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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Job Description
- 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 Connect Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
- 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 SanlamConnect brand
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 client’s 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’s 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 ‘back-office’ 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
- Builds networks - Contributing independently
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Job Description
- The Financial Accountant for SFP is responsible and accountable for management controls, reporting support and reporting of some key deliverables in the Succession Finance department, which encompasses both SFP (Pty) Ltd and AFP. The role operates within the SRA (Sanlam Retail Affluent) governance framework and influence the financial soundness of future strategic decisions with a special focus on unit cost management and reporting and improving systems in support thereof. The incumbent will also liaise with other business units to optimise the current reporting processes and practices.
The key performance areas of this role include the following:
- Reporting and operational responsibilities
- Management of the SFP general ledger on the Pastel system
- Management of the SFP and AFP general ledgers on the SAP system
- Management and reconciliation of inter-company balances
- Generation of monthly and quarterly financial statements for the Succession division
- Management of the SFP business loans, including interest calculations and repayment schedules
- Completion of regulatory returns
- Completion of tax returns and related schedules
- Ad hoc financial modelling and evaluations
- Ad hoc project involvement
- Collaborating with Sanlam Finance Reporting teams to ensure accurate application of accounting principles to the Succession division.
- Business Process Improvement
- Build and enhance new work streams geared toward operational efficiency and automation of deliverables used during the business lifecycle.
- Review effectiveness of and improving unit cost reporting.
- Develop and implement improved financial controls and higher levels of efficiency.
- What will make you successful in this role?
Qualification & experience
- Honours degree in Accounting or Commerce.
- CA (SA)qualification will be an advantage.
- 3-5 years’ experience in a similar capacity.
Knowledge and skills
- Good technical accounting knowledge.
- Sound grasp of loans and interest calculations is a ‘must’
- Knowledge of SAP general ledger system and/or Pastel general ledger will be an advantage.
Personal qualities
- Cultivates Innovation
- Client Focus
- Drives Results
- Collaborates
- Plans and aligns
- Communicate effectively
- Decision quality
- Analytical thinking
- Concern for accuracy
- Persuades
- Independence
- Nimble learning
- Being resilient
- Computer skills (Excel advanced level)
Personal Attributes
- Decision quality - Contributing through others
- Financial acumen - Contributing through others
- Plans and aligns - Contributing through others
- Communicates effectively - Contributing through others
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Job Description
- We are seeking a highly motivated and detail-oriented Finance Assistant to join the Academy team. The ideal candidate will have a strong analytical mindset, excellent communication skills, and a passion for finance and data analysis.
- The individual will be responsible for providing finance support, conducting data analysis, and delivering insights to support decision-making and stakeholder management. In addition, the function also undertakes the administration and co-ordination of monthly financial procedures (journals and invoicing), budget projections, record keeping, and various different reporting of key data to management and SPF areas.
Core Tasks/ Key Responsibilities:
- Financial Administration
- Assist with budgeting, forecasting and financial reporting
- Analyze financial data and performance indicators to identify trends and opportunities.
- Monitor and report on financial performance against targets.
Reporting: Data Analysis and Insights
- Conduct data analysis to identify trends and patterns.
- Prepare reports and presentations to communicate insights.
- Develop financial models and conduct scenario analysis.
- Collaborate with other departments to support business initiatives.
- Draft Academy Balanced Scorecard ATR and WPS
- Other Ad-hoc reporting
Stakeholder Engagement and Management
- Build and maintain relationships with stakeholders
- Provide support and guidance to stakeholders
- Assist with ad-hoc queries (bursary request and FPI membership fees)
Qualification and Skills
- Grade 12
- Preferably tertiary qualification (degree/diploma) in financial management/accounting
- Administrative and co-ordination experience
- 3-5 years finance support experience within financial services environment
Knowledge and Skills
IT/systems/tools:
- MS: Office (Excel, Word, PP, Outlook)
- SharePoint
- SAP~S4 Hanna/E2
- Sanpay
- Lotus notes
- J-ESTELL
Business:
- Good understand the different DA training programs and courses
- Basic to intermediate budgeting projections and reporting
- Financial transaction processes: journals, payments and invoicing
- Events and logistical co-ordinations
- Sound financial services industry knowledge
- Relevant compliance and legislative knowledge (i.e.: POPI)
- Risk and audit requirements relating to financial payments and journals
- Payment processing
- Invoicing
- Reconciliations and journals
- Billings and collections
- MIS and reporting
- Accounts and supplier management
- Service level agreements (SLA’s)
Personal Attributes
- Quality orientation
- Proactive and action orientated
- Communication skills
- Accurate with attention to detail
- Relationship and stakeholder orientation
- Team Player
- Good administrative skills
- Structured and well organised
- Good planning and co-ordination abilities
- Attention to detail/accuracy
- Pro-active
- Team player
- Clear communicator
- Reliable
- Able to build good relationships with others
Core Competencies
- Cultivates Innovation
- Client Focus
- Drives Results
- Collaborates
- Flexibility and Adaptability
- Financial Acumen
- Plans and Aligns
- Action Orientated
- Communicates Effectively
Turnaround time
- The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
- Closing date: 15 March 2024
- The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.
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Job Description
- Provide secretarial support to the Managing Director of Succession Financial Planning.
- The ideal individual must have strong administrative skills and strong planning and organisation skills, be detail-orientated, structured, have good communication skills and the ability to multi-task in a high-performance culture environment.
The successful candidate will provide secretarial support to the Managing Director in terms of the following:
- Office and diary management
- Email and information management
- Travel arrangements
- Organising and preparation of meetings; functions; presentations; conferences; workshops; satellite broadcasts, video conferences etc.
- Preparation of documents, including formatting and the distribution thereof for the above
- Minute taking
- Using electronic tools effectively. i.e. SharePoint / MS Team / MS Powerpoint / MS Word / MS Excel
- Consolidate and provide relevant reports
- Support team members with all secretarial duties
- Assist with ad-hoc requests
- SAP S4HANA Financial payments & order supplies
What will make you successful in this role?
Qualification & Experience
- Matric
- Secretarial Qualification/Diploma
- A minimum of two years Secretarial/Personal assistant experience.
- Previous experience in a sales environment will be an advantage.
- SAP
- Travel system
Personal Qualities
- Cultivates Innovation
- Client Focus
- Drive Results
- Collaborates
- Flexibility and adaptability
- Communication & Literacy
- Assertiveness
- Concern for accuracy and order
- Technical knowledge & skills
- Treating customers fairly (TCF)
- Stress tolerance
- Problem-solving
- Decision-making
- Managing work
Personal Attributes
- Communicates effectively - Contributing dependently
- Plans and aligns - Contributing dependently
- Action orientated - Contributing dependently
- Optimises work processes - Contributing dependently
Core Competencies
- Cultivates innovation - Contributing dependently
- Customer focus - Contributing dependently
- Drives results - Contributing dependently
- Collaborates - Contributing dependently
- Being resilient - Contributing dependently
go to method of application »
Job Description
- 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’s 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
go to method of application »
Job Description
- 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’s 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
go to method of application »
Job Description
- An investment consultant role within an experienced and dynamic investment consulting team. Apply your knowledge of best practices to provide investment consulting services to institutional clients. This includes, but is not limited to, market and economic updates, strategic asset allocation implementation, portfolio construction and investment strategy formulation.
- The ideal candidate must be able to operate independently and provide investment advice to a diverse client base with varying needs.
Key Responsibilities:
- Independently provide strategic investment advice and oversee the implementation of this advice to a wide range of institutional clients including retirement funds, medical schemes, corporates, trusts and mining rehabilitation funds.
- Strong technical investment and client servicing excellence in servicing institutional clients,.
- Keep abreast with the regulatory & economic environment as it impacts client portfolios.
- Keen understanding of the asset manager landscape, ideally including alternative asset classes and global investment strategies.
- Comfortable presenting complex investment concepts in an understandable manner to institutional clients who have a wide level of understanding.
- Ability to tailor investment advice and service delivery to varying levels of client sophistication and objectives.
Key Responsibilities:
- Actively participate in team discussions and contribute to team learnings and investment decision-making.
- Run quantitative and qualitative analyses on client portfolios and assess areas for improvement. Have experience in blending both quantitative and qualitative analysis to provide appropriate investment advice to clients.
- Assess the impact and implementation of market or regulatory changes on client portfolios.
- Embodying principles of Treating Customers Fairly.
- Facilitating and coordinating work between internal departments.Self-development.
- Ensure that standard procedures and best practices are maintained and adhered to.
- Risk awareness and the management of these risks.
Qualification and Experience:
- Relevant bachelor's degree – bachelor’s degree majoring in Finance, Economics or Actuarial Science (Hons).
- CAIA, CFA, MCom advantageous
- FAIS Accreditation / RE 5 (NOT working under supervision)
- Multi-lingual advantageous
- Minimum of 5 to 10 years investment consulting / multi-manager research experience.
- Experience in managing complex board relationships. Preferably this experience includes actual delivery of consulting services to boards.
- Must have experience in dealing with pension funds or other institutional clients on investment matters – either providing investment feedback and discussing performance attribution (e.g. Senior Client Investment Specialist or Portfolio Manager) or consulting to pension funds and/or other institutional clients on investment matters.
- Be able to manage a large portfolio of clients unsupervised – will have support of associate investment consultants or investment consultants, be able to manage delivery from them.
- Solid understanding of investment markets, with own experience in dealing with local asset managers and ability to understand strengths and weaknesses of asset managers and how the managers are blended into a solution for clients.
Knowledge and Skills
Deep understanding of investment markets
- Analytical skills – analyse complex data and simplify complexity into solution driven advice for clients.
- Ability to deal with ambiguity – e.g. how do you manage “best advice” framework so that this translates to appropriate support for Sanlam products and services.
- Research skills and knowledge of asset managers, portfolio construction techniques etc.
- Deadline driven – focus on implementation.
Knowledge and Skills (Continuous):
- Strong attention to detail.
- Knowledge of investment products/asset classes and wider Investment services industry and process.
- Computer literate with proficiency in Microsoft Office (Word, Excel, and PowerPoint)
- Systems knowledge and experience advantageous (Morningstar, Iress)
- Self-starter
- Communication skills – ability to explain complex investment matters in an understandable way tailored to the level of each client.
- Solid understanding of portfolio construction.
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:
- Organisational Savvy – Maneuvering comfortably through complex policy, process and people related organizational dynamics.
- Manages Complexity – Making sense of complex, high quantity and sometimes contradictory information to effectively solve problems.
- Drives Engagement – Creating a climate where people are motivated to do their best to help the organisation achieve its objectives.
- Business Insight – Applying knowledge of the business and marketplace to advance the organisation’s goals.
- Displays Care – Showing care and consideration to our clients that extends beyond professionalism
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Job Description
- This is an administration support position that primarily monitors, evaluates, reports and undertakes to correct quality issues relating to sales calls completed in the call centre.
Key responsibilities include:
- Extract and review (listen to) sales calls
- Evaluate and assess against quality standards
- Report on call quality and escalate defective calls
- Undertake escalated service calls to clients
- Update the QA portal and undertake required reporting
- Maintain effective relationships (client and internal MWL)
- Work closely with the sales and Services department to improve Quality and client experience.
What will make you successful in this role?
Qualification & experience
- Grade 12
- Preferably financial services QA/call centre experience
- Experience in client service, administration.
- Fluency in English and non-English South African language specifically, Venda & Tsonga
Knowledge and skills
IT:
- MS: Office (Excel, Word, Outlook)
- CRM
- Vici dialer
Business:
- Financial services industry knowledge (basic)
- Financial services product knowledge (MiWayLife)~ (basic)
- Relevant compliance regulations (i.e.: FICA, POPIA etc)
- Policy/contract knowledge
- Underwriting processes ~ basic
- Quality assessment processes and practices
- Professional customer service and engagement practices
Personal attributes
- Quality orientation/attention to detail/analytical orientation
- Problem solver/decision maker
- Client service and centricity orientation
- Good communicator (phone)
- Listening skills
- Good time management and daily planning
- Action orientated/initiative
- Attention to detail
Qualification and Experience
- Diploma with 1 to 2 years experience or Grade 12 with 2 to 3 years related experience.
Knowledge and Skills
- Call monitoring and assessments and leads support activities(i.e. campaigns)
- Documents feedback for coaching and developing agents
- Process management and standards alignment
- Leads queries, investigations and complaints
Personal Attributes
- Communicates effectively - Contributing dependently
- Plans and aligns - Contributing dependently
- Self-development - Contributing dependently
- Optimises work processes - Contributing dependently
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Job Description
- 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.
What will make you successful in this role?
- 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
Qualification and Experience
- Matric
- Wealth Management/ Financial Planning qualification
- FAIS i.e. RE5 and 120 industry credits
- CFP would be an advantage
- Management/Coaching Diploma would be advantageous
- Marketing and 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 and 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 and 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
Turnaround Time
- The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
- The closing date for the applications is 20 June 2024
- The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.
go to method of application »
Job Description
- A position as an Audit Manager responsible for Data Analytics exists in the Group Internal Audit (GIA) department based at Santam Head Office in Cape Town.
- The ideal candidate is someone who has worked in audit and has experience in performing data analytics in support of other audits.
- The main responsibilities of this role are to perform Data Analytics supporting controls testing and the automation of internal audits.
- The role will require performing advanced data analytics in support of operational, financial, compliance, IT and other audits.
What will make you successful in this role?
- Formulating and executing on the GIA Data Analytics and Automation Strategy
- Arranging, securing and retaining access to key data sources across the Santam Group for audit analytics purposes
- Building and maintaining common data sets which are regularly needed by audit teams
- Assisting with data preparation and data scrubbing for audit teams
- Build and maintain a library of re-usable automated controls testing programmes
- Develop sustainable and re-useable data analytics models and dashboards to improve the efficiencies and enhance audit coverage
- Assisting with designing automated controls testing solutions with the goal of reaching continuous auditing
- Managing a small team of resources that will assist in executing the data analytics plan as well as develop and execute on the long-term goal of controls testing automation
- Assisting operational, financial & other auditors with training and transfer of knowledge to use data analytics in their audits
- Analytics assignment management, co-ordination and optimisation of resources to meet the Data Analytics team and GIA objectives and deliver agreed results and productivity goals. This will include effective management of integrated audits across the GIA teams
- Preparing and providing input into audit reports based on the analytics work performed & the outcome thereof
- Providing input into GIA annual audit planning
Resource & Team Management:
- Day-to-day management and team leadership (should have supervised staff or team/s previously)
- Perform thorough review & oversight of audit data analytics work procedures and documentation to ensure that procedures have been completed accurately, conclusions have been supported and firm quality control procedures have been adhered to throughout the assignment
- Responsible for Audit Data Analytics budget and effective use of financial resources
- Team performance contracting and periodic reviews
- Staff development and career planning
Stakeholder Management:
- Develop, build and retain relationships with key data and business teams across the Santam Group, including all its subsidiaries
- Stay abreast of data developments across the Group to identify the risk and impact on the organisation
- Attend key data and related forums across the Santam Group and network effectively with the goal of securing data efficiently
- Maintain effective client relationships across the Santam Group
- Assist the Chief Audit Executive with reporting to the Board, the Audit Committee and Regulators, where required
Qualification and Experience
- At least 8 to 10 years’ experience (with some exposure to managing a team) in performing data analytics related assurance and support work in a large and complex environment
- BSc / BCom / BTech / BEng or related (with Computer Science, Information Systems, Informatics or related as a major) or similar and/or post graduate qualification.
- CISA, CIA or similar would be advantageous
- Prior experience managing several assignments, some with competing deadlines
- Experience interacting with clients at all levels including senior/executive management
- Extensive data analytics experience, where it made up at least 70 to 80% of your tasks and experience to be used in audits
- Advanced level of data analytics skills using advanced SQL queries, awareness of languages such as Python, its capability and to be able to present information on visualisation tools like PowerBI, Tableau or similar
- Experience with integrated audits (application controls and data analytics) and providing analytics support to non-IT auditors
- Internal audit experience and experience in the insurance industry preferred
- Must be able to travel locally (minimal) and work overtime when necessary.
Skills
- An advanced understanding of data, database management systems, audit analytics and controls testing using data
- Conceptual and innovative thinker and must be able to apply those abilities in the work environment
- High ethical standards and must be trustworthy
- Strong verbal and written communication skills
- Accountability
- Strong team player
- Assertive
- Self-starter
- Advanced time management skills (must be able to multi-task)
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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Job Description
- This career opportunity is available at Santam for a Junior Forensics Clerk who will be based in Bellville, Cape Town.
- The successful candidate will be responsible for managing our whistle-blowing channels, analysing new reported information received relating to incidents of insurance crime and misconduct, analysing claims and policy data, and supporting the forensic team in their efforts to effectively respond to all incoming reports. This role requires a high level of integrity, strong administrative skills, communication skills, analytical skills, a solid understanding of insurance processes will be beneficial.
What will make you successful in this role?
- Manage whistle-blowing channels: Attend to all new reports received through the whistle-blowing channels.
- Information Analysis: Analyse information received.
- Report Preparation: Prepare detailed new investigation reports, documenting information received.
- Evidence Collection: Gather claims and policy documentation on new reports, telephonic contact with new reporters, and analysing of digital records.
- Collaboration: Work closely with all stakeholders to ensure comprehensive collection of information on new reports.
- Information Compliance: Ensure all information that is collected comply with relevant laws, regulations, and company policies.
- Record Keeping: Capture information on CMS (case management system); maintain accurate and organized record of all new reports on file.
- Continuous Improvement: Stay updated on industry trends, fraud detection techniques, and regulatory changes
Qualification and Experience
- Education: Matric with a forensic or insurance related qualification will be beneficial
- Experience: Minimum of 2-3 years of experience in a similar role in the insurance industry.
- Technical Skills: Proficiency in Microsoft Office package.
- Knowledge: Understanding of short-term insurance terminology, insurance products, policies, and industry regulations would beneficial
Skills
- Confidentiality: Ability to handle sensitive information with discretion and maintain confidentiality.
- Information gathering ability
- Attention to Detail: Exceptional attention to detail and accuracy.
- Analytical Thinking: Strong analytical and problem-solving skills.
- Communication: Excellent written and verbal communication skills.
- Time Management: Strong organizational skills with the ability to manage multiple tasks and prioritize effectively.
- Team Player: Ability to work effectively both independently and as part of a team.
- Customer Service: Commitment to providing excellent service to internal and external stakeholders
Core Competencies
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently
Method of Application
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