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...
Read more about this company
What will you do?
Client service:
- Client setup, admin assistance, troubleshooting and solving technical queries, order management advice, end client training
- Setup and grant login access to the various Online platforms. Reset passwords.
- Solving all client IT related queries via phone or email
- Technical consultant for all online trading clients
Website development and maintenance:
- Website content updates using FTP and CMS systems
- Update web content for the various reporting areas
- Make changes to webpages
- Program and develop new webpages
- Assist with queries relating to the various websites where applicable
IT Systems Management:
- Microsoft.Net basic understanding for minor changes or in-depth troubleshooting
- Ad hoc reports direct from DB using SQL
- Monitoring of Data Files daily for the portfolio and cash values
- Upload corporate actions on website
- Manage client access on the iTrade site
- Ensure the smooth operation of SPW client online share trading
- Provide 1st and 2nd line technical support
- Testing of web content and logins
- Monitoring the website after the Sanlam network maintenance
- Daily monitoring of JSE prices and market data graph updates
- Security Management and audits
- Renewal of annual certificates
- Monthly reporting to the manager
- Ad hoc assistance to users including training of internal users
Admin Assistance:
- Assist the admin team in general when necessary
Qualification and Experience
- Bachelor degree in IT and/or industry related qualification
- Transact-SQL skills
- Exposure to web development and web frameworks
- JSE Dealers Exam or commitment to obtain
Knowledge and Skills
- Basic understanding of the investments and stockbroking environment preferable
- Previous IT helpdesk experience will be an advantage
- Fluency in Afrikaans will be an advantage
- Proficient in MS Office
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
go to method of application »
What will you do?
- Assist the Head of Compliance and Compliance Manager to establish and maintain a robust compliance function within the risk management framework of the business according to key regulations.
- Formulate, adapt, initiate, maintain and implement policies and procedures on various key regulations as required.
- Drafting, maintaining and enhancing Compliance Risk Monitoring Plans (“CRMPs”), Compliance Monitoring Plans (“CMPs”) and Working Papers (“WPs”) and determining the amount, frequency and type of monitoring needed to satisfy the CRMPs, CMPs and WPs.
- Incorporating new legislation into existing structure.
- Monitoring compliance and adherence with rules, regulation, policies, procedures and limits and recommendations for any enhancements.
- Act as an independent reviewer to identify areas of potential compliance, vulnerability and risk and to develop or implement corrective action plans for resolution and proactively find business solutions as required.
- Development and maintenance of systems and tools to support the compliance function.
- Compliance Static Data Management.
- Ensure regulatory and compliance deadlines are met.
- Assist the Head of Compliance and Compliance Manager when liaising with regulators.
- Assist the Head of Compliance and Compliance Manager with rolling out training to employees on compliance and new legislation.
- Assist the Head of Compliance and Compliance Manager to oversee Junior Compliance Officers and Compliance Assistants in respect of certain Regulatory Tasks
- Ad hoc tasks as required.
Qualification and experience
- This role is a senior mid-level role and requires compliance experience in the asset management/private wealth/financial services industry.
- The candidate is expected to have a solid understanding of financial markets and investments.
- B Com (Law)/LLB or similar degree, MUST be a FSCA recognized qualification.
- Must have the FSCA RE Exams and SAIFM Compliance certification would be an advantage.
- Capable of registration as a FAIS Compliance Officer and/or JSE Equity Compliance Officer.
- 5 – 7 years compliance related experience in the financial services industry.
- Exposure to CAT I (direct and via intermediary services) and CAT II FSP businesses.
- Member of the Compliance Institute of Southern Africa would be advantageous.
Knowledge and skills
- Working knowledge and application experience of financial markets legislation is key
- Key Acts: FAIS (essential), JSE Equity Rules and Directives (essential), FICA/AML, FATCA, POPIA, Regulation 28, SARB and NCA advantageous.
- Strong Computer literacy skills in MS Office, FAIS E-Portal and JSE BDA system knowledge essential
- Excellent numeracy skills
- Technical understanding of financial products and instruments required
- Research and due diligence skills
- System automation skills (innovative ideas on possibility to automate processes/procedures)
- Ability to understand broader business issues, to apply holistic insight and acumen in integration of processes
- Insight into applicability of AI and robotics in compliance environment advantageous
Personal qualities
- This person needs to be assertive, self-motivated and have a strong achievement drive, committed to personal and organizational success.
- A mastery of time management, prioritizing and planning is key in this role as a result of the diversity of the role and the large number of tasks.
- Ability to work independently with minimum oversight and a high regard for accountability.
- Strong, proven analytical and logical thinking skills.
- Excellent communication skills (verbal and written) and report writing skills.
- Strong administrative and organizational skills with acute awareness and appreciation of accuracy, detail, demands and deadlines.
- Proactive and a lateral thinker with a solutions-based approach when interpreting regulation.
- Ability to operate within a high-performance environment, resilient and pressure tolerant.
- Sound independent decision/judgment making and reasoning under pressure.
- Excellent negotiation skills and ability to influence.
- Able to operate at both a detailed and strategic level, with an ability to implement.
- High ethical standards
- Truthful, honest, transparent (clear and direct but diplomatic) and dependable.
- Ability to learn quickly and think outside the box and be adaptable.
- Friendly and professional, with a positive, enthusiastic attitude.
go to method of application »
What will you do?
This role will report to the Business Manager.
- Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business.
- This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skill Brokers with relevant information, tools and technologies that will enable them in their practice.
Output/Core Tasks:
Your success will come from:
- Promoting and marketing the company products
- Building strong relationships with brokers
- Providing efficient service
- Meeting and exceeding your targets
- Supporting brokers in their practices and assist them to grow their businesses.
What’s in it for you?
- Unique remuneration structure that will see you well rewarded for your success
- Get to manage your own income
- Work with visionaries in the industry who value entrepreneurship and creativity
- Represent one of the top well-respected South African companies
- Be invested in and grow your talents
What will make you successful in this role?
Qualification and Experience:
- Preferably completed Business/Commerce/Marketing degree
- Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
- Goal and target motivated
- Sales and marketing orientation
- Natural relationship-builder
- At least three years Broker Consultant experience and currently in a Broker Consultant role
- Strong focus in Investments and Business Assurance
Knowledge and Skills:
- To be successful you will need to demonstrate good experience in:
- The financial services industry, specifically in life insurance
- Marketing principles and sales skills in order to meet your targets
- Experience in third-party marketing
- Relevant regulatory legislation and compliance knowledge
- Willingness to travel
- Must have a valid driver’s licence and reliable motor vehicle
Personal Qualities:
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Decision quality
- Action orientated
- Plans and aligns
- Business insights
- Treating customers fairly
go to method of application »
What will you do?
- You’ll be supporting two or more squads within an established large-scale Agile Release Train (ART), working alongside other experienced Scrum Masters.
- The Scrum Master is co-located with their squads and work closely with Product Owners, Developers, Testers, Business Stakeholders, and other Scrum Masters to drive alignment, flow, and continuous improvement.
- Beyond the team, you’ll contribute to the broader Agile Community of practice and help strengthen delivery maturity, coach new team members and shape the culture of agility across the organisation.
What will make you successful in this role?
- Coach and guide two or more cross-functional squads within an established large-scale Agile Release Train.
- Foster a high-performing, empowered team culture built on trust, openness, and accountability.
- Facilitate all Agile ceremonies/cadences with purpose, ensuring they are engaging, outcome-driven, and aligned to team goals.
- Partner with Product Owners to maintain a healthy, prioritised backlog and deliver incremental value aligned to business objectives.
- Proactively identify and remove impediments that block/hinder the team's progress.
- Support ART-level ceremonies such as PI planning, PO Sync, Scrum Sync and Inspect & Adapt sessions.
- Collaborate with other Scrum Masters and the Release Train Engineer/s to improve flow and coordination across squads.
- Promote continuous improvement, helping teams reflect, adapt and evolve.
Qualification
- Grade 12
- Relevant IT Qualification (IT Degree or Diploma) will be advantageous
- Relevant Agile Certifications (CSM, A-CSM, CSP-SM, PSM I, PSM II, SSM, SASM, SA, ICP)
Experience:
- 4+ years of experience as a Scrum Master, Agile Coach or delivery leader within an Agile/Scaled Agile Environment.
- Strong understanding of Agile Frameworks (Scrum, Kanban, SAFe) and the ability to apply them pragmatically.
- Exceptional facilitation and coaching skills, able to create safe spaces for honest conversations, learning and accountability.
- Proven ability to influence and build relationships across teams and leadership layers.
- Experience supporting PI planning and working within a large Agile Release Train or similar scaled structure.
- A passion for servant leadership and helping others succeed.
Knowledge of:
- The release process, SDLC
- Jira and Confluence, Miro
Knowledge & Skills:
- Deep understanding of Agile Principles, frameworks and practices (Scrum, Kanban, Lean)
- Understanding of Agile Metrics (velocity, cycle time, predictability, WIP) and how to use them to drive improvement rather than control.
- Empirical process control and how to foster a culture of transparency, inspection and adaptation.
- Product delivery lifecycle and how Agile interfaces with design, architecture, testing and release management.
- Agile Principles and various frameworks
- Reporting and Administration
go to method of application »
What will you do?
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added products
What will make you successful in this role?
Sales Delivery:
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch Client Service and Client Retention:
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
- Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, Compliance and Continuous Development:
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making
Monthly Planning and Reporting:
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager
Qualification and Experience:
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment
go to method of application »
What will you do?
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added products
What will make you successful in this role?
Sales Delivery:
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch Client Service and Client Retention:
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
- Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, Compliance and Continuous Development:
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making
Monthly Planning and Reporting:
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager
Qualification and Experience:
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment
go to method of application »
What will you do?
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added products
What will make you successful in this role?
Sales Delivery:
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch Client Service and Client Retention:
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
- Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, Compliance and Continuous Development:
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making
Monthly Planning and Reporting:
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager
Qualification and Experience:
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment
go to method of application »
What will you do?
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added products
What will make you successful in this role?
Sales Delivery:
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch Client Service and Client Retention:
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
- Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, Compliance and Continuous Development:
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making
Monthly Planning and Reporting:
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager
Qualification and Experience:
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment
Method of Application
Use the link(s) below to apply on company website.
Build your CV for free. Download in different templates.
Gmail
Yahoomail