Fresh Jobs at Sanlam -16 Positions

What will you do?

Key Responsibilities

• Administration of Retirement Funds and maintenance of member level transactions across functional systems and functional areas within SEB Core. (Identify/process/record/report)
• Adhere to service level agreements. (Internal and external.)
• Adhere to internal controls and procedures in place.
• Professional verbal and written communication and reporting to clients. (Internal and external.)
• Investigate, resolve and respond to internal and external client queries in a professional and effective manner. (Verbal and in writing)
• Investigate, resolve and respond to ad hoc operational requirements. (Verbal and in writing.)
• A thorough understanding of and compliance with the Pension Fund Act, Fund Rules and Income Tax Act and any other relevant legislative requirements.
• Maintain relationships with internal departments.

Qualification And Experience

• Grade 12 with 1 to 2 years related experience.

Technical Competencies

• Previous retirement fund administration experience will be advantageous
• Good Proficiency in Microsoft Office Excel especially

Behavioural Competencies

• Strong attention to detail and proactive attitude
• Strong ability to organize and prioritize
• Excellent communication skills both written and verbal
• Results focused and displays energy when performing tasks
• Time management skills
• Ability to work independently
• Innovative and demonstrates initiative
• Ability to perform well under pressure and meet deadlines
• Good interpersonal skills
• Ability to collaborate and pull information together
• Proactive attitude and a team player

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What Will You Do?

• Manage counselling allocations to IMS team from all sources
• Do member quality assessments and assist in other governance activities as it relates to member engagement
• Extraction and consolidation of member communication across various channels
• Adhoc assistance with information gather and reporting
• Manage diaries and schedule meetings and appointments
• Take minutes during meetings
• Booking and arranging travel, transport and accommodation
• Team function bookings and associated admin
• Maintenance of team leave and return to office register
• Onboarding of new staff (logging access requests on relevant platforms)
• Handling of equipment requests for the team
• Supplier liaison for catering, office consumables and services
• Collating, payment and filing of invoices
• Reminding the managers of important tasks and deadlines

What will make you successful in this role?

• Ability to assimilate data in an understandable manner for internal/external clients
• Multi-tasking and organising work efficiently to operate at optimum production and be available to support any assigned structure(s)
• Ability to build and maintain effective relationships and communicate in a professional manner and confidently in all dealings with internal/external clients

Qualification and Experience

• Tertiary qualification with minimum 2 years work experience

Knowledge and Skills

• Computer literate with proven proficiency in MS Office (Word, Excel, Access and Outlook)
• Intermediate to advanced Excel skills.
• Relevant employee benefits experience
• MIP competent and SEB Core Operational experience

Core Competencies

• Cultivates Innovation by creating new and better ways for the organisation to be successful.
• Client Focus - Building strong customer relationships and delivering customer-centric solutions.
• Drives Results - Consistently achieving results, even under tough circumstances.
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
• Resilience - Rebounding from setbacks and adversity when facing difficult situations.

Behavioural Competencies

• Ability to multi-task
• Interpersonal skills 
• Communication skills - both written and verbal

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What will you do?
This is a specialist role within DA that is primarily responsible for providing IT support to develop, maintain and update the learning management system (Moodle), and build online training solutions.

What will make you successful in this role?

• Undertake IT programming/testing (build and enhancements) on LMS/LxP
• Maintain and support/administrate the LMS 
• Resolve LMS related IT problems
• Undertake investigations into plug-ins
• Liaise with different IT/learning providers related to LMS
• Contribute to projects and special requests related to IT on the platform
• Data analysis and reporting on LMS 
• Pro-actively seek solutions for improving on current practices
• Draft and implement project Business Requirements Specification (BRS)

Qualification and experience

• Grade 12
• Relevant IT qualification (i.e.: IS, Programming, Web design, Multimedia)
• Authoring tools, e-Learning courses is advantageous
• Experience on Moodle or other LMS platforms
• Programming (SQL, HTML, CSS, PHP, JavaScript) 
• Multimedia development, Web development, software development

Knowledge and skills

• IT:
• MS Word/Excel/PP
• MS Windows/Outlook
• Moodle 
• Programming (SQL, HTML, CSS, PHP, JavaScript) 
• Coding
• Multimedia development
• Web development/design 
• MS: Access
• Share Point

Business/management:

• Financial Services Industry Knowledge (basic)
• e-Learning policy & development methodology
• Multimedia leaning applications
• Training database management & analysis
• LMS platforms, tools, and applications
• Data analysis and reporting
• ROI calculations (cost versus benefit)
• Reporting

Core competencies

• Customer Focus
• Collaborate
• Innovation
• Results Driven
• Resilience

Personal attributes

• Analytical, detail minded, accurate
• Structured and systematic
• Innovative in looking for ways to improve process/practice
• Proactive, initiates actions
• Communication skills 
• Planning and structuring
• Collaborator
• Eager to learn
• Problem solver

Closing Date: 29th, April 2022

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What will you do?

• Provide legal and technical advice and support to the Retail Mass staff on all legal matters pertaining to the business, TCF, policy provisions as well as general advice relating to products, operational practices and scenarios related thereto. 
• Draft and amend contracts, policy documents and other legal documents (Intermediary Agreements, Binder Agreements, Administration Agreements, Service Level Agreements, Reinsurance Agreements, Lease Agreements, Management Outsource Business Contracts etc.)
• Analyze legislation, industry codes etc. and provide guidance to the business regarding the impact on the business and assist with the implementation thereof.
• Identify and communicate current and anticipated legal topics.
• Sign off on all client facing documents (advertisements, marketing campaigns, application forms etc.) to ensure compliance with legislation.
• Cultivate and manage working relationships with a variety of stakeholders within Retail Mass. 
• Provide monthly and annual reports to the Legal Manager. 
• Provide Legal training and development in terms of gaps identified in the business. 
• Draft legal newsletters to educate internal staff as well as external stakeholders that do not have legal background on the regulatory dispensation.
• Keep in safe custody legal documents and ensure that the legal registers are up to date.
• Ensure that all legislative frameworks are up to date and reviewed annually.
• Identify instances where notifications should be submitted to the Financial Sector Conduct Authority and compile the notifications for submission: for example notifications relating to material changes to existing products, new products and terminations of group schemes.
• Provide services to SDM administered Retirement Annuity funds, in relation to updating of policies, drafting of contracts, research and communication to board of trustees
• Participate in various Fund Committees and provide legal advice in such Committees
• Draft new fund rules, in compliance with relevant legislation, responding to needs identified
• Advising on administration of funds and fund governance
• Have an in-depth understanding of Applicable legislation (Financial Advisory and Intermediary Services Act, Long Term Insurance Act, Long-term Insurance Act Regulations, PPR, Retail Distribution Review, Insurance Act, Financial Section Regulation Act, Protection of Personal Information Act, POPIA, Financial Intelligence Centre Act, Pension Funds Act). 
• Attend to ad hoc tasks (including but not limited to: attending workshops, assisting with complaints if needed etc.).

What will make you successful in this role?
Qualification & experience 

• LLB or equivalent legal Degree with extensive drafting and/or legal advisory experience 
• Admitted Attorney

Knowledge and skills 

• Min 5 years’ experience in Life Insurance space or group life insurance (Group Risk and/or Funeral products)  
• Min 3 years’ experience relating to retirement annuities/pension funds
• Min 5 years’ experience in the Financial Services Industry 
• Contract drafting, litigation & arbitration process knowledge 
• Have an in-depth understanding of the following legislation: - Financial Advisory and Intermediary Services Act, Long Term Insurance Act, Long-term Insurance Act Regulations, PPR, Financial Section Regulation Act and Protection of Personal Information Act, 
• Proficiency in MS Office is essential
• Well-developed communication skills both written and verbal

Personal qualities 

• Communication (verbal and written) 
• Planning and organizing
• Problem solving 
• Analytical thinking
• Decision making 
• Initiative
• Confident and decisive
• Results driven
• Adhering to principles and values
• Quality and detail orientated
• Pro-activity
• Achieving personal work goals and objectives
• Teamwork
• Coping with pressures and setbacks

Closing Date: 3rd, May 2022 

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What will you do?

Compliance and Risk Management 

• Undertake to fully understand the content and impacts of all the relevant Compliance related legislation and requirements for the FSP. 
• Be able to translate and interpret these practically and correctly to the business
• Demonstrate high levels of technical and product knowledge (including investment)
• Liaise on an ongoing basis with Sanlam Retail Mass (SRM) compliance functions, Group Internal Audit and Group Compliance with regards to policy, process changes or initiatives/actions that need to be implemented within the business
• Ensure that all compliance practices and procedures within the unit is strictly observed in terms of disclosures, advice given, records kept, and ethics/behaviour undertaken when dealing with clients and undertaking sales
• Monitoring and reporting on risks, compliance and policy adherence & ensure implementation of steps to ensure any gaps are closed

Risk Monitoring

• Undertake ongoing pro-active monitoring of practices and cases submitted to identify any training or process gaps 
• Monthly, quarterly, bi-annual and annual Risk Reporting and TCF Reporting to management
• Assist management with implementation of the risk management policy and reporting thereof, including training.
• Prepare ad hoc reports as business requires.
• Training and supervision of risk champions across the business.
• Co-ordination and review of risk and TCF across the business unit

Compliance and Risk Management reporting and corrective action

• Take up areas of risk or anomalies with management immediately and ensure corrective actions are followed
• Track, interpret and communicate trends or gaps in terms of risks within the unit
• Monitor and report on progress made to close all the compliance and audit related findings
• Keep records of all risk and problem areas in Distribution for both individuals and the unit in general and identify avenues to correct gaps
• Report these back to management monthly and quarterly regularly for awareness, action and progress update
• Undertake to write and submit the required Risk Reports required for the unit
• Take overall accountability for the Risk Complaint register and resolution process

Stakeholder, Client and Partnership management

• Negotiate services and prices related to the function with and all other relevant stakeholders; service providers across Distribution
• Work collaboratively with other departments to identify and promote Operations best practices which enhances risk management, compliance, service delivery to our clients and ensure profitable business.

People management

• Ensure a high performance, capable and empowered workforce who are future fit and complements the Retail Mass culture.
• Manage business transformation from a culture, people and digital enablement perspective.

Facilities management

• Provides support as a co-ordinator for facility management 
• Manage relationships with Facilities helpdesk and escalate relevant matters
• Facilitating the completion of OHS and BCP reports and tracking finalisation
• Prepare and present quarterly OHS reports for Distribution Exco

What will make you successful in this role?

Minimum Requirements

Qualifications and Experience

• Matric/ Grade 12
• Degree in Risk Management or Compliance related qualification 
• Honors degree would be advantageous
• Technical troubleshooting experience 
• 3 Years or more experience in the insurance industry specifically Long-Term Insurance
• 2 – 3 years’ experience in Risk Management or Compliance
• Experience in Long-term insurance sales would be advantageous

Competencies    

• Technical knowledge and skills
• Good inter-personal skills
• Attention to detail
• Analytical thinking
• Integrity
• Results orientated
• Decision making
• Planning and Organizing
• Communication
• Sound reporting
• Balancing stakeholders Interest 

Knowledge and Skills

• Risk management
• Data Collection
• Business Processes
• Reporting and Administration
• Quality, compliance and accreditation

Personal Attributes

• Organisational savvy - Contributing through others
• Manages complexity - Contributing through others
• Plans and aligns - Contributing through others
• Optimises work processes - Contributing through others

Closing Date: 4th, May 2022.

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What will you do?

• Formulate clear strategic objectives and a business plan for specific client area
• Work closely with the Head of the Business and other Account Managers, in terms of developing client strategy and plans (i.e. sales and retention strategies)
• Actively use and leverage capability of a cluster wide CRM
• Understand client needs in order to identify appropriate products and solutions
• Actively manage key client relationships focusing on growing and developing existing clients together with generating new business
• Influence overall profitability of client area by meeting targets
• Position and package Amplify simply and effectively to the client area
• Act as the key interface between the client and Amplify as well as an Amplify brand ambassador
• Prepare and deliver selling presentations and client feedback reports

What will make you successful in this role?

• Undergraduate degree, preferably commercial (e.g. BCom, B.Bus.Sc), unless qualified by extensive experience and track record
• Relevant postgraduate qualification would be advantageous (e.g. CFA, CFP)
• At least 5 years' experience in investment sales
• Deep understanding of investment principles, financial instruments and unit trusts
• Strong understanding of the segment landscape, different players and key needs

Qualification and Experience

• Degree or Diploma with 8 years related experience.

Knowledge and Skills

• Technical advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Business plan development and implementation

Personal Attributes

• Business insight - Contributing strategically
• Persuades - Contributing strategically
• Manages complexity - Contributing strategically
• Plans and aligns - Contributing strategically

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What will you do?

• Selling products telephonically
• Achievement of sales targets and objectives
• Adherence to Quality and Compliance processes to minimize business risk
• Manage your quality & compliance against benchmarks to minimize business risk, with the client in mind
• Maintain optimal operational efficiencies based on productivity measures
• Adapt and change to fit in with changing business operational requirements
• Resolve complaints and objections
• Build and maintain good client relationships
• Managing information regarding new products, rate changes, rulings, training updates etc.
• Keep abreast of developments and trends in the Industry – self learning
• Ensure commitment to the FAIS Fit & Proper qualification requirements

What will make you successful in this role?
Qualification & experience

• Grade 12 or a relevant NQF 4 qualification
• 2 years’ experience within a Sales Outbound Call Centre, or at least 2 years’ face to face sales experience (with targets attached to the sales)
• Financial services experience (advantageous)

Knowledge and skills

• Good understanding of Financial Services Industry related legislation and regulation
• Understanding of sales processes and servicing industry
• Outbound Sales experience is required
• Fluency in English and one other South African official language
• A clear criminal and credit record
• Commitment to the FAIS Act and meeting Fit & Proper qualification requirements
• Willingness to work overtime

Personal qualities

• Selling skills
• Computer literacy
• Communication
• Planning and organising
• Building and maintaining relationships
• Treating Customers Fairly 
• Results Driven/Achievement orientated
• Continuous learning
• Tenacity

Closing Date: 1st, May 2022.

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What will you do?

This position reports to Head of Finance.  The role requires you to work closely with the Head of Finance to assist with executing and managing the full financial function for MiWayLife with key responsibilities including:

• Financial reporting
• Policyholder accounting
• Expense management
• Budgeting and forecasting (incl. Accounts payable)
• Group reporting
• Adherence to corporate financial governance structures
• Audits
• Monitoring payroll
• Participate in key finance related projects

What will make you successful in this role?
Qualification & experience 

• Newly qualified CA(SA) with no post article experience or
• BCOM (Hons) Accounting with 3 year Articles & 2 years post Article experience

Knowledge and skills 

IT:

• MS: Office (Advanced Excel, Word, PP, Outlook)
• MIS tools
• SAP~S4 Hanna would be advantageous
• Analysis for Office would be advantageous
• Business planning processes
• Legal related to finance/business and commerce
• Risk and governance management/corporate governance structures
• Financial audits
• Relevant compliance knowledge 
• Financial modelling
• Financial reporting/Group reporting
• Budgeting and forecasting
• Billings and collections
• Accounts and vendor management
• Taxation
• Banking
• Payroll

Personal attributes 

• Financial and business acumen
• Able to work complexity
• Balanced thinker (conceptual and analytic)
• Sound planning and organising orientation 
• Quality and work standards orientation (attention to detail)
• Pragmatism
• Good communicator/including report writing
• Able to build relationships/partnerships

Qualification and Experience

• CA, Degree or equivalent with 4 to 6 years related experience.

Knowledge and Skills

• Financial analysis and planning
• Financial Management and controls
• Financial Reporting
• Financial risk and governance management
• Management of employees

Closing Date: 27th, April 2022.

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What will you do?
As a Business Systems Analyst you will play a critical role as a problem solver who assists in defining and enabling business change in an agile environment within the End-to-End Analysis Competency. Your primary responsibility is to define, design and manage business and system requirements for Glacier projects, as well as deliver solutions that are fit for purpose, that focus on efficiencies and deliver business value across all business and IT domains.

What will make you successful in this role?

• The following outcomes will be expected to be achieved by the Business Systems Analyst:
• Understanding business needs as they relate to a potential change or transformation
• Building relationships with all key stakeholders including business owners, product owners, development teams, trainers, and users.
• Acting as an advisor to the business on best outcomes for a particular business problem or initiative
• Facilitating of work-sessions, database design and solution workshops to gather information, elicit and finalise requirements 
• Identifying, and documenting requirements in an easy understandable way
• Produce data, activity models, component flow, functional decomposition and data flow diagrams using Enterprise Architect/Visio/Confluence.
• Consider non-functional requirements that describe the characteristics of the system e.g. security, performance, maintainability, scalability, usability, and reliability of a product design.
• Presenting solutions in the form of walk-throughs to analyst, project managers, architects, development teams, developers, and testers to ensure understanding and assist delivery teams with story estimations and prioritization.
• Implementing, testing, and deploying solutions to business problems (includes facilitating and coordinating User Acceptance testing)
• Supporting business transition and helping to establish change (includes transfer of knowledge to users, trainers, and peers)
• Assist in the continuous development, improvement, and implementation of the analysis framework
• Providing regular feedback to relevant stakeholders 
• Post implementation support to business and IT
• Working in an agile team within the scrum framework 

Qualifications and experience

• B.Com. B.Sc. in Information Technology or Informatics ((Honors / Master’s degrees advantageous)
• Relevant formal qualification in Business Analysis. E.g. Certification of Competency in Business Analysis (CCBA) or Advanced Diploma in Business Analysis (AdBA) 
• Proven +5 years’ experience in an analytical and problem-solving role
• Strong technical inclination and proven understanding of information systems
• +5 years’ experience in Financial Services industry (LISP / Wealth / Asset management experience advantageous)

Advantageous

• Business and/or System Analysis experience 
• Experience in design and support of web-based solutions 
• Exposure in C# and SQL (DB2 and MsSQL) 
• Exposure in SQL stored procedures 
• Exposure in Digitization Design 
• Demonstrate knowledge of object-oriented analysis and design
• Strong data analysis skills
• Strong Application Design expertise
• Exposure to SCRUM and other Agile methodologies 

Qualification and Experience

• Degree or Diploma and the required Certification with 6 to 8 years related experience.

Knowledge and Skills

• Component level design based on Technology Architecture Model
• System analysis
• System and Database design
• System Testing
• Security and performance assessments

Personal Attributes

• Balances stakeholders - Contributing through others
• Financial acumen - Contributing through others
• Plans and aligns - Contributing through others
• Communicates effectively - Contributing through others

Closing Date: 3rd, May 2022

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What will you do?
The Test Analyst in the Integration team is responsible for setting up the relevant documentation to identify and define the required tests (test plan and test matrix), preparing test data in all the different environments, executing the test conditions to verify the results in the different stages of testing whilst carefully monitoring test coverage to evaluate the overall quality experienced.

What will make you successful in this role?
The following outcomes will be expected from the Test Analyst:  

• Analyse system and business specification to provide inputs and estimates
• Liaising with business and or technical representatives to ensuring the highest quality outcomes
• Integration impact test analysis
• Defining the appropriate tests required 
• Gathering and managing the Test Data
• Set up / adjust test plans for all types of testing (functional and non-functional testing)
• Comprehensive documentation of test results according to standards
• Perform defect logging and reporting
• Post implementation production support (after care)
• Identify and suggest areas for growth and improvement within the team

Qualifications and experience

• ISTQB CTAL Foundation Test Analyst Certificate and/or other relevant qualification
• Solid understanding of Software quality and agile methodologies, tools and techniques (black box, white box and automated testing experience)
• Knowledge of OO concepts and principles (highly desired)
• Solid understanding of Agile methodologies (scrum) 
• Intermediate knowledge and experience in SQL
• Knowledge of SSIS, SSRS and ETL testing is an advantage 
• Active participation in team to improve the testing process/define the team’s test strategy
• Technical knowledge (HTML) and solid experience in WEB Application testing would be to your advantage
• Testing experience of mainframe applications recommended    
• Understanding of common software failures and faults
• Relevant experience in the financial services industry to your advantage
• Automated testing experience would be an advantage
• Please include integration experience 
• Knowledge of API testing 

Qualification and Experience

• Degree or Diploma and the required Certification with 6 to 8 years related experience.

Knowledge and Skills

• Regression testing and scripts
• System testing, analysis and reviews
• Business Requirements
• Logs and tracks and resolves defects

Personal Attributes

• Interpersonal savvy - Contributing independently
• Decision quality - Contributing independently
• Plans and aligns - Contributing independently
• Optimises work processes - Contributing independently

Closing Date: 3rd, May 2022

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What will you do?
As a Specialist Business Systems Analyst you will play a critical role as a problem solver who assists in defining and enabling business change in an agile environment within the End-to-End Analysis Competency. Your primary responsibility is to define, design and manage business and system requirements for Glacier projects, as well as deliver solutions that are fit for purpose, that focus on efficiencies and deliver business value across all business and IT domains.

What will make you successful in this role?
The following outcomes will be expected to be achieved by the Specialist Business Systems Analyst:

• Understanding business needs as they relate to a potential change or transformation
• Building relationships with all key stakeholders including business owners, product owners, development teams, trainers, and users.
• Acting as an advisor to the business on best outcomes for a particular business problem or initiative
• Facilitating of work-sessions, database design and solution workshops to gather information, elicit and finalise requirements 
• Identifying, and documenting requirements in an easy understandable way
• Produce data, activity models, component flow, functional decomposition and data flow diagrams using Enterprise Architect/Visio/Confluence.
• Document and implement best practices, standards, and guidelines to ensure that best solutions and design are implemented and consistent with group architecture principles. 
• Consider non-functional requirements that describe the characteristics of the system e.g., security, performance, maintainability, scalability, usability, and reliability of a product design.
• Presenting solutions in the form of walk-throughs to analyst, project managers, architects, development teams, developers, and testers to ensure understanding and assist delivery teams with story estimations and prioritization.
• Implementing, testing, and deploying solutions to business problems (includes facilitating and coordinating User Acceptance testing)
• Supporting business transition and helping to establish change (includes transfer of knowledge to users, trainers, and peers)
• Assist in the continuous development, improvement, and implementation of the analysis framework
• Providing regular feedback to relevant stakeholders 
• Post implementation support to business and IT
• Working in an agile team within the scrum framework 
• Mentoring and coaching of other business and systems analysts

Qualifications and experience

• + 10 years Business Analysis experience 
• + 5 years Systems Analysis experience 
• + 5 years’ experience in Financial Services industry (LISP / Wealth / Asset management experience advantageous)
• Exposure to C# and SQL (DB2 and MsSQL) 
• Exposure to SQL stored procedures 
• Exposure to Digitization Design 
• Strong relational database expertise 3-5 years
• Demonstrated knowledge of object-oriented analysis and design
• Strong data analysis skills
• Strong Application Design expertise
• Exposure to SCRUM and other Agile methodologies 
• Understanding of mobile application design
• Understanding of API design

Advantageous

• Experience in design and support of web-based solutions 
• Demonstrated knowledge of domain driven design
• 3-5 years Software development experience

Qualification and Experience

• Degree or Diploma and the required Certification with 10 to 12 years related experience.

Knowledge and Skills

• Component level design based on Technology Architecture Model
• System analysis
• System and Database design
• System Testing
• Security and performance assessments

Closing Date: 3rd, May 2022

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What will you do? 

• Activity management of representatives. 
• Prospecting for Representatives. 
• Production management on a daily basis concentrating on quality and quantity. 
• Conducting training - Theoretical and practical in field. 
• Facility liaison. 
• New facility identification.

Qualification & experience

• Grade 12

meet the qualification requirements in line with their DOFA: 

• Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
• Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment. 
• It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment. RE 5 required from date of appointment)

Knowledge and skills 

• At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
•  A minimum of one year management experience     

Personal qualities 

• Good leadership skills.
• Entrepreneurial with good business acumen.
• Strong action orientation
• Good written and verbal communication skills.
• Ability to make decisions.
• Initiative and innovativeness.
• Planning and organizing.
• Achievement orientation.
• Negotiation skills.
• Coaching and enabling skills

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Job Purpose

• Contact clients to discuss their financial goals and offer them financial services. Design debt liquidation plans which consist of the time frame and priority of payoff.

Formal Qualifications

FSCA recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice published for recognised qualification by FSCA.

• Matric
• RE5 depending on date of first appointment
• FAIS Qualification (will be an added advantage)
• Computer Literate
• Proven Sales Skills
• Ability to work in a high intensity environment
• Ability to meet monthly targets
• At least a years’ work experience within sales/marketing and call centre

Working Requirements and Knowledge

• Computer Literacy
• MS Word (Outlook, Word, Excel, Power Point)
• Product knowledge
• Listening skills
• Telephone etiquette

Key Responsibilities

• To provide financial advice along with a financial plan in line with the customer value
• proposition and treating customers fairly framework.
• To work in allocated key accounts and allocated markets.
• To offer customer service to Safrican clients.
• To arrange appointments with potential customers within Key Accounts and Allocated Markets.
• To update and inform customers and clients public of our new products

Behavioural Competencies, Skills and attributes

• Client service orientation
• Ability to influence client decision.
• Confident decision maker
• Great business acumen
• Adhering to principles and values
• Analytical
• Ability to cope with pressure and setbacks.
• Exceptional interpersonal skills
• Persuading and influencing
• Pro-activity
• Accuracy and attention to detail
• Trustworthy
• Planning and organising
• Client service orientation

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What will you do?
The Scrum Master will be dedicated to a single Scrum team. The successful candidate will be considered asubject-matter expert, have excellent logic and problem solving skills and a drive to make a difference. We need an individual that puts the team before themselves. They will be responsible for enforcing the rules of Scrum,removing impediments from their team while promoting self-management and constantly improving our standardsof work.

Key Responsibilities

• Organize and facilitate project planning, daily stand-up meetings, reviews, retrospectives, sprint and releaseplanning, demos and other Scrum-related meetings.
• Track and communicate team velocity and sprint/release progress.
• Ensure the development teams are practicing the core agile principles of collaboration, prioritization, teamaccountability, and visibility.
• Assist as needed with backlog maintenance

Qualifications and Experience

• Relevant IT certifications (e.g. COBIT, ITIL, Safe, etc.) is advantageous.

Knowledge and Skills

• 5+ years project management experience and 2+ years of Scrum Master experience.
• Thorough understanding of agile software development methodologies, values, and procedures.
• 5+ years Experience working in an IT delivery environment as BA, PM or Team Leader.

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What will you do?
Under limited supervision, provides key support for functional groups, including performance of a wide variety of specialised clerical functions involving compiling and arranging data, making computations, laying out and preparing reports, processing and coding documents and maintaining specialised and comprehensive records and filing.  Sets up and prepares statistical reports. Resolves discrepancies and may communicate with a variety of administrative and professional employees within and outside the company.

What will make you successful in this role?
Qualification and Experience

• Grade 12 with 1 to 2 years related experience.

Knowledge and Skills

• Processing transactions and conduct simple calculations (where applicable)
• Record keeping, filing and maintenance of databases
• Maintain work standards and quality verification
• Collating information for reporting
• Transfer of knowledge on leading practice and processes

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What will you do?
This role is based in Group Finance and reports to the Financial Manager: Group Financial Reporting.

You will be expected to facilitate the invoice payment process through the creation of purchase requisitions, purchase orders and Service entry sheet. You will also liaise with the accounts payable department to follow up on payments to ensure adherence to SLA. 

What will make you successful in this role?

• Creation of Purchase requisitions and submitting invoices for payment.  Must have knowledge of basic accounting principles (VAT, processing journals etc.)
• Maintain expense spreadsheets 
• Credit card administration
• Work on the SAP system, so experience in SAP will be an advantage.

Qualification and Experience

• Grade 12 with 3 to 5 years related experience.

Knowledge and Skills

• Recording of financial Transactions
• Reconciliations and query resolution
• Compliance with SOP's and SLA's
• Authorisation of transactions within mandates

Closing Date: 25th, April 2022.