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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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What will you do?
- Deal with all client queries
- Process monthly and daily payments via ABSA intergrator
- Assist with the processing of journals
- Assist with the checking of accounts for funds for monthly payments
- Third party journals and invoicing
- SCI and other Manco Investments / disinvestments
- Attend to and resolve queries
- Assist with adhoc requests / tasks
What will make you successful in this role?
- Experience within Private Wealth Industry
- High level of accuracy
- Excellent communication and interpersonal skills
Qualification and experience
- Tertiary and/or industry related qualification would be an advantage (with Finance / Accounts)
- Matric (essentially with Maths / Accounting an advantage)
- Basic understanding of the Private Client business and the stock-broking environment preferable
- Experience within financial services industry is essential
- Knowledge and skills
- Computer literacy – MS Office
- Working knowledge of BDA / MAIA an advantage
- Knowledge of a private client process and procedures
- Knowledge of the back office functioning an advantage
Personal qualities
- Strong numerical orientation
- Highly organized with a high level of customer focus
- Accurate and detail orientated
- Critical and analytical capability
- Ability to perform well under pressure and show maturity, confidence and resilience
- Excellent listening, communication and interpersonal skills
- Pro-Active approach to work, clients, problem solving
- Learning agility and curiosity
- Assertive
- Passionate ownership for results
Closing Date: 30th, March 2022
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What will you do?
This role resides in the Group Office, specifically Group Actuarial & Risk (Compliance) and reports into the Head of Group Compliance.
The purpose of the roles is to stablish and manage a financial crime combating-, sanctions- and anti-money laundering (AML) function in the Sanlam Group Compliance Office to mitigate and manage the risk that the Sanlam Limited Insurance Group (“the Sanlam Group”) and its subsidiaries may be used for money laundering, the financing of terrorism or any other form of financial crime.
What will make you successful in this role?
- Develop, document, maintain and continuously improve the enterprise-wide financial crime risk management framework for the Sanlam Group by attending to the following:
- Proactively identify and assess financial crime related risks and identify, initiate, lead and guide remedial actions, including to effectively manage the financial-, reputational-, regulatory- and compliance risks associated with financial crime related regulation, including AML/CFT legislation;
- Proactively identify financial-, reputational-, regulatory- and compliance risks associated with all financial sanctions regimes applicable and relevant to the Sanlam Group and initiate, lead and guide remedial actions in order to effectively manage the regulatory- and compliance risks associated with financial sanctions;
- Develop, enhance and maintain the Sanlam Group AML/CFT- and sanctions framework by ensuring that Sanlam’s policies, standards and procedures specific to AML/CFT as well as the various sanctions regimes to which the Group is subject are current and meet both relevant RSA requirements as well as the requirements of all other relevant jurisdictions in which the Group does business and/or is regulated; and
- Develop and maintain group-wide minimum standards for AML/CFT and sanctions screening to which each Sanlam Group entity must adhere;
- Develop, implement and maintain governance processes for the AML/CFT Risk Management and Compliance Programme (“RMCP”) of the Sanlam Group;
- Providing advice and guidance to entities in the Sanlam Group to develop, enhance and maintain a risk-based approach to AML/CFT compliance across various international jurisdictions;
- Provide specialist advice to Sanlam Group and its business clusters with a focus on international regulatory requirements, standards and best practice in the fields of financial crime, AML/CFT, anti-bribery and anti-corruption (“ABAC”), anti-tax avoidance (ATA) and financial sanctions; and
- Advise on strategic and integrated risk solutions for the resolution of complex AML/CFT-, sanctions- and financial crime related business and regulatory challenges in Sanlam.
Qualifications and Experience
- A bachelor's degree in law, commerce or business science;
- At least 7 years of experience in AML/CFT, ABAC, and sanctions compliance or risk management in the financial services sector;
- Experience with larger, globally operating financial institutions is preferred; and
- Experience in working with AML/CFT-, ABAC-, sanctions- and financial crime risk management and compliance technology solutions (software and systems) will be a recommendation.
- Sound knowledge and proficiencies in the use of AML/CFT-, ABAC- and sanctions screening tools, analytical software solutions and investigative technologies.
Knowledge and Skills
- Compliance and legal projects management
- Compliance advice and training
- Documentation reviews
- Risk Management
- Compliance monitoring and reporting
Personal Attributes
- Business insight - Contributing through others
- Manages complexity - Contributing through others
- Persuades - Contributing through others
- Builds networks - Contributing through others
Closing Date: 28th, March 2022
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What will you do?
You will be responsible for the overseeing and providing guidance to the scrum teams in BI, Analytics and Digital environment. The additional responsibilities will include but not limited to:
- Ensuring that development teams follow scrum framework values and agile practices
- Mentoring and motivating the teams to improve processes, facilitating meetings and decision-making processes, and eliminating team impediments.
- The Scrum Master will be considered a subject-matter expert, have excellent logic and problem solving skills and a drive to make a difference. They will be responsible for enforcing the rules of Scrum, removing impediments from their team while promoting self-management and constantly improving our standards of work.
Main responsibilities:
- Establishes and manages team cadence throughout delivery lifecycle, facilitation of all scrum ceremonies
- Ensure the development teams are practicing the core agile principles of collaboration, prioritization, team accountability, and visibility.
- Stakeholder management and playback, including product owners, executive sponsors and other external teams
- Work closely with leadership to define product and establish product backlog. Owns delivery roadmap.
- Support execution team with resolution of roadblocks and interdependencies, managing risks and issues.
- Assist with bedding down BI capability operating model (People and process)
- Using agile methodology values, principles, and practices to plan, manage, and deliver solutions.
- Training, mentoring, and supporting scrum teams to follow agile values, principles, and practices.
- Determining and managing tasks, issues, risks, and action items.
- Manage each project’s scope and timeline
- Coordinate sprints, retrospective meetings and daily stand-ups
- Ensure deliverables are up to quality standards at the end of each sprint
- Scheduling and facilitating scrum events, meetings, and decision-making processes.
- Monitoring progress and performance and helping teams to make improvements.
- Planning and organizing demos and product/system testing.
- Ensuring the proper use of collaborative processes and removing impediments for the scrum team.
- Tracking project processes, deliverables, and financials.
- Be the point of contact for external communications as well as prepare and present status reports to stakeholders.
- Coach team members in Agile frameworks
- Facilitate internal communication and effective collaboration
- Work with product owners to handle backlogs and new requests
- Help teams implement changes effectively
- Guide development teams to higher scrum maturity
What will make you successful in this role?
- Bachelor's degree in computer science, information technology, or a relevant field preferred.
- Certified Scrum Master
- 5+ years of experience as a Scrum Master or in a similar role.
- Excellent knowledge of Scrum techniques and artefacts (such as definition of done, user stories, automated testing, backlog refinement)
- Working knowledge of agile methodology, techniques, and frameworks, such as Scrum or Kanban etc. to deliver solutions would be essential
- Leadership and management experience. Excellent people and project management skills.
- Strong communication and presentation skills.
- Strong analytical, problem-solving and conflict resolution skills.
- Knowledge of various toolsets such as SAP Hana Studio, SAP Data Services, Informatica Data Quality Suite, Cloudera big data storage and Microsoft Power BI will be advantageous.
- Experience in a Dev Ops environment and leading the development automation
- Hands-on experience with software delivery life cycle and Agile/Scrum delivery management
- Experience in project management/Team lead roles mandatory.
- Experience in delivering BI products preferable
Qualification and Experience
- Degree with 5 to 6 years related experience.
Knowledge and Skills
- Knowledge of scrum principles
- Product development process knowledge
- Agile methodology
- Sprint methodology and project management
- Reporting and Administration
Personal Attributes
- Interpersonal savvy - Contributing through others
- Decision quality - Contributing through others
- Optimises work processes - Contributing through others
- Plans and aligns - Contributing through others
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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?
This is an administrative support role to the training function, which primarily undertakes the arrangement and co-ordination of workshops to run smoothly and effectively. It includes such tasks as nomination administration, administering the Learning Portal, pre-course online assessments and accreditation; arranging guest speakers and communication; record keeping; booking venues; transport; logistics; and any other ad-hoc duties.
What will make you successful in this role?
Training Administration
- Manage and coordinate nominations of training and confirm workshop details with delegates
- Undertake logistical bookings and arrangements in support of training
- Assist with travel and accommodation arrangements for managers, trainers and delegates attending training – where required
- Manage and coordinate training administration and related record keeping and reporting
- Data analysis of training interventions
- Support with arrangements of online learning to delegates (creating links to training interventions); and
- Capture records on system for BBBEE and FSC statistics
Additional Administrative Responsibilities
- Assist with general office administration
- Personal Assistant to Head: SanlamConnect Academy
- Assistant to the Office Manager and Account Manager
- Manage vendors timeously; and
- Assist with office management (e.g., logging calls with SGT, troubleshooting, etc.)
Qualification and Experience
- Grade 12 or equivalent qualification
- An Office Administration or related qualification is strongly recommended
- Minimum of 3 years’ experience in an administration or training coordination position
- Customer relations
- Experience in a training environment will be advantageous; and
- IT qualification will be advantageous
Knowledge and Skills
- Basic understanding of training programs and courses
- Training nomination and record keeping processes
- Events and logistical coordination processes
- MS: Office (Excel, Word, Outlook, MS Teams, etc.)
- Moodle; and
- SharePoint
Personal attributes
- Decision Making
- Communicates effectively
- Self-Development
- Plans and Aligns
Core competencies
- Customer Focus
- Collaborates
- Cultivates Innovation
- Drives Results
- Being flexible and adaptable
Closing Date: 23rd, March 2022
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What will you do?
This is a senior management position that heads up the SanlamConnect Academy. This role manages a group of Account Managers and/or additional management roles within the Academy. This role leads and oversees the execution of the Academy strategy, which has as its core focus planning, development, and delivery, which is aligned to the training and development needs of SanlamConnect Intermediaries, Sales Management, and relevant support staff as well as other external clients.
The position will ideally be based at the Sanlam Head Office in Bellville, but we will only consider Gauteng as an alternative option to Bellville.
What will make you successful in this role?
- Undertake strategic management responsibilities including the effective communication and implementation thereof
- Manage relationships with and expectation of key internal clients i.e., Head of Sales, relevant Regional Executives, and broader Retail Affluent and/or Group partners etc.
- Manage relationships with key external stakeholders and partners
- Lead and manage related business development initiatives, both internally and externally
- Manage the effective operational functioning of the Academy via relevant Account Managers and other key internal staff and partners
- Expense management and budget
- Risk management
- People management
- Lead or collaborate on ad hoc business specific initiatives in support of the SanlamConnect Strategy and Vision
Qualification and Experience
- At least a B degree in Business or Commerce; a higher relevant qualification will be advantageous
- Relevant training qualifications and experience will be advantageous
- Post Graduate Diploma in Financial Planning will be advantageous
- Senior Management Development Training / Qualifications will be advantageous
- Financial Services experience, preferably with Financial Planning or Sales
- Extensive experience in managing and leading people successfully. Must ideally also have proven experience in managing people over distance
Knowledge and Skills
- Excellent knowledge and understanding of training and development strategies and related policies and processes
- Understanding of Skills Development and related legislation and processes
- Financial services industry and market knowledge
- Relevant regulatory and legislation knowledge (compliance, accreditations etc.)
- Financial Services product knowledge
- Financial Planning and related sales processes, practices, and governance
- Strong operational management skills and knowledge
- Business development skills
- Strong leadership skills
- Ability to motivate, recognise and build a team
- Confident to influence upwards, challenge the system/status quo
- Relationship and partnership building skills (both internal and external networking)
- Budgets and expense management knowledge and tools
- MS: Office (Excel, Word, PP, Outlook)
Personal Attributes
- Drives Vision and Purpose
- Develops Talent
- Strategic Mindset
- Business Insight
- Communicates Effectively
- Plans and Aligns
- Instils Trust
Core competencies
- Customer Focus
- Collaborates
- Cultivates Innovation
- Drives Results
- Being flexible and adaptable
Closing Date: 28th, March 2022
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What will be your key responsibilities?
- Develop and maintain innovative solutions to meet business and integration requirements
- Provide technical support relating to ETL (extract, transform and load) systems and in house developed processes
- Participate in every aspect of the development life cycle
- Assist in the design of processes
- Develop and maintain integration solutions
- Write quality technical and functional specifications
- Quality assure software development code
- Understand and implement SanFin software development life cycle
- Understand and implement according to SanFin policies and standards
- Develop and maintain coding standards
- Maintain existing applications/processes
- After hours support for SanFin Technical environment
- Perform Disaster Recovery tests on a bi-annual basis
- Provide support and guidance to developers
- What will make you successful in this role?
- Good knowledge of Financial Markets and the Credit Risk Business will be an advantage
- Knowledge of data warehouse principles is required
- Experience in the following Database Management Systems is required
- MS SQL
- Sybase
- Excellent knowledge of SSRS (SQL Server Reporting Services) and Power BI
- Knowledge of Murex Exchange (MxML) integration development will be an advantage
- Excellent knowledge of SSIS
- Excellent knowledge of Glassfish application server
- Working experience in Agile will be an advantage
- Working experience in a DevOps environment is an advantage
- Excellent knowledge of Visual Studio 2017, C#.NET, SQL SERVER 2016, Unified Modelling Language (UML), Java, C++ and Team Foundation Server
- Good knowledge of Windows Servers and Unix/Sun Solaris
- Good knowledge of Mathematics
- Minimum 8 years development experience
Qualification and Experience
- Degree or Diploma with 9 to 10 years related experience.
Knowledge and Skills
- IT Data Analysis
- Project Oversight
- Reporting and Administration
- Quality, Compliance and Accreditation
- Business Requirements Definition
- Business Intelligence
Personal Attributes
- Organisational savvy - Contributing through others
- Manages complexity - Contributing through others
- Plans and aligns - Contributing through others
- Optimises work processes - Contributing through others
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What will you do?
The primary focus of the position is to work with brokers being the interface between them and Sanlam to reach business objectives in a dynamic, innovative and high performance business. The E-Hub Consultants only service brokers via non face to face mediums using phone, video calls, email and a web-based application. Thus an electronic based servicing model is utilised. In addition to driving sales, they also undertake all the sales support functions relating quotes, issuing of the new business and existing business queries.
Output/Core Tasks:
Your success will come from:
- Driving sales and business building activities with brokers
- Providing brokers with support to grow their practice
- Preparation and planning for broker engagements
- Building sound partnering relationships
- Administration and processing of new and existing business
- Meeting and exceeding your sales targets
What will make you successful in this role?
Qualification & Experience
- Matric
- Relevant Qualification in Financial Services, e.g. Wealth Management/ BComm Degree/ Marketing Diploma
- Experience as a Broker Consultant/Assistant within a financial services distribution environment.
Knowledge and Skills
To be successful you will need to demonstrate good experience in:
- Financial Services & Industry Knowledge
- Financial Services Product Knowledge
Personal Qualities
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Decision quality
- Action oriented
- Plans and aligns
- Business insights
- Treating customers fairly
Personal Attributes
- Decision quality - Contributing independently
- Action orientated - Contributing independently
- Plans and aligns - Contributing independently
- Business insight - Contributing independently
Closing Date: 29th, March 2022
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What will you do?
Financial Reporting
- Timeous monthly reporting
- Preparation of monthly management accounts
- Budgets: prepare reports and support information
- Prepare annual financial statements
- Responsible for running audits
- HFM reporting
FSC Scorecard
- Facilitate the verification of the B-BEEE scorecard
- Scenario analysis
- Preferential procurement analysis
- Enterprise and supplier development initiatives
Deals / Valuations
- Perform accurate valuations
- Provide support to Business Head
- Collate appropriate supporting documentation
ETF Financial Statement
- Development and continuous improvement of the AFS automation template
- Liaising and gathering support information for input and sign off between various stakeholders
- Technical review of template – (IFRS updates)
- Audit changes and audit queries
- Timeous delivery for FSCA deadline
Tax & VAT returns
- Timeous monthly submission of vat returns to SARS
- Timeous bi annual tax returns to SARS
- Tax calculation
- VAT reconciliation
What will make you successful in this role?
- Experience within financial services
- Ideally 3 - 10 years’ experience within Accounting and a Financial Management role
- Qualified CA
- Experience working with JDE and HFM
Qualification and Experience
- CA, Degree or equivalent with 7 to 8 years related experience.
Knowledge and Skills
- Financial analysis and planning
- Management of employees
- Financial Risk Management
- Financial Reporting
- Financial Management and Control
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What will you do?
The Sanlam Group Technology (SGT) has a group-wide mandate to serve all units with the Sanlam Life and Savings Cluster, which is dedicated to empower South Africans in various income segments to be financially confident, secure and prosperous. With a deep client understanding and a focus on excellence in technology and client & intermediary experiences, SGT supports its businesses that provides financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.
We believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
Job Purpose
Your primary role as a business analyst is to ensure the requirements for new features / solutions are well understood, documented appropriately for the methodology that applies and clearly communicated to the team(s) that need to ensure its delivery to the business.
Output/Core Tasks
- Identify and define business requirements for new business models/applications or changes to existing models/applications.
- Produce Business Requirements Specifications (BRS) and prepare use case specifications supported by appropriate UML diagrams and identification of test conditions.
- Define and design changes to existing processes as required and ensure integration of changes into process environment.
- Work with business owners, Business Consultants, users, Project Managers, Architects, Product Owners and other team members to define non-functional requirements (including metrics and performance goals) for the application.
- Support Business Consultant or Agile Facilitator and Product Owner on selected projects within the Business Design unit or Release Train(s).
- Participate in transitioning the requirements and use cases to Systems Analysts and Designers, and ensure a clear and complete understanding of the requirements.
- Participate in quality management reviews throughout the BCL and SDLC to ensure requirements are fulfilled.
- Review test approach and test cases to ensure coverage of relevant business scenarios, and assist as needed with Behaviour Driven Development (BDD’s) test cases.
- Participate in review of test results to ensure that business requirements have been met.
- Be actively involved in testing as dictated by the project / assigned areas involved.
What will make you successful in this role?
Role Requirements
Qualifications
- Grade 12.
- Accredited Business Analysis Diploma will be an advantage.
- Relevant Degree or Diploma will be an advantage.
Knowledge and Experience (advantages depending on assignment)
- Understanding of financial management principles & concepts
- Sound Financial Services Industry and preferably Insurance Industry knowledge
- Finance project experience
- Technical knowledge of infrastructure and user access management
- Insurance and business process knowledge and working knowledge of IT and the ability to converse in both domains is preferable.
- Ability to articulate complex or technical concepts and issues in business terms is preferable.
- Exposure to analysis methodologies, process disciplines and various SDLC methodologies
- 3-7 years in a similar role
- New Way of Working Agile methodology.
- Robotics knowledge.
- Client experience and/or client journey mapping knowledge
- Modelling tools knowledge e.g. Visio (UML stencils).
Competencies
- Attention to detail and concern for accuracy and order
- Organisational and prioritising skills
- Performance orientated & self-driven
- Problem solving & analytical thinking
- Effective communication skills (both verbal and written)
- Proactive and the ability to work independently and against tight deadlines
- Ability to learn at a fast pace and take initiative without direction
- Assertive and innovative
- Teamwork and contribution to team workload
- Advanced Excel skills and ability to learn the use of new software solutions
- Collaboration with key stakeholders
Closing Date: 29th, March 2022
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What will you do?
Output/Core Tasks:
- Provide technical leadership for the SAP Analytics (BO) platform team
- Establish a Business Objects centre of excellence
- Put in place practices and processes to ensure platform stability and performance
- Work with the SAP Basis team on monitoring and other requirements
- Work with the architects (i.e., application, infrastructure, security, and other architects) to ensure a sustainable platform that meets the business needs of the future
- Ensure security is implemented according to the Sanlam’s security standards through regular reviews
- Make business aware of what is available in the SAP Market place
- Evaluate Business Objects releases and new product features
- Interact with development teams and provide guidance and best practices to enable good report and dashboard development
- Interpret business requirements for technical design
- Capture business requirements into technical spec design
- Manage Business Objects Tenants(clients)
- Maintain Business Objects 4.x platform in a Linux environment
- Execute collateral tasks (data preparation / universe design, SQL programming, deployment, etc.)
- Support authentication requirements and monitoring reports and users
- Set up connections / integrating Business Objects with other Sanlam environments, e.g. SAP HANA, SAP Financials, DB2, SQL Server etc.
What will make you successful in this role?
Role Requirements:
Qualifications:
- Grade 12
- Information Technology Qualification
- SAP Business Objects Admin Certification (recommended)
Knowledge and Experience:
- At least 3-5 years Business Objects Administration experience
- Hands-on experience of the entire Business Objects suite of products (especially Webi, Lumira, Analysis for Office, Analysis for OLAP including installation, troubleshooting, upgrade, configuration, and maintenance of SAP Business Objects environments and all relevant components
- Strong Knowledge of Clustering on a Linux environment failover & Maintenance
- Understanding of Standards, Best Practices, procedures & Key Metrics to enhance operational & Platform Stability
- Performance Tuning Experience
- Understanding of Multitenancy
- Proficient in SQL & MDX (Critical)
- Exposure to SAP HANA
- Must be able to work with Architects, BI developers and end users
- General familiarity with Financial institutions (recommended)
- Exposure to SAP Analytics Cloud (SAC) will be an advantage
- Knowledge of other consumption tools (i.e., Qlikview, QlikSense & Power BI) will be an advantage
- Self-driven and delivery focused
Competencies:
- Cultivates innovation
- Customer focus
- Drives results
- Collaborates
- Being resilient
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What will you do?
The purpose of the Scrum master is to be an Agile Project/Delivery manager and Scrum Master for the BI Platform team.
The Scrum Master will be considered a subject-matter expert in delivery management, have excellent logic and problem solving skills and a drive to make a difference. They will be responsible for enforcing the rules of Scrum, removing impediments from their team while promoting self-management and constantly improving our standards of work.
What will make you successful in this role?
- Structure, plan and deliver on a portfolio of BI platform initiatives.
- Assemble delivery scrum teams as required to deliver on the portfolio of initiatives from BI platform and SGT resource pools.
- Establish and manage team cadence throughout delivery lifecycle, facilitation of all scrum ceremonies.
- Ensure the delivery teams and/or development teams are practicing the core agile principles of collaboration, prioritization, team accountability, and visibility.
- Stakeholder management and playback, including product owners, executive sponsors and other external teams
- Work closely with leadership to define and prioritise the platform portfolio and product backlog. Own the delivery roadmap.
- Support execution team with resolution of roadblocks and interdependencies, managing risks and issues.
- Support the leadership in bedding down and maturing the BI capability operating model (People and process
Qualification
- Relevant qualification in Engineering or BSc IT preferable.
- Relevant IT/project management certifications is advantageous.
Experience
- Experience in a Dev Ops environment and leading the development automation
- Hands-on experience with software delivery life cycle and Agile/Scrum delivery management
- Experience in project management/Team lead roles mandatory.
- Experience in delivering BI products preferable
- 7+ years of Scrum Master and Technical delivery leadership experience.
- Thorough understanding of agile software development methodologies, values, and procedures.
Knowledge and Skills
- Knowledge of scrum principles
- Product development process knowledge
- Agile methodology
- Sprint methodology and project management
- Reporting and Administration
Closing Date: 28th, March 2022
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What will you do?
The SharePoint Web and content Services Manager will form part of the End User Platform Services (EUPS) team and will be responsible to lead and manage a team of specialists, providing collaboration solutions based on Office 365 technologies.
- You will be responsible for strategic technical direction, innovative new ideas and capabilities relating to Office 365 technologies, including the design, development, administration, support and maintenance of SharePoint sites, Teams, OneDrive for Business, Yammer and other PowerApps, the relevant Office 365 portals and various other applications based on these technologies.
- You will work closely with specialists in Directory services (Azure Active Directory and on-premise Active Directory), Messaging specialists, End User and Collaboration architects and is jointly responsible for advancing collaboration solutions for the Sanlam Group of companies.
- You will interact regularly with representatives from the various business units, to obtain business requirements and deliver appropriate solutions.
What will make you successful in this role?
- Establish strategic direction for SharePoint and Teams architecture and configuration in collaboration with the EUPS team and system administrators.
- Recommend and create policy for SharePoint, Teams, OneDrive for Business governance and administration; and ensure compliance with policies and standards for architecture, process, security and quality assurance.
- Develop, configure and support SharePoint environments including Office 365, on premise and Hybrid environments.
- Develop, configure and support SharePoint sites for Country intranets, SharePoint and MS Teams sites, and other collaboration work spaces.
- Troubleshoot functional and technical incidents occurring within SharePoint Online and On Premise, MS Teams and related Office 365 products and apps. Provides Tier 3 support to diagnose Office 365 related issues and perform root cause analysis.
- Interface with third party vendors and acts as primary point of contact for SharePoint and MS Teams platforms; communicates functional and technical application requirements.
- At the enterprise level, coordinate and maintain web applications; coordinate with external entities as needed. Manage end-user accounts, permission and access rights in accordance with policies and best-practices while maintaining privacy and security standards.
- Design and configure custom SharePoint, Teams, PowerApps applications and web parts, including Power Automate and Forms Pro applications, including customized activities, forms, and other custom functionality.
- Mentor and develop SharePoint, Teams and related Office 365 technologies’ expertise within the user community.
- Perform other duties related to SharePoint, Teams, OD4B administration, development, and production support as needed.
- Take personal initiative to identify, analyse, resolve and deliver solutions for problems and opportunities concerning Office 365 and SharePoint.
- Mentor other SharePoint and Teams Administrators, Developers, and users in IT.
- Define budgetary controls annually, providing input to the budget process, including expense and income (cost recovery) models - and communicate this to stakeholders.
EDUCATION:
Minimum Required:
- Matric
- A degree in Computer Science or equivalent
- Relevant certification in SharePoint or Office 365, e.g. MCSA Office 365
Adventageous to have:
- Certifications in Microsoft Office 365, SharePoint, MS Teams, OneDrive for Business, Yammer, etc.
- Certifications in PowerApps, Power Automate, Forms, etc.
- Certifications in Microsoft Security products, including the EMS suite, AAD, ATP, AIP, etc.
EXPERIENCE:
- At least five years of direct work experience developing websites and applications in Office 365/SharePoint, .NET/Azure, Powershell, and SQL, SharePoint Designer, and User Interface development to deliver business solutions
- At least 2 years of intermediate-level experience with Active Directory is required, including integration and access control
- At least 1 year experience administering and configuring Microsoft Teams is required
- Knowledge and experience in developing apps using Power Apps, Power Automate, Forms Pro will be to your advantage
- Familiarity with database platforms (especially MS SQL Server) and reporting tools is a plus
- DevOps and agile process experience is a plus
- Knowledge of and experience in managing budgets, expenses and income models, is a strong positive
Knowledge and Skills
- IT infrastructure architecture
- New technologies based on business requirements
- Development methodologies
- Architecture models
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What will you do?
You will be responsible for the management of End User Engineering service functions and managing End User Devices, including virtual devices (VDIs) through its lifecycle, whether on or off the Sanlam network, working closely with the Procurement, Asset- and License management team, the Service Management team, Collaboration Team and the Architecture function. You will be responsible for strategy, quality of the service, support, operations and automation in accordance with agreed service levels for the supported End User platforms.
What will make you successful in this role?
- As the Engineering & Automation Lead, you will be responsible to provide and manage End User Device Management platforms. This includes provision of platform services, such as SCCM and MEM (Microsoft End-Point Manager), for both physical devices (which can be within Sanlam office “on the secure LAN”, or at Work-from-Home” locations) and Virtual Desktop (VDI / DaaS services. You will be responsible for the relationship with vendors providing engineering and automation services to SGT: EUPS and will need to lead and drive innovative solutions and optimization initiatives, identify automation, user self-service and other improvement opportunities.
- You will work closely with the End User Support team (a separate team providing 1st and 2nd level support) to provide to deliver end-user focused services that meets and exceeds user expectations, including 3rd level support.
- Our End User infrastructure environment encompasses primarily a Windows-based environment, with Windows 10, VM Ware VDIs, SCCM, Intune and MEM to manage the environment, supported by various other tools and technologies to manage the overall environment.
Outputs
- Contribute to the Sanlam End User Platform Services Strategy
- Your primary responsibility will be to provide and maintain technical infrastructure and 3rd-level support for our internal end users across their Windows 10 environment. This includes taking ownership of all aspects of managing a device through its life cycle, utilizing Microsoft technologies (SCCM / MEM), from creating modern application installation scripts & building/installing a device, through applying technical and security policies to devices until termination and decommission of a device.You will be responsible to ensure proper End User Device security is implemented and maintained, including regular monitoring and reporting on such implementations, and promptly investigating and rectifying any issues that may occur
- You’ll take responsibility for understanding end user platform requirements, collecting accurate data (MIS), delivering analysis and problem resolution
- You will be responsible for ensuring the accuracy of End User-related data, collected through various forms and collated into a central Data repository, providing analysis and reporting capability through existing Visualization & Analytics tools (in conjunctions with various other supporting teams)
- You will be responsible to drive innovative thinking with regards to existing processes, adapting to new Work-from-Home requirements, the automation of processes and End User Self-Service capabilities, always improving the End User experience
- You will be responsible, together with the architect, service management, security and other teams to ensure solutions, configuration items, processes and associated items are documented, and processes followed correctly
- You will be responsible to identify risks in the environment, and drive initiatives to mitigate such risks, aligned to Sanlam’s acceptable risk tolerance and risk management process.
- You’ll own 3rd line technical issues and proactively resolves any issues ensuring that technical solutions continue to meet business requirements and work closely with the SGT architecture team to provide solutions and options for future proofing against these issues
- You will become a point of contact for our 3rd party suppliers for EUPS-related services (focused on Engineering services)
- Create, implement and own the End User Platform governance framework, supported by the architecture function
- Work with other stakeholders in Sanlam Group Technology to create processes and controls, along with governance policies and standards
- Define indicators of performance and quality metrics to ensure compliance with requirements, including management of the SLAs with third-party vendors containing such metrics
- Synthesize complex issues/scenarios into easy-to-understand concepts and “storytelling”
- Communicate effectively (verbal and written) with senior stakeholders
- Work independently with light to moderate supervision in various areas of responsibility
- Collaborate among a variety of business units in a fast-paced, dynamic environment
- Lead by example, engaging hands-on in complex End user challenges
- Remove blockers to ensure tasks completion
- Drive deliverables to completion independently
Qualifications and Experience
Qualifications
- Grade 12
- Graduate degree in the field of Information Technology
Experience
- Minimum 5 years of Technical Microsoft End User operations, oversight function, risk measurement, or managed end user governance
- Strong knowledge of System Centre Configuration Manager (SCCM / End-Point Manager / Intune) and your technical knowledge will cover all aspects of maintaining healthy end user devices (Desktops, Laptops & Virtual desktops)
- Scripting and automation knowledge – or development skills - will be a great advantage
- Knowledge of the Microsoft Office 365 stack of tools, specifically MS Teams, OneDrive for Business, and even Exchange/Outlook, SharePoint and Yammer, will be to your advantage
- You should be capable of defining MDM/MAM and Conditional Access policies to manage and protect Sanlam applications and data on mobile or untrusted devices
- Our focus on our people is key and we’d like you to provide evidence of your experience of developing others either through coaching and mentoring
- You will have direct experience of working collaboratively with suppliers
- Sanlam uses the ITIL Service Management framework. A good understanding of these principles and processes will be to your advantage
- We’ll want you to drive the analysis, identification, prioritisation and implementation of improvements and efficiencies to ensure that the organisation derives maximum value from our services
- You may get involved in physical asset management, working closely with our Procurement and Asset Management team to provide new, innovative methods of managing End User Assets through its life cycle
- You’ll have experience in developing plans of action and delivery based on milestones. Some Project management experience would be a positive for this opportunity
- You will be familiar with organizational change management including end user training
- Demonstration of where you have documented information relating to the assets including identification, classification and specification of all items, and information related to storage access, versions would be very positive
- Experience in the automation of processes and how to figure out costs and benefits of new approaches and leading change or assisting implementation where needed
Knowledge and Skills
- IT Data Analysis
- IT Specialist technical services
- Responsible for the management and control of systems and network engineering support service functions, including strategy, support for business development
- Service Level Management agreements
- Business Requirements Definition
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What will you do?
Responsible for financial analyses or for a division providing financial accounting services for head office and/or group companies. Applies principles of accounting to analyse financial information and prepare financial reports. Compiles and analyses financial information to prepare entries to accounts, such as general ledger, documenting business transactions. Analyses financial information detailing assets, liabilities and capital. Prepares balance sheets, profit and loss statements and other reports to summarize and interpret current and projected company financial position. Audits contracts, orders and vouchers and prepares reports to substantiate transactions prior to settlement. Installs, modifies, documents and coordinates implementation of accounting systems and control procedures. Makes recommendations regarding the accounting of reserves, assets and expenditures. May have supervisory and/or client relationship responsibilities.
What will make you successful in this role?
Management reporting duties:
- Preparing monthly management reporting to Sanlam Limited EXCO.
- Assist in preparing annual Group budget.
- Trial balance controls/Reconciliation accounts.
- Interim and annual reporting: Preparation and/or co-ordinating of the Shareholders Information section
- Support IFRS 17 implementation for management reporting
Statutory reporting duties:
- Review of and support for technical working papers that serve as input to the annual financial statements and integrated report. Depending on capacity within the team, it could also include the compiling thereof.
- Preparation and coordinating of reports in respect of the interim and annual reporting periods (not limited to annual financial statements only):
- Sanlam Limited
- Sanlam Life Insurance Limited group and company
- Sanlam Group
- Preparation of other subsidiary financial statements and management of audit process.
- Technical project involvement (could include all aspects of project management)
- IFRS 17 implementation (including system specifications and testing, transition disclosures, assessing impact on other areas such as capital risk management disclosures, etc.)
- General IFRS technical support to the rest of the Sanlam Group, including training sessions (group and/or individual)
- Other JSE related reporting requirements: Completion of checklists, SENS announcement, Summarised results, advertisements (but not limited to).
- Facilitating the groupwide CPD programme for staff belonging to accounting professional bodies (coordinating and arranging of events)
- Unlisted valuations:
- Review of the valuation of unlisted investments (portfolio and strategic) for submission to committee/board approval
- Good understanding of valuation principles and the models applied
- Works in collaboration with the Group Actuarial team that provides governance in respect of the model applied
- Compiling of Strategic and Portfolio reports for the SNLACB meeting (Sanlam Non-listed Assets Controlling Board), including all the addendums
- Audit liaison and compiling of sensitivity disclosures for Sanlam Group financial statements.
- Deferred share plan (including Out Performance Plan):
- Valuation of current year awards and payment instructions
- Annual valuations (PowerBI) and compiling of schedules for the businesses
- General ledger entries for Group Office
- HFM consolidation entries
- General accounting support to the businesses
- Audit liaison and facilitating of the distribution of deliverables
- Compiling of related disclosures (Sanlam Group and Life Group financial statements)
- Restricted share plan:
- Payment instructions of current year awards
- General ledger entries for Group Office
- Review workings/entries processed by other businesses
- HFM consolidation entries
- Regulatory reporting:
- Assist with regulatory reporting as and when required
Other functions:
- Updating of various group reporting timetables and key deliverables
- Documenting guidelines, processes and procedures where appropriate
- Audit liaison during interim and year end reporting periods
- Functional and user acceptance testing of all relevant systems as and when required
- All other ad hoc tasks that may be required from time to time
Qualification and Experience
- Qualified accountant (CA (SA)
- A minimum of 2-4 years experience in an accounting/financial environment
- Similar relevant experience in the insurance/financial industry
- Experience in using Sanlam’s financial reporting systems (Hyperion Financial Management/SAP/PowerBi) will be to your advantage
- Specialist Knowledge (preferably insurance industry): Understands technical or professional aspects of work and continually maintains technical knowledge (eg IFRS)
- Well informed about or proficient in the use of modern technology and digital solutions
Knowledge and Skills
- Financial Analysis
- Financial Information Review
- Financial Reporting
- Financial Queries and Recommendations
- Financial Controls
Closing Date: 31st, March 2022
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Business Description:
SanlamConnect is an integral part of Sanlam. We provide professional financial advice and planning. We deliver needs-driven advice via a team of professionally accredited and passionate individuals to clients in the following market segments:
- Business market (catering for the business assurance needs of small and medium enterprise)
- Employed individuals
- Graduates and professionals (employed and self-employed)
- Affluent market
- High net-worth market
SanlamConnect is looking for experienced life and investment financial planners to be based in its Pretoria office. We offer the following:
- Office space and full infrastructure for financial planners
- Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms
- Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access
- Access to business coaching and client advice support
- Assistance with practice management
- Training support, i.e. technical and soft skills training
- Access to an effective leads system
- Financial support
- Support with unlocking of equity from advisor practices
Remuneration and Benefits:
- Choice of different Sanlam advisor contracts including 100% commission and 85% commission contracts
- R24 000 training support
- Vesting Bonuses for the first 2 years, linked to production
- Performance Bonus in December depending on performance levels contracted annually
- Variety of Sales Incentives
- R20 000 interest free loan for the purchase of technology equipment
- Membership of Pension Funds, Group Life Schemes and Medical Aid
- Initial and ongoing training via Sanlam's Academy
- Support with industry related qualifications
- Access to mobile nurses for client medicals
- Access to Sales Consultants who can assist with client projects, database segmentation, product advice etc.
- Access to product specialists i.e. risk, savings, investments, private wealth, loyalty programs etc.
- Compliance support
- Marketing support
- Access to Legal Consultants
- Financial planning tools
Output/Core Tasks:
- Establish long-term relationships with clients
- Financial planning for clients
- Focus on identifying client needs and then offer suitable financial solutions
- Provide excellent service orientation and frequent contact with clients
Qualifications:
- Grade 12 or equivalent
- RE Certificate (an advantage)
- FAIS credits on NQF 5 or working towards a recognised qualification e.g. Wealth Management (an advantage)
- Driver's licence and own vehicle
Experience:
Minimum 12 months financial adviser experience within the Financial Services Industry
Competencies:
- Computer literate
- Build excellent client relationships/service orientation
- Entrepreneurial/Business orientation
- Self-discipline
- Ability to work in an organized manner
- Self-discipline
- Ability to work in an organized manner
- Self-confidence
- Drive/performance orientation
- Interpersonal skills
- Communication/presentation skills
Apply before 15 May 2022 by submitting your CV, ID and qualifications to: [email protected]
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What will you do?
Undertake regional leadership:
- Analyse the regional market changes, competitors, risks, opportunities and threats and create contingency plans for these in order to protect and grow market share
- Serve on the regional Exco and contribute to the profitability and success of the region with respect to attainment of business plans, decision making, operations, sales, compliance and customer service
- Drive a culture of high performance within the region through present and courageous leadership.
Tactically execute the regional sales strategy through sales management
- Ensure the regional strategy is understood and work with sales management to formulate the regional business plan
- Ensure Business Managers effectively drive and attain sales targets
- Ensure and drive attainment of manpower targets together with Business Managers in the region
- Work with the Business Managers and specialist resources to identify, support and develop strategies that penetrate new worksites or market segments
- Initiate, drive and promote various sales incentive competitions in support of sales
- Monitor and track MIS/reporting and undertake corrective actions if required regarding the effectiveness of the strategy execution
- Re-enforce clearly how the different channels need to work collaboratively to achieve the regional strategy and that processes and communication within the region and between teams support this.
- Get regular feedback and updates from sales management and teams on sales performance against target. Report these back to Regional Exco
Ensure tactical integration of specialist and support resources within the region
- Work closely with support and specialist resources within the region and Head Office to ensure these are aligned to the achievement of the regional strategy. Ensure that the sales management teams effectively utilize these resources
Monitor regional expense budgets and profitability
- The Regional General Manager is to monitor and report on expenses and profitability
What will you do continued..
Ensure risk management and compliance within the region (including Key Individual)
- Demonstrate the knowledge and understanding of all relevant regulatory and legislative laws/rules/frameworks applicable to doing business compliantly.
- Drive ongoing awareness and education of compliance within the region
- Working closely with the Compliance Department/Officer, establish and implement compliance metrics/measures, structures, monitoring and reporting.
- Evaluate and resolve 'escalated' client/broker complaints by collaboration with the Compliance Department by following the prescribed process, undertaking client/intermediary contact and decision making
- Identify areas of risk within the region and ensure there are appropriate management processes, monitoring, reporting and corrective actions in place to minimise or eliminate these.
Build and develop relationships, networks and new markets
- Work closely with the Regional Marketing Manager, Business Managers and different support resources to identify high impact clients, associations and worksites/companies (public and private sector) to approach and build relationships with
- Partner with the Regional Executive to attend and host selected client engagement opportunities in order to market Sanlam
- Look for opportunities to penetrate less utilized market segments within the region. Formulate creative value propositions and strategies to gain access to and contract clients/leads working in these markets
People Management
- Ensure that high potential talent is sourced and selected into the region to support the vision and talent succession needs.
- Embrace transformation in the region. Promote and communicate transformation as a key strategy within the region and support initiatives to achieve DTI targets.
- Align HR practices and decisions within the province, with respect to recruitment and promotion of staff, to support transformation targets
- Ensure all direct reports have development plans, discussions and are suitably trained for their positions
- Undertake performance management and performance discussions with all direct reports
- Undertake staff career development and talent retention strategies
What will make you successful in this role?
Qualification and Experience:
- Sound Financial Services experience at a senior level within the corporate environment. Sales and Distribution exposure (10+ years)
- Sound management and leadership experience (10+ years)
- Business, Legal or Commercial Degree/MBA
- CFP
- KI
Knowledge and skills:
Business:
- Broad and significant Financial Services Industry knowledge/understanding
- Financial Services Product Knowledge (Sanlam and competitors)
- Profitability/Value of New Business (VNB)
- Distribution Strategy and Models
- Financial and budget/expense management
- Corporate governance/risk management
- Marketing and sales
- Business planning, strategy planning and execution
- Market and client segmentation knowledge
- Relevant regulatory legislation and compliance knowledge within Financial Services/KI
- Good general legal technical knowledge
- Leadership and management principles and governances
Personal Qualities:
- Sales and target driven
- Partnership and relationship builder
- Leadership abilities (vision, courage, values, ethics, connecting with people)
- High energy levels and action orientation with tenacity
- Able to operate, challenge and influence at a strategic/tactical level
- Socially confident and skilled to communicate well
- Able to inspire and motivate others into action
- Results orientation (sales/target focused)
- Influencing abilities
- Networking and natural relationship builder
Competencies:
- Cultivates Innovation
- Client Focus
- Drives Results
- Collaborates
- Flexibility and Adaptability
- Business Insight
- Financial Acumen
- Decision quality
- Drives engagement
- Organisational Savvy
Closing Date: 22nd, March 2022
Method of Application
Use the link(s) below to apply on company website.
Use the emails(s) below to apply
- Financial Advisor : SanlamConnect Pretoria - Apply Here
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