Job Opportunities at Sanlam

What will you do? 

• To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.  

• To work in allocated key accounts and allocated markets.

• To offer customer service to Sanlam clients.

• To arrange appointments with potential customers within Key Accounts and Allocated Markets.

• To update and inform customers and client public of our new products.

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

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

• Matric (grade 12) or NQF level 4 

• RE5 an advantage

• Clear Credit and Criminal records

• FAIS Compliance

• At least two years’ work experience within sales or marketing

Technology requirement

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

Personal qualities 

• Client Service Orientation

• Ability to influence client decision

• Confident decision maker

• Great business acumen

• Adhering to principles and values

• Analytical

• Proactive

• Ability to cope with pressure and setbacks

• Exceptional interpersonal skills

• Trustworthy

• Detail-oriented

• Activity management

Our aim is to help you build a successful career with us 
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realize their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development. 

Turnaround times
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 Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

go to method of application »

Key Responsibilities     

• Manages end-to-end finance function.

• Design and develop robust financial management and reporting systems and processes that will lead the finance function to becoming a high-performing and highly effective department.

• Manages all accounting, management and financial reporting, budgeting, forecasting and financial analysis of the Company.

• Oversee the financial accounting and management reporting function and ensure reports are prepared and produced timeously.

• Manage the month end process and produce monthly management accounts, provide analysis to executive team and relevant budget owners.

• Provides financial guidance and advice to management consistent with the overall financial policy of the Company and the group.

• Timeously and accurately prepares and reports on the Company’s financial performance against budget and forecast on a monthly basis.

• Reports to the Group Financial Reporting team to ensure timeous consolidation of group results.

• Prepare year end annual financial statements in accordance with IFRS, Company policies and procedures.

• Maintain a comprehensive system of controls over accounting transactions and functions

• Co-ordination and review of the financial reconciliations.

• Cash management on a daily, monthly and annual basis including the payment of claims, commission and other expenses.

• Assess and manage possible financial reporting risk and provide mitigation plans.

• Liaise with External and Internal Auditors.

• Partnering and liaising with managerial staff and other colleagues.

• Staff management and development.

• Assisting on adhoc projects.

What will make you successful in this role?

Formal Qualifications     

• Bachelor’s degree in Accounting 

• CA (SA) with at least 7 years post articles experience

Working Requirements and Knowledge    

• Sound knowledge of IFRS 

• Sound knowledge of the Income Tax Act and Companies Act

• Managerial/supervisory experience

• Insurance/Financial Services industry experience will be advantageous

• Proficiency in Microsoft Word, Outlook and PowerPoint 

• Advanced Excel skills, ability to work with lookups and pivot tables will be advantageous

Behavioural Competencies, Skills and attributes    

• Strong organisational, analytical and interpersonal skills

• Strong verbal and written communication skills

• Self-motivated to learn new concepts and participate in new projects

• Attention to detail

• Good decision making and problem solving skills

• Able to build effective teams

• Able to work under pressure

• Reliability in terms of adherence to deadlines

• Good verbal and written communication

Knowledge and Skills

• Financial analysis and planning
• Financial Management and controls
• Financial Reporting
• Financial Risk Management
• Management of employees

Personal Attributes

• Manages complexity - Contributing strategically
• Business insight - Contributing strategically
• Courage - Contributing strategically
• Builds effective teams - Contributing strategically

Core Competencies

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

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. 

go to method of application »

Job Purpose
The purpose of the role is to assist the Financial Manager with the accounting operations of the company, which include the preparation and presentation of financial reports and year-end financial statements.

Key Responsibilities     

• Assist with the month-end process (including month-end journals) and produce monthly management accounts, provide analysis to management

• Preparation of balance sheet reconciliations

• Preparation of the calculation and recording of complex transactions such as premium income and commission

• Posting and allocation of banking transactions to the cashbooks on a monthly basis

• Timeously and accurately prepares and reports on the company’s financial performance against budget and forecast on a monthly basis.

• Review and authorising of manual claims and other expense payments.

• Monthly reporting using HFM and reconciling HFM reports to the management accounts on a monthly basis. This includes preparation of report packs

• Assist with the solving of queries from group finance and reporting

• Assist with the year-end annual financial statements in accordance with IFRS, company policies and procedures.

• Preparation of regulatory returns

• Assist on ad hoc projects within Finance and Business to ensure the success of the business

• Adherence and maintenance of internal controls for the processing function

• Liaise with External and Internal Auditors

What will make you successful in this role?

Formal Qualifications  

• BCom in Accounting or another Finance-related major

• SAICA/SAIPA articles highly advantageous

Knowledge and Experience

• Three years’ experience in a reporting role in the insurance industry

• Computer literacy – MS Office – Excel and Word

• Exposure to financial accounting systems e.g. Sage 300 and HFM will be advantageous

• Accounting principles and policies 

• Regulatory legislation 

• Basic knowledge of insurance industry 

• Well-developed verbal and written communication skills

Essential Behavioral Competencies

• Analysing

• Relating and networking

• Coping with pressures and setbacks 

• Teamwork

• Confidence and decisiveness

• Pro-activity

• Planning and organising 

• Quality and detail orientation 

Desirable Behavioral Competencies

• Adapting and responding to change

• Interpersonal sensitivity

• Adhering to principles and values

• Persuading and influencing 

• Achieving personal work goals and objectives

Personal Attributes

• Manages conflict - Contributing independently
• Demonstrates self-awareness - Contributing independently
• Optimises work processes - Contributing independently
• Action orientated - Contributing independently

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently

Being resilient - Contributing independently

go to method of application »

What will you do?
New development:

•     Provide input into solution designs and set up technical frameworks for new applications and interfaces.
•     Provide estimates for application changes.
•     Present alternative solutions for new development where applicable.
•     Develop changes in line with the application architecture antechnical standards.
•     Unit test own programs as well as developed interfaces.
•     Assist in prioritisation and classification of defects to ensure that quality standards are met.
•     Update technical models and documentation to align with new development.
•     Assist with implementation of best practices and standards.
•     Prioritize development inline with Business requirements.
•     Liaise with project stakeholders as required during the SDLC.
•     Performing and managing regression testing

Production implementations:

•     Work with the implementation and configuration manager to create deployment instructions and artefacts.
•     Collaborate with technical teams to align deployment procedures.
•     Be on standby for production deployments and resolve issues that may arise.

Support:

•     Investigate production errors where required.
•     Be on standby and provide support as agreed with the application manager, some of which could be outside of core business hours.
•     Technical support on applications.

Collaboration:

•     Provide input to technical and application design and architecture when required.
•     Provide input to development standards and best practices.
•     Provide input to analysts and testers when required.
   

What will make you successful in this role?

•     An Appropriate IT Qualification (Diploma/Degree)
•     B.Sc. or National Diploma in Computer Science (recommended)
•     Minimum 5 years of experience developing in an objectoriented environment
•     Minimum 5 years of experience in SQL database design and query writing
•     Experience in multithreading
•     Experience in an IT environment in the financial sector will be an advantage

    Experience in designing solutions

•     OOP / SOLID Design Principles
•     Solid understanding and experience implementing containerised solutions using:
•      Kubernetes    
•      Docker
•     Understanding DevSecOps and working experience with some DevOps tools such as:
•      Azure DevOps
•      XL Deploy    
•      Bamboo
•      Git
•      JIRA
•     Experience in working with the following:
•      .Net Framework (including .NET Core)
•      C# Development Language
•      C++ 
•      ASP.Net MVC / Web Forms
•      Angular
•      HTML (including HTML5)
•      CSS (including CSS3)
•      JavaScript / JavaScript frameworks (e.g. Angular, Knockout, jQuery)
•      MS SQL server 
•      Web Services (WCF) and API development
•      XML / JSON data structures
•      TestDriven Development
•      ORM (Entity Framework & NHibernate)
•      WEB APIs
•      Agile and Scrum
•     Experience in working with high volume transactions
•     Understanding of application security standards and developing secure applications
   

Qualification and Experience

• Degree or Diploma with 9 to 10 years related experience.

Knowledge and Skills

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

Personal Attributes

• Organisational savvy  Contributing through others
• Manages complexity  Contributing through others
• Plans and aligns  Contributing through others
• Optimises work processes  Contributing through others

go to method of application »

What will you do?

Up for a new challenge, feel you can make a difference? The Claims Department is looking for an enthusiastic individual who would like to join the Non-Driveable team as an advisor.

What will make you successful in this role?

• Grade 12/Standard 10/NQF 4

• BCom Degree (Optional) 

• Minimum 2 years’ experience in motor claims

• Minimum 2 years administrative experience

Essential Requirements

• Must be highly proficient in dealing with clients at all levels

• Excellent administrative skills

• Good communication skills

• Organised

• Professionalism

• Self-disciplined and time management orientated

• Self-motivated

• Analytical 

• Desire to excel

• Problem solving skills and solution oriented 

• Flexibility

• Ability to multi-task and cope with pressure 

• Attention to detail

• Able to work flexible hours

• Customer centric 

• Active listening skills 

• Understands claims processes and policy wording

• Administratively Efficient

• Team player

• Reliable 

• Fluent in more than one language (English and Afrikaans a must, Vernacular an advantage)

Knowledge and Skills

• Claims administration
• Claims settlements of a complex nature
• Payment approval and rejections
• Operate within claims guidelines and compliance
• Coach and mentor less experienced short term claims clerks

Personal Attributes

• Business insight - Contributing independently
• Manages complexity - Contributing independently
• Plans and aligns - Contributing independently
• Interpersonal savvy - Contributing independently

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

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

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 deadline to apply is 25 November 2021.