Latest Opportunities at Sanlam -(15 Positions)

Job Purpose

The main purpose of the position is to maximise the collection of monthly premium income – as well as managing the age analysis, allocating to the relevant policies and attending to queries. The position is also accountable for the monthly reconciliations for its relevant portfolio.

Formal Qualifications

• Finance/Accounting qualification preferred

Knowledge and Experience

• Minimum of 2 years’ experience in high volume corporate Collections environment, preferably in insurance industry
• Computer Literacy - Microsoft Excel Skill is critical
• Collections procedures & accounting knowledge
• Experience with MIP system will be an added advantage

Key Performance Areas

Collections

• Ensure that the correct premium due is collected using all methods of collection.
• Ensure that the premium received is in line with the expected rates and number of members.
• Allocate all premiums received to the correct schemes, and also ensure that premium is allocated at member level.
• Ensure that the correct pre-debit (expected premium income) is raised and adjustments are reflected accurately so that the overall debtor’s book reflects the correct balances.
• Provide exceptional and considerate customer service to policy-holders and other stakeholders.

Age Analysis

• Monitor the age analysis for the respective portfolio.
• Ensure that the debtors on ageing do not exceed 60 days.
• Initiate the process to write-off long-outstanding debts.
• Follow up on all outstanding debtors and ensure that proof of follow up is documented and retained.
• Investigate any discrepancies on the age analysis and communicate the resolution with the relevant stakeholders.
• Ensure that all the required documentation is prepared for the cancellation of schemes.
• Provide a weekly report on the status of the age analysis and the progress on follow-ups.
• Send arrear letters on monthly basis and follow up by contacting the client (via telephone, email, sms etc.) where appropriate

Reconciliations

• Ensure that monthly reconciliations are prepared for all schemes.
• Provide explanations for all reconciling items and follow up on long-outstanding reconciling items.

Relationship Management

• Ensure that you build and maintain relationships with both external and internal stakeholders, these include;-
• Debit Order Collection Brokers/ policyholders.
• All Internal departments with special emphasis to (IT/MIP, Membership department, Branches, Compliance department).
• Ensure that an accurate log of interaction is kept of issues that exist with each stakeholder.
• Secure broker visits to address credit control issues, where and when necessary.
• Assist on Automation Projects.
• Support project Implementation from internal stakeholders.
• Set up meetings with your internal departments to ensure regular communication and common understanding of credit control issues.

Query Management

• Ensure that all queries are attended to within the prescribed SLA (to be provided to you at onboarding).
• Ensure all brokers/schemes are kept abreast at all times regarding the status of their query.
• Ensure that proper investigations are done with the concerned departments and that there are SLA’s in place.
• Ensure that Root Cause Analysis (RCA) is performed on all queries.

Refunds

• Initiate refunds based on client requests and membership data.
• Adhere to refunds processes by preparing refunds with correct supporting documents.
• Ensure that clients/all stakeholders are kept up to date with the refunds status.
• Record refunds on the system.

Audit and Compliance

• Ensure adherence to Credit Control Policy and Procedure
• Ensure adherence to regulatory and compliance requirements
• Ensure adherence to audit requirements (both internal and external audit).

Skills and Behavioural Competencies

• Time management skills – ability to handle multiple priorities, organize work and meet deadlines
• Attention to detail.
• Strong Administrative and personal organizational skills
• Strong team player
• Strong problem-solving skills
• Excellent communication skills (both verbal and written)
• Commitment to exceptional customer service

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What will you do?

• Monitoring and loading corporate action events in tax reporting systems based on announcement date and other event details
• Apply South African tax principles in costing (proceeds / base cost) corporate action events for purposes of client tax reporting
• Capture treatment of corporate and other events in the client CGT reporting system
• Monitoring and clearing exceptions in the various tax reporting systems (primarily CGT)
• Liaise with business on treatment of corporate action events in the client tax reports
• Assist in preparation and review of client tax reports (income and CGT)
• Address client queries on any matters pertaining to tax reporting
• Detail review of the effect on the client’s portfolio of corporate events and ensuring that the corporate event reflects accurately on tax and other sub-systems
• Reviewing journal entries passed in various tax reporting systems for accuracy and completeness
• Assist with maintenance and reconciliation of data with regards to Dividend Withholding Tax reporting to SARS
• Review of scrip movement prices
• Investigate dividend & corporate action discrepancies and resolve accordingly
• Research corporate events to form an understanding, interpret accurately & make decisions accordingly

Qualification and experience

• Tertiary qualification in Finance / Accounts
• Basic understanding of the private client business and the stock-broking environment
• Experience within the finance / tax consulting industry is essential. Corporate Actions knowledge and experience will be advantageous

Knowledge and skills

• Previous experience within Private Wealth industry will be advantageous
• Fully bilingual (English and Afrikaans)
• Candidate must be highly computer literate and highly proficient in Microsoft Excel
• Thorough understanding of internal control and operational processes

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:1st, April 2022

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What will you do?

• Provide tax and fiduciary services to clients:

1. advice on Wills
2. dealing with local and offshore assets
3. local and offshore trusts
4. company structures
5. philanthropy
6. consequences relating to all aspects of the services mentioned

• Draft Wills, Deeds of Trust, resolutions and minutes
• Wind up deceased estates
• Promote the Fiduciary and Tax offering to all stakeholders within the Sanlam Private Wealth business
• What will make you successful in this role?
• Self-starter and proactive individual
• Energetic and flexible
• Professionalism
• Ability to work with people at all levels
• Marketing ability

Qualification and experience

• Tertiary commercial or legal qualification.
• Post graduate qualification in estate planning or legally related field will be an advantage.
• 8 -10 years substantive experience, at a high level, in the areas of trusts, wills and estates, related accounting, income tax for individuals, trusts and estates and investments.
• Experience with high net worth individuals

Knowledge and skills

• Ability to deal effectively and credibly with stakeholders such as senior managers, high net worth clients and colleagues in both spoken and written format
• Excellent organizational skills, a team-orientated attitude and the ability to meet deadlines and handle multiple priorities
• Excellent interpersonal and networking skills within the tax and fiduciary industry
• Ability to work quickly and independently while meeting the required quality levels
• Demonstration of living the company’s values – being transparent, passionate and innovative
• Strong analytical ability and attention to detail
• Strong service orientation towards all stakeholders

Personal qualities

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

Closing Date:15th, April 2022

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What will you do?
Draft:

• Trust deeds
• Deed of amendments
• Supplementary trust deeds and all supporting documentation
• Resolutions
• Trust meeting agendas and minutes

Wills

• Liquidation and Distribution accounts
• Administration
• Deceased estate administration
• Trust administration
• Schedule appointments
• Preparation of documentation for signature and registration/reporting at the Master’s office
• Arrange and schedule boardroom bookings
• General administration

What will make you successful in this role?

• Knowledge and understanding of wills, estates and trusts in South Africa
• Experience working within the financial services industry and/or a legal background. Private Wealth client experience advantageous
• High level of accuracy and attention to detail

Qualification and experience

• Bachelor’s Degree or equivalent (a legal qualification would be advantageous) with a minimum of 2 years financial services and/or legal industry experience, or relevant Diploma with 5-10 years fiduciary administrator experience within the financial services industry
• Proven experience in a client-focused business environment
• Knowledge and skills
• Proficient in MS Office (Word, Excel). Advanced Excel would be an advantage
• Thorough knowledge and understanding of wills, estates and trusts in SA context
• Excellent communication skills (both verbal and written)
• Strong administration skills

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:18th, April 2022

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What will you do?
The successful incumbent will be responsible for the administration and operational and technical support of users of and applications running on Sanlam Big Data platforms. 
This includes both Big Data / Hadoop (Cloudera) and Fast Data (Kafka/Nifi) platforms currently deployed on-premise. 

The successful incumbent will also have experience with similar cloud-based platforms to help move relevant components of the architecture to the cloud. This includes supporting developers interacting with the platforms in troubleshooting, performance tuning and application design. The role requires a self-motivated and driven individual who have experience as a team leader or technical mentor and has a high level of ownership and accountability of the platforms being administered.

What will make you successful in this role?

• Day-to-day administration and operation of the supported platforms
• Operational monitoring of platform functioning and performance
• Health-checks, backup and recovery processes, disaster recovery tests
• User access management
• Capacity and performance monitoring (both platform and applications)
• Integration of 3rd party tools with the Big Data Platforms
• Support data engineers to implement technical solutions for data ingestion, transformation, and pipeline automation
• Support data stewards to implement technical solutions for data collection, quality improvements, integration, and processes

Qualification

• National Diploma in an Information Technology related discipline or Bachelor’s Degree in Computer Science, Informatics, Information Systems 

Experience

• 1-2 years' experience as a Data Engineer / Platform Administrator in a Big Data environment
• Experience in the following is require:
• Linux
• Hadoop / Cloudera platforms and services
• Hive/Impala/HBase/Phoenix/Atlas
• Experience of ETL toolsets (e.g. SAP Data Services, Microsoft SSIS, IBM DataStage) is preferred
• Strong Data Engineering background with a specific focus on staging high quality data
• A solid background in SQL, Information Architecture and ETL procedures is required
• Experience of Database technologies (e.g. SAP Hana, Teradata or similar) preferred and highly advantageous
• Experience with object-oriented/functional/scripting languages (e.g., Python, Unix Shell scripting, Java, Scala etc.) is preferred and highly advantageous.

Knowledge

• Knowledge of Streaming platforms and services is preferred
• Kafka/Nifi
• Knowledge of Identity management tools, principles and patterns is preferred
• LDAP/Kerberos/SAML/Ranger
• SQL skills and development using SQL is preferred
• Understanding of data warehousing principles (e.g. Kimball and Vault) is preferred but not essential
• Knowledge of Hardware configuration, Network configuration, distributed systems, virtualization and containerization and automation is preferred.

Knowledge and Skills

• Operating system software and hardware and utility software
• Software installations and upgrades
• Business requirements
• Security management and data recovery
• Change control

Closing Date:1st, April 2022

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Job Purpose

• Responsible for the recruitment process.
• Screening and testing procedures applied within company policies.
• Responsible for all administration and management related to the recruitment process.
• May have supervisory responsibilities

Formal Qualifications

• A relevant HR Degree

Knowledge and Experience

• 5-8 years of experience as a Talent Acquisition Specialist, or similar
• Experience in the long-term insurance industry is preferred
• Managing recruitment process while ensuring adherence to governance
• Recruitment administrative support
• Data analytics and reporting
• Understands business and role requirements
• Implement the transformational recruitment plan

Key Performance Areas

• Demonstrate recruitment best practices and lead recruitment initiatives
• Partner with hiring managers and HR business partners to develop effective marketplace recruitment strategies
• Coordinate with hiring managers to identify staffing needs in different areas and departments
• Determine selection criteria for candidates by liaising with managers and other members of staff
• Source applicants through various channels
• Create job descriptions and interview guides that reflect the requirements for each position
• Identify and refine down the most suitable talent from available candidates
• Plan interview and selection procedures, including screening calls, assessments, and interviews
• Assess candidates’ information, including C.Vs., portfolios and references
• Organize and attend recruitment events to build a strong candidate pipeline
• Keep records of all materials used for recruitment, including interview notes and related paperwork, to share with key stakeholders
• Developing and updating Standard Operating Procedures

Skills and Behavioural Competencies

• Plans and aligns
• Attracts top talent
• Decision quality
• Interpersonal savvy
• Drives Results
• Collaborates
• Customer Focus
• Resilience
• Building and maintaining relationships
• Attention to detail
• Sound planning and organisational skills
• Excellent communication skills, both written and verbal

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What will you do?

• Development of software modules
• Timeous delivery
• Quality tested code
• Assessment of work items
• Impact analysis
• Accurate estimations of effort and duration
• Integration testing
• All dependencies are identified, managed and tested
• Deployments
• Ensure stable releases to Test and/or Live environments
• System Documentation
• Update documentation as changes occur

What will make you successful in this role?

• 3 Years working experience in a development environment, preferably in a web environment
• SQL knowledge
• System design, planning and maintenance exposure
• Working knowledge of C#
• Must be willing to learn ColdFusion
• Micro Services
• .Net Core
• Mobile Application Development (Advantageous)
• Azure DevOps
• Git

Qualification and Experience

• Degree or Diploma with 3 to 5 years related experience

Knowledge and Skills

• Netcentric Application Environment design
• Reporting and administration
• Quality, Compliance and Accreditation
• Business Requirements definition
• Web technologies

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What will you do?
Responsibilities:

• Effective servicing clients via telephone, mail and walk-in interactions with all retirement fund administrative matters
• Adhering to the implemented processes, policies and procedures and keeping to all Service Level Agreements
• Handling of general information requests from clients in a professional, effective and efficient manner
• Nurture and build strong relationships with internal and external clients
• Updating of member information accurately on system
• Outbound dialing will be required dependent on project specific tasks
• Support and contribute towards the Sanlam Digital Strategy
• What will make you successful in this role?
• Matric/Grade 12Experience in a customer centric environmentKnowledge of Financial Services would be advantageousComputer literate with proficiency in Microsoft Office (word, excel and Outlook)Competency in an African language

Qualification and Experience

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

Knowledge and skills

• Excellent interpersonal and written and verbal communication skills, especially telephone etiquette
• Drive towards client services
• Conceptual thinking skills with an ability to interpret business processes
• Able to handle difficult clients and resolve client matters
• Self-motivated with a strong focus on delivery
• Positive, innovative, energetic and a strong team player
• Able to work fast and accurate under pressure
• Client focused with good interpersonal skills
• Flexible and able to adapt to change
• Diligence and attention to detail

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What will you do?

Key Responsibilities:

• Effective servicing clients via telephone, mail and walk-in interactions with all retirement fundadministrative matters
• Adhering to the implemented processes, policies and procedures and keeping to all Service LevelAgreements
• Handling of general information requests from clients in a professional, effective and efficient manner
• Nurture and build strong relationships with internal and external clients
• Updating of member information accurately on system
• Outbound dialing will be required dependent on project specific tasks
• Support and contribute towards the Sanlam Digital Strategy

What will make you successful in this role?

• Matric/Grade 12
• Experience in a customer centric environment
• Knowledge of Financial Services would be advantageous
• Computer literate with proficiency in Microsoft Office (word, excel and Outlook)
• Competency in an African language
• Qualification and Experience
• Degree or Diploma or Grade 12 with 3 to 5 years related experience.

Knowledge and skills

• Excellent interpersonal and written and verbal communication skills, especially telephone etiquette
• Drive towards client services
• Conceptual thinking skills with an ability to interpret business processes
• Able to handle difficult clients and resolve client matters
• Self-motivated with a strong focus on delivery
• Positive, innovative, energetic and a strong team player
• Able to work fast and accurate under pressure
• Client focused with good interpersonal skills
• Flexible and able to adapt to change
• Diligence and attention to detail

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What will you do?

• Analyse client investment portfolio and financial record to determine credit risk of applicant
• Provide end-to-end administration for new or additional credit request
• Perform Due diligence ensuring enforceability of collateral for new and historical credit extended to clients
• Reporting to Management on potential portfolio risk
• Ensuring compliance with all internal procedures and regulations (where applicable)
• Manage and build strong relationships with internal stakeholders and ensure seamless service is provided
• Assist with accelerating the promotion of the credit product to our clients
• Assist with the implementing and testing of the new credit system

Qualification and experience

• Bachelor of Commerce or relevant commercial qualification
• Minimum 3-5 years - experience within an investment/banking credit environment

Knowledge and skills

• Strong knowledge of the financial markets and instruments
• Knowledge of legislation and governance around lending
• Data analysis
• Project Management  [high level]

Personal qualities

• Self-motivated, proactive, taking ownership of problems until they are resolved.
•  Mature person with the sense of responsibility to do after hours.
• 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: 25th, March 2022

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What will you do?

• To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework. 
• To work in allocated key accounts and allocated markets.
• To offer customer service to Sanlam clients.
• To arrange appointments with potential customers within Key Accounts and Allocated Markets.
• To update and inform customers and client public of our new products.

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 Financial Advisor.

Qualification & experience

• FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.
• Matric (grade 12) or NQF level 4
• RE5 an advantage
• Clear Credit and Criminal records
• FAIS Compliance
• At least two years’ work experience within sales or marketing

Personal qualities

• Client Service Orientation
• Ability to influence client decision
• Confident decision maker
• Great business acumen
• Adhering to principles and values
• Analytical
• Proactive
• Ability to cope with pressure and setbacks
• Exceptional interpersonal skills
• Trustworthy
• Detail-oriented
• Activity management.

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What will you do?

• Checking validity of New Business Application forms and recruitment documents.
• Capturing New Business applications.
• Monitoring monthly report statistics.
• Compiling monthly statistics.
• Liaison with Head Office, Brokers and Customers.
• Preparation of documentation.
• Typing general correspondence and minute taking.
• General office duties: faxing, filing, e-mail, petty cash and assisting with other administration functions
• Ensure alignment to Treating Customers Fairly (TCF), in all business practices

Qualification & experience

• Matric
• At least one year experience in sales support administration

Knowledge and skills

• Computer literacy in MS Word and Excel is essential.
• Experience in the Insurance industry an advantage.
• Preference will be given to candidates from the Insurance industry.

Personal qualities

• Planning and organising
• Relating and networking
• Adapting and responding to change
• Coping with pressures and setbacks
• Teamwork
• Adhering to principles and values
• Quality and detail orientation
• Client service orientation
• Achieving personal work goals and objectives
• Analysing
• Treating Customers Fairly

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Job Purpose

The position of Collections Team Leader is responsible for overseeing the collection efforts of premium income as well as the Debtor's books and records. The Team leader is also responsible for the supervision of the collections staff. In addition, the Team leader will also work closely with the Collections Manager to ensure the correct premiums are collected at the right time.

Formal Qualifications

• Bachelor’s degree or equivalent

Knowledge and Experience

• 3-5 years high volume corporate collections experience
• Knowledge of billing and collections procedures and practices
• Experience in a long-term insurance company will be advantageous

Computer Literacy

• MS Office package, particularly Excel and Word, PowerPoint, Internet and Outlook

Key Responsibilities

• Collections
• Ensure that correct premium due is collected using all methods of collection
• Work directly with clients and ensure that all payments by clients are duly received on time as agreed, without delay
• Ensure that the premium received is in line with expected rates and number of members
• Ensure that all premiums received is allocated to the correct schemes and to the correct members
• Oversees the clean-up of unallocated premiums
• Ensure that the correct pre-debit (expected premium income) is raised and adjustments are book reflects the correct balances. Review and approve material adjustments

Age Analysis

• Monitor the age analysis
• Ensure that the debtors on ageing do not exceed 60 days
• Monitor the follow up of all outstanding debtors and ensure that proof of follow up is documented and retained
• Investigate any discrepancies on the age analysis and communicate the resolution with the relevant stakeholders
• Ensure that all the required documentation is prepared for the cancellation of schemes (this is to be done in collaboration with the Compliance Department) and Initiate the process to write-off long-outstanding debts within the agreed upon Approval Framework
• Provide a report weekly on the status of the age analysis and the progress on follow-ups
• Monitor the sending of arrear letters and contacts (via telephone, email, sms etc.) with the client is done (and recorded) where appropriate and ensure that the evidence is stored appropriately for ease of retrieving as and when required

Reconciliations

• Ensure that monthly reconciliations are prepared for all schemes and that explanations are provided and follow-up is done for all reconciling items

Biliing

• Review the compiled billing schedules/statements to clients
• Oversee the process of updating billing schedules in collaboration with the Membership Department
• Review the balancing of monthly billing statements for existing clients after changes are entered into the system (by the Membership Department) and adjust as necessary to the schedules
• Work closely with the Membership Department to ensure that amendments on existing membership data are processed on the system as per the client`s request within the agreed turnaround times with 100% accuracy
• Oversee the process of debit order and Persal collections.

Reporting

• Submit the monthly Collections reports to the Accounts Department
• Review and monitor monthly reports that need to be sent to stakeholders - ensuring that they are accurate and are sent on specified dates (e.g. debit order and Persal)
• Report on the department progress and statistics on a weekly, monthly basis etc. to all the relevant forums
• Perform data analytics, trend analysis etc. and provide explanations/interpretations

Refunds and Queries

• Review refunds based on client requests and membership data in conjunction with the Compliance Department
• Ensure that clients/all stakeholders are kept up to date with the refunds status
• Ensure that all refunds on the system
• Oversee the process of ensuring that collections related queries are resolved and that feedback is provided to the relevant clients

Accounting

• Monitor and review the records and documentation for monthly closing and accounting reports
• Compile and analyse financial information to prepare entries to accounts, such as general ledger accounts, and document business transactions
• Establish, maintain, and coordinate the implementation of accounting and accounting control procedures
• Monitor and review accounting and related system reports for accuracy and completeness
• Analyze premium income trends and recommend appropriate budget levels, and other business action
• Prepare and present Collections forecasts for the company
• Interact with internal and external auditors in completing audits

Leadership, management and supervision

• Manages the Collections employees
• Develops ongoing training modules, implementing industry changes within the collection department
• Trains new employees and holds training reviews for established employees

Other

• Tracks the rate of success of the entire process and continues to make adjustments when necessary
• Establishes quality control standards and maintains and enforces them over time
• Assist with ad-hoc projects in the department
• Maintain a good relationship with all stakeholders

Behavioural Competencies

• Persuasive and influential
• Target-driven
• Manages expectations
• Resilient
• Responsible & accountable
• Problem solver
• Change agility
• Professional and ethical
• Planning and Organizing
• Excellent verbal and written communication
• Strong mathematical skills
• Strong attention to detail, goal oriented
• Highly proficient in computer software programs such as, word processors, spreadsheet programs and database system
• Incumbent must be multi-task oriented, organized, set priorities and meet deadlines

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What will you do?
Key Responsibilities:

• Administration of Retirement Funds and maintenance of member level transactions across functional systems and functional areas within SEB Core. (Identify/process/record/report)
• Adhere to service level agreements. (Internal and external.)
• Adhere to internal controls and procedures in place.
• Professional verbal and written communication and reporting to clients. (Internal and external.)
• Investigate, resolve and respond to internal and external client queries in a professional and effective manner. (Verbal and in writing)
• Investigate, resolve and respond to ad hoc operational requirements. (Verbal and in writing.)
• A thorough understanding of and compliance with the Pension Fund Act, Fund Rules and Income Tax Act and any other relevant legislative requirements.
• Maintain relationships with internal departments.

What will make you successful in this role?

• Matric/Grade 12
• Employee Benefits Experience
• Knowledge of updating of contributions will be an advantage

Qualification and Experience

• Grade 12 with 2 to 3 years related experience.

Knowledge and Skills

• Previous retirement fund experience
• Certificate of Proficiency (COP) or an Introduction to Retirement Funds (IRF) qualification will beadvantageous
• Proficiency in Ms Office (word, excel, power point)
• Conflict management

Behavioral Competencies

• Strong attention to detail and proactive attitude
• 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
• Innovative and demonstrates initiative
• Ability to perform well under pressure and meet deadlines
• Inter-personally skilled
• Ability to collaborate and pull information together
• Following instruction and procedures

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What will you do?

This is a middle management position that reports to Head of Finance.  The role is accountable work closely with the Head of Finance to assist with executing and managing the full financial function for MWL with key responsibilities including:

• Financial reporting
• Expense management
• Budgeting and forecasting (incl. Accounts payable)
• Group reporting
• Adherence to corporate financial governance structures
• Audits
• Monitoring payroll
• Participate in key finance related projects
• Oversight of Financial Accountant and Financial Controller functions
• People management 

What will make you successful in this role?

Qualification & experience :

• Newly qualified CA(SA) or BCOM (Hons) Accounting with 3 year Articles & 2 years post Article experience
• Financial Services industry, preferably Long Term Insurance

Knowledge and skills:

IT:

• MS: Office (Advanced Excel, Word, PP, Outlook)
• Analysis for Office
• MIS tools
• Thought Express
• Walker/SAP~S4 Hanna
• Smartview

Business:

• Sound financial services industry knowledge 
• MWL business operating model and strategy
• Business planning processes
• MWL product knowledge (basic)
• Legal knowledge related to finance/business and commerce
• Risk and governance management/corporate governance structures
• Financial audits
• Relevant compliance knowledge 
• Financial modelling
• Financial reporting/Group reporting
• Budgeting and forecasting
• Billings and collections
• Accounts and vendor management
• Taxation
• Banking
• Payroll
• People management

Personal attributes:

• Financial and business acumen
• Able to work complexity
• Balanced thinker (conceptual and analytic)
• Sound planning and organising orientation 
• Quality and work standards orientation (attention to detail)
• Pragmatism
• Good communicator/including report writing
• Able to build relationships/partnerships

Qualification and Experience

• CA, Degree or equivalent with 4 to 6 years related experience.
• Knowledge and Skills
• Financial analysis and planning
• Financial Management and controls
• Financial Reporting
• Financial risk and governance management
• Management of employees

Closing Date: 25th, March 2022