Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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What will you do?
- To contribute to an optimal client experience in SRM Branches through speedy reception and referrals of clients and supporting the Branch Manager with administrative duties.
- Responsible for management of branch reception and client support.
- Responsible for general branch administration.
What will make you successful in this role?
- Client service principles.
- Knowledge on the Insurance landscape and / or products would be advantageous.
- Knowledge of office management systems.
Qualifications and Experience
- Matric
- 1 - 2 years’ experience in an office coordination / clerical / administrative capacity.
- Experience within insurance branches would be an advantage.
- Client facing experience in a service environment would be advantageous
Skills and Competencies
- Proficient in Microsoft office (especially in Outlook and other office management systems)
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Conflict management skills would be advantageous (dealing with difficult clients)
- Typing skills essential
- Organising skills
- Adaptable and open to learning
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What will you do?
- To deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Key outcomes
The following outcomes will be expected to be achieved by Administrator Linked Investment:
- Operations support: Provide operations support against standard operating procedures. Provide support to customers and team as required to ensure team performance on an ongoing basis
- Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards
- Handle inbound and outbound calls as per the agreed service level agreement (SLA), e.g., talk time, availability, average time to answer, etc. to manage the holding/active client's experience on the call
- Review client investment instructions received via workflow system to ensure compliance to business processing requirements. This involves validation of banking details, signature verification, etc., as well as compliance to regulatory requirements (e.g., Financial Identification Client Act (FICA), Pension Funds Act, and Long-Term Insurance Act)
- Capture or authorize the investment instruction onto the workflow system as per the technical guide and processing manuals within the applicable SLA
- Provide regular feedback to stakeholders through various channels (such as, email, telephone) to keep the stakeholder informed about the progress relating to the investigation of the case
Qualifications and experience
- Degree/National Diploma (NQF level 6) in Accounting / Banking or equivalent
- 2 - 3 years working experience as a Client Services Consultant or an Administrator in a LISP in a Financial Services Industry
Competencies
- Client Focus
- Cultivates Innovation
- Collaborates
- Drives Results
- Being Resilient
- Adhering to Principles and Values
- Excellent Writing and Reporting Skills
- Highly Analytical
- Adapting and Responding to Change
Attributes
- Positive, enthusiastic attitude
- Teamwork
- Ability to work under pressure
- Honesty, integrity and respect
- Self-starter and self confidence
What will make you successful in this role?
Qualification and Experience
- Grade 12 with 3 to 4 years related experience.
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What will you do?
- To contribute to an optimal client experience in SRM Branches through speedy reception and referrals of clients and supporting the Branch Manager with administrative duties.
- Responsible for management of branch reception and client support.
- Responsible for general branch administration.
What will make you successful in this role?
- Client service principles.
- Knowledge on the Insurance landscape and / or products would be advantageous.
- Knowledge of office management systems.
Qualifications and Experience
- Matric
- 1 - 2 years’ experience in an office coordination / clerical / administrative capacity.
- Experience within insurance branches would be an advantage.
- Client facing experience in a service environment would be advantageous
Skills and Competencies
- Proficient in Microsoft office (especially in Outlook and other office management systems)
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Conflict management skills would be advantageous (dealing with difficult clients)
- Typing skills essential
- Organising skills
- Adaptable and open to learning
go to method of application »
What will you do?
- To contribute to an optimal client experience in SRM Branches through speedy reception and referrals of clients and supporting the Branch Manager with administrative duties.
- Responsible for management of branch reception and client support.
- Responsible for general branch administration.
What will make you successful in this role?
- Client service principles.
- Knowledge on the Insurance landscape and / or products would be advantageous.
- Knowledge of office management systems.
Qualifications and Experience
- Matric
- 1 - 2 years’ experience in an office coordination / clerical / administrative capacity.
- Experience within insurance branches would be an advantage.
- Client facing experience in a service environment would be advantageous
Skills and Competencies
- Proficient in Microsoft office (especially in Outlook and other office management systems)
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Conflict management skills would be advantageous (dealing with difficult clients)
- Typing skills essential
- Organising skills
- Adaptable and open to learning
go to method of application »
What will you do?
Job Purpose
- The Business Development Manager is responsible for developing and maintaining a portfolio of Investment focused Intermediaries, increasing the Sanlam Group’s retail investment market share, and executing the Glacier Partners Absa (GPA) strategy.
- The role focuses on new business development, portfolio growth, intermediary enablement, and delivering a superior adviser experience. The role is based in Gqeberha (supporting Southern and Eastern Cape distribution partners and clients).
Key Outcomes
The following outcomes will be expected to be achieved by the Business Development Manager:
Business & Portfolio Growth
- Attract new business and increase retention of existing investment flows.
- Source, onboard, and activate new Intermediaries for GPA.
- Achieve profitable annual sales volumes and meet monthly targets by actively managing an Intermediary portfolio.
- Grow regional business via Independent Financial Intermediaries and Absa Distribution Channels (sales, training, marketing, and client services).
Intermediary Support & Enablement
- Implement a structured Intermediary support model to ensure effective collaboration between the Channel, the Intermediary, and product providers.
- Provide accurate investment, product, fund, service, and investor information.
- Train and upskill Intermediaries and their support staff.
- Equip Intermediaries with technology, reporting tools, and business development insights to run profitable practices.
- Drive the adoption and effective use of GPA’s digital tools.
Stakeholder Engagement & Internal Collaboration
- Support investment campaigns and marketing initiatives.
- Contribute to product implementation through presentations, insights, and client service support.
- Maintain and coordinate Service Level Agreements (SLAs) with internal and external stakeholders.
Compliance & Governance
- Ensure full adherence to regulatory requirements including FAIS and FICA.
- Promote ethical, compliant, and professional conduct at all times.
Qualifications and Experience
- Relevant financial/investment related tertiary qualifications.
- 5 - 10 years’ experience in the financial distribution environment.
- Experience supporting and developing IFA investment practices.
- A proven sales track record within the investment industry.
- Strong technical knowledge of retail investments, industry structures, and market trends.
- Valid driver’s license and own reliable vehicle.
- The role requires traveling throughout the area of responsibility.
Competencies
- Target and performance orientation.
- Resilience and tenacity in a sales environment.
- Relationship building and stakeholder management.
- Leadership and people-management skills.
- Team contribution and collaboration.
- Strong client service ethic.
- Effective communication and presentation skills (Afrikaans & English).
- Impact and influence.
- Innovative and strategic thinking.
- Entrepreneurial mindset.
Attributes
- Positive, proactive “can-do” attitude.
- High levels of self-confidence.
- Integrity, honesty, and professionalism.
- Ability to work independently and take ownership.
What will make you successful in this role?
Qualification and Experience
- Degree or Diploma with 6 years related sales experience.
Knowledge and Skills
- Strategic sales and client retention and acquisition planning
- Drive sales and profitability
- Expense, risk and compliance management
- Partnership, network and new markets development
- Management of Employees
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What will you do?
- “This is a leadership role within the adviser vesting environment that supports both regional and business models, across regions. The role report to the Head of Adviser Development and Transformation: Intermediaries from a line management perspective but has a strong matrix functional and multi-regional focus.
- As part of the functional focuses the role would serve on regional Manco’s and report to the newly created Multi-Disciplinary Forum (MDF) for Vesting with regards to best practice and alignment across regions.
- The primary focus of the role is to improve the quality and execution of on-boarding and vesting through the development of best practice processes, approaches, tools and skills, and thereby increase the retention of Advisors in the business.
- The role would functionally engage policy best practice and implementation via a reporting line to the Multi-disciplinary Forum for Vesting that would guide the overall on-boarding and vesting practice.
- This role works through and manages teams of Development Managers as well as liaison with Enterprise model AP’s within each of their designated regions to drive the above outcomes.
- Contribute to the establishment and execution of the regional manpower and vesting strategy
- Drive best practice vesting methodology
- Build and promote a supportive development environment
- Create and drive robust vesting sales plans and retention
- Support and enable the DM’s / SM’s and their adviser’s portfolio
- Manage the effective incubator back office support function
- Provide effective People and Performance Management
- Budgets and expense management of unit”
What will make you successful in this role?
Qualification & 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)
Knowledge and Skills
IT:
- MS: Office (Excell, Word, PP)
- Web based platform tool/site
- Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
- AUTONUB
- J-ISTELL/NUB 974
- E2 financials
Business/Management:
- Financial Services Industry Knowledge
- Financial Services Product Knowledge (Sanlam and competitors)
- Relevant regulatory legislation and compliance knowledge (FAIS accredited)
- Legal technical Knowledge (product related)
- New and Existing business processes
- Advisor contracts and remuneration
- Sales and marketing processes and practices
- Leads management and campaigns/competitions
- Leadership and Management skills to manage staff
- Budgets and expense management
- SFA distribution model and value propositions
Personal Attributes:
- People developer (coaching)
- Good networker and relationship builder
- Sound planning and co-ordination abilities
- Sales orientation
- Ability to motivate and build a team
- Strong administrative and operational skills and knowledge
- Socially confident and skilled to communicate well
- Ability to solve problems and work with complexity
Personal qualities
- Cultivates innovation
- Client focus
- Drives results
- Collaboration
- Flexibility and adaptability
- Financial acumen
- Directs work
- Plans and aligns
- Balances stakeholders
- Decision quality
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Sanlam Alternative Investments (SAI)
- The purpose Sanlam Alternative Investments (SAI) business is to help build the African continent and make a real sustainable difference in the emerging economies in which we operate in, aligning to the Sanlam Group’s mission of financial inclusion.
- The SAI business has a broad range of capabilities that include Private Equity, Specialised Finance, Property, Infrastructure and Partnerships. Sanlam is the biggest non-banking financial institution on the continent, operating in Africa for over 100 years.
What will you do?
- The Associate for Property Finance will be responsible for originating and structuring property-related debt, including both vanilla and structured transactions, for investment by SAI and third-party funds.
- The role further entails structuring finance solutions, including transactions with upside participation, as well as driving the growth of the existing business through innovation and the development of new products. In addition, the Associate will be responsible for managing and optimising the property credit assets book.
What will make you successful in this role?
Deal Making - Origination/ Relationship Building, including:
- Introducing personal network to the SAI brand as well as cold calling property investors and developers to source deal flow
- Compile written proposals to clients/ syndication partners of specific products (including commentary on compliance with enactments, tax and accounting treatments), funding proposals including making marketing presentations to clients/ syndication partners and replying to client "RFP's"
- Preparation of term sheets to clients that form the basis of legal agreements to be drafted
- Financial modelling of deals and preparing deal cashflows
- Ongoing client relationships in respect of concluded deals
- Maintaining relationships within the Sanlam Group
Negotiation
- Negotiation with client of funding terms including loan amount, interest margin, fees and profit participation.
- Negotiation with syndication partners on fee sharing arrangements and deal structures to maximise SAI's role in the deal.
Credit Approval
- Preparation of credit applications and credit updates to the credit department and attendance at credit meetings to support deals.
- Preparation of deal committee applications for new products which entail, amongst others, a description of the mechanics of the product and the relevant legislative implications requiring sign-off by taxation, legal, regulatory, accounting, etc. Such applications set out the credit risk, funding/liquidity risk, interest rate risk, currency risk, regulatory risk, operational risk, documentation risk and reputational risk in the product and how these risks are mitigated and/or managed.
Deal Execution
- Manage transactions from inception through execution with strong ownership and project discipline.
- Liaise with internal teams (legal, credit, treasury, regulatory and exchange control) and with external advisors (lawyers, accountants and tax specialists) to implement transactions.
- Review and comment on legal agreements to give effect to approved transactions.
- Coordinate with other financial institutions to implement and settle transactions.
Repackaging and placement
- Repackage and place debt transactions—potentially incorporating credit derivatives—to optimise distribution and broaden investor participation.
Profitability and Product Development
- Drive profitability through innovative product design, research‑led opportunity identification, and robust structuring.
Group interaction and functions
- Engage continuously with Sanlam Group stakeholders and act as a centre of expertise for property credit solutions.
Portfolio management of Credit Portfolio
- Assist in establishing, managing and optimising a credit portfolio aligned to mandate and risk appetite.
- Align client requirements with interest‑rate risk management parameters within the portfolios.
- Review and validate reporting accuracy, including daily P&L reports.
Structuring
- Evaluate tax, regulatory, legal and accounting considerations and engage relevant subject‑matter experts to ensure robust structuring.
Qualification and Experience
- At least 5 years’ experience in the debt and structured property finance environment.
- CA (SA), CFA, MBA, B. Com, LLB or other relevant postgraduate qualification.
- Demonstrated deal‑making and debt‑origination capability, with the ability to conceive, structure and implement complex transactions.
- Strong negotiation skills, including contract negotiation.
- Strong interpersonal skills for client engagement and cross‑cluster collaboration within the Sanlam Group.
- Sound marketing skills and a strong network within the debt market.
- Tax knowledge and structuring expertise.
- Financial modelling proficiency and strong numerical skills.
- Solid knowledge of accounting standards—particularly those related to financial instruments and securitisation.
- Strong written and verbal communication skills, including the ability to deliver presentations to technical audiences, clients and internal committees.
- Hands‑on capital markets experience across debt and structured‑finance instruments, including corporate bonds, commercial paper, loans, asset‑backed finance, securitisation and credit derivatives.
- Strong understanding of derivatives and financial treasury products.
- Strong understanding of regulatory, tax, legal and exchange‑control issues related to property debt financing.
Knowledge and Skills
- Investment strategies and management of complex investments
- Responsible for originating and securing complex private equity investment transactions.
- Negotiates deals with third parties and will present proposed deals to the Credit Committee.
- Investment Industry Knowledge
- Reporting and Administration
Method of Application
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