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  • Posted: Jul 15, 2025
    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 skilfu...
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    Financial Planner: Executive Wealth

    What will you do?

    • The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
    • Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
    • Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
    • Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

    What will make you successful in this role?

    Assist in growing the Sanlam Adviser Business

    • Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
    • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

    Undertake relevant behaviours to attain targets relating to:

    • Revenue generation (Single and recurring premiums)
    • Activity quotas
    • Promote the Sanlam brand
    • Treating customers fairly to be applied to all client engagements
    • Role is aligned to your personal career aspirations

    Networking, prospecting and leads generation

    • Face to face interactions, social or business, to create business opportunities.
    • Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
    • Turning trusted relationships into business relationships.
    • Strengthening existing relationships by increasing the current service.
    • Use existing sources to establish opportunities across Sanlam businesses.
    • Personalised client value propositions.
    • Marketing on social media.
    • Undertake selected client focused activities to generate leads and informal prospecting opportunities.
    • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
    • Structuring and implementing focused campaigns with new or existing clients in the defined market.
    • Requesting active and ongoing leads and referrals from others.
    • Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

    Client consultations and sales

    • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
    • Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
    • Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
    • Provide sound personal financial planning advice.
    • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
    • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
    • Use relevant processes and system tools to capture analysis information and update records accordingly.
    • Review client portfolio annually by undertaking the above steps.

    Client Service

    • Ensure all client interactions are ethical, courteous and professional.
    • Follow-up or refer all existing business queries to be resolved timeously through support.
    • Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
    • Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
    • Initiate long term client relationships and maintain a relational focus.

    Monitor, update and reporting (weekly/monthly)

    Document and present the following activities:

    • Number and profile of contacts, appointments, consultations.
    • Issued business and revenue against targets.
    • Update client details on records.
    • Appropriate workflow and activity monitor system entries.

    Qualification and Experience

    • Grade 12
    • Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

    Knowledge and Skills

    • Financial advice and support
    • Production target achievement and budgeting
    • Compliance and risk management
    • Client relationship management
    • Financial planning and recommendations

    Personal Attributes

    • Communicates effectively - Contributing independently
    • Tech savvy - Contributing independently
    • Action orientated - Contributing independently
    • Interpersonal savvy - Contributing independently
    • Persuades - Contributing independently

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    Branch Manager - Sebokeng

    What will you do?

    • To grow the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
    • Guiding, integrating and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
    • Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
    • Assuming responsibility for the successful day to day maintenance and management of the Retail branch.
    • Being a key representative for the retail branch in the industry.

    What will make you successful in this role?

    Strategy Development and Business Planning:

    • Work with Area Manager and translate the Provincial strategy into a retail branch strategy, specifying targets, objectives and metrics.
    • Contribute insights to monthly, quarterly and annual business planning for retail branches in the Region / Province.
    • Responsible for managing operational costs in line with the allocated budget.
    • Develop incentive tactics for the Branch Consultants and drive performance
    • Retail Branch Sales Delivery

    Activations:

    • Develop and execute strategies (campaigns / promotions / events / etc.) to entice and draw clients from outside of the branch.
    • Plan and represent the branch at various forums / events / community platforms to establish awareness and gain business.

    Sales and Operational Effectiveness:

    • Communicate the Retail Branch strategy, sales targets and metrics to Branch Consultants.
    • Identify Key Result Areas and work with Branch Consultants to develop and agree collective targets.
    • Monitor activities and the achievement of sales targets in the branch.
    • Identify areas of improvement and work with Branch Consultants to address / rectify.
    • Work with Business Owners of supporting functions (HR, Technology, etc.), and put the right mechanisms in place (systems, processes, technology) to ensure the branch is able to deliver a service and achieve targets.
    • Identify and escalate areas of improvement regarding support systems, processes, and technologies.
    • Where possible, solve problems or propose solutions to prevent issues from reoccurring.

    Establish and drive a Service Culture:

    • Align processes and procedures in the Bank to allow for a smooth, efficient and optimal client experience.
    • Develop, drive and monitor client experience, and client service delivery standards in the branch.
    • Manage the daily achievements of and adherence to service delivery SLAs.
    • Identify areas of continuous improvement and take corrective action to address it.
    • Ensure all client complaints and queries are handled effectively, within SLA timeframes.
    • Where relevant, respond to escalations and continuously provide feedback to clients regarding outcomes / progress of resolutions.

    Compliance, Quality and Risk Management:

    • Ensure compliance and quality standards are effectively communicated and adopted across the branch.
    • Ensure alignment to the Treating the Customer Fairly (TCF) framework in all business practices and ensure the branch operates within the FSCA regulations.

    People Management:

    • Work with Human Resources and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets in the branch.
    • Work with HR to establish and maintain good people practices in the branch.
    • Responsible for all operational people practices relating to direct reports, in collaboration with the Human Resource Function (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
    • Manage and support the accreditation and continuous professional growth of staff functioning in the branch.

    Monthly Planning and Reporting

    • Responsible for monthly reporting of sales and service activities in the Branch.
    • Analyse data to identify areas of improvement and plan for the next month.
    • Conduct monthly and annual planning based on reports

    Qualification:

    • Matric (Grade 12)
    • RE1 and RE5
    • 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
    • Class of Business accreditation (annual)
    • Compliant with continuous professional development (CPD) current and past cycles.

    Knowledge and Skills

    • Customer service and management
    • Reporting and administration
    • Quality, Compliance and Accreditation
    • Business processes
    • Services Knowledge

    Personal Attributes

    • Interpersonal savvy - Contributing through others
    • Decision quality - Contributing through others
    • Directs work - Contributing through others
    • Optimises work processes - Contributing through others

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    Sr Data Scientist, Digital Products & Experience

    Position Overview

    • As a data scientist your work is a canvas for change, painted with the data you explore and the insights you uncover.
    • You're not just joining a team; you're embarking on a mission to reshape the financial landscape for all Africans, making tomorrow not just different, but better.
    • Turning data into pathways, obstacles into stepping stones, and potential into reality.
    • Together, we can build lasting financial confidence across Africa, one insight at a time.
    • This is a data science role embedded in a team focused on creating a world-class digital financial platform that is insights driven and behaviorally aware, through curated, personalised and inclusive products and customer experience.
    • This is a data science role focusing on driving continuous improvements to our retail credit products, both digital and financial.

    Qualification and Experience

    • 5+ years' experience as a data scientists with at least 2 in a similar product data science capacity
    • Track record of high impact and investing in your own development.
    • Data science experience in a product focused role specifically
    • Experience working with Tableau or PowerBI. Competent in python and SQL.
    • Experience with digital products in an app environment
    • Experience with cloud technologies like Snowflake and SageMaker
    • Experience designing and analyzing client research

    What you'll achieve in the first 12 months

    • Wrangling data autonomously: Wrangle data into the ideal format for the necessary tool (e.g. Python, Tableau, PowerBI), no matter how raw and unstructured it and what lake/lakehouse it’s stored in.
    • Setting team metrics: Define holistic measurement frameworks that enable the team to explore their performance holistically and work with the team to identify and track the metrics that measure success
    • Producing insights: Identity loosely defined commercial problems and produce meaningful insights that guide iterations of the teams products and go-to-market campaigns
    • Developing ML models: Structure commercial problems into prediction problems by clarifying both what is being predicted and how that enables us to change our products or campaigns to obtain a better result.
    • Develop and implement ML models for the highest priority prediction problems, ensuring outstanding model and product performance.
    • Carrying out controlled experiments: Establish the learning goals of their team, crafting hypothesis statements and learning roadmap wherever needed.
    • Design, execute and draw correct conclusions from experiments by confirming integrity of experiment, avoiding common pitfalls, and executing frequentist or Bayesian A/B analysis.
    • Segmenting the client base: Using rule and unsupervised learning-based approaches to segment the client base so we can develop a deeper understanding of customers and build better products for them.
    • Creating impactful visualisations: Produce data and interactive visualisations that enable the whole team to address their recurring reporting and insight needs, without your direct support.
    • Partnering for impact: Partner with stakeholders to make sure they gain the confidence they need to drive changes in the product roadmap or ask for further insight.

    How you'll think

    • You look for ways to do, instead of reasons not to.
    • You are high agency, high ownership in everything you do.
    • You know we own our future, only we can make it happen.
    • If you find something that keeps us from our mission, you own it or work collaboratively with others until you find the right owner of it.
    • Where some see impossible, you see a way: You have the strong conviction in our ability to innovate and bring financial services, and financial confidence to everyone across the continent. You turn obstacles into opportunity, chance into change.
    • You move fast and fix things.
    • You publish early and often, when you fail you learn and go again.
    • You know that speed gives you the licence to fail, because you’re moving fast enough to correct course.
    • You seek out and value different perspectives.
    • Believing that when we change how we look at things, how things look for us also changes.
    • Making tomorrow not just different, but better.

    What you'll enjoy

    • Being in a high ownership, high ambiguity, high autonomy environment where the impact of your work matters.
    • The ideal environment for your capability growth.
    • Learn from the best. Get guidance from some of the most seasoned professionals around.
    • Diving into projects that touch the lives of millions.
    • Making a real difference in how people manage their money and plan their lives.
    • Working with modern technologies, from Snowflake to SageMaker and AI-as a service AWS, leverage world class technologies to launch into your work
    • A chance to be the first data scientists in a newly formed domain team!

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    Investment Broker Consultant (PG10): SanlamConnect Gauteng North (Lynnwood)

    What will you do?

    • This role will report to the Business Manager.
    • You will be responsible for prospecting, sourcing, developing, and maintaining a specialised Investment Broker portfolio, developing and/or increasing Sanlam Group’s market share of retail investment business from your portfolio, while co-creating bespoke solutions, interactions with Sanlam Private Wealth and Glacier.
    • The Investment Broker Consultant is the interface between the brokers and Sanlam and strives to achieve the business objectives in a dynamic, innovative and high-performance environment.
    • As a Broker Consultant, you will play a third party marketing role to promote Sanlam Investment products to Brokers, with a primary focus of building a portfolio of supporting investment brokers, by forming trusting and co-operative relationships that enhance new business opportunities whilst supporting and up-skilling Brokers with the relevant information, tools and technologies that will enable them in their practice.

    Output/Core Tasks:

    Your success will come from:

    • Building a supporting investment portfolio of brokers
    • Promoting and marketing the company products
    • Building strong relationships with brokers and product providers
    • 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:

    • Relevant financial / investment qualification (Financial tertiary qualification on Honours level is recommended)
    • CFP is advantageous
    • At least 5 years’ experience in a financial distribution environment (Linked Service Provider and/or Investment Management Company is recommended) in a similar role
    • Supporting and developing of Broker practices
    • Proven Sales related success and track record
    • Technical knowledge about retail investments, retail investment industry
    • Valid drivers’ license and own reliable vehicle
    • Willingness to travel

    Knowledge and Skills:

    • Ability to build an investment portfolio of brokers
    • Goal and target motivated
    • Natural relationship builder
    • Marketing principles and sales skills in order to meet your targets
    • Experience in third-party marketing
    • Relevant regulatory legislation and compliance knowledge

    Personal Qualities:

    • Cultivates innovation
    • Client centricity
    • Results driven
    • Collaboration
    • Flexibility and adaptability
    • Decision quality
    • Action orientated
    • Plans and aligns
    • Business insights
    • Treating customers fairly

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    Governance, Risk and Compliance Manager Anglophone | Cape Town

    What will you do?

    • Reporting to the Head: Risk & Compliance Anglophone (and Lusophone), the Risk and Compliance Manager will be responsible for building and maintaining a culture of risk and compliance management in the entities specifically assigned to him/her but also in the Anglophone and Lusophone countries, being part of this team.
    • The successful candidate will also assist in the design, management and execution of an efficient risk and compliance management program in these operating entities.
    • To successfully achieve this, you will have to manage a team of in-country risk and compliance managers, assigned but not reporting to you.
    • As a team, you all have a key responsibility in managing the organisation’s obligations related to compliance and risk management in the Anglophone and Lusophone entities, but also assisting in doing so at SanlamAllianz (SAZ) level.
    • In addition, the Risk and Compliance manager must build strong relationships with the top management of the countries assigned to him/her as well as in the SAZ cent

    What will make you successful in this role?

    Your ability to:

    • Assist in the development of compliance and risk management initiatives and programs to comply with the respective legal, licensing, and regulatory obligations in the specific entities assigned to him/her but also at Cluster (SAZ) level.
    • Ensure appropriate risk management across the Cluster (SAZ) and in the specific entities assigned to him/her in line with the SAZ ERM Framework.
    • Ensure appropriate compliance management across the Cluster (SAZ) and in the specific entities assigned to him/her in line with the SAZ compliance policies and methodologies.
    • Assist in providing governance oversight across the Cluster (SAZ) and in the specific entities assigned to him/her in line with the SAZ governance policy.
    • Handle the management and execution of second line risk and compliance monitoring and assessment the specific entities assigned to him/her.
    • Assist in assessing, improving and maintaining compliance and risk management policies and procedures and assist SAZ entities in this regard.
    • Aid in the implementation and improvement of processes and tools to monitor, analyse, and report on key risk/compliance initiatives (AML/CFT; data privacy, etc.), key risks, compliance incidents and events and other similarly significant risk and compliance related activities across the Cluster (SAZ) and in the specific entities assigned to him/her.
    • Be pro-active in the process to identify and inform of any changes to legislation and other regulatory requirements relating to SAZ entities, the risk of non-compliance and expected controls relating to these.
    • Provide oversight to the SAZ entities, with a focus on the monitoring of compliance risk management and the adequacy and effectiveness of control.
    • Provide relevant compliance and risk reporting and the escalation of material compliance, and risk incidents.
    • Assist in the development and execution of training and communication (newsletters, forums, etc.) programmes and initiatives, provide risk and compliance related advice and guidance for staff across the Cluster (SAZ) and in the specific entities assigned to him/her as required.

    Qualification and Experience

    • Postgraduate in Compliance or Risk Management
    • More than 5 years’ experience in Compliance and/or Risk Management related experience.
    • Experience in audit could also be advantageous.
    • Management of people could be advantageous
    • Knowledge of the CURA (similar risk and compliance) system would be advantageous

    Knowledge and Skills

    • Understanding and expert knowledge of legislation, regulations and legal principles applicable to the financial services industry and the associated risks.
    • Expert knowledge of compliance risk and compliance principles and standards within Africa and internationally.
    • Understanding and expert knowledge of risk management requirements, methodologies and principles applicable to the financial services industry.
    • Understanding of the risk and compliance tools in use to enable support to entities.
    • Ability to interact with teams and senior executives across different countries and effectively build relationship networks.
    • Cultivates Innovation, Adaptability.
    • Planning and organising.
    • Ability to manage complexity.
    • Mature outlook and upholds high standards of professional integrity.
    • Willingness to travel.
    • Fluent in English (additional understanding of French or Portuguese could be advantageous).
    • Attention to detail
    • Communication Skills (excellent written and verbal)
    • Problem solving skills

    Core Competencies

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

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    Head: Sanlam Facilities & Real Estate

    Purpose of the role

    • The Head: Sanlam Facilities & Real Estate is a dynamic and experienced leader with a proven track record, responsible for managing Sanlam’s extensive and diverse portfolio of facilities.
    • This role ensures the delivery of high-quality, competitive services that meet and align with user requirements.
    • The Sanlam Facilities & Real Estate team is responsible for managing approximately 300,000m² of building infrastructure and associated facilities services that support the Sanlam Group’s operations across South Africa.
    • The team oversees a wide range of service offerings, including but not limited to: Building Facilities Management, Contracts Management, Real Estate Management, Electrical Mechanical Services, Data Center Management, Catering, Business Support Services, Occupational Health and Safety, Risk Management, Compliance and Self-performed services.

    Key responsibilities

    • Oversee the effective management of all Facilities and Real Estate service offerings, including those delivered through outsourced service providers.
    • Lead and manage the Sanlam Facilities & Real Estate (SF&RE) team to ensure high performance and alignment with strategic objectives.
    • Manage the SF&RE budget, ensuring sound financial planning, control, and reporting.
    • Identify and mitigate risks related to facilities and real estate operations.
    • Lead crisis and emergency management efforts, ensuring readiness and effective response.
    • Ensure compliance with all safety regulations and standards, including Occupational Health and Safety (OHS) management.
    • Oversee and manage facilities-related projects, from planning through to execution.
    • Negotiate and manage contracts and service level agreements with vendors and service providers.
    • Drive and support change management initiatives within the facilities and real estate environment.

    Qualifications and experience

    • A minimum of a Bachelor’s degree with a focus on commercial subjects and/or Facilities Management.
    • A Chartered Accountant (CA) qualification will be considered an added advantage.
    • Relevant certifications in Property or Facilities Management, as well as contract administration, will be beneficial.
    • At least 8 years of experience in Facilities Management within a medium to large-sized organisation.
    • A minimum of 5 years’ experience in a senior management role.
    • Demonstrated business acumen with a strong commitment to customer service excellence

    Technical skills

    • In-depth knowledge of the building and construction industry.
    • Strong technical expertise across various Facilities Management disciplines.
    • Proficient in Microsoft Office applications, including Word, Excel, Teams, and PowerPoint.
    • Experience in equipment life cycle management.
    • Solid understanding of property and contract law.
    • Knowledge of data centre infrastructure management.
    • Familiarity with relevant laws and regulations governing facilities and real estate.
    • Understanding of construction processes, architectural principles, and key systems such as HVAC and electrical infrastructure.

    Key competencies and skills

    • Exceptional interpersonal and communication skills, both written and verbal.
    • Proven ability to persuade, influence, and negotiate effectively at all levels.
    • Strategic and innovative thinker, capable of aligning client vision and strategy with the objectives of the Facilities Department.
    • Strong decision-making abilities, balancing short-term priorities with long-term organisational goals.
    • Skilled in managing strategic change and driving initiatives to successful outcomes.
    • Solid budgeting experience with strong financial and accounting acumen.
    • Demonstrated leadership capabilities, with the ability to inspire and manage diverse teams.
    • Excellent problem-solving and organisational skills.
    • In-depth knowledge of Service Level Agreements (SLAs) and experience in managing service and rental contracts.

    Leadership skills

    • Demonstrated leadership and team management experience.
    • Strong communication and interpersonal skills with the ability to influence and collaborate across all levels.
    • Proven ability to build and maintain trusted relationships with key stakeholders.
    • Strategic and visionary leadership capabilities.

    Personal attributes

    • High ethical standards and integrity.
    • Detail-oriented with excellent organisational skills.
    • Resilient under pressure, with the ability to meet tight deadlines.
    • Strategic thinker with sound business acumen.
    • Calm, composed, and able to manage stress effectively.
    • Skilled in balancing stakeholder needs and expectations.

    Competencies

    • Digital leadership (Tech savvy, Cultivates innovation, Strategic Mindset)
    •  Agile leadership (Manages ambiguity, Manages complexity, Drives Results)
    •  Human-centered leadership (Instils trust, Build effective teams, Drives engagement)

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    Graduate Intern: Admin Assistant: RA: SanlamConnect East Coast Region:Umhlanga

    What will you do?

    • This in an internship for graduates who require work experience in order to gain a professional qualification or unemployed graduates who require work experience to become more marketable.

    Output/Core Tasks:

    • This is a 12-month contract position allowing the incumbent to gain relevant work experience in the financial services industry. The individual will be exposed to training and office administration whilst being part of the Regional Office team at SanlamConnect.
    • Provide administration support to Management Team
    • Provide support to the Financial Advisers and or Brokers
    • Co-ordinate and manage events
    • Monitor new business received
    • Monitor outstanding premiums
    • Account Payments

    What will make you successful in this role?

    Qualification & experience

    • Grade 12 or equivalent
    • Business related National Diploma or Degree (Marketing, Legal, Financial Planning, Human Resources)
    • Preferably no or very limited previous working experience

    Knowledge and skills

    To be successful you will need to demonstrate good experience in:

    • Successful candidate should be unemployed
    • Knowledge of and experience in MS Office

    Personal qualities

    • Cultivates innovation
    • Client centricity
    • Results driven
    • Collaboration
    • Flexibility and adaptability
    • Communicates effectively
    • Plans and aligns
    • Action oriented
    • Treating customers fairly

    The closing date for applications is 22 July 2025.

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    Senior Financial Manager : NMSIS

    About the role

    • This role will be responsible for the comprehensive oversight and execution of reporting (incl. management, risk, regulatory and statutory) strategy and processes.
    • Reporting to the Chief Executive of NMS Insurance Services with a dotted line to the Sanlam Fintech Chief Financial Officer, the Senior Financial Manager forms part of the Sanlam Fintech Finance Team and will be responsible for supporting the Chief Financial Officer with driving the various Finance objectives in line with the company culture.
    • The Senior Financial Manager will be responsible for supporting the management and direction of all finance resources, providing sound financial advice, ensuring that stringent and rigorous accounting processes and controls are in place, ensuring accurate reporting of financial results and operational excellence.

    What will you do?

    Role and responsibilities

    Financial Control & Close

    • Oversee the accuracy of information for preparation of financial statements, ensuring compliance with IFRS.
    • Ensure timely, accurate and transparent month-end, quarter-end, and year-end closings.
    • Coordinate internal and external audits and liaise with auditors to ensure compliance and address any issues.
    • Document internal control policies and procedures well (general close, reconciliations, inter-company, etc.)
    • Effective management of the financial close process and activities.
    • Ensure appropriate clearing of control accounts, reconciliations, etc.
    • Manage master data changes (e.g. chart of accounts).
    • Managing the taxation affairs and processes of the business (incl. corporate income tax, dividends tax, VAT).
    • Liaising with internal tax experts across the Sanlam Group for specialist advice.
    • Ensure compliance with tax laws and prepare tax returns.
    • Identify, monitor and managing financial risks, ensuring effective mitigation strategies are in place.
    • Conduct regular reviews and assessment of the adequacy of internal financial controls (IFCs) and the corresponding risk and control matrices (RACMs), including recommendations for improvements.
    • Manage a proactive control monitoring process.

    Budgeting & Forecasting

    • Ensure a smooth target setting process with involvement of appropriate decision-makers.
    • Ensure budgets are designed to meet the business plan targets and KPIs by clearly defining business drivers and underlying non-financial information that drives the financials.
    • Ensure that the budget framework/principles prescribed by Group Finance is adhered to.
    • Refresh forecasts to align to current performance and economic and commercial impacts (as required) on a periodic basis throughout the year, i.e. monthly, quarterly, annually.
    • Ensure effective processes for tracking and improving forecast reliability.
    • Support senior executives to make sound business decisions in the long and short term, through analytics driven insights.

    Reporting

    • Managing and overseeing the company’s financial systems.
    • Actively drive financial reporting to meet prescribed organisational and regulatory deliverables and timelines.
    • Drive system process efficiency improvements including the use of available Business Intelligence (BI) tools, and the design/ redesign of reports as needed.
    • Identify and mitigate risks associated with financial reporting and data management.
    • Collaborate across functions, including finance, tax, actuarial, treasury, IT and business units, to ensure the accuracy and relevance of management reports.
    • Maintain business rules, chart of accounts and balance sheet accounts.
    • Perform financial analysis of key business drivers and provide commentary on business performance and insights on future trends within the organisation.
    • Active expense management.
    • Analyse data and forecasts and provide reports with recommendations that enables accelerated decision-making by senior management and EXCO.
    • Prepare valuations of non-life business line for reporting to the asset valuations committee (SNLACB).
    • Coordinate and prepare reports to the Audit Committee and Board.
    • Prepare annual financial statements (including disclosure) and the reporting packs.
    • Adhere and promote sound governance principles, including the requirements of King IV and the Companies Act.
    • Provide 1st line risk management support to ensure the business has a robust risk framework in place and proactively manage internal and external risk to the company.
    • Update the CURA risk register quarterly.

    Collaboration and relationship building

    • Facilitate collaboration across departments within SFT, across the Finance community within the greater Sanlam Group and with Multichoice stakeholders, where necessary.
    • Responsible for building and maintaining relationships with key stakeholders.
    • Involvement in business-critical projects such as the transition of NMS Insurance Services from the MultiChoice environment to Sanlam as appropriate.

    What will make you successful?

    What will make you successful in this role?

    • Owns business unit and team objectives and key results (OKRs), by playing an integral part in developing and implementing the Finance OKRs that support the business OKRs.
    • Being a team player and getting satisfaction from seeing the team succeed.
    • The team’s success is my success.
    • Owns problems that require coordination across multiple teams, roles and/or individuals.
    • Encourages and facilitates creative problem-solving across teams, fostering collaboration to tackle complex challenges with limited resources.
    • Independently discovers, scopes and breaks down complex impactful work for self and others, ensuring accountability and inspiring ownership for team outcomes, whilst leading by example during execution.
    • A positive, client centric and growth mindset, proactively seeking self-development opportunities to increase impact through quality service delivery.
    • Continuous pursuit of innovative solutions.
    • Promote and uphold the brand, culture and values.
    • Embodying the values of honesty and integrity.

    What will you enjoy?

    • Participating in and support with embedding a high-performance culture where ownership, speed and agility is required to make an impact and the knowledge that your contribution is valued.
    • Learn from organisational experts and having access to a network of seasoned professionals to leverage expertise from.
    • Diving into projects that touch the lives of millions. Making a real difference in the lives of people through financial inclusion and education.

    You’ll be the best candidate if you have

    Qualifications

    • CA (SA) Qualification
    • Experience in managing finance delivery

    Experience

    • Minimum 8-10 years senior management experience within the Financial Services Industry.
    • Excellent leadership, communication and interpersonal skills (influencing and relationship building).
    • Strategic thinker with the ability to translate complex data into actionable insights.
    • Strong analytical and problem-solving skills.
    • Ability to manage multiple projects and priorities in a fast-paced environment.
    • Detail-oriented with a commitment to accuracy and pride in quality product delivery.
    • Excellent team player with a collaborative approach to working with cross-functional teams.

    Knowledge

    • Proficiency in financial software and data analytics tools (e.g. SAP, HFM, PowerBI, etc.) – Visualisation & dashboarding.
    • Strong knowledge of IFRS and regulatory requirements.
    • Strong knowledge of taxation.
    • Very Good technical accounting knowledge.
    • Knowledge of Sanlam’s financial reporting systems will be an advantage.

    Method of Application

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