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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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Who are we?
Sanlam internally is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. Ultimately we grow and protect wealth
What will you do?
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.
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
What will make you successful in this role?
Qualification & experience
• Matric
• Wealth Management /Financial Planning qualification
• FAIS i.e. RE 5 & 120 Industry Credits
• CFP would be an advantage
• Management/Coaching Diploma would be advantageous
• Marketing & 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 & 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 & 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
• The closing date for applications is 10 September 2021
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.
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 realise their worth. Through its business clusters – Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office – the group provides many opportunities for growth and development.
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
What will you do?
Under general supervision, performs a limited variety of clerical duties for functional groups involving compiling and arranging data, making standard computations, processing and coding documents and maintaining records and files. Routines are generally prescribed and supervision is readily available.
What will make you successful in this role?
Grade 12/Standard 10/NQF 4
Diploma or Certificate in procurement or supply chain management or
Business Management Qualification would be advantageous
Minimum 10 years short term insurance experience
Minimum 5 years Claims Procurement experience – Experience in building claims preferential
Deliverables include, but will not be limited to
Conducting research on prospective commodities
Supporting cross functional teams
Negotiating contracts
Monitoring and maintaining supplier relationships
Relationship Management /Stakeholder engagement
Ensure that suppliers understand the terms of the MiWay agreement and that all governance requirements are met
Competencies Required
Self-motivated, inspire others
Motivation and desire to excel
Problem solving skills and solution oriented
Flexibility
Ability to multi-task and cope with pressure
Ability to implement and roll-out new processes
Commitment to personal and team goals
Professionalism
Ability to apply business rules and processes
Provide technical guidance to staff and service providers
Knowledge and Skills
Processing transactions and conduct simple calculations
Data collection and analysis
Record keeping, filing and maintenance of databases
Maintain work standards and quality verification
Personal Attributes
Plans and aligns - Contributing dependently
Communicates effectively - Contributing dependently
Action orientated - Contributing dependently
Optimises work processes - Contributing dependently
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
Being resilient - Contributing dependently
Customer focus - Contributing dependently
Collaborates - Contributing dependently
Cultivates innovation - Contributing dependently
Drives results - Contributing dependently
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.
Deadline to apply is 3 September 2021
Our commitment to transformation
At MiWay we believe in cultivating a positive and dynamic working environment that gives you freedom and opportunity to succeed. MiWay is committed to transformation and embracing diversity. This is what drives us to achieve a multicultural workplace with employment equity as a key goal to create an inclusive workforce, reflective of the demographics of our society.
What will make you successful in this role?
The successful incumbent’s main responsibility will entail executing the financial aspects of reinsurance, including the processing and accounting of reinsurance transactions, performing and managing control environment and resolving accounting queries with clients.
Qualification and Experience
Bcom Honours (Essential)
Completed training contract with accounting/audit practice
Knowledge and Skills
High numerical skills
Analytical ability and logical reasoning
Attention to detail
Building networks and good relationships
Time Management
Communication/interpersonal skills
Computer literate (MS Office – Word, Excel and Outlook)
Knowledge of Forex payments (recommended)
Applying Expertise and Technology
Achieving Personal Work goals and Objectives
Learning and Researching
Planning and Organising
Writing and Reporting
Relating and networking
Competencies
Client Focus
Collaboration
Drives results
Flexibility and Adaptability
Cultivates Innovation
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.
Who are we:
Santam is the leading short-term insurer in South Africa. Along with its subsidiaries, the business transacts all classes of short-term insurance. Santam is a large, diversified, and transforming company and our success is rooted in our passion for our clients. Everything we do is centred on our delivery of Insurance Good and Proper.
Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding, and transforming company, and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.
Our success is rooted in our passion for our clients and everything we do is centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.
At Santam we are committed to transformation and embracing diversity. 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. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.
What will you do?
A position for an Accounting Clerk exists at Santam RE for a passionate and energetic individual who will be based in Tygerpark, Bellville.
The main responsibility will entail executing the financial aspects of all cash and accounting transactions relating to claims for inwards reinsurance.
What will make you successful in this role?
Account for all inwards reinsurance claims and cash transactions in the general ledger.
Maintain all inwards reinsurance claims and cash registers.
Process inwards reinsurance claims transactions in the underwriting system
Perform all controls associated with claims and cash registers, including various reconciliations.
Building and maintaining mutually beneficial relationships with the various stakeholders (most notably claims administrator and underwriters).
Provide support to the financial accounting team.
Provide support to the credit control team.
Adhere to tight monthly deadlines critical to overall Group Reporting timetable.
Qualification and Experience
Financial Diploma/Degree (Essential)
Exposure within the Financial Services industry ideal with 2-4 years experience in a similar role.
Reconciliation experience
General Ledger experience
Re-insurance experience (recommended)
Knowledge and Skills
High numerical skills
Analytical ability and logical reasoning
Attention to detail
Building networks and good relationships
Time Management
Communication/interpersonal skills
Computer literate (MS Office – Word, Excel and Outlook)
Knowledge of Forex payments (recommended)
Applying Expertise and Technology
Achieving Personal Work goals and Objectives
Learning and Researching
Planning and Organising
Writing and Reporting
Relating and networking
Competecies
Client Focus
Collaboration
Drives results
Flexibility and Adaptability
Cultivates Innovation
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.
Who are we:
Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding, and transforming company, and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.
Our success is rooted in our passion for our clients and everything we do is centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.
At Santam we are committed to transformation and embracing diversity. 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. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.
Who are we?
SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. ULTIMATELY WE GROW AND PROTECT WEALTH.
What will you do?
This role has the primary responsibility to plan, structure and undertake business- and system testing processes. It will also undertake application testing within the SannPay Finance application and integration testing with other systems. This role works closely with other Business Analysts, System Analysts, IT development and Audit to ensure business requirements for new solutions/changes are met and implemented correctly.
What will make you successful in this role?
Identify, define and design new functionality and regressive test requirements
Perform test scheduling and execution (manually/automated)
Identify and create test data
Perform test case preparations and design, assist with the scripting of automated test cases, conditions and checkpoints
Develop test scenarios, including preparing test scripts to test each software component and demonstrate the business condition under test and the expected results
Perform test reporting based upon coverage and clearance statistics
Perform test documentation compilation
Identify and analyse defects, log defects and track defect resolution within release time frames
Risk identification and reporting
Perform scope and test effort estimations
Analyse risks, develop contingencies, and plan testing accordingly
Extract information, as requested by clients, from different data basis
Liaison with Development Team, System Analyst, Business Analysts as well as Middle Management/Project Management on errors, issues and risks
Assistant with user acceptance testing
Support and assistance with SanlamConnect Finance, DRPA, MIS, DRS & Source System(s), i.e. CMS
Trend analysis of incidents and proposals to Senior Business Analyst to eliminate problem areas
Qualification and experience
An appropriate tertiary qualification
A relevant testing related qualification be advantageous
3-5 years testing experience is preferred
Experience as a tester in an accounting / remuneration environment will be advantageous
Must have working experience in the Financial Services industry
Knowledge and skills
Testing Knowledge &Tools
Knowledge of test automation, comparison and performance tools like FitNesse/ Quality Centre
Working knowledge of Software Quality assurance
MS: Office (Excel, PP, Word, Outlook)
Microsoft SQL server management studio – ability to write SQL queries and understand the data
Mapping and Comparison tools
Experience with non-gui test frameworks and SoapUI
Testing Processes
Working knowledge of Systems Development Lifecycle (SDLC)
Working knowledge of Process Engineering
Remuneration and financial systems and processes/policies (basic)
System Knowledge
Working knowledge of software engineering best practices and frameworks
Understanding of system architectures (i.e.: Web based architecture)
Remuneration systems
Workflows
XML
Rules Engines
Databases
Project Knowledge
Working knowledge of project management processes
Core competencies
Results Driven
Decision Making
Flexibility and Adaptability
Customer Focus
Innovation
Personal attributes
Conceptual and analytical thinking abilities
Able to influence and gain commitment from stakeholders and partners
Quality and accuracy orientation
High adherence to work standards
Structured, organised and good planning
Able to work with data complexity
High energy levels and action orientation
Excellent communication skills (verbal and written)
High regard for continuous improvement, growth and self-development
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: 3 September 2021
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 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.
Our commitment to transformation
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.
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