Current Vacancies at Sanlam Group

Purpose of the Role

• Exits on fund plans.

Output/Core Tasks:

• Process fund exit and related correspondence requests received via various channels.
• Focus mainly on the following events (Primary events) 
• Fund maturities and retirements (full proceeds)
• Fund terminations
• Request Fund quotes
• Process requests within the appropriate SLA’s and LAD.
• Servicing of client’s policy needs and requirements.
• Immediate resolution of service requests in a quality manner to ensure client satisfaction.
• Communicates completion of cases to clients/funds/management by telephone or in writing.
• Handles requests for urgent call backs to clients when required.
• Communicates completion of cases to clients/management by telephone and/or in writing

Role Requirements

Qualifications:

• Matric/Grade 12
• Relevant business degree/diploma from a well-recognised institution will be an advantage. 

Knowledge and Experience: 

• A Minimum of 2 years’ experience administering Cash withdrawals, Maturity Claims, Enquiry on Payments Out, National Credit Act Loans
• Exposure to Financial Intelligence Centre Act 38 of 2001/Party Due Diligence/Risk levels/ from a termination perspective 

Competencies:

• Client Service orientation
• Decision making and problem-solving skills
• Interpretation and reasoning skills
• Analytical abilities
• Interpersonal sensitivity
• Ability to work under pressure
• Good communication skills in English 

Overview of Behavioural Competencies (Levels 1-8)

Communicates Effectively - Level 2 - Developing

• For example, seeks out others' perspectives and asks good questions. Shares information that people want to know; gives appropriate context and details when speaking.

Customer Focus - Level 2 - Developing

• For example, probes deeply into customer needs to identify less obvious interests or expectations. Consistently goes above and beyond to understand customer requirements and surpass their expectations.

Decision Quality - Level 2 - Developing

• For example, swiftly internalizes coaching on routine issues; handles issues confidently after instruction. Leverages rules and procedures to speed up decision making. Confidently and quickly draws on others' expertise.

Ensures Accountability - Level 2 - Developing

• For example, holds self to high standards and consistently honors policies, procedures, and work requirements. Scrupulously ensures all work is correct.

Instills Trust - Level 2 - Developing

• For example, consistently adheres to organizational policies and practices, even when they are unpopular or inconvenient. Builds trust by honoring commitments and by being open and honest at work.

Interpersonal Savvy - Level 2 - Developing

• For example, grasps others' more obvious social cues and responds appropriately; shows tact and sensitivity in difficult interpersonal situations. Maintains productive relationships with a wide variety of people and from a range of backgrounds.

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Positions Overview

• Sanlam Fintech x is a small business unit within the Sanlam Group office and it's looking to fill the role of a Technical lead. A TL is responsible for larger components, sets of features or whole applications. They typically have 8-10 years or more of software engineering experience and at least 3 years’ experience managing/coaching a team.
• They work closely with Design and Product Management but may also work broadly across an organisation on critical contributions. They help others with planning and reviews and propose solutions to complex problems. They have technical writing skills and help drive the overall vision and system design. 

What will you do?

• Reporting to the CTO, this role drives technical leadership, mentorship and innovation within a fintech agile team.

Key responsibilities include:

• Technical Direction: Align team deliverables with strategic technical decisions, ensuring scalable, high-quality solutions
• Leadership & Mentorship: Foster team growth through coaching, cultivating top-tier engineering talent
• Code Excellence: Deliver robust, maintainable code in a collaborative, cross-functional environment
• Modern Tech Stack: Leverage pragmatic, cutting-edge technologies to build scalable distributed systems
• Ideal for fintech innovators passionate about disrupting finance, this role combines hands-on development with stakeholder management, guiding projects from inception to delivery while optimizing team productivity and communication. Join us in shaping the future of finance through technology 

Qualification and Experience

• A relevant bachelor's degree or diploma
• 8+ years of software development experience, with 3+ years in a technical leadership role (e.g., Tech Lead, Senior Engineer, or Architect)
• Proven track record of designing, building, and scaling distributed systems in cloud environments (AWS/Azure/GCP)
• Strong expertise in modern backend technologies (e.g., Java, Python, Node.js, Go) and frontend frameworks (React, Angular, or Vue)
• Experience with microservices, event-driven architectures, and API design (REST/gRPC/GraphQL)
• Hands-on with databases (SQL/NoSQL) and messaging systems (Kafka, RabbitMQ)
• Familiarity with DevOps practices (CI/CD, IaC, Kubernetes, Docker) and observability tools (Prometheus, Grafana, ELK)
• Leadership & Mentorship: Ability to guide, inspire and grow engineering teams
• Fintech/banking experience (payments, lending, wealth management) is a plus
• Strong problem-solving, communication, and stakeholder management skills 

What will make you successful in this role?

• This role requires extensive hands-on experience designing, developing, and testing distributed, high-volume, and highly reliable software.
• You will need a solid understanding of requirements and excellent communication skills for explaining technical solutions.
• Business and operational awareness, as well as experience with cloud-based infrastructure, ideally AWS, are also required.

At Sanlam Fintech, we demand a lot from each other, but we also give a lot in return. You'll love: 

• Engaging with intelligent, driven people in a stimulating virtual environment
• Making a real social impact through your work
• Continuous growth and learning, with abundant support and encouragemen
• Courageously navigating through uncharted territory
• Tackling exciting challenges with international teams
• Enjoying flexible work practices that enable you to deliver your best
• Having the autonomy and empowerment to lead
• Being at the cutting edge of technology and innovation

Required Behavioural Competencies

SFTx's 6 Leadership Principles:

• Ownership Mindset – Looking for ways to do, instead of reasons not to. Being accountable for actions and decisions, owning both successes and mistakes, and learning and growing from each experience.
• Growth Mindset – Always learning and improving, getting better each time. Embracing challenges and failures as opportunities for growth.
• Customer Centricity – A deep understanding of the customer seen in everything you do. Being led by customers, their feedback and their behaviours.
• Innovation (Jugaad) – Where some see impossible, seeing a way. Doing more with less, applying creativity to turn obstacles into opportunities, chance into change.
• Velocity – Moving fast and fixing things. Working iteratively to deliver customer value without sacrificing long-term value for short-term results.
• Inclusion – Seeking out and valuing different perspectives. Believing that when we change how we look at things, how things look for us also changes, making tomorrow not just different, but better.

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Position Overview

• Sanlam Fintech x is a small business unit within the Sanlam Group office and it's looking to fill the role of a SSE. A Senior Software Engineer is a technical leader who demonstrates excellence in designing complex solutions whilst influencing the entire team through mentorship and technical guidance.
• This role requires the ability to lead significant development efforts, drive best practices, and translate business needs into scalable technical solutions. SSE's work closely with stakeholders to shape product direction whilst proactively managing technical debt and elevating team capabilities. 
• Reporting to a Tech Lead, this role requires deep technical expertise, strong leadership abilities, and the capacity to align technical decisions with business objectives.
• You will work closely with Product Management and Design teams to understand business needs and shape solutions, collaborate with architects and technical leadership on architectural decisions, and drive operational excellence through robust system design and team mentorship.

What will you do?

Technical Leadership & Solution Design

• Design and implement high-quality, scalable solutions for complex technical challenges.
• Lead development efforts for significant features or components within the team.
• Design robust, scalable components and services with consideration for failure modes.
• Make significant contributions to architecture discussions and technical decision-making within the team.
• Review and guide the team's system designs, ensuring alignment with broader architecture.
• Drive best practices in coding standards, testing methodologies, and operational excellence.
• Establish team-level code quality practices and drive regular refactoring initiatives.
• Consider ROI and business impact when making technical decisions.

Stakeholder Collaboration & Business Alignment

• Work closely with stakeholders to understand business needs and translate them into technical solutions.
• Collaborate effectively with Product Management and Design to shape solutions and improve product functionality.
• Communicate technical concepts effectively to both technical and non-technical stakeholders within the team.
• Align technical solutions with business objectives and consider business implications of technical investments.
• Understand business context deeply and how technical decisions impact business outcomes. 

Technical Debt & System Reliability

• Proactively identify and address technical debt within area of responsibility.
• Develop strategies for managing team technical debt in systematic, sustainable ways.
• Design systems with reliability in mind, including comprehensive monitoring and alerting strategies.
• Take ownership of production incidents related to their area, ensuring proper resolution and follow-up.
• Lead incident investigations and conduct thorough postmortems to prevent recurrence.
• Apply systematic approaches to debugging and resolve complex technical issues. 

​​​​​​​Mentorship & Team Development

• Provide technical mentorship to team members and actively help grow their capabilities.
• Influence the entire team through technical leadership, coaching, and guidance. 
• Facilitate team decisions and help resolve technical disagreements constructively.
• Mentor team members on both technical skills and soft skills development. 
• Provide regular constructive feedback through code reviews and one-on-one interactions.
• Help less experienced engineers develop problem-solving approaches and technical judgement. 

Operational Excellence

• Drive operational excellence through robust system design and engineering practices.
• Design systems with comprehensive monitoring, logging, and alerting capabilities.
• Lead the team's approach to incident response and drive improvements in operational processes.
• Ensure the team maintains high standards for code quality, testing, and system reliability.
• Champion automation and reduction of operational toil within the team. 

Qualification and Experience

• Relevant degree or diploma in Computer Science, IT, or related field (or equivalent practical experience).
• Typically 8+ years of software engineering experience.
• Strong knowledge of multiple programming languages, best practices and performance characteristics. 
• Experienced with several frameworks and capable of contributing improvements and custom extensions.
• Extensive experience designing, developing, and testing distributed, high-volume and highly reliable software.
• Experience with cloud-based infrastructure and operational practices. 

What will make you successful in this role?

• Solution Design Capability: Proven ability to design robust, scalable solutions for complex problems whilst considering trade-offs, failure modes, and long-term maintainability. Makes sound architectural decisions for team-owned components.
• Technical Leadership: Demonstrated ability to influence the team through technical excellence, mentorship, and guidance. Drives best practices and elevates team capabilities through coaching and example.
• Business Acumen: Deep understanding of how technical solutions support business objectives. Considers ROI of technical investments and aligns technical work with business goals. Understands product strategy and market context. 
• Communication Excellence: Strong communication skills to translate technical concepts for non-technical stakeholders, facilitate team discussions, and influence decision-making. Creates clear technical documentation.
• Problem-solving Excellence: Applies systematic approaches to debugging and resolving complex issues. Identifies root causes and develops comprehensive solutions that address underlying problems, not just symptoms. 

Required Behavioural Competencies

SFTx's 6 Leadership Principles:

• Ownership Mindset – Looking for ways to do, instead of reasons not to. Being accountable for actions and decisions, owning both successes and mistakes, and learning and growing from each experience.
• Growth Mindset – Always learning and improving, getting better each time. Embracing challenges and failures as opportunities for growth.
• Customer Centricity – A deep understanding of the customer seen in everything you do. Being led by customers, their feedback and their behaviours.
• Innovation (Jugaad) – Where some see impossible, seeing a way. Doing more with less, applying creativity to turn obstacles into opportunities, chance into change.
• Velocity – Moving fast and fixing things. Working iteratively to deliver customer value without sacrificing long-term value for short-term results.
• Inclusion – Seeking out and valuing different perspectives. Believing that when we change how we look at things, how things look for us also changes, making tomorrow not just different, but better.

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Position Overview

• SFTx is a newly established digital first business unit within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent.
• We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture is that of agility and constant deployment, we believe in learning fast, learning cheap and learning forward. Our aim is to provide a work environment where knowledge workers can accelerate the development of their ideas and bring innovation to market, at the same time provide compelling career and development proposition that will enable them to realize their dreams.
• A Software Engineer (ML) is an independent contributor who takes ownership of ML-driven and data-intensive features from concept to production, whilst mentoring junior engineers and actively improving team practices.
• This role requires the ability to work autonomously, solve problems across the codebase and data/ML stack, and collaborate effectively with cross-functional teams. SEs in this track deliver complete features and models independently whilst demonstrating growing influence beyond individual tasks to impact the broader team.
• Reporting to a Tech Lead, this role requires solid technical expertise, proven ability to deliver end-to-end solutions across data and ML systems, and emerging leadership skills in mentoring and process improvement.
• You will work closely with Product Management and Design teams to understand business context, collaborate with engineering peers to deliver high-quality solutions, and actively participate in improving development, testing, and operational practices across the team.

What will you do?

Feature Ownership & Delivery

• Take full ownership of new features and ML/data products, delivering them from concept to production independently.
• Work independently to create solutions without constant direction or supervision.
• Design and implement moderately complex systems, including ML pipelines and data workflows, with understanding of trade-offs.
• Solve problems in any part of the codebase, including data and ML components, demonstrating breadth of technical capability.
• Balance feature delivery with long-term code quality and technical considerations.
• Proactively identify and address small pieces of technical debt within work scope.

Code Quality & Technical Excellence

• Focus on operational and code excellence during code reviews and feature development.
• Contribute to coding standards and ensure code efficiency and reusability.
• Write robust, well-tested code that meets team quality standards.
• Participate actively in code reviews, providing constructive feedback to peers.
• Apply understanding of design principles and software engineering best practices.
• Work with multiple frameworks and explore libraries as needed for solutions, including ML frameworks such as scikit-learn, TensorFlow, or PyTorch.

ML Engineering

• Apply understanding of the ML model lifecycle: training, evaluation, deployment, and monitoring.
• Design and maintain data pipeline orchestration and workflow management.
• Apply data versioning, feature stores, and ML metadata management practices.
• Build and maintain model serving patterns and APIs for ML systems.
• Articulate the pros and cons of relevant data structures and algorithms for time and space complexity, including trade-offs as scope evolves.

Operational Excellence

• Participate actively in on-call rotations and handle incidents effectively.
• Implement robust monitoring, logging, and alerting for owned features, services, and ML systems.
• Respond to production issues promptly and escalate appropriately when necessary.
• Contribute to incident postmortems and help prevent recurrence of issues.
• Understand operational practices — scalability, robustness, fault tolerance, load balancing, and health checking — and apply them to ensure system and model reliability.

Cross-functional Collaboration

• Work effectively with Product Management and Design teams to understand business context and requirements and shape solutions.
• Effectively collaborate with engineering team members to bring out the best in others.
• Communicate complex technical ideas clearly and facilitate team discussions.
• Participate in technical discussions and contribute to team decision-making.

Team Improvement & Mentorship

• Proactively improve the team's development, testing, and operational practices.
• Begin mentoring junior engineers and provide constructive feedback.
• Take ownership of tasks and demonstrate leadership in feature delivery.
• Demonstrate growing influence beyond individual tasks to impact the broader team.
• Start scaling through others by guiding team members and delivering through them.

Qualification and Experience

• Relevant degree or diploma in Computer Science, IT, or related field (or equivalent practical experience).
• Typically 5+ years of software engineering experience.
• Proficient in multiple programming languages with understanding of language-specific best practices.
• Comfortable with complex algorithms and optimised data structures.
• Experience with distributed systems, APIs, databases, and scalable architecture.
• Understanding of cloud-based infrastructure and operational practices (monitoring, metrics, fault tolerance).
• Exposure to ML frameworks (scikit-learn, TensorFlow, PyTorch, or similar).
• Knowledge of cloud services such as AWS VPC, Auto Scaling, serverless computing, storage (EBS, S3), containers, and DNS is preferred, though not a prerequisite.

What will make you successful in this role?

• Independent Contribution: Proven ability to work independently on moderately complex problems, make sound technical decisions, and deliver complete features and ML/data solutions without constant supervision.
• Problem-solving Skills: Efficient at debugging and troubleshooting moderately complex issues across code and data/ML systems. Can analyse problems systematically and develop effective solutions with minimal guidance.
• Collaboration & Communication: Strong communication skills to facilitate team discussions, work effectively across functions, and explain technical concepts clearly. Builds positive working relationships with Product, Design, and Engineering colleagues.
• Business Awareness: Understanding of business context and how technical and ML work supports product goals. Aware of business model and contributes to product decisions with technical perspective.
• Mentorship Capability: Beginning to develop coaching skills through mentoring junior engineers. Provides constructive feedback during code reviews and helps others grow their capabilities.

Required Behavioural Competencies

• SFTx's 6 Leadership Principles:
• Ownership Mindset – Looking for ways to do, instead of reasons not to. Being accountable for actions and decisions, owning both successes and mistakes, and learning and growing from each experience.
• Growth Mindset – Always learning and improving, getting better each time. Embracing challenges and failures as opportunities for growth.
• Customer Centricity – A deep understanding of the customer seen in everything you do. Being led by customers, their feedback and their behaviours.
• Innovation (Jugaad) – Where some see impossible, seeing a way. Doing more with less, applying creativity to turn obstacles into opportunities, chance into change.
• Velocity – Moving fast and fixing things. Working iteratively to deliver customer value without sacrificing long-term value for short-term results.
• Inclusion – Seeking out and valuing different perspectives. Believing that when we change how we look at things, how things look for us also changes, making tomorrow not just different, but better.

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Position Overview

• Sanlam Fintech x is a small business unit within the Sanlam Group office and it's looking to fill the role of Senior Product Designer, reporting into a Head of Design. As part of the central Digital Product & Design function within SFTx, the role will be responsible for designing key parts of the product experience of SFTx's digital products and channels.
• The role will support relevant stakeholders, leveraging innovative design outcomes to give customers confidence during any digital engagements and experiences of their financial services. 

What will you do?

As a Senior Product Designer, you will be expected to:

Craft & Execute 

• Use and apply current and relevant design methodologies, tools, frameworks, and practices to solve for, and design experiences that enable and support Sanlam's customers.
• Define interactions and services based on relevant business, technical, and design considerations. 
• Conduct user research and usability testing to ensure validated design solutions, capturing insights and testing data, packaged for distribution and feedback sessions. 
• Own the UX and Interaction Design deliverables as agreed upon during performance contracting. 

Project & Team 

• Make design ideas tangible for the project team and stakeholders through visual storytelling, UX and interaction design techniques. 
• Present, explain and discuss design decisions eloquently, and give design feedback.
• Execute product design tasks and maintain a high quality of deliverables. 
• Collaborate with UX Architects, Service Designers, BA's, Product Managers and other stakeholders to understand objectives and key business outcomes, user needs and behaviours to inform the design solutioning.
• Collaborate with Front End Developers, Product teams, the Design System team, and other relevant stakeholders to ensure that final product code delivery is representative of the most feasible and preferred design solution 

Qualifications and Experience

• Bachelor of Design (Product Design) with experience / exposure to Interactive and UX Design.
• At least 8 years of experience in the discipline of Product Design across varied customer personas, business problems and devices, including mobile. 

What will make you successful in this role?

• Experience with UX design for mobile is required.
• Experience working in cross-functional product teams as a senior product designer, UX designer or comparable role.
• Experience with multimedia.
• Experience designing for financial products and markets. 

Required Behavioural Competencies

SFTx's 6 Leadership Principles:

• Ownership Mindset – Looking for ways to do, instead of reasons not to. Being accountable for actions and decisions, owning both successes and mistakes, and learning and growing from each experience.
• Growth Mindset – Always learning and improving, getting better each time. Embracing challenges and failures as opportunities for growth.
• Customer Centricity – A deep understanding of the customer seen in everything you do. Being led by customers, their feedback and their behaviours.
• Innovation (Jugaad) – Where some see impossible, seeing a way. Doing more with less, applying creativity to turn obstacles into opportunities, chance into change.
• Velocity – Moving fast and fixing things. Working iteratively to deliver customer value without sacrificing long-term value for short-term results.
• Inclusion – Seeking out and valuing different perspectives. Believing that when we change how we look at things, how things look for us also changes, making tomorrow not just different, but better.

Overview of Role Responsibilities

Digital Channels and Technology Management

• Support digital channel management through use of front-end interactive technologies, encompassing usability, design, user interface, and device strategy. Facilitate an understanding of engagement metrics and provide regular performance analysis.

Design and Conceptualization

• Produce multiple concepts and prototypes to design digital products/services.

Customer Experiences Implementation

• Design and coordinate implementation of differentiating customer experience initiatives, tools, and processes.

Customer Needs/Experience Research

• Complete research and analyze data to develop and/or support a sound understanding of customer segments, trends, needs, and expectations.

Customer Experience Mapping

• Lead implementation and performance of techniques, such as voice of the customer initiatives, journey mapping, and qualitative touchpoint analysis, to identify customer pain points, challenges, and hurdles; advise on approaches to eliminate negative experiences and enhance customer interactions.

Required Skills

User Experience Design Techniques - Advanced

• Works at an advanced level to direct user behavior by providing accessibility and desirability in the interaction with a product. Typically works independently and provides guidance.

Creative Design - Fully Competent

• Works with full competence to produce design concepts and visualize them, oversee design changes and improvements, integrate technical and visual solutions into a concept and assist with prototype development. Typically works without supervision and may provide technical guidance.

Graphical User Interface Development - Fully Competent

• Works with full competence to use systems and software to design and build user interfaces for computer applications. Typically works without supervision and may provide technical guidance.

Media Management and Utilization - Fully Competent

• Works with full competence to assess and utilize media channels and opportunities in order to gain maximum benefit for the brand, product or service. Typically works without supervision and may provide technical guidance.

Document and Model User Requirements - Advanced

• Works at an advanced level to utilize the appropriate modeling tool(s) to diagram the requirements from data and state changes, process and process improvements, as well as use cases and user stories. Typically works independently and provides guidance.

Data Collection and Analysis - Advanced

• Works at an advanced level to determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making. Typically works independently and provides guidance.

General Experience

• Experience enables job holder to deal with the majority of situations and to advise others (Minimum 8 years)

Managerial Experience

• Managerial experience not required but should be able to lead cross functional projects with teams.

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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 clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review clients portfolio annually by undertaking the above steps.

Client Service

• Ensure all client interactions are ethical, courteous and professional.
• Follow-up or refer all existing business queries to be resolved timeously through support.
• Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
• Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
• Initiate long term client relationships and maintain a relational focus.

Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

• Number and profile of contacts, appointments, consultations.
• Issued business and revenue against targets.
• Update client details on records.
• Appropriate workflow and activity monitor system entries.

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.

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Purpose of the Role

• As the Senior Legal and Technical Specialist you will provide high-level legal, technical, regulatory and governance support within the Simeka Consult Legal and Technical function.
• You will advise consultants, retirement funds, boards of trustees, principal officers and employer clients on retirement fund and employee benefits matters, interpret legislative and regulatory developments and translate them into practical, client-focused solutions.
• You will draft and review legal opinions, fund rules, policies, agreements and regulatory communications, contribute to trustee and consultant training, and support Simeka Consult’s thought leadership and strategic projects.
• The role requires legal research, written communication, presentation and stakeholder-management skills, together with sound business insight and the ability to manage complex, ambiguous and sometimes contentious matters.
• This role requires, professional judgement, ownership and accountability, together with the ability to use technology and AI appropriately while retaining responsibility for accuracy, quality assurance and client-specific application.
• The position is based in Sandton/Bellville/Centurion and forms part of the Sanlam Corporate business environment.

Overview of Role Responsibilities (Level 1-13)

Legal- Level 7 - Optimisation

• Design, develop, and deliver the organization's legal service with guidance from senior colleagues.

Information and Business Advice- Level 7 - Optimisation

• Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.

Document Preparation- Level 7 - Optimisation

• Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.

External Communications- Level 7 - Optimisation

• Develop and/or deliver a plan for significant aspects of external communications with guidance from senior colleagues.

Litigation Management- Level 7 - Optimisation

• Manage the implementation of the organization's litigation strategy and methods ensuring efficiency, effectiveness, and cost-conscious processing.

Required Skills

Presentation Skills - Advanced

• Works at an advanced level to communicate and deliver information verbally in a clear, concise and compelling manner to other people. Typically works independently and provides guidance.

Written Communication - Advanced

• Works at an advanced level to express ideas, request actions, formulate plans, and policies by means of clear and effective writing. Typically works independently and provides guidance.

Law and Regulations - Advanced

• Works at an advanced level to professionally interpret and apply knowledge of laws. Typically works independently and provides guidance.

Legal Communication - Advanced

• Works at an advanced level to communicate effectively on legal matters. Typically works independently and provides guidance.

Legal Research - Advanced

• Works at an advanced level to research and apply legal concepts and information. Typically works independently and provides guidance.

Legal Compliance and Procedures - Advanced

• Works at an advanced level to ensure adherence to relevant laws, regulations, and internal policies within legal proceedings and documentation. Typically works independently and provides guidance.

Key responsibilities

Legal and technical advisory

• Provide specialist legal and technical advice to consultants, retirement funds, boards of trustees, principal officers, employer clients and internal stakeholders on complex retirement fund and employee benefits matters.
• Research, interpret and apply legislation, regulations, regulatory instruments, fund rules, case law and industry guidance, and convert these into practical recommendations and implementation steps.
• Prepare clear, well-reasoned legal and technical opinions and support complex matters including retirement benefits, membership, contributions, death benefits, divorce and maintenance orders and other regulatory matters.

Regulatory monitoring and implementation

• Monitor developments from the FSCA, National Treasury, the Office of the Pension Funds Adjudicator, legislators and relevant industry bodies, assess their impact and communicate material developments to consultants and clients.
• Prepare legal and technical distribution communications, practical implementation guidance and commentary on proposed legislation, regulatory instruments, discussion papers and industry consultations.
• Support funds and boards with regulatory implementation, submissions, rule amendments and governance changes.

Governance, drafting and quality assurance

• Advise on fiduciary duties, board governance, policies, conflicts of interest, service-provider governance, risk management, POPIA and relevant technology and cybersecurity governance matters.
• Draft, review and amend fund rules, policies, governance frameworks, service level agreements, contracts, confidentiality undertakings, regulatory submissions and other legal documents.
• Provide experienced peer review and quality assurance to ensure advice and documentation are legally sound, technically accurate, practical and appropriate to the client context.
• Consultant enablement, training and thought leadership
• Prepare and present legal and technical updates at Consultant Connect and other internal forums, and develop practical guidance that strengthens consultant capability.
• Develop and deliver trustee and client training
• Contribute to thought leadership and industry publications, and participate in professional or industry forums where appropriate.

Strategic collaboration, innovation and AI

• Provide legal and technical input into strategic projects, and best-practice work, with a focus on high-value advisory work rather than routine processing.
• Use AI, automation and other technology responsibly to improve research, drafting and workflow efficiency. Independently verify outputs against primary legal and regulatory sources, apply professional judgement and ensure that final advice remains accurate, contextual and fit for purpose

Qualification and Experience

• LLB degree or equivalent recognised South African law qualification.
• Postgraduate qualification in Pension Funds Law, Financial Planning, Compliance, Corporate Law or a related field will be advantageous.
• Minimum 7 years relevant post-qualification experience, preferably including at least 5 years substantive experience in retirement funds, employee benefits, insurance or a closely related financial-services environment.
• Demonstrated experience providing independent legal or technical advice on retirement fund and employee benefits matters.
• Experience drafting legal opinions, fund rules or amendments, policies, governance documents and commercial or service agreements.
• Experience interpreting and implementing regulatory change and preparing technical communications, training or presentations.
• Experience in a consulting, advisory, insurer, administrator or retirement fund environment will be advantageous.
• Experience contributing to industry commentary, regulatory submissions or thought leadership will be advantageous.

Knowledge and Skills

• Advanced knowledge of the Pension Funds Act, retirement fund regulatory framework, fund rules, governance requirements and fiduciary duties.
• Strong working knowledge of the Financial Sector Regulation Act, POPIA, applicable tax principles, divorce and maintenance legislation, contract law and administrative-law principles as they affect retirement funds.
• Knowledge of financial-sector regulatory developments, governance, risk management and emerging technology and cybersecurity considerations relevant to retirement funds.
• Legal research, statutory interpretation, analytical and problem-solving skills.
• Legal and technical drafting skills with strong attention to detail and quality assurance.
• Ability to translate complex legislation and legal principles into practical, accessible guidance for consultants, trustees, employers and other non-lawyer stakeholders.
• Strong presentation, facilitation and stakeholder engagement skills.
• Ability to prioritise competing deadlines, work independently and manage complex matters with limited supervision.
• Digital fluency, including responsible use of AI and automation tools, together with the professional judgement to validate, challenge and refine technology-assisted outputs

Required Behavioural Competencies

• Manages Complexity
• Ensures Accountability
• Instils Trust
• Business Insight
• Optimises Work Processes
• Organisational Savvy

The closing date for this advert is 5th November 2026.

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Purpose of the Role

• The Project and Change Manager leads the integrated delivery of Human Capital technology and digital enablement projects, and the people side of change, from initiation through to sustainable adoption and close out.
• The role translates strategic objectives into structured plans, coordinates cross-functional delivery, and ensures that solutions are implemented within agreed scope, time, cost, quality, risk and governance parameters. In parallel, the role assesses organisational impacts, mobilises stakeholders, prepares employees and leaders for change, and embeds new ways of working so that intended business benefits are realised and sustained.
• The role delivers system-enabled Human Capital change across the employee lifecycle, working closely with Human Capital Shared Services, the systems and platform teams, implementation partners and Group COE’s.
• The position operates as the connection point between sponsors, business owners, project teams, enabling functions, vendors and impacted stakeholders. It applies appropriate project management disciplines and structured change management methodologies, adjusting the approach to the scale, complexity, risk and readiness requirements of each initiative.
• Role emphasis: This is a delivery-led role with embedded change accountability. The incumbent is accountable for end-to-end project delivery and for ensuring that structured change management is planned, coordinated and evidenced.
• The role does not assume accountability for solution architecture, system configuration, technical build, or the design of Human Capital policy and process content, which remain with the relevant specialist and business owners.

What will make your successful

Key Responsibilities

Project, Change & Technology Delivery

• Lead the end-to-end delivery of Human Capital projects and technology-enabled initiatives, ensuring alignment to business objectives, governance requirements, timelines, budgets, and expected outcomes.
• Develop and execute integrated project and change plans that drive successful implementation, adoption, and benefit realisation.
• Manage risks, issues, dependencies, vendors, governance forums, and stakeholder decision-making throughout the project lifecycle.
• Coordinate technology implementations, including testing, data migration, go-live, transition to support, and post-implementation stabilisation.

Change Leadership & Adoption

• Lead change management activities, including impact assessments, stakeholder engagement, communications, training, readiness, and adoption strategies.
• Enable sponsors, leaders, and managers to drive sustainable behavioural and organisational change.
• Monitor adoption, manage resistance, and implement interventions to maximise business readiness and solution uptake.

Stakeholder & Relationship Management

• Build and maintain effective relationships with senior leaders, Human Capital teams, Technology teams, governance bodies, and external partners.
• Facilitate alignment across stakeholders and provide clear, actionable communication on project progress, risks, decisions, and outcomes.

Governance, Benefits Realisation & Continuous Improvement

• Ensure compliance with organisational policies, regulatory requirements, and governance standards.
• Track delivery performance, business benefits, and adoption outcomes, ensuring solutions are embedded into business-as-usual operations.
• Drive continuous improvement through lessons learned, best-practice application, and the enhancement of project and change management capabilities.

Key Relationships

• Project Sponsors, Business Owners, Human Capital Leadership and Teams, Technology and Data Teams, Governance Committees, Risk and Assurance Functions, External Vendors and Partners, Change Champions, People Managers, and End Users.

Key Performance Indicators

• Delivery of projects within approved scope, budget, quality, and timelines.
• Achievement of adoption, readiness, and business benefit targets.
• Effective management of governance, risk, compliance, and stakeholder engagement.
• Successful implementation and operational embedding of technology and change initiatives.
• Positive stakeholder satisfaction and sustainable business outcomes.

Qualification and experience

Experience

• 7–10 years’ experience in project, programme, business transformation, and/or change management.
• Proven track record delivering complex cross-functional initiatives, managing budgets, risks, governance, stakeholders, and change adoption.
• Experience engaging senior stakeholders and operating in matrix environments.
• Experience delivering HR technology projects (e.g. SAP SuccessFactors, Workday, or similar HRIS platforms).
• Financial services, insurance, or digital transformation experience advantageous.

Qualifications

• Masters degree in Industrial Organisational / Psychology or equivalent qualification
• Formal project and/or change management qualification.
• PMP, PRINCE2, Agile/Scrum, Prosci, or similar certification advantageous.

Knowledge & Skills

• Strong project and change management expertise, including planning, governance, risk management, stakeholder engagement, and benefits realisation.
• Experience with organisational change, communications, training, readiness, and adoption.
• Excellent stakeholder management, facilitation, communication, and influencing skills.
• Strong business analysis, problem-solving, and delivery capabilities.
• Knowledge of HR processes, HR technology platforms, and technology-enabled transformation.
• Understanding of systems implementation, testing, data migration, and operational handover.
• Knowledge of data privacy, information security, and governance requirements.
• Proficiency in Microsoft 365 and project delivery tools.
• Familiarity with Agile, PMBOK, PRINCE2, process improvement, organisational effectiveness, and AI-enabled solutions is advantageous.

The closing date for applications is 04 November 2026. 

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Purpose of the Role

• This is a specialist role that reports directly through to the Regional General Manager. The primary purpose of the role is to undertake focused recruitment of Advisers.
• Undertake focused recruitment of Financial Advisers aligned to business needs.
• Manage the end-to-end screening and selection process for Adviser candidates.
• Conduct candidate sourcing through targeted recruitment channels such as worksites, universities, referrals, and other recruitment platforms.
• Assess candidates against required competencies, skills, qualifications, and employment equity requirements.
• Facilitate interviews, reference checks, screening, and recruitment administration.
• Ensure compliance with SanlamConnect recruitment policies, governance standards, and relevant labour legislation, including the Employment Equity Act and Basic Conditions of Employment Act.
• Promote and represent the Sanlam brand professionally in the market.
• Provide guidance to candidates regarding remuneration, benefits, employment contracts, and the contracting process.
• Build and maintain recruitment networks and talent pipelines to support regional business growth.

Required Skills

Verbal Communication - Advanced

• Works at an advanced level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works independently and provides guidance.

Builds Rapport - Advanced

• Works at an advanced level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works independently and provides guidance.

Closes Effectively - Fully Competent

• Works with full competence to pre-plan, suggest, and confirm mutually beneficial commitments that are appropriate and clear and that move the sales/client relationship forward. Typically works without supervision and may provide technical guidance.

Initiates Compelling Sales Conversations - Fully Competent

• Works with full competence to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works without supervision and may provide technical guidance.

Intermediaries Process - Fully Competent

• Works with full competence to understand the role and responsibilities of the intermediary in relation to both client and product providers. Typically works without supervision and may provide technical guidance.

Maintains the Relationship - Advanced

• Works at an advanced level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works independently and provides guidance.

General Experience

• Financial services, distribution/sales experience will be a strong recommendation 
• Experience with regards to the recruitment of staff, either in a managerial capacity and/or Human Resources capacity
• Business/Management knowledge: Good knowledge of overall company information (history, successes, value offering)
• SanlamConnect Recruitment/Selection policy, governances and practices
• Sanlam brand and image representation
• Advertising and marketing
• Manpower planning
• Employment Equity Act, Basic Conditions of Employment Act
• Targeted recruitment sources (i.e.: worksites, universities etc.)
• Candidate profiles (Competencies, skills, qualifications, demographic fit etc.)
• SanlamConnect Remuneration and Benefits (basic, commission structure, pension, medical aid, tax, group life etc.)
• Interviewing, referencing and screening knowledge and skills
• FA/ Employment contracts and contracting process

Education

• Matric
• Degree or Diploma with 2 to 3 years related experience.
• Required Behavioural Competencies
• Communicates Effectively
• Manages Complexity
• Ensures Accountability
• Builds Networks
• Instils Trust
• Customer Focus

Turnaround times

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
• If you meet the above criteria, and is interested in applying for this role, please submit your CV.

The closing date for applications is Wednesday 4 November 2026.

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Purpose of the Role

• Provides support on routine accounting tasks including journal entries, reconciliations, financial data processing. Assists in the preparation of financial reports and ensures compliance with accounting procedures and internal controls.
• Coordinates routine accounting activities and ensures accurate processing of financial transactions. Provides basic assistance with reconciliations, data entry, and financial documentation, and escalates discrepancies or issues as needed.

Overview of Role Responsibilities (Level 1-13)

Financial Management and Control- Level 4 - Process Expert

• Monitor and analyze data using established finance systems and protocols.

Data Collection and Analysis- Level 4 - Process Expert

• Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.

Data Management- Level 4 - Process Expert

• Use data management systems to access specific information as and when required.

Insights and Reporting- Level 4 - Process Expert

• Extract and combine data to generate standard reports.

Financial Transactions Management- Level 4 - Process Expert

• Execute routine tasks related to managing financial transactions, including processing payments and assisting in reconciling bank statements.

Required Skills

Database Reporting - Intermediate

• Works at an intermediate level to use database reporting tools and techniques. Typically works with guidance.

Categorizing and Classifying Information - Intermediate

• Works at an intermediate level to utilize systems and tools to support categorizing and classifying data and information. Typically works with guidance.

Information Retrieval and Searching - Intermediate

• Works at an intermediate level to utilize systems and tools required to search for new data or retrieve existing data in a database. Typically works with guidance.

Financial Accounting - Intermediate

• Works at an intermediate level to apply financial accounting principles, classifying, measuring and recording company financial transactions. Typically works with guidance.

Review and Reporting - Intermediate

• Works at an intermediate level to create reports, and review reports created by others, for various audiences as relevant, in a lucid and effective manner, keeping in mind the purpose of reports. Typically works with guidance.

Data Control - Intermediate

• Works at an intermediate level to acquire, organize, protect and process data in order to fulfill business objectives. Typically works with guidance.

General Experience

• Minimum of  2 years experience within a financial services or insurance enviroment in a similar role.

Managerial Experience

• None

Education

• Undergraduate Degree or relevant certification
• Bachelor's Degree or Equivalent Level

Required Behavioural Competencies

• Ensures Accountability
• Plans and Aligns
• Tech Savvy
• Manages Complexity
• Optimises Work Processes
• Financial Acumen

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CAREER OPPORTUNITY

• This career opportunity is available at Motor Claims: Wreck and Salvage Department and will be based in Parktown 

WHAT WILL YOU DO?

• Santam’s Motor Claims division has a vacancy for a Motor Wreck Desktop Assessor, the main purpose of the role is to provide precise, remote technical and financial valuation of motor vehicle accident damage through high-resolution digital media and claim documentation.
• The primary objectives are to Safeguard Financial Outcomes such as Audit repair estimates via Abuntex to ensure cost accuracy and determine repair versus total loss outcomes.
• To Ensure Claim Integrity by Cross-validating visual damage against accident descriptions to mitigate fraud and Drive Service Efficiency to Maintain strict turnaround SLAs and collaborate telephonically with Service Providers and stakeholders. 

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

Key Responsibilities

• Digital Assessments: Review high-resolution photographs, video streams, and digital claim files submitted by repair workshops or clients
• Estimate Auditing: Analyse, negotiate, and adjust digital quotes using computerised estimating software like Abuntex or Audatex.
• Remote Consistency Checks: Evaluate digital evidence to verify if the visible vehicle damage matches the description of the accident.
• Parts & Rate Optimization: Check and adjust labour hours, paint costs, and parts choices, promoting the use of alternative or certified aftermarket parts where appropriate.
• Total Loss Evaluation: Calculate vehicle market values remotely against repair estimates to quickly identify and process structural write-offs.
• SLA Management: Maintain quick turnaround times for digital authorizations to minimize vehicle downtime and car rental expenses for the client.
• Digital Communication: Use digital portals, emails, and phone calls to resolve repair methodology disputes with Motor Body Repairers (MBRs).

Key Performance Indicators (KPIs)

• Digital Assessments
• Stakeholder Satisfaction 
• SLA Management 
• Query Resolution 
• Training Delivery & Completion Rate
• Financial Decision Making 
• Time Management

QUALIFICATION AND EXPERIENCE

Essential

• Grade 12 / Matric certificate.
• Technical Trade: Qualified Panelbeater, Spray Painter, or Motor Mechanic (red seal trade test certificate preferred).
• Professional Registration: Registered Member of the Vehicle Damage Quantifier Governing Body (VDQGBSA).
• Experience: 2+ years of digital/desktop assessing experience within an insurance environment, or 5+ years as a workshop estimator.
• System Expertise: Advanced proficiency in Abuntex / Audatex and insurance claim management workflows.
• Vehicle valuation via live market test and Mead & McGrouther code
• Modern Desktop Capability: High comfort level navigating multiple digital platforms simultaneously, utilizing advanced imaging software to spot hidden vehicular defects remotely.
• A relevant Diploma or Certificate in Short-Term Insurance would be considered an advantagePreferred
• Experience working with insurance claims systems and salvage auction platforms 
• Familiarity with TCF, POPIA, and insurance regulatory frameworks

Preferred

• Experience working with insurance claims systems and salvage auction platforms 
• Familiarity with TCF, POPIA, and insurance regulatory frameworks

SKILLS AND COMPETENCIES

Skills

• Technical Accuracy: Intense attention to detail when spotting structural, electrical, or underlying mechanical faults.
• Negotiation Skills: The ability to firmly but fairly challenge repair methods and costs presented by panel beaters.
• Resilience: Highly capable of working under pressure, managing tight service level agreements (SLAs), and handling customer complaints calmly.
• Analytical Thinking: Evaluating financial formulas to swiftly decide if a vehicle is repairable or uneconomical to repair.

Behavioural Competencies

• Attention to detail and high accuracy 
• Strong written and verbal communication 
• Customer centric attitude 
• Problem solving ability 
• Professionalism, integrity, and sound judgement 
• Ability to work under pressure and manage workload
• Driving Strategy 
• Enabling Innovation
• Talent Enablement
• Change Leadership

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CAREER OPPORTUNITY

• This career opportunity is available at Motor Claims: Wreck and Salvage Department and will be based in Parktown 

WHAT WILL YOU DO?

• Santam’s Motor Claims division has a vacancy for a Motor Wreck Administrator, responsible for the end to end administration of Total Loss (write off) claims. The role ensures that all documentation, figures, and processes relating to motor write offs are completed accurately, efficiently, and in accordance with Santam’s claims philosophy, policies, and regulatory requirements.
• The incumbent will work closely with the Salvage Management team, Claims Assessors, Finance, brokers, clients, and auction partners to ensure a smooth and efficient claims settlement process.
• A strong emphasis is placed on accuracy, attention to detail, service delivery, and maintaining compliance throughout the wreck administration workflow.

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

Key Responsibilities

Write – Off & Wreck Administration 

• Process Total Loss (write off) claims from receipt to finalisation. 
• Validate assessing figures, settlement amounts, and reserve adjustments. 
• Ensure all required documentation is received, complete, and compliant. 
• Capture and update claim information accurately on internal systems. 
• Prepare files for settlement and ensure timeous finalisation of payments. 
• Facilitate the release of salvage vehicles to auction partners. 
• Ensure adherence to SLA and turnaround guidelines.

Customer and Broker Engagement 

• Communicate claim progress and outstanding requirements to clients and brokers. 
• Handle general queries relating to write off claims. 
• Provide clear, empathetic communication during a sensitive stage of the customer journey. 
• Ensure TCF principles are applied in all interactions.

Compliance & Governance

• Maintain accurate, complete, and auditable records for all write off files. 
• Ensure processes align with FAIS, TCF, POPIA, and internal governance requirements. 
• Identify potential fraud risks and escalate for investigation where necessary. 
• Adhere strictly to Santam’s claims policies and standard operating procedures.

Stakeholder Coordination 

• Liaise with internal teams such as Salvage, Assessing, Finance, Legal, and Claims Operations. 
• Coordinate with external partners including tow operators, salvage yards, and auction houses. 
• Track and follow up on vehicle availability, release notes, and auction readiness. 
• Support salvage partners by ensuring all documentation is correctly finalised for disposal.

Reporting & Continuous Improvement

• Maintain and update internal dashboards, trackers, or reports where required. 
• Monitor own workflow to ensure tasks are actioned within required timelines. 
• Identify areas for process improvement and provide feedback to the Team Manager. 
• Support the team during peak claim periods or high volumes.

Key Performance Indicators (KPIs)

• Turnaround time of write off claim administration 
• Accuracy of captured data and financial figures 
• Compliance with audit and governance requirements 
• Quality of customer and broker interactions 
• Operational efficiency and adherence to SLAs 
• Reduction of errors, rework, or exceptions

QUALIFICATIONS AND EXPERIENCE

Essential

• Matric / Grade 12
• Minimum 2–4 years’ experience in short term insurance claims administration 
• Experience in motor claims or salvage processes 
• Understanding of Total Loss (write off) administration

Preferred

• Experience working with insurance claims systems and salvage auction platforms 
• Familiarity with TCF, POPIA, and insurance regulatory frameworks

SKILLS AND COMPETENCIES

Technical Skills

• Knowledge of motor claims and salvage processes 
• Ability to validate assessing and settlement figures 
• Strong administrative and data capturing accuracy 
• Risk awareness and fraud detection basics 
• Proficient in MS Office and claims management systems

Behavioural Competencies

• Attention to detail and high accuracy 
• Strong written and verbal communication 
• Customer centric attitude 
• Problem solving ability 
• Professionalism, integrity, and sound judgement 
• Ability to work under pressure and manage workload
• Team Leadership & Operational Management
• Lead, manage, and develop the team of wreck administrators.

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CAREER OPPORTUNITY

• A position has become available for a Motor Desktop Assessor and will be based in the Motor Claims department at the Cape Town 

WHAT WILL YOU DO?

• Determine the quantum and merit of segmented motor claims by performing investigations, verifying the description of the event with the loss, negotiating with (client, intermediary, and service providers) and settlement of claims within a delegated threshold and according to contract conditions.

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

• Assess motor damage accurately using images, reports, and supporting documentation. 
• Make repair versus replace decisions that are technically sound and cost-effective. 
• Maintain high estimating accuracy and minimize claim leakage. 
• Achieve agreed turnaround times and productivity targets. 
• Ensure compliance with company policies, regulations, and governance requirements. 
• Detect and escalate potential fraud indicators where appropriate. 
• Deliver excellent service to customers, brokers, and internal stakeholders. 
• Contribute to improved claims outcomes through continuous learning and process improvement. 
• Support profitability by controlling repair costs while ensuring quality repairs and customer safety.

QUALIFICATIONS AND EXPERIENCE

• Matric / Grade 12 
• Degree, Diploma or Certificate in Mechanical related studies or Automotive/ equivalent Mechanical or Automotive Body Repair Qualification (e.g. Qualified Panel Beater, Mechanic, Spray Painter, etc.) 
• VDQGBSA membership 
• Abuntex / Audatex Trained 
• 3 years’ experience in motor assessing 
• Technical skills & policy wording interpretation, product training and claim system training obtained through various training and courses would be advantageous. 

KNOWLEDGE AND SKILLS 

• Telephonic, negotiation and conflict handling skills
• Basic business ethics and financial principles related to claims
• Time management
• Change management 

PERSONAL ATTRIBUTES 

• Deciding and initiating action
• Client Service Orientation
• Teamwork and support
• Building relationships
• Communication
• Flexibility and adaptability

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Purpose of the Role

• The role requires the incumbent to provide administrative, operational and governance support to the Internal Governance Officer and broader governance functions within SRA: Risk & Savings.
• This includes supporting Party Due Diligence (PDD) activities, compliance monitoring processes, regulatory reporting, governance record keeping and the effective administration of legislation including FICA, POPIA, the Long-term Insurance Act Regulations, Prudential Standards and Policyholder Protection Rules (PPR).

Outputs / Core Tasks

The following outcomes will be expected to be achieved by the Compliance Administrator:

Support Function for Due Diligence:

• Assist with maintenance of record keeping of AML, CFT, CPF documentation.
• Custodian of archived records and ensure ease of accessibility.
• Maintain enhanced due diligence Hitmaster list for high-risk clients and where additional controls are applied. 
• Keep track of and support Internal Governance Officer with ad hoc projects.
• Assist with the batch drop tracking progress and support with the preliminary steps of the process.
• Support New Business team including FICA Specialists, Party Due Diligence Analysts and AML Analysts with volumes when required.

Governance/ Compliance:

Facilitate record keeping in terms of various relevant legislation:

• POPIA (breach management, IRC, DSP).
• PPR (Product Development Framework, Governance Frameworks, Data Management Framework, etc).
• FICA responsibilities (process documents, static and dynamic risk controls/ evidence, track FICA training).
• Facilitate the maintenance and version control of the various internal policies, standards, frameworks and other documents stored in a centralized internal location.
• Track the various dates for submission by SRA: Risk & Savings to assurance providers and regulators and ensure preliminary preparations are done to facilitate these submissions e.g. quarterly AML/ CFT/CPF submission to the Prudential Authority & Annual Regulatory Report Submissions.
• Liaison with relevant stakeholders for gathering and submission of sampling for monitoring and control testing.   
• Liaison with relevant stakeholders for any requirements relating to STR and SAR investigations or Section 27 FICA requests.
• Support the Internal Governance Officer with the upkeep and maintenance of the Outsourcing register.

Reporting:

• Monthly feedback with Internal Governance Officer to track and report on various activities relating to overall Administrative Compliance, Operational and Governance matters.
• Regular reporting to Internal Governance Officer on any New Business production issues.
• Assist with and feedback on 2nd line compliance activities requests.
• Coordinate the monthly FICA reporting process by collecting, consolidating, reviewing and distributing compliance monitoring responses between the business and compliance.
• Maintain the High-Risk Client register and record all approved enhanced due diligence outcomes.
• Support the Internal Governance Officer with regulatory engagements and information requests received from the AML CoE/external stakeholders.
• Support STR, SAR and CTR reporting processes and liaise with the AML CoE where required.
• Assist with POPIA breach management administration, investigation tracking and reporting requirements.
• Support the compilation and coordination of quarterly AML and data privacy reporting submissions and supporting evidence.
• Maintain governance repositories, electronic filings and compliance records management to ensure audit readiness and effective version control.
• Support the Internal Governance Officer with the maintenance of outsourcing registers, risk assessments and SRA: Risk & Savings Compliance documentation.
• Provide administrative support during audits, compliance reviews, regulatory inspections and governance forums.

Role Requirements

Qualifications:

• Grade 12
• Relevant qualification in Compliance Management, Governance, Risk Management, Law or Business Administration.

Experience:

• 3 – 5 years’ experience in a similar role within Financial Services.
• Exposure to regulatory reporting, risk management, governance administration, record management and audit support processes.

Knowledge:

• A solid understanding of the risk management process.
• Knowledge of the compliance monitoring process.
• Knowledge of customer due diligence requirements and primary Legislation i.e FICA, LTIA, PPR, POPIA, LTIA Regulations.

Competencies:

• Communicates effectively
• Decision quality
• Analytical thinking
• Cultivates innovation
• Plans and aligns
• Concern for accuracy
• Customer focus
• Collaborates
• Drives results
• Influencing and gaining commitment
• Team focus
• Being resilient
• Computer skills (MS Office – Word and Excel advanced level)

Core Competencies

• Being Resilient
• Collaborates
• Cultivates Innovation
• Customer Focus
• Drives Results

Closing Date: 5 November 2026.

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Purpose of the Role

• The primary function of this role is to provide support to the Business Manager 

Overview of Role Responsibilities

Output/Core Tasks:

• Office and diary management
• Mail and information management

Travel arrangements

• Organising and preparation of meetings; functions; presentations; conferences; workshops; satellite broadcasts, video conferences etc.
• Preparation of documents and the distribution thereof for the above

Minute taking

• Consolidate and provide relevant reports
• Support Business Manager with secretarial duties as required
• Assist with adhoc requests

Required Skills

Planning and Organizing - Intermediate

• Works at an intermediate level to plan, organize, prioritize and oversee activities to efficiently meet objectives. Typically works with guidance.

Verbal Communication - Basic

• Works at a basic level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works under close supervision.

Policy and procedures - Basic

• Works at a basic level to monitor, interpret and understand policies and procedures and ensure their alignment with organizational strategies and work objectives. Typically works under close supervision.

Computer Skills - Basic

• Works at a basic level to understand and effectively use standard office equipment and standard software packages to support business processes. Typically works under close supervision.

Work Scheduling - Basic

• Works at a basic level to ensure the optimum scheduling of work and material resources to meet planned performance targets. Typically works under close supervision.

Maintains the Relationship - Basic

• Works at a basic level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works under close supervision.

General Experience

Qualification/s and Experience: 

• Grade 12
• Secretarial Qualification/Diploma
• A minimum of two years Secretarial/Personal assistant experience.
• Previous experience in a Sales environment will be an advantage.

Knowledge and Skills: 

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

• Service Request system (SRS)
• Amex Travel system
• Computer literacy (specifically advanced knowledge and well developed skills with regards to MS-Office)

Managerial Experience

• Not applicable

Required Behavioural Competencies

• Ensures Accountability
• Plans and Aligns
• Drives Results
• Communicates Effectively
• Manages Complexity
• Collaborates

The closing date for applications 04 November 2026.

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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 clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review clients portfolio annually by undertaking the above steps.

Client Service

• Ensure all client interactions are ethical, courteous and professional.
• Follow-up or refer all existing business queries to be resolved timeously through support.
• Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
• Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
• Initiate long term client relationships and maintain a relational focus.

Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

• Number and profile of contacts, appointments, consultations.
• Issued business and revenue against targets.
• Update client details on records.
• Appropriate workflow and activity monitor system entries.

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.