Current Vacancies at Sanlam Group

What will you do?

This role resides in the Group Office and reports to the Head: People Development. This role is accountable for the strategic and operational leadership of the end to end Learning and Development function in the Sanlam Group. To lead the implementation of the learning & development strategy in the context of the overall business strategy, with the aim of creating competitive advantage that drives organisational performance.

What will make you successful in this role?

These are key outcomes expected of this role, given that a key focus of the role is learning technology, the incumbent will be required to have significant expertise and experience in this regard.

• Contribute to the development and play a leading role in the implementation of the Learning and Development strategy, aligned to the Sanlam Group and Business Unit specific business imperatives. 
• Contribute to and play a leading role in the formulation of the Learning and Development technology strategy. Serve as a subject matter expert on learning technology solutions, guiding best and next practice. Lead key learning technology projects for the Sanlam Group. 
• To lead, manage and oversee the implementation of learning and development practices interventions, including the design, development and delivery of learning solutions (technical and non-technical), to meet the needs across the Sanlam Group and various Business Units
• To facilitate an enhanced learning experience and enable a continuous learning culture and mindset amongst all employees across the Sanlam Group, through the provision of learning artefacts geared to building current and future capabilities that are suitable to business needs and strategic objectives. 
• Contribute to the formulation of a framework and strategy for Leadership Development.
• Programme Management of development programs (Learnerships, Internships, Graduates) 
• Compile all compliance related reporting for the Sanlam Group, Annual training Plan, Workplace skills plan and BBBEE Skills Development scorecard.
• Accountable for all reporting, analytics and measurement related to key Learning and Development initiatives, including return on investment/learning 
• Compile and manage budgets related to Learning and Development, including analysis, projections and reporting 
• To manage effective sourcing, contracting and management of vendors that partner with Learning and Development for the delivery of solutions. 
• Build relationships with key internal and external stakeholders and partners. Partner with Clusters to ensure that solutions sourced or formulated holistically represent Group needs
• Provide thought leadership and guidance in the Learning and Development field. Stay abreast of strategic thinking, best practice, next practice and trends impacting the Learning and Development function (local, industry and global).

Qualification and Experience

• A tertiary qualification with at least 10 years related experience 
• A post-graduate qualification will be to your advantage 
• Strategic level knowledge and experience in the following core areas: 
• Extensive experience in the field of Learning and Development including Learning Technology in a multi-layer and multi country environment with a global focus. 
• Prior experience in leading Learning teams and Learning Technology projects.

Knowledge and Skills

• Strategic Planning
• Operational Management
• Training Business Development
• Expense management and budget
• Management of employees

Personal Attributes

• Strategic mindset - Contributing strategically
• Builds networks - Contributing strategically
• Manages complexity - Contributing strategically
• Business insight - Contributing strategically

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What will you do?

This role exists in our Sanlam Life and Savings: Forensic Services department that focuses on providing effective fraud risk management services to all business clusters serviced.  The role will include a variety of administrative duties which includes support to the wider Forensic Services Team.

What will make you successful in this role?

The key performance areas of this role include the following:

• Office administration
• Diary management for senior managers
• Manage incoming requests submitted to shared forensics mailbox
• Payment of invoices via SAP S/4HANA and cost allocations to business 
• Forensic Checks (Application codes for Advisers and Brokers)
• Capture Training Interventions on SAP
• Administration and Handling of Theft cases (Theft of PC equipment)
• Travel and accommodation arrangements
• Ensuring the necessary office facilities (e.g. stationary, printer, copier) for the team is maintained and available.
• Minute taking
• SRS system requests
• Assistance with all logistics of special events, information sessions etc.
• Internal and external communication with stakeholders
• Run the office regarding office infrastructure and services
• Ad hoc requests in support of the Forensic Administrator role
• Financial Controls and Payments
• Ensuring that payments are being made on time using SAP S/4HANA.
• Support to the Accounts Payable team in peak periods.
• Monitoring select lines on the cost centre budget.
• Assist with creating Master Data requests.
• Reporting and presentations
• Managing requests submitted to the team’s shared mailbox.
• Assist in preparing quarterly reports to cluster forums.
• Assist management in taking minutes and notes when required.

Qualification and Experience

• Grade 12 
• A Diploma/Degree in  Business Administration or Forensics from a recognised institution will be advantageous.
• 2 years in an administrative role with a financial services institution.
• Competent in using MS Excel, Word and Powerpoint.
• Experience in using SAP S/4HANA Finance will be advantageous.
• Able user of SRS system and JIRA will be advantageous.
• Exposure to any other systems used within Sanlam will be to your benefit.

Knowledge and Skills

• Reservation Management
• Secretarial Support
• Administration
• Manages various Stakeholder queries and support

Behavioral Competencies

• Work independently 
• Must have the ability to communicate effectively 
• Have high ethical standards

Core Competencies

• Cultivates innovation - Contributing dependently
• Customer focus - Contributing dependently
• Drives results - Contributing dependently
• Collaborates - Contributing dependently
• Being resilient - Contributing dependently

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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 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 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 Communication Centre: Support Manager will contribute to the high standard of quality client service to both financial intermediaries and investors and manage a team of consultants.

Key outcomes

The following outcomes will be expected to be achieved by the Support Manager:

Leadership

• Leading team members to achieve Client Service’s strategic objectives
• Growing and implementing the Glacier vision for the Communication Centre

Client Servicing

• Delivering on contracted SLA’s
• Provide resolution & guidelines for technical and escalated enquiries and complaints 
• Liaison role between Communication Centre, Glacier Client Services and Sales teams 
• Creating a culture of Treating Customers Fairly in the Communication Centre 

Decision Making

• Prioritisation / delegation of work
• Analysing data and making data driven decisions
• Management of workflow and efficiencies

Managerial Functions

• Performance Management 
• Recruitment
• General people management
• Implementation of NWOW management structures and team processes
• Coaching & Training
• Ongoing Coaching & identification of training and development needs
• Liaison and contracting with the coaching and training teams
• Contracted development plans for team members

Qualifications and experience

• Matric / Grade 12
• Relevant financial qualification and completion of Regulatory Exam 1
• 3 – 5 years Glacier experience with exceptional Glacier product and process knowledge
• Proven Call Centre management experience will be an advantage

Competencies

• Client focused
• Collaborates
• Drive Results
• Cultivate Innovation
• Be Resilient
• Relationship Building Skills
• Understanding of the financial intermediary market
• Client Service Orientation
• Strong communication skills
• Training & Coaching skills
• Analytical Thinking & Problem-solving skills
• Leadership skills
• Multitasking
• Initiative / Function independently
• Decision-making skills
• Knowledge of economic principles & economic environment / investment products

Attributes

• Positive, enthusiastic attitude
• Teamwork
• Ability to thrive under pressure
• Honesty, integrity and respect
• Empathy

What will make you successful in this role?

Qualification and Experience

• Diploma or Grade 12 with 6 to 8 years related experience.

Knowledge and Skills

• Support function management
• Operations Management
• Relationship Management
• Management of employees
• Personal Attributes
• Optimises work processes - Contributing through others
• Builds effective teams - Contributing through others
• Decision quality - Contributing through others
• Directs work - Contributing through others

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What will you do?

• Data capturing by issuing or declining New Business cases.
• Ensure that New Business cases are issued as soon as possible after the proposal has been received.
• Follow-up on outstanding information when necessary.
• Communicate with clients and intermediaries in writing, telephonically or via WhatsApp.
• Ensure clients are satisfied and retained.
• Willing to be multi-skilled to enhance skills and assist in other areas of the business.

What will make you successful in this role?

Requirements: 

• Grade 12

Experience:

• Data-capturing experience will be beneficial.
• Experience in a target-driven and production environment will be beneficial.

Knowledge:

• General life assurance knowledge will be beneficial.

Competencies:

• Communicates effectively
• Administration orientation
• Decision quality
• Information gathering
• Cultivates innovation
• Concern for accuracy
• Plans and aligns
• Customer focus

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What will you do?

• Provides administration back-up to the Sales team.
• May assist with the compilation of presentation material.
• Monitors sales statistics

Qualification and Experience

• Grade 12 with 1 to 2 years experience.

Knowledge and Skills

• Client Communication and Sales administration
• Service and Support
• Workflow management and reporting
• Partnership Building

Personal Attributes

• Optimises work processes - Contributing independently
• Action orientated - Contributing independently
• Plans and aligns - Contributing independently
• Communicates effectively - 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 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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Job Purpose:

Output/Core Tasks:

Human Resources administration support and coordination with regard to:

• Handling employee enquiries relating to HR processes
• Diary management
• Travel arrangements
• Documents management: compile appointment/promotion documentation
• General office management; payment of accounts, SRS & stationary management 
• Compiling of monthly and as and when required HR reports 
• Recruitment, selection, and induction processes 
•  Advertising vacancies in our recruitment portals
•  Regular communication with candidates
• Schedule interviews and assessments for shortlisted applicants 
• Complete background and risk checks for applicants
• Arrange orientation and induction for newcomers.
• Responsible for onboarding and off boarding of employees

Role Requirements:

Qualifications:

• Human Resources related degree/diploma

Knowledge and Experience: 

• A degree or diploma with relevant vocational experience 
• A good understanding and knowledge of HR related processes and systems   
• Experience in Human Resource Administration
• Exposure to recruitment and selection processes
• Practical working experience of MS office i.e., Word, Outlook, Excel and PowerPoint

Competencies:

• Must be able to work under high levels of pressure
• Must Plan well and be very organised
• Strong communication skills, both written and verbal
• A high level of confidentiality
• Excellent interpersonal 
• Client facing skills

Knowledge and Skills

• Human Resources Administrative Support
• Strategic Human Resources Planning and Implementation
• Change Management
• HR Best Practices
• HR Compliance
• Personal Attributes
• Courage - Contributing independently
• Plans and aligns - Contributing independently
• Manages complexity - Contributing independently
• Ensures accountability - Contributing independently

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Objective of the role:

The Trade Implementation Specialist implements Manager trades regarding the SCI Fund of Funds and SPW Global High Quality Feeder Fund. This includes instructing the pricing house on new trades, monitoring trade errors, and actively addressing them with the Manager and Administrator. Perform oversight of documentation prepared by the Managers. This job description is intended as a guide to reflect the principal functions of the job. However, it is not an all-inclusive listing of the required job functions which are subject to change at the discretion of management.

Key responsibilities?

• Trade Implementation:
• Manage Trade instructions;
• Instruct pricing house on new trades;
• Prepare trade templates and instruct for Ginsburg/SPW Funds;
• Review and assist with trade dealing forms for Managers;
• Provide trade details to the administrator to update Hiport;
• Prepare static data for new accounts to be loaded;
• Open new investment accounts;
• Maintain a register of full company name, company registration number and relevant authorised signatories who have access to these investment accounts; 
• Prepare and courier documents;
• Monitor trade errors until resolution;
• Monitor and address reconciliation items.

Reporting:

• Produce daily and ad hoc trade reports;
• Submit offshore bank balance statements to managers on request;
• Track and distribute statements daily to administrators and trustees.

General:

• Primary liaison with Managers for rejected trades, missing static data, and outstanding statements;
• Primary liaison with Trustees on Manager queries;
• Liaise with different Mancos on account requirements.

Minimum requirements:

• BCom Finance or similar Degree from an accredited University 
• At least 1-4 years asset management experience 
• Operations exposure in “middle office” role in Financial Services would be beneficial
• Unit Trust exposure (highly beneficial)

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What will you do?

The Project & Administrative Assistant overall purpose is to provide the Business Solutions team with all administrative functions as well as coordinate and support with overall team projects and related functions. The position requires adept organizational skills, resourcefulness, and the ability to handle a multitude of tasks simultaneously under often high-pressure situations.

What will make you successful in this role?

• Organising of conferences, presentations, functions, and meetings by arranging for invites venues, travel, accommodation, refreshments etc.
• Responsible for minute taking at Manco and other critical team meetings
• Office administration
• Diary management
• General support to senior management team as requested (e.g. capturing of data, project information, etc.)
• SAP Financial support
• Manage invoicing and collection of accounts (accounts receivable)
• Team Adhoc orders – stationery coffee, sugar, calendars etc
• Support with coordinating projects
• Complete SRS processes
• Logging of PPO’s
• Maintain and manage task lists by pro-actively managing outstanding activities

Qualification and experience

• Grade 12 or equivalent qualification
• A relevant business-related Diploma or Degree
• 3-5 years related administrative and support experience, ideally within a project or business change and support environment
• Understanding of and experience in a project or business solutions environment
• Experience within Distribution environment will be advantageous
• Experience working with Sanlam internal systems such as SRS, PPO, SAP Financials, etc. will be advantageous

Knowledge and skills

• MS Office (Excel, Word, PowerPoint) and MS Teams
• Knowledge of financial administration processes and tools
• Working knowledge of related project tools will be advantageous
• Meeting protocol, e-communications, and telephone etiquette
• Minute taking
• Time Management

Personal attributes

• Planning and organising
• Action orientated
• Continuous learning
• Optimises work processes
• Flexibility and Adaptability
• Collaborates
• Customer Focus 
• Communicates effectively