expense approvals and other SAP S4 HANA processing
What will make you successful in this role?
Qualification and Experience
- Experience as general office administrator; as well as the sales environment within a Life office
- Preferably having worked in a Distribution Financial Services environment
- Grade 12
- Management Diploma
- SAP S4 HANA experience
Knowledge and Skills
To be successful you will need to demonstrate good experience in:
IT:
- MS: Office (Excel, Word, PP)
- MyWorkspace
- SAP S/4 HANA
- SanPay (Jistel)
Business:
- Product Knowledge of Sanlam Products (Basic)
- Budgets and expense management (reporting)
- Compliance and risk management
- OHASA
- Contracts
- Debt management/recovery processes
- Leads management system and processes
- Distribution and sales business model
- Risk management
- Procurement processes
- Vendor/contractor service management (i.e.: cleaners)
- Facilities and security management
- Asset and equipment inventory/stock management
- Sanlam’s support services and administration processes
- Knowledge of HR practices and performance management principles
Personal Attributes:
Cultivates Innovation
Client Focus
Drives Results
Collaborates
Flexibility and Adaptability
Optimises work processes
Action orientated
Plans and aligns
Financial Acumen
Communicate effectively
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What will you do?
Multi Data is looking for a Risk and Retention Analyst who builds competence and commitment in evaluating the risks associated with collections and payments, as well as ensuring collection trends are addressed timeously and in line with the required legislation. This is an exciting role that aims to use advanced excel and analysis skills to meet the above requirements. The same role will also be responsible for formal training interventions within the Operations and sales team.
The individual appointed to this position will be responsible for:
- Utilising data management and other capabilities to assist in identifying retention and growth trends for collections and unpaids.
- Identifies options and provides recommendations for the design and development of risk management information processes/systems
- Manage and assist with data required for legislative purposes
- Interaction with clients regarding unpaid trends
- Responding to customer requests for ad hoc trend analysis
- Adapting risk requirements towards internal/external process enhancements
- Representing Multi Data brand to clients professionally at all times
- Upskilling staff in terms of legislative requirements knowledge e.g. POPI, AML, National Payments Act.
- Training principles
- Course design and development
- Presentation and facilitation
- Maintenance of Training records
- Training interventions:
- Design and develop assessments
- Plan and conduct assessment
Requirements
Qualifications:
- Diploma and/or 2-3 years’ experience in data analytics, client service and business administration would be advantageous
Experience and skills:
- Ability to understand business strategies, market & industry trends, legislative constraints
- Ability to understand client needs and to interpret and articulate those needs verbally and in writing
- Presentation and facilitation skills
- Ability to accurately analyse numerical data
- Excellent communication skills
- Advanced MS Excel skills
- Bank industry knowledge and an understanding of the impact of:
- PASA/PIB rules regulated by SARB
- POPIA
- AML
General knowledge of:
- System Operator and 3rd Party Payment provider
- Process principles
- Training Methodology/Inseta/SAQA/NQF standards and requirements
- Role Specific Competencies
- Coaching
- Influencing
- Pro-active orientation
- Self-confidence
- Conceptual and Detail thinker
- Strong analytical & numerical ability
- Problem solving skills
Core Competencies
- Being resilient - Contributing independently
- Collaborates - Contributing independently
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
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What will you do?
This is a management role that forms part of the Head: VP and Acquisitions office structure and is involved in the identification, planning, on-boarding, acquisition, set-up or other engagements surrounding the taking on and vesting of new enterprise businesses. The role will implement the different operational requirements for setting up and supporting new enterprise businesses including;
- marketing the Enterprise Blue Star and Managed Outsource Business Models.
- sourcing external franchise opportunities.
- Recruitment of experienced franchise principals.
- sourcing internal entities and structural combinations that will complement the SanlamConnect strategy.
- promoting the relevant Value Proposition for SanlamConnect Enterprise Development.
- act as business consultant and change agent to the business enterprises
- co-ordinate with relevant stakeholders in order to effect sound production and advisor planning with enterprises businesses.
What will make you successful in this role?
- Undertake leadership as part of the Acquisitions MANCO
- Value proposition and franchise model development
- Source, contract and onboard new franchise opportunities
- Ongoing development and structural optimisation of franchises
- Contract and financial management
- Effective people management
Qualification & experience
- Commercial/Financial or business related degree
- Minimum 5 years Financial Services experience in long term insurance distribution.
- Proven track record in Business Development and dealmaking.
- Sales and Operational Management/leadership of a team/unit
- Understanding of the Tied Franchise landscape in the Insurance Industry will be advantageous.
Knowledge and skills
IT:
- MS: Office (Excell, Word, PP)
- Web based platform tool/site
- Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
- AUTONUB
- SAP4Hana
Business/Management:
- Financial Services Industry Knowledge
- Specialised knowledge within different channels (SFA, SKS, SBD and Entities)
- Different enterprise distribution models and value propositions
- Financial Services Product Knowledge (Sanlam and competitors)
- Legal technical Knowledge (product related)
- New and Existing business processes
- Advisor contracts and remuneration
- 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)
Personal Attributes
- Sound business acumen
- Sales and goal orientated
- People developer (coaching)
- Networking and relationship builder
- Structured and good planning abilities
- Ability to motivate and build a team
- Strong administrative and operational skills and knowledge
- Socially confident and skilled to communicate well with staff and clients alike
- Ability to solve problems and work with complexity
Behavioral competencies
- Balances Stakeholders
- Plans and Aligns
- Business Insights
- Manages Complexity
- Financial acumen
- Develops talent
- Resourcefulness
- Communicates effectively
Core Competencies
- Cultivates innovation - Contributing through others
- Customer focus - Contributing through others
- Drives results - Contributing through others
- Collaborates - Contributing through others
- Being resilient - Contributing through others
Method of Application
Use the link(s) below to apply on company website.
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