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  • Posted: Apr 13, 2022
    Deadline: Not specified
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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 skilful ...
    Read more about this company

     

    Product Owner

    What will you do?

    • Product owner for Project support: Stake holder management. Translate business owners vision to actionable tasks. Write user stories for development team. Prioritise logs pertaining to project deliveries. Ensure effective delivery of projects. Product release management and testing. Monitoring and reporting on IT/Business solution delivery and performance.
    • Client communication: Ensure that all Client Communication in the Value Change are distributed and monitored. Provide input to resolving audit findings related to client communication. Sending bulk ad hoc communication to clients. Act as Liaison between bidvest and SDM.
    • Product owner for BAU support. Provide input to business cases. Provide support to Ops on all system related issues. Act as liaison between users, business solutions/SGT in terms of development requirements. Identifies and examines business needs and determines timely and effective solutions to business functions and processes. Acts as a bridge between the business and the IT development team.
    • JIRA log prioritisation: Responsible for the effective management of product backlog. This includes ensuring that the product backlog is visible, transparent and clear to all, and shows what the Scrum team will work on next. Orders the items on the product backlog to achieve goals and optimise the value of the work of the development team. 
    • Bridges the gap between product development and operational processes within the product life cycle. 
    • Assists with defining the scrum team's product vision. Responsible for the analysis of small applications or part of a team on larger applications. Responsible for the systematic and methodical investigation, analysis and documentation of all or part of a business area in terms of business functions and processes and the information they use. 
    • Documents the underlying business cases, risk assessments, prototypes, write proposals, creates functional requirements for new applications and major changes to existing applications made possible by information and communication technology. 
    • Act as liaison between users, business solutions/SGT in terms of development requirements.  

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

    • Matric/Grade12
    • Experience in process documentation
    • 2-3 years experience in a leadership role
    • 6-8 years relevant experience in an operational claims environment
    • Product owner/similar courses would be an advantage

    Knowledge and skills

    • Product life cycle
    • Documentation reviews
    • Business Expertise
    • Leadership
    • Interpersonal skills

    Personal Attributes

    • Interpersonal 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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    Fund Administrator Contributions (GP - Centurion)

    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 andany other relevant legislative requirements.
    • Maintain relationships with internal departments.

    Qualification and Experience

    • Grade 12 with 2 to 3 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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    Digital Designer

    What will you do?

    • Day-to-day tasks consist of collaborating with other teams to define requirements, iterate on design solutions, and contribute expertise for various digital products.
    • One of the key aspects is creating and editing digital assets for a wide range of platforms, including websites and apps, social media, display advertising and print advertising. 

    What will make you successful in this role?

    • Designing, producing, and managing interactive online content, including email templates, social media content, website banners and informational PDFs
    • Editing existing artwork for print and digital 
    • Ensuring that company corporate identity is applied across collateral
    • Collaborating marketing teams to ensure that all designs align with the brand image, while also meeting usability and website standards.
    • Ensuring consistency in designs and content across all platforms.
    • Assisting with wireframes
    • Ability to interpret design briefs
    • Providing advice and guidance on best practise across various platforms

    Qualifications and experience

    • Bachelor's degree in digital design, graphic design, or a related field
    • 2-3 years in a professional digital design role.
    • Experience working in a collaborative team environment.
    • Expertise with standard digital design tools such as Figma (non-negotiable) Adobe Illustrator, Adobe Photoshop, Adobe XD, InVision, etc.
    • Strong knowledge of current digital design best practices and web production techniques.
    • A good understanding of visual design principles.
    • Proven digital content skills.
    • Experience creating digital assets for a variety of target audiences.
    • Strong portfolio showing the breadth of digital design capabilities.

    Personal Attributes

    • Communicates effectively
    • Presentation skills
    • Project management skills
    • Decision quality
    • Cultivates innovation
    • Plans and aligns
    • Concern for accuracy
    • Customer focus
    • Collaborates
    • Team success
    • Drives results
    • Being resilient
    • Stress tolerance

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    Sales Manager - Randfontein

    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: 
    1. 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.
    2. 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)

    Class of business (COB): 

    Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Sales Manager.

    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     
    • Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met

    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 skill

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    Financial Advisor - Tshwane

    What will you do? 

    • 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 Sanlam clients.
    • To arrange appointments with potential customers within Key Accounts and Allocated Markets.
    • To update and inform customers and client public of our new products.

    Qualification & experience 

    • FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.
    • Matric (grade 12) or NQF level 4 
    • RE5 an advantage
    • Clear Credit and Criminal records
    • FAIS Compliance
    • At least 12 months industry experience within sales or marketing

    Technology requirement:

    • A smartphone that is compatible with the latest technology, i.e. Android or Apple

    Personal qualities 

    • Client Service Orientation
    • Ability to influence client decision
    • Confident decision maker
    • Great business acumen
    • Adhering to principles and values
    • Analytical
    • Proactive
    • Ability to cope with pressure and setbacks
    • Exceptional interpersonal skills
    • Trustworthy
    • Detail-oriented
    • Activity management.

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    Financial Advisor - Vaal

    What will you do? 

    • 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 Sanlam clients.
    • To arrange appointments with potential customers within Key Accounts and Allocated Markets.
    • To update and inform customers and client public of our new products.

    Qualification & experience 

    • FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.
    • Matric (grade 12) or NQF level 4 
    • RE5 an advantage
    • Clear Credit and Criminal records
    • FAIS Compliance
    • At least 12 months industry experience within sales or marketing

    Technology requirement:

    • A smartphone that is compatible with the latest technology, i.e. Android or Apple

    Personal qualities 

    • Client Service Orientation
    • Ability to influence client decision
    • Confident decision maker
    • Great business acumen
    • Adhering to principles and values
    • Analytical
    • Proactive
    • Ability to cope with pressure and setbacks
    • Exceptional interpersonal skills
    • Trustworthy
    • Detail-oriented
    • Activity management.

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    Offshore Administrator

    What will you do?

    • Reconciliation – trades, transactions, holdings
    • Rebate calculations and collections
    • Payments – submissions and exchange control documents
    • Inward transfer monitoring
    • Unit trust applications and contract notes
    • Monitoring of import exceptions, rejections and cash balances

    Qualification and experience
    Tertiary qualification (with Finance/Accounts)

    • Basic understanding of the Private Client business and the stock-broking environment
    • Experience within the financial services industry
    • Experience in offshore unit trust subscriptions, redemptions and switches an advantage

    Knowledge and skills

    • Excellent communication and interpersonal skills
    • High level of accuracy and attention to detail

    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: 18th, April 2022

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    Receptionist

    Job Purpose

    • Responsible for switchboard, telephone inquiries and greeting visitors.
    • Responsible for directing visitors to the correct place, offering and supplying them with refreshments as they wait.

    Formal Qualifications

    • Matric (grade 12)
    • Clear Credit and Criminal records
    • At least one years’ work experience within a customer facing role

    Working Requirements and Knowledge

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

    Key Responsibilities

    • Be the first point of contact for all visitors and staff, offering superb customer experience.
    • Operating the telephone switchboard;
    • Answering and transferring calls to appropriate departments and/or persons
    • Receiving letters, packages, and sending them to the appropriate destination
    • Where required, prepare and manage incoming and outgoing mail.
    • Ensure that the cleanliness and tidiness of the reception and common areas are maintained at all times, and escalate any concerns.
    • Ensuring all safety procedures and/or control access procedures are maintained via the reception desk  
    • Promote and maintain excellent customer service
    • Provide support to client services and facilities departments

    Behavioural Competencies, Skills and attributes

    • Attention to detail.
    • Interpersonal, oral and written communication skills
    • Problem analysis and problem solving
    • Sound judgement
    • Decision-making skills
    • Proactiveness
    • Trustworthy
    • Ability to multi task
    • Client centric

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    Fiduciary Assistant

    What will you do?
    Trusts and Wills:

    • Draft various trust documents and arrange signatures and submissions to the Master
    • Prepare meeting agendas and minutes and collate packs for the Trustees
    • Create and maintain trust files (physical and electronic)
    • Draft new Wills and amend Wills, under instruction, and assist with the signing and filing
    • Interact with clients relating to the functions above, including travelling to meet them when required

    Administration:

    • Provide direct support to the Fiduciary and Tax Specialist
    • Assist with monthly invoicing
    • Liaise with internal and outsourced service providers
    • Have a basic understanding of deceased estate administration and assist when required
    • Attend to various aspects of trust administration
    • Attend and assist in various aspects of deceased administration
    • Assist with the preparation of tax documents
    • Load payments
    • General administration

    What will make you successful in this role?

    • Knowledge and understanding of wills, estates and trusts in South Africa
    • Experience working within the financial services industry and/or a legal background. Private Wealth client experience advantageous.
    • High level of accuracy and attention to detail
    • Own transport and a valid drivers license

    Qualification and experience

    • Bachelor’s Degree or equivalent (a legal qualification would be advantageous) with a minimum of 2 years financial services and/or legal industry experience, or relevant Diploma with 5-10 years fiduciary administrator experience within the financial services industry.
    • Proven experience in a client-focused business environment

    Knowledge and skills

    • Proficient in MS Office (Word, Excel). Advanced Excel would be an advantage
    • Thorough knowledge and understanding of wills, estates and trusts in SA context
    • Excellent communication skills (both verbal and written)
    • Strong administration skills

    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: 18th, April 2022

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    Investment Administrator (Bellville)

    What will you do?

    Key Responsibilities: 

    • Maintaining the Investment Administration platform 
    • Create, maintain and closing of client records
    • Dealing with various client queries
    • Performs checks on investments and ensures that the bank statement and instructions correspond
    • Processing of investments, disinvestments, transfers and switches
    • Request Audit and Investments Statements and reconcile and balance when necessary
    • Loading of bonuses, funding levels, investment fees and daily prices when required
    • Accounting inputs (Journals) and investigations of reconciliation queries
    • Payment Processes (rejections, cash focus, stop payments, etc.) 
    • Reporting of Cash Flows and requesting approval from Portfolio Manager when required
    • Provide Investment Administration statistics to the Manager on a monthly basis
    • Requesting SA Reserve Bank, Regulation 28 reporting information and compiling reports when necessary
    • Performs UAT testing when required
    • Updating of the Investment Administration training manuals and / or training of staff when required

    What will make you successful in this role?

    • Matric (Maths/ and or Accounting- C symbol)
    • A minimum of 3 years’ experience in a similar role within the Financial Services industry

    Qualification and Experience

    • Grade 12 with 3 to 4 years related experience.

    Knowledge and skills

    • Previous experience within Investment Administration and the employment benefit industry would be advantageous 
    • Proficiency on MS Office (word, excel, PowerPoint)
    • Platform or other unit pricing system knowledge would be advantageous
    • Testing experience could be a benefit.  

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    Administrator: Disability Claims (6 months - Temporary Contract)

    Overall purpose of the role

    • To assist the team with the migration of claims from paper files and current work systems to the MIP systems.

    What will you do?

    Key Responsibilities:

    • Identifying documents to be scanned and saved in paper files
    • Scanning and saving the relevant documents and saving in a shared drive
    • Transferring documents from Sharepoint to MIP
    • Updating claim statuses on MIP to ensure that the correct status is reflected.
    • Record keeping, summarising information and updating systems
    • Any other migration related activities as assigned by the manager.
    • Reporting as and when required

    What will make you successful in this role?

    Qualifications and experience 

    • Matric with Mathematics and/or Accounting
    • Excellent understanding of Microsoft Office suite.

    Knowledge and skills

    • Bilingual (English and Afrikaans)
    • Computer literate with proficiency in Microsoft Office (Word and Excel specifically)

    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.

    Personal qualities

    • Excellent Interpersonal skills
    • Strong analytical and planning skills
    • Meticulous (attention to detail)
    • Results driven
    • Ability to manage own time
    • Action and result orientated

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    Authorised Principal - Freestate

     

    Do you have what it takes to run a successful business?

    We are looking to partner with individuals who are interested in building and growing their own businesses. The ideal candidate is someone with financial services experience, as well as experience in recruiting, managing and motivating a team of advisers.

    As an Authorised Principal, you will be responsible for building your own business by recruiting and managing a team of financial advisers on Sanlam’s behalf.

    We know how daunting it can be to start your own business, so this partnership will give you the necessary support to get your business off the ground. Sanlam will assist you in doing a feasibility analysis and provide you with a business plan

    Benefits of being an Authorised Principal:

    • Entrepreneurial independence.
    • Operating under the Sanlam Developing Markets Limited FSP License.
    • Excellent service fee structure.
    • Transparent contract.
    • Access to industry expertise.
    • Sanlam pays financial advisers.
    • Comprehensive business support.
    • Compliance requirements – costs are shared.
    • Ongoing training for the Franchise.
    • Associated with a 100 year old leading brand.
    • Competitive product range.
    • Access to key accounts support.
    • Vesting manager support.

    Minimum requirements:

    • Grade 12/ Matric
    • Industry recognized qualification
    • Business degree NQF Level 7
    • RE1 and 5
    • 2 years’ experience in the financial services industry
    • Post graduate qualification will be an advantage

    The following will be an added advantage:

    • Leadership qualities
    • Energetic and a motivator
    •  Have business acumen and the ability to grow and develop people
    • Activity management
    • Existing relationships within Government
    • Have a strong network and recruitment skills
    • Knowledge of the lower to middle class
    • Area and Regional management experience within insurance industry

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    Assistant Compliance Officer

    Objective of the role
    The assistant compliance officer assists the compliance team in ensuring that Sanlam Investment Group implements and maintains an effective, committed compliance and integrity program, to prevent and detect violations of legislation, internal rules an policies and investment guidelines., 

    What will you do?

    • Assist in monitoring compliance with applicable legislation and internal requirements. 
    • Review draft mandates and investment guidelines with the view of implementation.
    • Monitor compliance with mandates and investment guidelines for compliance purposes within the timeframes and report to management and clients.  
    • Identifies and assess compliance risk areas periodically and appropriately address findings through relevant and appropriate action plans processes. 
    • Advise management, employees and clients on all compliance and regulatory matters that affect business decisions. 
    • Assist in developing, promoting, implementing and maintaining compliance standards and procedures that enable employees to act in a compliant manner. 
    • Assist with the proper establishment and maintenance of procedures on the identification, reporting and resolution of breaches and other compliance and regulatory issues. 
    • Train and assist employees to improve their regulatory knowledge and enhance their compliant behaviours. 
    • Engage with Portfolio Managers and business leaders on compliance matters relating to all investment management processes.
    • Report on compliance matters to the compliance officer, and assist the compliance officer in reporting on such matters to the Compliance Manager periodically.
    • Assist the compliance officer in ensuring that an effective system exists for communicating the compliance standards and guidance in the compliance risk areas, including digital training and other relevant communications mediums.
    • Support the designated business unit leaders in exercising their responsibility for oversight of compliance in their business units.
    • Execute all other functions related to the compliance mandate as delegated by the compliance officer and Compliance Manager.

    What will make you successful in this role?

    • Relevant tertiary qualification
    • Postgraduate Diploma in Compliance Management would be an advantage
    • Three (3) years compliance experience in an asset management environment
    • Good working knowledge of FAIS, AML & FICA and other related legislation
    • Strong working knowledge and application experience of Financial Markets Legislation 
    • FSCA Approved Compliance Officer for Cat II would be an advantage
    • Investment and financial industry experience (essential)

    Qualification and Experience

    • Degree or Diploma with 4 to 5 years related experience or qualified by experience.

    Knowledge and Skills

    • Compliance and legal projects management
    • Compliance advice and training
    • Documentation reviews
    • Compliance monitoring and reporting
    • Risk Management

    Personal Attributes

    • Business insight - Contributing independently
    • Builds networks - Contributing independently
    • Manages complexity - Contributing independently
    • Persuades - Contributing independently

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    Financial Advisor - JHB Central

    What will you do? 

    • 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 Sanlam clients.
    • To arrange appointments with potential customers within Key Accounts and Allocated Markets.
    • To update and inform customers and client public of our new products.

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

    • Matric (grade 12) or NQF level 4 
    • RE5 an advantage
    • Clear Credit and Criminal records
    • FAIS Compliance
    • At least 12 months industry experience within sales or marketing

    Technology requirement:

    • A smartphone that is compatible with the latest technology, i.e. Android or Apple

    Personal qualities 

    • Client Service Orientation
    • Ability to influence client decision
    • Confident decision maker
    • Great business acumen
    • Adhering to principles and values
    • Analytical
    • Proactive
    • Ability to cope with pressure and setbacks
    • Exceptional interpersonal skills
    • Trustworthy
    • Detail-oriented
    • Activity management.

    go to method of application »

    Financial Advisor - East Rand

    What will you do? 

    • 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 Sanlam clients.
    • To arrange appointments with potential customers within Key Accounts and Allocated Markets.
    • To update and inform customers and client public of our new products.

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

    • Matric (grade 12) or NQF level 4 
    • RE5 an advantage
    • Clear Credit and Criminal records
    • FAIS Compliance
    • At least 12 months industry experience within sales or marketing

    Technology requirement:

    • A smartphone that is compatible with the latest technology, i.e. Android or Apple

    Personal qualities 

    • Client Service Orientation
    • Ability to influence client decision
    • Confident decision maker
    • Great business acumen
    • Adhering to principles and values
    • Analytical
    • Proactive
    • Ability to cope with pressure and setbacks
    • Exceptional interpersonal skills
    • Trustworthy
    • Detail-oriented
    • Activity management.

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    Office Assistance

    What will you do?
    The Office Assistant will be responsible for the financial and administrative support.  

    What will make you successful in this role?
    The following outcomes will be expected to be achieved by the Office Assistant:

    Vendors (Head Office and Regional Offices)

    • Verifying and processing vendor payments
    • Reconciliations 

    Compile and Manage Departmental Budget

    • Reconcile Cost Centre Report (monthly)
    • Reconcile Cost Centre Credit Cards

    Office Admin (Head Office and Regional Offices)

    • Relieve at Reception (daily – lunch and body-breaks)
    • Back up Receptionist (when/if required)
    • Back-up Office Admin Officer (when/if required)
    • Office Moves (Assistance with Planning and Layout)
    • Office Projects (Head Office and Regional Offices)
    • OHS admin assistance

    Procurement (Head Office and Regional Offices)

    • Obtain quotations 
    • Order stationery 
    • Order refreshments
    • Order furniture and equipment and place on asset register

    Qualifications and experience

    • Diploma / Degree in Financial Accounting advantageous
    • 2 – 3 years’ experience in a similar role within financial services.  
    • Valid drivers’ licence is essential
    • Own reliable transport essential
    • Excel Advanced level and SAP Financial essential

    Competencies

    • Resilience and Tenacity 
    • Client Orientation (Internal Clients and Suppliers)
    • Communication (verbal & written)
    • Concern for order and accuracy
    • Results driven
    • Innovative thinking and problem-solving

    Attributes

    • Positive, enthusiastic attitude 
    • Teamwork
    • Ability to work independently
    • Ability to work under pressure
    • Honesty, integrity and respect

    Qualification and Experience

    • Degree or Diploma with 2 to 4 years related experience.

    Knowledge and Skills

    • Processing transactions and conduct simple calculations
    • Record keeping; filing and maintenance of databases
    • Maintain work standards and quality verification
    • Data Collection and processing of transactions
    • Procedures Knowledge

    Personal Attributes

    • Plans and aligns - Contributing independently
    • Interpersonal savvy - Contributing independently
    • Communicates effectively - Contributing independently
    • Optimises work processes - Contributing independently

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    Financial Advisor - Rand West

    What will you do? 

    • 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 Sanlam clients.
    • To arrange appointments with potential customers within Key Accounts and Allocated Markets.
    • To update and inform customers and client public of our new products.

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

    • Matric (grade 12) or NQF level 4 
    • RE5 an advantage
    • Clear Credit and Criminal records
    • FAIS Compliance
    • At least 12 months industry experience within sales or marketing

    Technology requirement:

    • A smartphone that is compatible with the latest technology, i.e. Android or Apple

    Personal qualities 

    • Client Service Orientation
    • Ability to influence client decision
    • Confident decision maker
    • Great business acumen
    • Adhering to principles and values
    • Analytical
    • Proactive
    • Ability to cope with pressure and setbacks
    • Exceptional interpersonal skills
    • Trustworthy
    • Detail-oriented
    • Activity management.

    go to method of application »

    First Line Manager: New Business: JG: 9 / 10

    Job Purpose:
    The role of the first line manager is to manage, coach and develop the Underwriting team to enable them to effectively execute on the role responsibilities and to achieve the desired outputs and behaviours aligned with the SIL strategic objectives.

    The team consists of 10 to 12 Underwriters and the Underwriting Helpdesk. You will be part of a dynamic management team that consists of other First Line Managers, an Operations Manager and Chief Underwriters.

    Output/Core Tasks:

    • Communicate business requirements clearly and accurately to the team.
    • Effective communication to other role-players to ensure accurate and efficient processing of transactions requested by the client.
    • Query handling with accuracy, urgency and swift conclusion.
    • People and performance management within a productivity, quality and service orientated driven environment.
    • Identify process shortcomings & discrepancies and resolve and communicate with relevant stakeholders.
    • Ensure effective management of Service Level Agreements between New Business and other stakeholders, by means of effective capacity planning and absenteeism management.
    • Making effective use of MIS to manage the effectiveness of the department
    • Identify training and development needs via trend analysis and with input of Training & Development team.
    • Effectively manage the budget of the department.

    Reporting based on:

    • The performance of the team
    • Trends identified (with possible solutions)
    • Strategic Action plans:
    • Identifying action plans along with the rest of the Management team for a specific year (up to 3 years), based on historic performance, inputs from our teams and possible enhancements to remain relevant.
    • Conduct regular individual and team meetings with the team to maintain effective communication and a high focus on relationship building.
    • Drive, embed and vest SIL Values and Culture within the business. 
    • In collaboration with the Chief UW, ensure that the development plan of the team is reviewed monthly, and progress communicated to team members. Ensuring team members remain fully informed about their progress.
    • Building relationships with brokers and advisors to ensure adoption of operational processes and client centric outcomes.

    Role Requirements:

    • Environment necessitates overtime in peak periods (The amount of overtime hours depends on the business need in terms of the volumes received to conclude the inflow within the specific marketing month) – it is compulsory for the FLM to be available when team works overtime.

    Qualifications:

    • Post Matric Qualification
    • Relevant Management or Leadership development programmes

    Knowledge and Experience:

    At least 2 - 3 years’ experience of:

    • Managing a production or specialist team in the insurance industry
    • People management, development and/or coaching
    • Performance management
    • Extracting and interpretation of data from Management Information Systems

    Presentation skills
    The following would be beneficial:

    • Underwriting experience
    • Understanding of a New Business environment

    Competencies:

    • Building and maintaining relationships
    • Excellent communication skills
    • Customer service and treating customers fairly
    • Decision making
    • Planning and organising
    • Result driven
    • Change Management
    • Team Success

    Closing Date: 20th, April 2022

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    Operations Manager: Underwriting & Claims

    What will you do?

    This is a middle management position that reports directly to Head: Claims and Underwriting, and serves on the MANCO.  This role is accountable for providing operational management and support for the different practices and processes across both the Claims and the Underwriting teams.  

    Key responsibilities include:

    • Execute against & maintain compliance to the U&C philosophy/strategy within the teams
    • Maintain and continually improve the operational U&C best practices and processes 
    • Drive operational effectiveness and efficiencies across U&C functions/teams
    • Undertake required U&C related MIS, analysis and reporting
    • Manage team expenses
    • Stakeholder relationships
    • People management

    What will make you successful in this role?

    Qualification & experience :

    • Preferably business or commerce degree/diploma
    • Operations management experience
    • 3-5 years underwriting and claims experience
    • Team management experience

    Knowledge and skills:

    • IT:
    • MS: Office (Excel, Word, PP, Outlook)
    • MIS
    • General understanding of Policy management and workflow systems
    • X Mind

    Business:

    • General financial services industry knowledge 
    • Long term insurance knowledge
    • MWL business and operating model 
    • MWL product knowledge 
    • Relevant regulatory legislation and compliance knowledge 
    • Call centre and sales processes
    • Policy contracts governances, clauses, cover
    • Claims and assessor principles, processes and governances 
    • Underwriting rules, processes and guiding principles specific to the Direct to client channel 
    • Client engagement processes
    • MIS and reporting
    • Quality and risk monitoring processes
    • Cost management 
    • People management
    • Systems and process maintenance

    Personal attributes:

    • Sound planning and organising orientation 
    • Problem solver
    • Good communicator/confident
    • Client orientated 
    • Quality orientation
    • Sound ethics
    • Analytical and detail minded
    • Sales and results focussed
    • Financial and business acumen
    • Able to build relationships/partnerships

    Qualification and Experience

    • Degree or Diploma with up to 5 - 7 years related experience.
    • Knowledge and Skills
    • Manage strategic claims process
    • Estimate management and review
    • Risk management
    • Settlement management in accordance with claim policies
    • Employee management and leadership

    Personal Attributes

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

    Closing Date: 15th, April 2022

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    Learning and Development Communication Centre Consultant

    What will you do?
    To contribute to the high standard of training by facilitating learning and understanding the needs of the learner and Glacier. Apply best-practice methodologies to implement and facilitate Learning & Development interventions, practices and standards, ensuring technical skills development.

    What will make you successful in this role?
    The following outcomes will be expected to be achieved by the Technical Trainer.
         

    • To conduct training needs analysis;
    • To develop and implement quarterly training plans for respective clients;
    • To develop, compile and maintain training manuals, records and support materials as needs arise, ensuring that  material remains current and relevant;
    • To create, schedule and deliver training programmes focused on adult learning methods and based on employee needs, business priorities and best practice that are suitable to Hybrid working environment.
    • To monitor and evaluate the effectiveness of training by deploying measurement and feedback tools that track outcomes and ensure alignment of objectives as well as to assess learners;
    • Introducing and making use of online e-learning tools for training purposes
    • To provide feedback on learning to managers and learners;
    • To provide technical support and expertise through query resolution in support of the business in overall  development of employees;
    • To adhere to organisational best practices and legislative requirements (Skills Development Act, Employment  Equity Act);
    • To provide support with regard to new projects and technology;
    • To build and maintain relationships with relevant departments to ensure sufficient knowledge of related Glacier products, processes, legislations and regulatory frameworks;
    • To provide an efficient and effective coaching process to staff;
    • To engage with appropriate interventions to ensure own professional development.

    Qualifications and experience

    • 5+ year’s relevant business experience and product knowledge
    • Relevant training & development qualification will be advantageous
    • E-learning development experience will be advantageous
    • Previous or current training related experience in a Client Services environment would be advantageous

    Competencies 

    • Client Focus: strive to build strong client relationships and deliver client centric solutions
    • Cultivates innovation: looking at creating new and better ways for the organisation to be successful
    • Collaborates: building partnerships and working collaboratively and inclusively with others to meet shared  objectives
    • Drives results: consistently achieve results, with an entrepreneurial mind-set and a strong commercial focus,  even under tough circumstances
    • Being Resilient: flexibility and adaptability you will rebound from setbacks and adversity when facing  difficult situations
    • Excellent problem solving and analysis skills 
    • Excellent communication skills, both written and verbal
    • Information Monitoring 
    • Ability to perform well under pressure 
    • Attention to detail  

    Qualification and Experience

    • Degree or Diploma with 4 to 5 years related experience or qualified by experience.

    Knowledge and Skills

    • Training material/ workshop development
    • Pilot training and ongoing training/presentation
    • Assess and moderate qualifications
    • Training material/content updates, changes and reviews
    • Personal Attributes
    • Plans and aligns - Contributing independently
    • Communicates effectively - Contributing independently
    • Decision quality - Contributing independently
    • Interpersonal savvy - Contributing independently

    Closing Date: 14th, April 2022

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    Recruitment Administrator

    What will you do?

    • Assist the Talent Acquisition Specialist with bulk call centre intake recruitment.
    • Liaise directly with candidates and provide a positive candidate experience
    • Advertise vacancies on various platforms
    • Shortlisting CV’s from various sources
    • Conduct pre-screen telephonic interviews
    • Arranging interviews
    • Assist with any other HR related admin queries/tasks

    What will make you successful in this role?

    Working with People

    • Consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well

    Deciding & Initiating Action

    • Initiates and generates activity and makes quick, clear decisions which may include tough choices or considered risks.

    Delivering Results & Meeting Customer Expectations

    • Prioritize work and manage time effectively to meet targets for reviewing amendments. 
    • Focuses on customer needs and satisfaction; sets high standards for quality and meets set targets.
    • Providing a positive candidate experience

    Qualification 

    • A completed HR qualification

    Experience 

    • At least 1 years’ experience within an HR/Recruitment environment, with a strong focus on Recruitment and Selection.
    • Experience managing social media platforms for attraction of candidates will be advantageous.
    • Call centre, bulk recruitment experience will be an added advantage   
    • Fluent in English and one other South African language. 

    Core Competencies

    • Cultivates Innovation
    • Client Focus
    • Drives Results
    • Collaborates
    • Flexibility and Adaptability

    Personal qualities

    • You are a self-starter and independent worker.
    • You have meticulous attention to detail.
    • You are a team player.
    • You can multi-task.
    • You can follow directions.
    • You enjoy problem solving through your own initiative.
    • Asking questions is natural for you.
    • Ability to work under pressure.
    • Ability to multi-task.
    • Attention to detail.
    • Ability to work independently.
    • Ability to plan effectively and efficiently
    • Solutions oriented.
    • Strong admin skills
    • Excellent communication ability.
    • Critical Thinking
    • Adept at queries, report writing and presenting findings.

    Qualification and Experience

    • Grade 12 with some general office and/or personnel experience.

    Knowledge and Skills

    • HR Process and Practice implementation
    • HR administrative support
    • Data analytics and MIS reporting

    Personal Attributes

    • Interpersonal savvy - Contributing dependently
    • Decision quality - Contributing dependently
    • Action orientated - Contributing dependently
    • Optimises work processes - Contributing dependently

    Closing Date: 17th, April 2022

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    Death Claims Specialist

    What will you do?

    • Responsible for entire handling of death claims in terms of collection of all appropriate information, liaison, assessment, administration and the finalisation process. 

    What will make you successful in this role?

    • Record adjustments (e.g. asset in estate).
    • Requesting information regarding outstanding requirements.
    • Recommendations regarding claim decisions (legality of claim, premium position, fraud and distribution of Fund proceeds) to team leader and make own recommendations. 
    • Preparation of Fund cases for Forum decision.
    • Preparation of a finalised claim (payment and decline).
    • Communicating decisions regarding the distribution of Fund proceeds. 
    • Handling claimant enquiries.
    • Administration of death claim proceeds for reinvestment (Sanlam New Business and other companies).
    • Compiling summaries for Legal Department where legal input required.
    • Requesting information and/or calculations from Actuarial, Policy Renewals and Policy Instalments.
    • Recommend allocations regarding Fund death benefit distributions by (1) trace & identify dependants (2) equitable distribution among them (3) determine mode of payment and if payable to trust/guardian or direct to dependant.
    • Draft summary for Section 37C Sub committee of the Board of Trustees when disagreements/complaints received. Summarise final decisions to provide to the Board of Trustees.  
    • Draft letters when referring dependants/complainant to the Pension Fund Adjudicator.

    Knowledge:    

    • Knowledge of death claims process
    • Managing and setting up emails
    • Fund Legislation
    • Product knowledge (individual life policies)
    • Claims policy knowledge
    • Financials enquiries

    Skills:    

    • Computer skills 

    Qualifications:    

    • Grade 12 (with Mathematics/Accounting)
    • 3 years Degree/ Diploma

    Experience: 

    • 3 years Death Claims experience in Individual life & Employee Benefits 

    Competencies: 

    • Flexibility and adaptability
    • Problem solving
    • Influencing/Gaining commitment
    • Communication Skills (written and verbal)
    • Planning and organising

    Personal Attributes

    • Self-development - Contributing independently
    • Decision quality - Contributing independently
    • Plans and aligns - Contributing independently
    • Manages conflict - Contributing independently

    Closing Date: 15th, April 2022

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    Portfolio Manager Assistant

    What will you do?

    • Proactively manage all client and intermediary queries and process their requests (For example, portfolio queries, tax reports, etc.)
    • Prepare client investment review documents and meeting packs
    • Manage account opening and client onboarding
    • Keep abreast with FICA and other relevant legislation
    • Collate Private Placements with Portfolio Manager and Clients
    • Coordinate share transfers and assist the portfolio manager
    • Collate Corporate Actions with Portfolio Manager and clients with corporate actions
    • Manage client payments
    • Coordinate client meetings for Portfolio Manager(s)

    What will make you successful?

    • Experience within Private Wealth Industry
    • High level of accuracy
    • Excellent communication and interpersonal skills

    Qualifications and experience

    • Bachelor of Commerce Degree
    • Registered person exam (would be an advantage but not mandatory)
    • Basic understanding of the Private Client business and the stock-broking environment
    • Experience within a financial services industry is essential
    • Experience in a stock-broking environment is essential
    • Bonds and Safex exams would be an advantage
    • Basic understanding of Exchange Control Regulations

    Knowledge and skills

    • Proficient in MS Office
    • Working knowledge of financial systems
    • Working knowledge of BDA

    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: 22nd, April 2022

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    Business Analyst

    What will you do?

    Takes the lead on key strategic projects to understand business requirements, map/document 'AS-IS" processes and then define "To-Be" processes. Leads business engagements and works closely with all stakeholders across IT and business to ensure that the business needs are defined and that the most appropriate solution is selected and implemented. Works in a agile environment to determine and deliver epics, features and user stories. Maintains the agile backlogs accordingly. Defines business cases as required. Defines and executes test cases and facilitates business acceptance testing.

    Key Responsibilities

    • Maintains the agile backlogs accordingly
    • Defines business cases as required
    • Defines and executes test cases and facilitates business acceptance testing
    • Active member in delivery/agile sprint - Epic/Feature/user story articulation and delivery
    • Coaches junior business analysts

    Qualification and Experience

    Relevant Development Certifications:

    •    Agile and or BA Certifications
    •    Relevant tertiary education in IT
    •    10+ years hands-on lead business analysis experience across the insurance industry (Preferably within Employee Benefits)
    •    5+ years working in an agile environment

    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

    • Strategic mindset - Contributing strategically
    • Business insight - Contributing strategically
    • Balances stakeholders - Contributing strategically
    • Manages complexity - Contributing strategically

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    BI Fullstack Developer

    What will you do?
    Guided by Architecture and a Technical Team Lead you will be responsible for establishing new technology components and reusable solution patterns that can be leveraged by business facing development teams in their day-to-day solutions. You will constantly be developing and setting new principles, standards, processes, procedures and guidelines for the wider BI community.

    You should be able to communicate technical information to technical teams, as well as be competent in communicating challenges and solutions to project and operational leadership. An understanding of data management solutions and a keen sense of the strategic value of information to an organisation will be of importance. You will also be responsible for developing data warehousing blueprints, evaluating hardware and software platforms and integrating systems; translating business needs into long-term architecture solutions. 

    What will make you successful in this role?

    • Ability to define a structured approach to problem solving and delivery against it. 
    • Ability to create design standards, patterns and principles. 
    • Ability to define a structured approach to problem solving and delivery against it. 
    • Creation of role specific design standards, patterns and principles. 
    • Data management, development and modelling.
    • Engage with a wide range of technical stakeholders including data scientists, business analysts, data engineers, database administrators and solutions architects.
    • Mentor Junior Full Stack Developers.

    Qualification

    • Bachelor’s degree in Computer Science, Statistics, Informatics, Information Systems, Engineering or another quantitative field or,
    • National Diploma in an Information Technology related discipline preferred

    Experience

    • 3 - 8 years related experience
    • Application and data engineering background with a solid background in SQL is required
    • Data architecture design and delivery experience preferred
    • Experience in 3 or more of the following areas are required:
    • Database technologies (e.g. SAP Hana, Teradata or similar) and database development (Views, Functions and Stored Procedure development)
    • Hadoop components including HDFS, Hive, Spark, Oozie and Impala
    • Object-oriented/object functional scripting languages: Python, Java, Scala or related
    • ETL tools (e.g. SAP Data Services)
    • Event/Streaming based data pipelines (e.g. Kafka or Nifi)
    • Data warehousing (Kimball and Data Vault patterns are preferred) and dimensional data modelling (OLAP and MDX experience)

    Knowledge and Skills

    • IT Data Analysis
    • Project Oversight
    • Reporting and Administration
    • Quality, Compliance and Accreditation
    • Business Requirements Definition
    • Technologies

    Personal Attributes

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

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    SanlamConnect: Gauteng South (Bloemfontein): Sales Consultant (Re-Run)

    What will you do?

    • The ideal candidate will be responsible for marketing Sanlam’s solutions to a vested portfolio of advisers, devising strategies and campaigns to grow the advisers business thereby assisting in meeting the required sales targets. 

    Support Financial Advisers in:

    • Rendering ongoing technical advice and support 
    • Partnering with Financial Advisers to reach production targets 
    • Sourcing for business opportunities in advisers practice.
    • Managing and support leads and campaigns
    • Assisting and liaising with New Business and underwriting to facilitate the issuing of business
    • Assisting with the processing of claims, replacements and quotations
    • Assisting with Comparative competitor quotes.

    With regards Compliance ensure that:

    • the different tools are understood and utilized by the Financial Advisers
    • the Financial Adviser is aware of the importance of compliance and implications for the practices for noncompliance 

    Networking with other stakeholders in the sales/support process.

    What will make you successful in this role?

    • Must be comfortable working in a target driven, competitive, sales orientated environment
    • Service and customer orientated
    • Natural relationship builder
    • Pro-active, self-starter and energetic
    • Goal and target motivated
    • Sales and marketing orientation
    • Socially confident and skilled to communicate well 
    • Willingness to travel

    Qualification and Experience

    • An industry related qualification would be advantageous
    • Regulatory Exam would be advantageous
    • Minimum 2 years’ experience in a Marketing and Sales environment
    • Thorough understanding of agency distribution model and supporting processing requirements would be advantageous

    Knowledge and Skills

    • Valid driver’s license
    • Own reliable motor vehicle
    • Business Management
    • Financial Services Industry Knowledge 
    • Financial Services Product Knowledge (Sanlam and competitors) 
    • Relevant regulatory legislation and compliance knowledge 
    • Basic legal technical knowledge
    • Marketing principles
    • Sales process and steps
    • Training/coaching others
    • Solid administration skills

    Personal Qualities

    • Cultivates innovation
    • Client centricity
    • Results driven
    • Collaboration
    • Flexibility and adaptability
    • Business insights
    • Decision quality
    • Action orientated
    • Plans and aligns 
    • Treats Customers Fairly 

    go to method of application »

    Regional Manager: RA: SanlamConnect: Succession Fin Planning (Menlyn) (Rerun)

    What will you do?
    This is a regional management role within Succession (AFP and SFP). The role also serves as member of the National Sales Manco. This role is accountable to drive sales growth within the region (which include areas like Limpopo, Mpumalanga and North West and surroundings) across all four classes of business (Life, ST, Health and Wealth) distribution both Sanlam and other external products provider products.

    Key focus areas include:

    • Create and execute a regional sales strategy 
    • Increasing regional market share and implementing the Succession VP
    • Drive sales and marketing across all four classes of business 
    • Drive new planners acquisition 
    • Manager FP contracts
    • Support FP business development 
    • Ensure compliance is maintained within the region
    • Build business partnerships with internal and external (approximately 130) industry product providers 
    • Manage a team of Business Administration Consultant’s that drive:
    1. On-boarding, vesting, and development of Financial Planners
    2. Oversee compliance of submitted business,
    3. Practice development and or management of Financial Planners
    • People Management
    • Budget and expense management

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

    • Grade 12
    • Management diploma 
    • Commercial/Financial or business related diploma/degree 
    • CFP/RFP3 or equivalent (i.e.: 120credits)/Possibly KI 
    • Extensive Financial Services experience in a marketing/sales environment
    • Sales and operational management/leadership of a team/unit

    Personal qualities 

    • Cultivates Innovation 
    • Client Centricity 
    • Results Driven 
    • Collaboration 
    • Flexibility and Adaptability 
    • Drives Vision and Purpose
    • Business Insight
    • Directs Work
    • Decision Quality
    • Treating Customers Fairly

    Closing Date: 22nd, April 2022

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    Underwriter: 09 / 10

    What will you do?

    • Underwrite Risk  applications with respect to medicals, occupation and part-time activities
    • Underwrite sub-standard cases.
    • Underwrite Business Insurance (Buy and Sell, Key Person etc.)
    • Request medical and financial requirements and/or limit requirements.
    • Placement of cases according to Reassurance treaty and related guidelines

    Qualification:

    • Biology / Life Science and Mathematics / Accountancy / Financial accountancy Grade 12 level
    • Post Matric qualification

    Experience:

    • Medical and/or Financial underwriting experience of at least 5 years
    • Relevant experience within the Life Industry and insurance products

    Knowledge and Skills:

    • Underwriting processes
    • Application of underwriting- and re-insurance policy
    • Understanding of medical terminology (anatomy and physiology)
    • Knowledge of prognosis of medical conditions
    • In-depth knowledge and understanding of Financial Statements and Questionnaires
    • Knowledge of financial underwriting and business insurance
    • Computer literate and use of relevant Underwriting software/programs

    Core Competencies:

    • Client Focus
    • Being Resilient
    • Collaborates
    • Cultivates Innovation
    • Drives results

    Role Competencies:

    • Business insight
    • Manages complexity
    • Persuades

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    Sales Manager - Kuruman

    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:
    1. 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.
    2. 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    
    • Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met

    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

    go to method of application »

    Sales Manager: Retail Affluent: SanlamConnect Intermediaries: Cape Region (George) (Rerun

    What will you do? 
    This is a regional sales management role which is responsible for managing a team of vested Financial Advisor’s that have more than 24 months’ experience. These Financial Advisor’s would either have been transferred to the Sales Manager after they have vested under the Development Manager, or are experienced Advisors that have been recruited directly into this team from outside.  This role will also be responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ ensuring they are retained, competent and productive as quickly as possible.

    Output/Core Tasks:

    The expectations of the role are to:

    • Create and drive sales plans, targets and growth 
    • Marketing and business building support 
    • Coaching and development of FA’s
    • Manage business retention processes
    • Compliance and risk management 
    • Enable practice management
    • Oversee quality and productivity management 
    • Provide effective People and Performance Management 
    • Budgets and expense management of team
    • Recruiting of Experienced and Inexperience Financial Intermediaries
    • Supervise and and manage of financial advisers during first 24 months of employment encompassing the following outputs:
    1. Activity, productivity and performance management of newly appointed advisers
    2. Up skilling newly appointed advisers on products, technical knowledge, systems, processes, compliance, legislation, etc.
    3.  Focused Coaching and Vesting to ensure that the FA undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity.
    • Focused Development of FA’s in the different market segments i.e. Estate Planning, Investments, etc.
    • Sourcing and vesting new advisers in Key Accounts

    What will make you successful in this role? 

    Qualification and Experience 

    • Extensive Financial Services experience in a marketing/sales environment
    • Sales and Operational Management/leadership of a team/unit 
    • Management Diploma
    • Commercial/Financial or business-related diploma/degree 
    • CFP/RFP3 or equivalent (i.e.: 120 credits)
    • RE

    Knowledge and Skills 

    • To be successful you will need to demonstrate good experience in:
    • IT:
    • MS: Office (Excel, Word, PP)
    • Web based platform tool/site
    • Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
    • AUTONUB 
    • NUB 974
    • E2 financials

    Business/Management:

    • Financial services industry knowledge 
    • Financial services product knowledge (Sanlam and competitors) 
    • Legal technical knowledge (product related)
    • Relevant regulatory legislation and compliance knowledge (FAIS accredited)
    • Business planning
    • New and existing business processes
    • Advisor contracts and remuneration
    • Sales and marketing processes and practices
    • Leads management and campaigns/competitions
    • Management skills to manage staff 
    • Budgets and expense management
    • SanlamConnect model and value propositions

    Personal Qualities:

    • Cultivates innovation
    • Client centricity 
    • Drives results
    • Collaborates 
    • Flexibility and adaptability
    • Drives Vision and purpose 
    • Business insight
    • Directs work
    • Decision quality
    • Treating Customers Fairly

    Closing Date: 29th, April 2022

    go to method of application »

    Development Manager: RA: SanlamConnect Intermediaries: Cape Region (Khula) (Bellville) (Rerun)

    What will you do? 

    This role is responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ ensuring they are retained, competent and productive as quickly as possible.

    Supervision and management of financial advisers during first 24 months of employment encompassing the following outputs:

    • Activity, productivity and performance management of newly appointed advisers
    • Up skilling newly appointed advisers on products, technical knowledge, systems, processes, compliance, legislation, etc.
    • Focused Coaching and Vesting to ensure that the FA undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity.
    • Focused Development of FA’s in the different market segments i.e. Estate Planning, Investments, etc.
    • Recruitment of Financial Advisers
    • Sourcing and vesting new advisers in Key Accounts

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

    • Matric
    • Wealth Management /Financial Planning qualification
    • FAIS i.e. RE 5 & 120 Industry Credits
    • CFP would be an advantage
    • Management/Coaching Diploma would be advantageous
    • Marketing & Sales experience in the financial services industry.
    • 3 – 5 years’ experience as a Financial Adviser /Planner  in the middle to affluent market segment (proven track record)
    • Experience in mentoring/vesting of advisers
    • Previous management role would be advantageous
    • COB and CPD points

    Knowledge and skills 

    • Financial Services Industry and product knowledge (Sanlam and/or competitors) 
    • Legal technical Knowledge (financial advice related and product related), 
    • Financial/Assurance products (broad and background)
    • Management & developmental skills to manage/coach staff
    • Relevant regulatory, legislation and compliance knowledge (FAIS accredited)
    • Marketing/selling knowledge/skills (including 6 step sales cycle)
    • Activity and performance management
    • Fit & proper from a FAIS perspective to act as supervisor
    •  
    • Personal qualities 
    • Cultivates Innovation
    • Client Focus
    • Drives Results
    • Collaborates 
    • Flexible and Adaptable
    • Drives Vision and Purpose
    • Business Insight
    • Directs Work
    • Decision Quality 

    Closing Date: 20th, April 2022

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    SAP GRC Specialist

    What will you do?
    As an SAP GRC Specialist, while working closely with the GRC CoE, you will be responsible to maintain smooth technical support of SAP GRC Access and Process Control operations within the SAP GRC platform as a service.
    You will maintain a close client, GRC CoE and SAP CoE relationship to effectively support SLA’s and OLA’s between all stakeholders.

    What will make you successful in this role?
    Support the management and delivery of financial controls through SAP Access Control 12 and Process Control 12 applications:

    • Maintenance of BRF+ rules in Access Control workflow
    • Implementing and maintaining the GRC Access Control configuration to support the defined access management processes for following modules ARM, EAM, ARA, BRM, custom notifications.
    • Configuration of Access Control parameters according to requirements
    • Resolve SAP Access Control Support Incidents
    • Support setting up of SAP AC batch jobs - Functional
    • Implementing and maintaining the GRC Process Control configuration to support the defined financial control management processes.
    • Administration of access requests (forwarding, re-routing)
    • Support configuration of Manual control performance (MCP), Continuous controls monitoring (CCM), test plans and notifications
    • Resolve SAP Process Control Support Incidents
    • Managing interaction with Basis Team for SAP AC and PC
    • Managing the SDLC (Change management) of SAP PC
    • Responsible for SAP GRC technology roadmap to support overall business strategy and roadmap
    • Provide Internal Team Training

    Qualification

    • Diploma/Bachelor’s degree in relevant field
    • SAP certification is an added advantage

    Experience

    • 3 years implementation and support experience of SAP GRC Access Control, and SAP GRC Process Control
    • Functional experience in Finance or Risk Management is an added advantage
    • Experience of internal audit, risk assessments, related methodology and terminology is an added advantage

    Knowledge

    • Knowledge of Risk and Compliance processes and controls is an added advantage
    • Functional and basic technical understanding of SAP Fiori is an added advantage.
    • Functional and basic technical knowledge and understanding of S/4HANA Security is an added advantage.

    Knowledge and Skills

    • Assessing security risks
    • Security solutions
    • Project management
    • Business requirements
    • IT governance, compliance and quality improvements

    Closing Date: 22nd, April 2022

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    Business Analyst (WC - Bellville)

    What will you do?

    Key Responsibilities:

    • Takes the lead on key strategic projects to understand business requirements
    • Determine, map and document 'AS-IS" processes and then define "To-Be" processes
    • Leads business engagements and works closely with all stakeholders across IT and business to ensure that the business needs are defined and that the most appropriate solution is selected and implemented
    • Works in an agile environment to determine and deliver epics, features and user stories
    • Maintains the agile backlogs accordingly
    • Defines business cases as required
    • Defines and executes test cases and facilitates business acceptance testing
    • Active member in delivery/agile sprint - Epic/Feature/user story articulation and delivery
    • Coaches junior business analysts

    What will make you successful in this role?

    Relevant Development Certifications:

    • Agile and/or BA Certifications
    • Relevant tertiary education in IT
    • 10+ years hands-on lead business analysis experience across the insurance industry (Preferably within Employee Benefits)
    • 5+ years working in an agile environment

    Qualification and Experience

    • Degree or Diploma and/or Certification with 5 to 8 years related experience.

    Knowledge and Skills

    • Business Requirements Definition
    • IT Data Analysis
    • Reporting and Administration
    • Quality, Compliance and Accreditation
    • Business Analysis
       

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    Sanlam Actuarial Bursaries/Actuarial Funding

    Who are we looking for

    Undergraduate Studies

    • Current full time Actuarial Science students (SA citizens and non-SA citizens) who are in their 1st, 2nd or 3rd year of studies. If you demonstrate academic ability and a will to succeed, then you are just who we’re looking for.
    • School leaving learners who intend to study Actuarial Science in 2023
    • If you are a whiz at maths, enjoy a good challenge by solving difficult problems and are willing to remain focused and disciplined through years of studying and training, then you are just who we’re looking for.

    What do we offer

    • Tuition and accommodation fees
    • General allowance (Books and pocket money)
    • Mentoring and academic support from Sanlam actuarial professionals
    • Vacation work and networking opportunities with Sanlam staff
    • Guaranteed employment after completion of studies
    • Continued support and payment towards actuarial board exams  
    • Range of work rotation opportunities across a broad spectrum of disciplines

    What do we require?

    • Undergraduate Studies

    Academic results:

    • Full academic Transcripts
    • Proof of registration and/or Fee Statement
    • Copy of matric certificate
    • Copy of ID/Passport or valid study Visa
    • Comprehensive CV focusing on Academics, Extra-mural activities and Leadership skills
    • A motivation to support your application that answers the following questions:
    • In your own words, can you describe what an actuary does?
    • Why do you want to study actuarial science?
    • Why do you believe you have what it takes to become an actuary?
    • Why should Sanlam choose you to be a bursary holder?
    • If you are not successful at becoming an actuary, what other career paths are you considering?
    • School leaving learners who intend to study Actuarial Science in 2022

    Academic results:

    • Final 2021 Grade 11 results
    • Grade 12 mid-year 2022 results
    • NBT results
    • Final grade 12 results may be used as determining factor
    • An above 90% score in Mathematics and an overall A aggregate
    • Comprehensive CV focusing on Academics, Extra-mural activities and Leadership skills
    • A motivation to support your application that answers the following questions:
    • In your own words, can you describe what an actuary does?
    • Why do you want to study actuarial science?
    • Why do you believe you have what it takes to become an actuary?
    • Why should Sanlam choose you to be a bursary holder?
    • If you are not successful at becoming an actuary, what other career paths are you considering?

    Closing Date: 31st, July 2022

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    Actuary/Actuarial Cons : Actuarial Risk & Capital


    What will you do?
    Role description and Output/Core Tasks:

    • Maintain and develop models through which insurance business performance (i.e. profits, embedded values, return on capital) can be projected and sensitivity-tested for business planning purposes.
    • Assistance with regards to the projection model rebuild for IFRS 17 purposes.
    • Support risk and capital management within SLS in view of further business and regulatory requirements. 
    • Design, implement and review solutions for the Own Risk and Solvency Assessment (ORSA) of Sanlam Life and the SLS Cluster and, in particular, with regards to:
    • Forward looking projections;
    • Stress & scenario testing; and
    • Management Information.

    What will make you successful in this role?
    Requirements:

    Qualifications:

    • Senior actuarial student or Qualified Actuary

    Experience and skills:

    • Valuations and/or product development experience 
    • IFRS 17 knowledge and experience
    • Modelling skills

    The following would be advantageous:

    • SAM experience
    • Wide knowledge base
    • Understanding of insurance products, including their risks and value drivers (i.e. IFRS profit, Embedded Values etc.)

    Personal attributes and Competencies:

    • Knowledge seeking/learning orientation
    • Ability to combine conceptual thinking with practical solutions
    • Ability to work independently as well as part of a team, also across departments, businesses, clusters and legal entity boundaries 
    • Ability and desire to innovate
    • Good communication skills

    Knowledge and Skills

    • Actuarial Problem Solving
    • Actuarial Negotiation
    • Business knowledge and analysis
    • Risk Management

    Personal Attributes

    • Business insight - Contributing strategically
    • Financial acumen - Contributing strategically
    • Develops talent - Contributing strategically
    • Builds effective teams - Contributing strategically

    Closing Date: 20th, April 2022

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    SAP Security Service Delivery Lead

    What will you do?
    As an SAP Security Service Delivery Lead, you will be responsible to oversee and maintain smooth application security support operations within the Success Factors, SAP ECC, SAP S4 HANA, Solution Manager, Insurance Analyzer, GRC, HANA Databases, and BOBJ Analysis for Office platform as a service. You will be responsible to identify business process changes and developments, or improvements required in the security area. 

    What will make you successful in this role?

    • Receive, assess, allocate JIRA requests
    • Ensure adequate resource levelling in response to backlog and incoming JIRA requests
    • Supervise the SAP Security team to provide operational and technical support to SAP (Developer, Functional, Basis) teams and Business 
    • Ensure adherence to Release, Incident and SAP Change Management procedures
    • Facilitate testing for security roles as part of the change management approval process  
    • Work with process and business owners to define authorization requirements for end users 
    • Ensure audit compliance in user access and change management processes
    • Ensure alignment with SAP CoE governance procedures, and principles
    • Serve as an SAP Security subject matter expert and provide advisory and consulting services as needed
    • Work closely with GRC CoE to ensure implementation of SOD remediation activities 
    • Work with internal and external audit teams to provide audit support
    • Assist in the remediation of audit compliance related findings
    • Manage projects within the SAP Security area
    • Responsible for coordination and managing regular reviews of user’s access including privileged user logs and critical roles

    Qualification

    • Diploma/Bachelor’s degree , preferably in Computer Science, Information Systems or related IT Qualification
    • SAP System Security and Authorizations or SAP GRC certification is advantageous 

    Experience

    • 8 years in SAP Security Service Delivery and/or SAP Security Team Lead
    • 5 years in SAP Security Technical Support
    • Involvement in 2-3 SAP Security full life cycle implementations 
    • Experience with user and role administration in SAP NetWeaver, S4 HANA, Fiori, Success Factors and BI Analysis Authorizations, and SAP License Administration

    Knowledge

    • Technical knowledge of SAP Security and Authorization Concepts User & Role management
    • Troubleshooting complex security issues related to S4 HANA, Fiori Catalogs and Groups, Business Objects Analysis Authorizations, Success Factors and Solution Manager ChaRM
    • In depth technical knowledge of Organizational Level restrictions with security roles 
    • Advanced knowledge of planning deliverables i.e. timelines and resources
    • Advanced knowledge of SAP GRC Access Controls, Emergency Access Management and Access Risk 
    • Advanced knowledge of system change management processes preferably using JIRA or similar
    • Knowledge of SAP Modules FI, CO, MM, IM, SD, PM, HR and key Business Processes Procure to Pay, Order to Cash, Report to Close and related Workflow approval functionality 
    • Knowledge of Control and Compliance requirements, Security Audit Cycles, Segregation of Duties and Risk Remediation
    • In depth knowledge of escalation procedures and incident management within the support function

    Knowledge and Skills

    • Assessing security risks
    • Security solutions
    • Project management
    • Business requirements
    • IT governance, compliance and quality improvements

    Closing Date: 22nd, April 2022

    Method of Application

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