Openings at Sanlam Group

The overall purpose of the role

• To provide overall support to the Client Relations Manager and execute on the day-to-day tasks as required.

Key responsibilities

To support the Client Relations Managers in the delivery of client service excellence by:

• Preparation of new business documents, agenda packs, etc.
• Distribution of electronic benefit statements and updating share-point accordingly
• Actively behaving in a manner required to establish, maintain, and advance business and stakeholder relationships. Establishes and develop relationships with internal and external stakeholders to maintain client satisfaction.
• Assisting clients to meet their obligations in terms of Section 13A by working through monthly unconfirmed lists 
• Providing support to clients on Client portal for all transactions (contributions, claims, statements and reporting
• Making us of member app/web –  to actively promote members to make use of the app/web
• Preparing meeting agendas and reports and follow-up of action items
• Effective handling and managing of telephone and email queries 
• Performing to a high standard and being prepared to develop in the role
• Undertaking additional training as required to fulfil the role
• Actively participating in internal forums, training, and social events 
• Assisting  with requests for additional telephone lines, laptops, etc. which must be processed via the internal SRS system.

Qualification and Experience

• Relevant tertiary financial/investment qualification
• Minimum of 2-3 years experience in client services
• Minimum of 1-2 years relevant experience in the Employee Benefits industry
• Good proficiency in Microsoft Office
• Needs to understand, write, and speak fluent English

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.
• Knowledge of internal workflow systems and Client Portal will be advantageous.
• Proficiency in MS Office (Word, Excel, and Outlook)

Personal Qualities

• 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 prioritizing work to meet commitments aligned to organizational goals.

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What will you do?

• The ideal candidate will be responsible for marketing Sanlam’s solutions to a vested portfolio of advisors, devising strategies and campaigns to grow the advisors business thereby assisting in meeting the required sales targets. 

Support Financial Advisors in:

• Rendering ongoing technical advice and support
• Partnering with Financial Advisors to reach production targets
• Sourcing for business opportunities in advisor’s practice
• Managing and support leads and campaigns
• Assisting and liaising with new business and underwriting to facilitate the issuing of business
• Assisting with the processing of claims, replacements and quotations 
• Assisting with comparative competitor quotes

With regards to Compliance ensure that:

• The different tools are understood and utilized by the Financial Advisors
• The Financial Advisor is aware of the importance of compliance and implications for the practices for noncompliance
• Monitor and flag any suspect or risky business with the Business Manager
• Support projects and focus activities of the Business Manager that seek to drive production
• Networking with other stakeholders in the sales/support process

What will make you successful in this role?

• Must be comfortable working in a target driven, competitive, sales orientated environment
• Service and customer orientated
• Natural relationship builder
• Pro-active, self-starter and energetic
• Goal and target motivated
• Sales and marketing orientation
• Socially confident and skilled to communicate well 
• Willingness to travel
• Your own reliable vehicle and valid driver’s licence

Qualification & experience

• RFP 1, 2 or 3 or alternatively Wealth Management 1, 2 or 3 
• An industry related qualification would be advantageous
• Regulatory Exam would be advantageous
• Minimum 2 years’ experience in Marketing and Financial Services sales environment
• Thorough understanding of agency distribution model and supporting processing requirements would be advantageous

Knowledge and skills 

• MS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUB
• Valid driver’s licence
• Business Management
• Financial Services Industry Knowledge 
• Financial Services Product Knowledge (Sanlam and competitors) 
• Relevant regulatory legislation and compliance knowledge 
• Basic legal technical knowledge
• Marketing principles
• Sales process and steps
• Training/coaching others
• Solid administration skills

Personal qualities

• Cultivates innovation 
• Client centricity 
• Results driven 
• Collaboration
• Flexibility and adaptability 
• Business insights 
• Decision quality 
• Action Oriented 
• Plans and aligns 
• Treating Customers Fairly

The closing date for applications is 11 March 2026.

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What will you do?

• First line AML administrator will assist the AML Analyst and Team Leader in reviewing KYC information and documents to ensure alignment to FIC Helpfile
• Assist the AML team in maintenance of KYC and information documentation
• Responsible for ensuring accurate record keeping of KYC information and documentation
• To aid the AML team in creating a client profile on the AML system 
• Responsible for and ensuring maintenance of the client profile on the AML system 
• Provide assistance in screening of client and their linked parties
• Responsible for clearing and investigating screening alerts generated within the ORMS and SIRON dashboards
• Required to assist in conducting risk rating on the client using the Sanlam risk rating tool
• Responsible for adhering to the Sanlam terminations process
• Assist the AML team in the Enhanced Due Diligence process 
• Ensuring operational adherence to AML/CFT/CPF regulation
• Execute the AML/ CFT/ CPF processes and procedures in line with Risk Management and Compliance Programme and relevant legislation
• Assist with projects impacting AML/CFT/CPF
• Responsible for creating and maintaining standard operating procedure documents
• Assist Money Laundering Reporting Officers in meeting regulatory reporting timelines

Qualification and Experience

• Grade 12 with 2 to 3 years experience.

Knowledge and Skills

• Compliance monitoring
• Administration
• Ensures quality advice and training on compliance and accreditation
• Business Processes
• Services Knowledge