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  • Posted: Mar 7, 2022
    Deadline: Not specified
  • 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 skilful ...
    Read more about this company


    Head Balance Sheet Control: SPA GI (Cape Town or Sandton based)

    What will you do?
    The key responsibility of this role is to provide and strengthen controls in showing balance sheet transparency. The successful candidate will work closely with the team in Casablanca and will provide support and expertise to the SPA GI team. 

    What will make you successful in this role?

    • Monthly financial management of Balance Sheets across SPA GI in accordance with company policies and IFRS reporting standards. I.e. ensure accurate recording/valuation of all assets and liabilities, 
    • Manage and coordinate the month-end reconciliation processes of assets and liabilities to ensure timely and accurate financial management reports and commentary, which includes collaboration with the local businesses.
    • Analyse balance sheet movements in relation to previous year and budget and contribute to planning and forecasts where relevant
    • Monthly reporting of aged debtor balances
    • Ensure inter group balances are reconciled monthly
    • Oversee financial processes and controls of SPA GI balance sheets in line with Sanlam standards
    • Adoption and monitoring of relevant balance sheet reporting standards across the group and ensure group financial reporting requirements are adhered to
    • Assist and provide guidance to local internal and external audit matters for the SPA GI businesses 

    Financial management

    • Provide input to performance to assist the SPA GI cluster to deliver on the Return on Group Equity Value (RoGEV – the primary measure used to evaluate performance)
    • Balance sheet reviews of subsidiaries and associates to identify areas of optimisation and areas of risk and control issues
    • Advise on effective internal controls and systems to ensure the achievement of objectives relating to operations, reporting and compliance
    • Ongoing review of existing processes to identify and deliver on improvement plans

    Strategic and developmental

    • Regular interactions and financial support to business CEO’s CFO’s & senior internal stakeholders.
    • Develop and facilitate training programmes for business CFO’s and senior finance members
    • Manage and coordinate projects to standardise balance sheet management and reporting 

    Qualification and Experience

    • CA (SA) or equivalent with at least 3 years post articles experience within either financial services, a multinational group or large accounting firm.
    • Experience in implementation of financial systems will be advantage 

    Knowledge and Skills

    • Strong financial reporting and accounting skills 
    • Insightful at analytical review, results analysis and results commentary 
    • Understanding of systems and how these impact on the business
    • Must be bilingual (French and English)

    Personal Attribtes

    • Business insight
    • Systems and systematic thinking skills (Big picture as well as attention to detail)
    • Manage complexity, pressure and change effectively
    • Growth and improvement mindset 
    • Strategic decision-making ability
    • Diplomacy
    • Excellent communication with ability to connect and collaborate effectively
    • Adaptability and flexibility with different business and national cultures
    • Strong personal integrity and values driven work ethic

    Core Competencies

    • Cultivates Innovation
    • Client Focus
    • Drive Results
    • Collaborates
    • Flexibility and adaptability

    go to method of application »

    Human Resources Business Partner

    What will you do?

    This Human Resources Business Partner has as its key focus to partner with relevant SanlamConnect businesses to execute the Human Resources Strategy of the business, which in turn supports the business to achieve its strategic business goals. The role is accountable for collaborating with the relevant business Exco members, Senior Leaders and First Line Managers to proactively identify and address people related needs and matters and to drive a healthy organisational culture. This position is based in Cape Town.

    What will make you successful in this role?

    • Implementing the People Strategy within SanlamConnect which encompasses Leadership & Culture; Workplace Diversity & Inclusion; Talent & Succession; HR Digitisation and HR processes like Recruitment & Selection, Performance
    • Management, Employee Relations and Learning & Growth
    • Supporting the business by understanding the context within which it operates
    • Supporting the business through varying degrees of change 
    • Provide guidance and advice to all levels of management on people-related matters.
    • Partner with line managers to identify needs and opportunities relating to its people and in support of achieving business objectives and managing risks
    • Analyse HR data, identifying trends and reporting on key indicators
    • People management

    Qualification & Experience 

    • A relevant HR Degree 
    • 5 -7 years’ experience as an HRBP/HR Generalist
    • Valid driver’s license and own vehicle
    • Willingness to travel 

    Knowledge and skills 

    • HR experience in the financial insurance or financial services environment is preferred
    • Knowledge and understanding of South African Labour Relations and Employment Law 
    • Change Management skills
    • Ability to integrate information
    • Facilitation skills
    • Coaching skills
    • Presentation skills
    • Experience working on Success Factors and SAP will be advantageous

    Core Competencies

    • Drives Results
    • Collaborates
    • Customer Focus
    • Cultivates Innovation
    • Resilience

    Personal attributes 

    • Building and maintaining relationships
    • Attention to detail
    • Sound planning and organisational skills 
    • Excellent communication skills, both written and verbal.
    • Decision making ability
    • Strong sense of urgency 
    • High level of influence and credibility 
    • Able to work independently, as well as within a team 
    • Self-motivated and able to work under pressure  
    • Experience in MS Office suite

    Closing Date: 11th, March 2022

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    Business Development Manager - KZN


    The business development manager (BDM) is often the first point of contact a new potential client will have with a business when they are seeking information on the products and services the company provides. They develop sales in new sales territories and retain their assigned existing clients.

    Formal Qualifications

    • Bachelor’s degree in business, marketing, or related field
    • Wealth Management NQF Level 5
    • RE5
    • RE1 – Added advantage

    Working Requirements and Knowledge

    • Managerial / Supervisory experience
    • Minimum of 3 years’ experience in a sales or marketing leadership role within the insurance/financial services industry
    • Proficient in MS Office
    • Ability to manage complex projects and multi-task
    • Excellent organizational skills

    Key Responsibilities

    • Contacting potential clients to establish rapport and arrange meetings.
    • Planning and overseeing new marketing initiatives.
    • Researching organizations and individuals to find new opportunities.
    • Finding and developing new markets and improving sales.
    • Attending conferences, meetings, and industry events.
    • Developing goals for the development team and business growth and ensuring they are met.
    • Recruitment of Financial Advisors.
    • Training personnel and helping team members develop their skills.
    • Daily activity management of all Financial Advisors (FA’s) within the allocated Markets.
    • Ensure all Financial Advisors (FA’s) are compliant with FAIS Fit and Proper requirements.
    • Create and maintain relationships with new and existing Market Stakeholders with support from the Market Management Team.
    • Approve all new business in line with stipulated new business controls of the business and requirements of the FAIS Act and related client regulations.
    • Always ensure administrative efficiency within the branch.
    • Making sure that all business that is in your work flow is approved within the stipulated SLA
    • Escalate any appropriate problems to senior management
    • Support the Senior Manager to highlight operational risks and areas for improvement

    Behavioural Competencies, Skills and attributes

    • Strong relationship building skills 
    • Networking skills
    • Attention to detail
    • Strong work ethic
    • Transformational and transactional leadership skills
    • Financial Management skills
    • Planning and organizing skills

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    Client Support Specialist (WC - Bellville)

    What will you do?
    Key Responsibilities:    

    • To support the Client Relations Managers in the delivery of client service excellence.  
    • Actively behave in a manner required to establish, maintain and advance business and stakeholder relationships
    • Effectively manage client expectations (at fund and member level)
    • Monitor SLA’s to prevent/limit breaches
    • Arrange appointments with clients and other relevant stakeholders/parties
    • Prepare meeting agendas, minutes, feedback and follow-up of action items
    • Facilitate timeous client reporting 
    • Effective handling of telephonic and email queries
    • Effective handling of complaints
    • Assist clients to meet their legislative obligations 
    • Assist clients to meet their obligations in terms of business requirements
    • STeP (assist and support employers)
    • Jump (drive employers to submit exits via the portal)
    • My retirement app – actively promote members to make use of the member app
    • Facilitate the distribution of member benefit statements, where applicable
    • Facilitate the distribution of member projection statements, where applicable
    • Preparation of new business documents, agenda packs, etc., where applicable
    • Perform to a high standard and be prepared to develop in the role
    • Undertake additional training, as required, to fulfill the role
    • Actively participate in internal forums, training and social events
    • Assist with requests for the team which must be processed via the internal SRS system

    What will make you successful in this role?

    Qualification & experience 

    • Relevant tertiary financial/investment qualification
    • Certificate of Proficiency will be advantageous
    • Minimum of 5 - 7 years relevant experience in the Employee Benefits industry
    • Experience operating at a Team Leader level 

    Knowledge and skills

    • Knowledge of legislation applicable to the retirement fund industry
    • Understand the retirement fund administration value chain
    • Proficiency in MS Office (Word, Excel, Powerpoint 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
    • Team player
    • Innovative thinker with good problem-solving skills
    • Flexible 
    • Able to adapt to chang

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    Portfolio Manager Assistant

    What will you do?

    • Proactively manage all client, intermediary and third party manager queries and process their requests (For example, portfolio queries, tax reports, fees etc.)
    • Collate Corporate Actions with Portfolio Manager and clients
    • Collate Private Placements with Portfolio Manager and clients
    • Responsible for collating client payment information and documentation
    • Responsible for collating share transfer information and documentation
    • Responsible for collating cash journal information and documentation
    • Responsible for collating on boarding documents and quality check on all mandates and FICA information
    • Responsible to screen all new clients against various sanction lists prior on boarding
    • Responsible to collate and submit cash receipts
    • Submit clear and accurate instructions on all Admin processes to Central Admin Hub
    • Responsible for trade allocation
    • Collate and submit Score and Monthly Management fee reports
    • Ad hoc administrative duties
    • Monitor safe custody fees on BDA system
    • Follow up on debit lists
    • Monitor At Home positions
    • Manage the diary for Portfolio Manager(s)
    • Prepare Information packs for meetings
    • What will make you successful in this role?
    • Experience within Private Wealth Industry
    • High level of accuracy
    • Excellent communication and interpersonal skills

    Qualification and experience

    • Bachelor of Commerce Degree
    • Registered person exam (would be an advantage but not mandatory)
    • Basic understanding of the Private Client business and the stock-broking environment
    • Experience within a financial services industry is essential
    • Experience in a stock-broking environment is essential
    • Bonds and Safex exams would be an advantage

    Knowledge and skills

    • Proficient in MS Office
    • Working knowledge of financial systems
    • Working knowledge of BDA

    Personal Qualities

    • Strong numerical orientation
    • Highly organized with a high level of customer focus
    • Accurate and detail orientated
    • Critical and analytical capability
    • Ability to perform well under pressure and show maturity, confidence and resilience
    • Excellent listening, communication and interpersonal skills
    • Pro-Active approach to work, clients, problem solving
    • Learning agility and curiosity
    • Assertive
    • Passionate ownership for results

    Closing Date: 11th, March 2022

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    Contracts Drafter

    What Will You Do?

    To provide Sanlam Group Risk clients with policy documents and other contractual documents which fully comply with all requests from the client and the terms and conditions of the insurer within a certain time-frame.

    Key Responsibilities

    Policy documents

    • Drafting and finalisation of Group Risk policy documents and other contractual documents for new and existing clients 
    • Analyse and investigate relevant information to ensure accurate policy documents and other contractual documents
    • Timeously attend to enquiries relating to policy documents and other contractual documents

    Stakeholder engagement

    • Negotiations with Client Relationship Managers/Sales consultants/Front Offices/Risk Consultants and internal departments regarding policy wording with the aim to deliver client service and final documentation
    • Client relationship by building long-term relationships


    • Keep abreast with relevant changes in the industry 
    • Work delivered within contracted turnaround times
    • Prioritise Work
    • Time management 
    • Attention to detail

    Qualification and Experience

    • Matric / Grade 12 with good grades in English
    • Experience in a contracts drafting environment or in the Group Risk environment of a minimum of 2 years - 5 years 
    • Well-versed in English and Afrikaans
    • Computer literate with proficiency in Microsoft Office (Word, Excel and Access)

    Knowledge and Skills

    • Sound technical knowledge of Group Risk and / or Employee Benefits and the applicable legislation
    • The ability to interpret policy provisions and client instructions
    • Competent in Word and Outlook 

    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.

    Behavioural Competencies

    • 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

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    Business Analyst (Bellville) (Re-run)

    What will you do?
    The role of the Business Analyst is to ensure the smooth and effective running the Sanport system, related processes, relevant tools and applications, the ease of use of these relevant tools, processes and applications, as utilised by the intermediary, thus enhancing the intermediary’s experience - as well as the end-user customer’s experience. The role is also responsible to reduce and prevent any business risks associated with the use of system tools and applications by the intermediaries and to manage and facilitate the resolution of system issues, as well as driving any enhancements that are identified or suggested. The role also manages and take ownership of allocated projects and tasks, as well as assigned resources.

    What will make you successful in this role?

    • Identify & define business requirements for new business models or changes to existing models, including application requirements, Business Requirements Specification (BRS) & test cases
    • Analyse & design new business processes 
    • Define & design changes to existing processes as required & ensure integration of changes into process environment 
    • Work with the SanlamConnect Business Solutions Manco, architects, partners & other team members to define non-functional requirements (including metrics & performance goals) for the application
    • Participate in transitioning the requirements to systems analysts & designers, and ensure a clear & complete understanding of the requirements
    • Document these requirements and designs
    • Participate in quality management reviews throughout the SDLC to ensure requirements are fulfilled
    • Perform testing to ensure that business requirements have been met

    Qualification and Experience

    • Relevant diploma or degree 
    • Business Analyst qualification will be advantageous
    • Website design and maintenance experience will be advantageous
    • Understanding of SQL database design and architecture
    • At least 5-7 years related business analyst experience within the Financial Services industry

    Knowledge and skills

    • A good understanding of D365 and the different areas or modules 
    • The following knowledge is preferable:
    1. Basic understanding of Canvas Apps
    2. Basic understanding of Model-Driven Power Apps
    3. Basic understanding of Power Automate (Previously called MS-Flow)
    4. Good understanding of the CDS (Common Data Service)
    5. Good understanding of data modelling (e.g. ERD)
    6. Configuration of D365 (data structures, building form, workflow and business rules)
    7. Creating, Exporting and Importing of Solutions
    8. Good understanding of the different methods of Data integration between D365 and other systems
    9. A good understanding of how to extend D365 through configuration as well as customisation via the API's
    10. MS: Office (Excel, Word, PP)
    • Sound financial services industry knowledge and understanding of the context
    • Understanding of policy services systems
    • Claims, Portfolio etc. understanding of how these systems integrate with one another
    • Understanding of web services etc.
    • Understanding of system architectures (i.e.:  Web based architecture)
    • Business and functional process specifications
    • Business/technical process mapping
    • Understanding of Financial Services sales processes
    • Basic Financial Product knowledge / Product life cycle knowledge
    • A good understanding of the system development life cycle 
    • Financial needs analysis tools knowledge and experience.

    Core competencies

    • Customer Focus 
    • Collaborates
    • Cultivates Innovation 
    • Drives results
    • Being resilient 

    Personal attributes

    • Action orientated
    • Focus on quality
    • Communicates Effectively
    • A technical (systems) mindset
    • 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 (especially financial and accounting data)
    • Adaptable and flexible to change
    • High energy levels and action orientation
    • Excellent communication skills (verbal and written)
    • High regard for continuous improvement, growth, and self-development

    Closing Date: 10th, March 2022

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    Distribution Marketing Support Manager (Re-Run)

    What will you do?

    This is a regional management role that is responsible to execute and implement the national marketing strategies at a regional level across channels and segments. 
    Output/Core Tasks: 

    • Execute and support marketing campaigns developed by SanlamConnect Marketing 
    • Assist the Regional Marketing Manager (RMM) with the creation and implementation of customized regional marketing plans/strategies for the different channels across segments 
    • Support business growth through focused regional marketing support 
    • Assist and support conferences, marketing sponsorships and corporate social investment projects 
    • Collaborate across Retail Affluent cluster to provide worksite/key account marketing support; as well as execute campaigns for smaller regional worksite/key accounts 
    • Undertaking ongoing market/competitor research, networking and prospecting to identify new opportunities 
    • Actively drive feedback on projects, campaigns, plans, sponsorships and report back on ROI achieved. 
    • Provide ongoing marketing support in respect of provision of material, branding of National events, etc. 
    • Budgets and expense management which will be overseen by RMM 
    • Accelerate digital transformation initiatives with intermediaries and consultants in support of the rapidly changing business environment and client expectation/preference  
    • Active application of Business Intelligence and analytics in support of marketing and client engagement initiatives, driving improved results 
    • Deliver Sanlam Value Proposition & Brand promise to intermediaries and clients 
    • Transition to Relational Client Experience with advisers (and where appropriate brokers) 

    What will make you successful in this role?

    Qualification and Experience

    • Degree in Marketing, Commerce, Business 
    • Experience in a sales/marketing role in a financial services environment  

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

    • MS: Office (Excel, Word, PP, Outlook) 
    • MIS 
    • E2 Financials 
    • SAP 
    • Business: 

    Financial Services Industry Knowledge 

    • Financial Services Product Knowledge (Sanlam and competitors) 
    • Legislative compliance processes and practices 
    • Service Level Agreements (SLA’s)/ Worksite contracts 
    • Knowledge of worksites and all other markets and the functioning thereof 
    • Sales and advice processes/financial planning knowledge 
    • Budgets and expense management 
    • Knowledge of sales tools/aids 
    • Market segmentation 
    • Marketing and sales principles 
    • Marketing conferences and sponsorships 
    • Market and client/product segmentation 
    • Commercial and business acumen 

    Personal Attributes

    • Sound planning and co-ordination skills  
    • Excellent relationship and partnership building abilities  
    • Good communication and presentation skills  
    • Influencing and gaining commitment abilities  
    • Structured and organized  
    • Impactful  
    • Determined and results (sales) orientated  
    • Problem solver  


    • Cultivates innovation  
    • Client centricity  
    • Results driven  
    • Collaboration  
    • Flexibility and adaptability  
    • Business insights 
    • Communicates effectively
    • Decision making 
    • Plans and aligns 

    Closing Date: 15th, March 2022

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    Re-Run Incident Manager

    What will you do?
    Under general direction, assesses complex situations that involve greatest risk. Provides guidance, manage and coordinate the resolution of Major IT incidents to minimise impact and downtime to the Business.

    What will make you successful in this role?

    • Facilitate the recovery of all P1/P2 incidents with appropriate reporting and notifications to key Stakeholders.
    • Manage persistent incidents from Trend analysis and/or Management escalations.
    • Proactively manage incidents to satisfactory resolution in a timely manner, ensuring minimal business impact, and initiatie escalation procedure as appropriate.
    • Understand and appreciate the impact of incidents on the various SGT Clients' Business, and/or Busiiness SLA's allowing for prioritisation and direction.
    • Manage Post Mortems for all major incidents to a satifactory conclusion.
    • Continuous improvment of the Major Incident Management Process.
    • Keep Service Desk informed of progress on major incidents and potential workarounds.
    • Represent SGT in Weekly Report Back Meetings with Client.
    • Chair Daily Major Incidents Meeting attended by Third Party Vendor as well as internal Service Support Teams.
    • Daily Reporting
    • Weekly and Monthly Reporting if required
    • Schedule, Facilitate and Chair Adhoc task team meetings to ensure that Major/Re-occuring incidents are restored as soon as possible and that the root cause is identified and resolved.
    • Provide input for Monthly MIS Reporting.
    • Member of Change Approval Board and approval of Emergency Changes.
    • Quarterly operation incident reporting as input to the Risk Report.
    • Review the continuous improvement of the SGT Incident Management process.
    • Trending of re-occuriing incidents and assist with the implementing of additional controls and/or process improvements.
    • Assist the Service Desk Team Leader with P3 escalations when required.
    • Assist with the implementation of Quality Improvement initiatives at the Service Desk.

    Additional requirements

    • IT related Degree or Diploma and/or a minimum of 3 years relevant IT experience
    • ITIL Foundation and/or Incident Management Practitioners Certifications (Recommended)
    • 3 Years IT Experience
    • Some experience in Incident Management role will be advantageous
    • A proven track record of experience in the ITIL disciplines
    • Experience in working with multiple Service Providers and Technologies
    • Excellenct understanding of ITIL and ITIL Governance
    • Knowledge of one or more of the SGT Clients' Business and Systems will be an advantage

    Knowlede and Skills

    • Profitable Underwriting
    • Client service (Complaints/queries/investigations/advice)
    • Coaching, training and quality managment
    • Reporting and adhoc meetings
    • Knowledge and Skills
    • Incident and Problem Tracking
    • Compliance
    • Information Reporting
    • Computer Installation
    • Computer Operations Knowledge

    Personal Attributes

    • Interpersonal savvy - Contributing through others
    • Decision quality - Contributing through others
    • Action orientated - Contributing through others
    • Optimises work processes - Contributing through others

    go to method of application »

    SanlamConnect: Gauteng South (Bloemfontein): Key Accounts Specialist (Re-Run)

    What will you do? 

    This specialist role reports directly through to the Regional Marketing Manager within the SanlamConnect: Gauteng South Region. 
    Output/Core Tasks

    • Undertaking ongoing research and prospecting on key account opportunities
    • Co-ordinating the contact and contracting for the activation of new key accounts
    • Managing and growing a focused portfolio of key accounts
    • Undertaking financial education sessions at the key accounts (self and through the team of Financial Advisors)
    • Managing the Key Account SLA  including building effective relationships
    • Managing and reporting on the performance of the key accounts
    • Co-ordinating, managing and vesting financial advisors working at these key accounts

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

    • Grade 12, Financial/Business Degree (, Bus. Science, Legal Degree)
    • CFP® designation or Post Graduate Diploma in Financial Planning would be advantageous
    • Extensive experience within a financial distribution business in a sales/marketing role
    • Management (sales team) experience
    • 5 years relevant industry experience
    • Previous industry management experience will be a strong recommendation
    • The successful candidate must meet the necessary FAIS requirements (120 credits included)

    Knowledge and Skills 

    • Financial Services Industry Knowledge
    • Financial Services Product Knowledge (Sanlam and competitors)
    • Legislative compliance processes and practices
    • Service Level Agreements (SLA’s)
    • Sales and advice processes/financial planning knowledge
    • Prospecting processes
    • Leads management processes
    • Budgets and expense management
    • Knowledge of how sales tools/aids could add value with SFA
    • Knowledge of Key Accounts and all other markets and the functioning thereof
    • Market segmentation
    • Marketing and sales principles
    • Knowledge of specific value propositions for different markets 

    Personal Qualities 

    • Cultivates Innovation
    • Client centricity
    • Results Driven
    • Collaboration
    • Flexibility and adaptability
    • Persuades
    • Financial acumen
    • Communicates effectively
    • Decision quality
    • Treating Customers Fairly

    Closing Date: 15th, March 2022

    Method of Application

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