Job Vacancies at Sanlam

Job Purpose & Key Outcomes

• Business Screening
• Responsible for screening all businesses
• Responsible for monitoring cases and ensuring that they are screened within turnaround time.

Business Processing

• Responsible for processing all instructions 
• Responsible for monitoring cases and ensuring that they are processed within turnaround time
• Capturing of the following requests and performing the necessary calculations:
• Income Review form
• Bank account detail changes
• Special deduction Instruction
• Medical Aid changes
• Top Up investments: Review and capture new income
• Change of Payees
• Automatic Reviews
• 3rd party payments to client’s other investment(s)
• Set up regular withdrawals on discretionary products.
• Compulsory Annuity changes.
• Perform PAYE Tax calculations and tax aggregation calculations.
• Ad hoc claim requests – i.e. tax calculations

Knowledge and Time management

• Accountable to understand the processes, procedures, legislation and business rules as relating the role
• Accountable for continuous learning
• Responsible for guiding and supporting peers with ongoing training in new development and other areas as required by the business

Documentation

• Ensure adherence to the applicable procedure in terms of filing
• Ensure adherence to company policy and procedure in terms of confidentiality and record keeping
• Accountable for storage of electronic data

Reporting

• Responsible for ensuring that CRM is 100% updated with detailed comments
• Responsible for compiling daily work on hand reports

Queries 

• Accountable for owning and responding to the client within the agreed SLA
• Resolve basic queries from internal clients including management
• Ensure accurate resolution to client queries within the agreed SLA

Process and Procedures

• Familiarise yourself with relevant processes pertaining to specific tasks
• Familiarise yourself with relevant procedures and checklists

Compliance

• Ensure adherence to company policy and procedure
• Accountable to keep up with changes in legislation
• Responsible to identify any non-compliance to legislation/regulation and report to management

Qualifications and Experience

• Grade 12 with Maths
• 0-2 years Retirement Funds Administration

Competencies

• Being resilient 
• Driving results 
• Cultivates innovation 
• Customer focus 
• Attention to detail 
• Confident & assertive
• Good oral & written communication skills
• Professional & mature business attitude
• Creative problem- solver
• Analytical thinking l Name Signature

Attributes 

• Positive, enthusiastic attitude
• Teamwork
• Honesty, integrity, and respect
• Ability to build and manage working relationships

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What will you do?

• Undertake to fully understand the content and impacts of all relevant legislation and requirements for the financial services industry.  
• Receive application for new adviser joining Succession from the different regions.
• Check application form for completeness.
• Verification process (ID, ITC, Fit and Proper check, Forensic, DOFA date and qualification)
• Maintaining appointment tracker sheet
• Arrange fingerprint appointments.
• Apply for new product provider agreements.
• Maintaining the broker lists and Admin Portal on Icon
• FSCA registration
• Onboarding process for new advisers
• Apply for email addresses and business cards.
• Follow up with regions on any outstanding requirements on application form.
• Feedback to region on application stages
• Drafting permit, appointment letters for new appointment adviser
• Checking application forms and verifying that the information is correct for FICA
• E-sign to the Management / Key Individual 
• Region liaison and Product Providers 
• Applying subcodes on behalf of intermediaries
• Email information required and follow-up with regions and Financial Services (Product Providers) weekly.
• Maintaining organizational structure by Tracking all the subcodes for our Finance department for commission.
• Building relationships and networks within the Financial Services (Product Providers) 
• Update systems. Update of personal information of advisors
• Drafting New Introductory letters 
• Terminations of Subcodes and updating of FSCA records and Financial Services (Product Providers)
• Drafting transfer addendums 
• Updating current product providers’ information

What will make you successful in this role?

Qualification & experience 

• A relevant matric qualification
• Office Administrative qualifications

Knowledge and skills 

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

• Successful candidate should have at least one years’ experience in using the SFP intermediary admin portal
• Knowledge of and experience in MS Office
• Good knowledge of onboarding new advisers

Good knowledge of the subcodes lodging and suspense review processes

• Good basic IT/systems operations knowledge 
• Financial Services Industry Knowledge 
• Relevant regulatory legislation and compliance knowledge 
• Financial Service Product Knowledge (Sanlam and competitors) 
• Pay attention to detail
• Able to work well with others
• Able to work on your own
• Flexible and open to change
• Excellent verbal communication and Writing Skills
• Customer service skills 
• Able to use a computer and the main software packages competently
• Record keeping, filing, and Saving it on the SharePoint 
• Maintain work standards and quality verification

Competencies

• Cultivates innovation 
• Client centricity 
• Results driven 
• Collaboration 
• Flexibility and adaptability 
• Plans and aligns
• Communicates effectively
• Action oriented
• Optimizes work processes

Personal Attributes

• Plans and aligns - Contributing dependently
• Communicates effectively - Contributing dependently
• Action orientated - Contributing dependently
• Optimises work processes - Contributing dependently