Jobs at Sanlam

What will you do?

Key Responsibilities:  

• Drafting of Financial statements and audit file.
• Assisting with audits and peer reviews of audit files.
• Trustee reporting and review of admin information
• Responsible for ensuring timeous bank and triangle reconciliations  and quality thereof
• Assisting with all GL, bank recon and triangle queries
• Review - bank declaration, key GL reconciliations, unit reconciliations
• Management and review of reserve accounts
• ET approvals 
• PAYE payments and submissions, payments of IT88’s
• Gathering of internal audit documents and actuary information
• Updating of daily reconciliation process & review of month end file 
• People Management - Mentoring & coaching of Fund Accountants.
• Compilation of event runs, imports and manual trades.
• Reporting – submission of Exco report information
• Compilation and peer review of OLAP reports

 
Qualification & Experience

• Financial degree or diploma or 5 years relevant experience
• Minimum of 5 years relevant experience in the Employee Benefits industry
• Experience in drafting financial statements or conducting audits preferred
• Proficient in Microsoft product (Excel, Word, Outlook etc.)
• Sound knowledge of financial statements and IFRS requirements
• Knowledge of Caseware preferred 
• Knowledge of legislation applicable to the retirement fund industry    
• Preference will be given to candidates who have completed their articles 

 
Knowledge and Skills

• Knowledge of legislation applicable to the retirement fund industry
• Previous retirement fund experience will be advantageous 
• Certificate of Proficiency will be advantageous
• Proficiency in MS Office (Word, Excel and Outlook)

Personal Qualities

• Responsible with a high level of accountability
• Excellent interpersonal and communication (written and verbal) skills
• Client focus
• Professional profile
• Excellent report writing skills
• Effective time management skills
• Process orientated
• Self-motivated with a strong focus on delivery
• Conceptual thinking skills 
• Must be able to work under pressure, Individually or as member or a team
• Team player
• Innovative thinker with good problem-solving skills
• Flexible 
• Able to adapt to change

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. 

Our commitment to transformation

• 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.

 

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What will you do?

• A business specialist reviews every aspect of company operations for the purpose of supporting and improving business processes and system changes, collaborating with business analysts and assisting in the System Development Life Cycle process in order to better serve customers and to make the company operations more efficient.

Key Responsibilities

• Provide operational production support and guidance to Sanlam Group Risk staff on complex process issues, system constraints as well as training support for system navigation and manual processes
• Provide regular feedback to Project Manager and business managers on progress, issues and potential solutions for successful delivery on requested tasks
• Identify business constraints and accordingly develop corrective actions.
• Analyze root causes of business issues and develop appropriate resolutions.
• Respond to queries and concerns from management in a timely fashion.
• Obtain and analyze business data for critical decision-making purposes.
• Liaise with Trainers on problem areas, identifying and reporting training gaps, facilitate ‘train the trainer’ sessions and assist in appropriate training activities
• Logging, tracking, user acceptance testing and sign off as business user on IT development of data fixes, system bugs, enhancements and new developments while identifying and raising risks so that it can be resolved.
• Process improvements and system optimization to enhance business efficiency and effectiveness by reviewing Sanlam Group Risk’s internal processes, procedures and policies and provides recommendations for future enhancements including systems enhancements as well as changes to business rules and processes
• Participation within projects, offering guidance and assist with the refinement of the business requirement for enhancements and new development within the Project- and Agile teams and work with the development team to validate and develop the most appropriate solution, assisting with testing done in the Agile teams during sprints and work with the BA to ensure that testing is comprehensive. Participate in Sprint Planning, Refinement, Retrospective and daily Scrum meetings for Agile projects.

 
Qualification and Experience

• Matric /Grade 12 with Accounting / Maths
• Business administration/BA qualification will be advantageous
• Minimum of 3 - 5 years relevant experience in a Group Risk or Employee Benefits environment
• Computer literate with proficiency in Microsoft Office (Excel, Word, Powerpoint)
• MIP PFG competency

 
Knowledge and Skills

• Product knowledge and understanding of the Group Risk and / or Retirement Fund Industry
• Understanding of IT environment and System Development Life Cycle (SDLC) advantageous

 
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 and meets deadlines, 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 Attributes

• Flexible and Adaptable - Rebounding from setbacks and adversity when facing difficult situations.
• Courage - Stepping up to address difficult issues, saying what needs to be said.
• Manages Complexity - Demonstrated ability and proven record to make complex decisions.
• Ensures Accountability - Holding self and others accountable to meet commitments.
• Plans and Aligns - Planning and prioritising work to meet commitments aligned to organisational goals

 
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. 

Our commitment to transformation

• 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.

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What will you do?
Overall purpose of the role 

• To consult to the trustees/management committees of funds, assist in the daily managing and logistical control of the funds, to co-ordinate and facilitate between departments, with the ultimate objective of owning the relationship of a portfolio of clients and in some instances working with another Principal Consultant.

Key Responsibilities

•    Ensuring that a portfolio of clients is adequately serviced
•    Technical excellence in servicing corporate clients
•    Embodying TCF in client interaction
•    Effective management of a portfolio of clients
•    Demonstrating client centricity
•    Manage the communication plan of the Funds
•    Facilitating and co-ordinating internal departments
•    Self-development
•    Build client relationships and ensure client retention
•    Ensure that the overall standard of agenda packs, minutes and consulting advice is maintained
•    Attend and coordinate Trustee Meetings
•    Provide monthly reporting via required reports on operating functions of portfolio
•    Direct employee training to improve efficiency
•    Ensure that standard procedures, practices and Client servicing are maintained and adhered to
•    Risk awareness and the management of these risks
•    Awareness of regulatory legislation and developments within the industry
•    Monitor budgets, targets and fees

What will make you successful in this role?
Qualification and Experience

•    Bcom Degree or BA Law / LLB or equivalent NQF level
•    CFP advantageous
•    FAIS accreditation required
Knowledge and Skills

•    Minimum of 7 years Benefit Consulting Experience is required
•    A proven track record of managing people is advantageous
•    Knowledge of Employee Benefits and wider financial services industry and process
•    Proficiency in Microsoft Office (Word, Excel, Outlook)
 

Qualification and Experience

• Appropriate financial degree with 6 to 8 years related experience

Knowledge and Skills

• Directs and coordinates the development of complex financial solutions for clients
• Negotiates and converts feasible projects into bankable projects
• Management of client relationships
• Compliance and risk management
• Utilises negotiation and communication skills and related, risk, financial and legal expertise in the management of the client relationships.

Personal Attributes

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

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.

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

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. 

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Sanlam Values

The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles.  Applicants must exhibit their commitment to the values as part of the application process.

• Lead with courage
• Serve with pride
• Care because we respect each other
• Act with integrity & accountability
• Grow value through innovation & superior performance
   

What will you do?

• Activity management of representatives.
• Prospecting for Representatives.
• Production management on a daily basis concentrating on quality and quantity.
• Conducting training - Theoretical and practical in field.
• Facility liaison.
• New facility identification.
   

Qualification & experience

• Grade 12
• meet the qualification requirements in line with their DOFA:
• Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
• Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
• It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
• RE 5 required from date of appointment)
   

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 Sales Manager.

 

Knowledge and skills

• At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
•  A minimum of one year management experience    
•  Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met
   

Personal qualities

• Good leadership skills.
• Entrepreneurial with good business acumen.
• Strong action orientation
• Good written and verbal communication skills.
• Ability to make decisions.
• Initiative and innovativeness.
• Planning and organizing.
• Achievement orientation.
• Negotiation skills.
• Coaching and enabling skills
   

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 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.

go to method of application »

Who are we?

• Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates.  SEB CORE specializes in retirement fund administration to institutional retirement funds spread over a number of industries and services from large single employer run stand-alone funds to multi-employer umbrella funds. This business unit is also responsible for ongoing client servicing ranging from board of Trustees, Employers, Intermediaries and Employees. It is also responsible for the IT deliverables and digital strategy for Sanlam Employee Benefits. 

What will you do?

• Under limited supervision provides administrative support to a department or a group of professionals. Performs complex and specialised tasks. Understands the impact of statutory/legal obligations and government legal requirements where required as part of the job function. The implication of the decisions and consequences are taken into account when performing administrative tasks. Collects, compiles and analyses complex data and information. Has the ability to exercise independent judgment and reasoning.

The implementation of the following installations:

•     Freestanding and Umbrella Provident or Pension fund business
•     Living Annuity funds
•     Pen Provident or Pension funds (migrations)
•     Participating Employers or member groups on existing Freestanding and Umbrella Funds

The implementation of any maintenance performed on our member administration system. Examples of such changes are:

•     cost revisions
•     rule amendments
•     life Stages
•     portfolio changes
•     ad-hoc change
•     The ability to analyse and access supporting documentation used in the implementation setup processes and toidentify any development or improvement areas.
•     The understanding of all operational and implementation functions on our member administration system.Examples include:
•     monthly contribution process
•     general ledger reconciliations
•     different exit types
•     switches
•     life stages
•     medical underwriting

    The understanding and of all additional tools such as Straight-through processing which is used to perform operational functions.

Examples are:

•     Step
•     Jump
•     The identification of system malfunctioning, liaising with support departments and successfully resolve the problem
•     Providing technical support to any specialist
•     The performing of calculations that are required in any of the setup processes.
•     The complexity level ranges from simple to medium.
•     The performing of any setup as and when needed from time to time
•     The testing of new setup related functionality which is developed

    The management of service level agreements of tasks that were allocated and the responsibility to keep all

•     stakeholders informed as required.
•     The recording of all tasks received on our monthly reporting tool.
•     Validate that the monthly reporting tool has been updated as and when tasks are completed and checked.

What will make you successful in this role?
Qualification and Experience

•      Matric/Grade 12
•      3 years in-depth experience on the MIPEB administration system OR
•      3 years of experience in an implementation team that performs similar functions to this team.

Technical Competencies

•      Broad financial services industry knowledge
•      In-depth experience in the Employee Benefits department and experience in Retirement Fund Industry
•      Knowledge of legislation applicable to Retirement Fund Industry
•      Excellent understanding of IT systems
•      Proficiency in MS Office (Word, Excel)

Behavioral Competencies

•      Analytically and conceptually strong( fund rules)
•      Strong attention to detail and proactive attitude
•      The ability to identify risk areas in the existing processes
•      Strong ability to organize and prioritize
•      Excellent communication skills both written and verbal
•      Results-focused and displays energy when performing tasks
•      Time management skills
•      Ability to work independently
•      The ability to identify problems and to independently resolve it
•      Ability to work very accurate
•      Innovative and demonstrates initiative
•      Ability to perform well under pressure
   

Qualification and Experience

• Grade 12 with 3 to 4 years related experience.

Knowledge and Skills

• Processing transactions and conduct simple calculations
• Record keeping; filing and maintenance of databases
• Maintain work standards and quality verification
• Data Collection and processing of transactions
• Procedures Knowledge

Personal Attributes

• Plans and aligns - Contributing independently
• Interpersonal savvy - Contributing independently
• Communicates effectively - Contributing independently
• Optimises work processes - 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

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

Our commitment to transformation

• 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.