Job Opportunities at Sanlam

What will you do?

Core Tasks

• Cost management and reporting for Business Shared Services (BSS), which include monthly variance analysis and cost investigations.
• Admin expense Budgeting (5-year budget) and forecasting.
• Develop and maintain a cost allocation model for BSS.
• Optimise and influence cost efficiencies in BSS.
• Ensure effective controls and procedures are in place in BSS to adhere to the approval framework.
• Processing journals and payments in accordance with the BSS approval framework.
• Understanding and managing cost allocated to BSS.
• Review and optimize BSS charge outs.
• Monitoring and reporting of expense relating to projects in the BSS environment (incl. longer term projects).
• Relationships with BSS operational managers.
• Maintaining and consolidating the risk schedules on B-wise. Maintain and update the Risk appetite report. Presentation at the quarterly Risk Forum.
• Solving financial enquiries and problems on time and in an effective manner.
• Supply input for the quarterly Sanlam Life Retail TCF report and address outstanding feedback items.
• Engage with multiple stakeholders within business.

What will make you successful in this role?

Qualifications

Role Requirements:

• Degree with Financial Accounting as major.

Experience

• 3 - 5 years’ experience in a financial reporting environment.
• Practical accounting experience.
• SAP 4 Hana GL experience will be an advantage.

Knowledge

• Strong cost accounting knowledge and abilities.
• Good and proven business acumen.
• Good understanding of Information Technology will be an advantage.

Competencies

• Communicates effectively
• Decision quality
• Analytical thinking
• Cultivates innovation
• Concern for accuracy
• Plans and aligns
• Customer focus
• Collaborates
• Drives results
• Persuades
• Independence
• Nimble learning
• Being resilient
• Computer skills (Excel advanced level)

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Job purpose

To be responsible for all client contact (telephonic, e-mail and walk-in). This role offers the opportunity to start your career in financial services in a highly respected client services team. Talented graduates, with the determination to make a success of their career, will find this role as the ideal start to a professional career.

Key outcomes

The following outcomes will be expected to be achieved by the Client Service Consultant Communication Centre:

• Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
• Assisting clients with investment administration queries
• Providing investment and product information to IFA’s and investors
• Involved in ad-hoc client services projects

Qualifications And Experience

• Matric / Grade 12
• A relevant financial degree / qualification
• 3 years’ experience in finance or investment industry
• Microsoft CRM is advantageous
• Exceptional communication skills in English – Written and Verbal

Competencies

• Client focused
• Collaborates
• Drive Results
• Cultivate Innovation
• Be Resilient
• Problem solving skills
• Adaptability
• Communication skills – Written and Verbal (English)

Attributes

• Positive, enthusiastic attitude
• Teamwork
• Ability to thrive under pressure
• Honesty, integrity and respect
• Ability to adapt to change

Qualification And Experience

Degree or Diploma or Grade 12 with 3 to 5 years related experience.

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What will make you successful in this role?

Qualification & Experience

• LLB or equivalent legal Degree with extensive drafting and/or legal advisory experience
• Admitted Attorney

Knowledge And Skills

• Min 5 years’ experience in Life Insurance space or group life insurance (Group Risk and/or Funeral products)
• Min 3 years’ experience relating to retirement annuities/pension funds
• Min 5 years’ experience in the Financial Services Industry
• Contract drafting, litigation & arbitration process knowledge
• Have an in-depth understanding of the following legislation: - Financial Advisory and Intermediary Services Act, Long Term Insurance Act, Long-term Insurance Act Regulations, PPR, Financial Section Regulation Act and Protection of Personal Information Act,
• Proficiency in MS Office is essential
• Well-developed communication skills both written and verbal

Personal qualities

• Communication (verbal and written)
• Planning and organizing
• Problem solving
• Analytical thinking
• Decision making
• Initiative
• Confident and decisive
• Results driven
• Adhering to principles and values
• Quality and detail orientated
• Pro-activity
• Achieving personal work goals and objectives
• Teamwork
• Coping with pressures and setbacks