Openings at Sanlam Group

Key responsibilities

• Financial reporting of designated investment cluster businesses
• Management and statutory financial reporting, including consolidation
• Ensuring that financial records are maintained which are comprehensive, up to date, accurate and meet legal and regulatory requirements
• Tax compliance
• Preparation of holding and group company AFS
• Project management of specific financial Cluster initiatives throughout the year
• Stakeholder management with specific focus on business strategy and involvement in the various businesses of Sanlam Investments
• Management of the intercompany loan confirmation process
• Assist in monthly/quarterly reporting, ad hoc deliverables
• Preparation of fund flows and AUM reporting

Minimum requirements

• Experience within financial services would be advantageous
• Experience in compiling complex group annual financial statements
• Experience in consolidations will be highly advantageous
• Ideally 3 years’ experience within a Financial Accounting role
• Qualified CA 
• Strong understanding and both practical and theoretical knowledge of IFRS 9

Technical Competencies

• Hyperion Financial Management (HFM)
• JDE accounting
• IDU (budgeting tool)
• Good proficiency in Microsoft Office essential, especially Excel

Behavioural competencies

• Team player
• A high level of written, numeric and verbal communication skills
• Proactive and the ability to work independently
• Strong attention to detail
• Good organizational skills
• Accurate and fast worker, ability to work under pressure
• Exceptional communication skills
• Problem solver
• Active and innovative

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What will you do?

• Design, develop and maintain appropriately scaled effective solutions to support the Sanlam Private Wealth business. This covers frontend to the backend work including integration.
• Ensure design and development take into account all aspects of requirements – including data quality, customer experience architecture, security & operations – so that software is fit for the purpose.
• Deliver a robust, testable, repeatable framework of jobs and scripts for migrating data and producing reconciliation reports to confirm success or failure.
• Work with third party suppliers to understand their software APIs and integrate them with SPW solutions to load and extract data.
• Use approved technologies when developing systems and adhere to department, industry and regulatory standards.
• Provide support for solutions, including analysis, issue tracking and resolution. Take pro-active ownership of support tasks and see them through to completion.
• Report progress on development at daily stand-ups and escalate issues or slippage in a timely fashion, identifying remedial action to keep the project or business as usual on track.
• Demonstrate a logical and structured approach to time management and task prioritisation.  Work within project/business as usual timelines and budgets. Be able to organise own time, schedule tasks for completion and deliver work to that schedule.
• Be proactive, and investigate problems without the constant need for oversight.

Qualification and experience

• Bachelor’s degree in computer science or Diploma in IT preferred or equivalent combination of education, training and experience
• 2+ years solid experience in C# development and the .net framework
• 2+ years Angular/React experience
• 2+ years experience working across front-end, integration and back-end
• 2+ years of practical experience with SQL Server
• 2+ years scripting, tuning, debugging, troubleshooting and other advanced SQL concepts
• Experience in the financial services industry

Knowledge and skills

• Experience with HTML, JavaScript and web development frameworks (AngularJS, Bootstrap, jQuery)
• Exposure to the MVC pattern
• Understanding of C# which you leverage to build all sorts of code in the language
• Ability to transition your understanding of fundamental coding practices to any language
• Proven experience with software design and OOD methodologies
• Implement, test, and bug-fix functionality
• Excel, OLAP and presentation skills.
• ETL knowledge (SSIS).
• Exposure to MS PowerQuery and PowerBI is an advantage.
• Advanced knowledge of SQL and SQL server skills is an advantage.

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: 17 April 2026

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What will you do?

• The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
• Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
• Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

What will make you successful in this role?

Assist in growing the Sanlam Adviser Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
• Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

• Revenue generation (Single and recurring premiums)
• Activity quotas
• Promote the Sanlam brand
• Treating customers fairly to be applied to all client engagements
• Role is aligned to your personal career aspirations

Networking, prospecting and leads generation

• Face to face interactions, social or business, to create business opportunities.
• Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
• Turning trusted relationships into business relationships.
• Strengthening existing relationships by increasing the current service.
• Use existing sources to establish opportunities across Sanlam businesses.
• Personalised client value propositions.
• Marketing on social media.
• Undertake selected client focused activities to generate leads and informal prospecting opportunities.
• Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
• Structuring and implementing focused campaigns with new or existing clients in the defined market.
• Requesting active and ongoing leads and referrals from others.
• Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

Client consultations and sales

• Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
• Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
• Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review client portfolio annually by undertaking the above steps.

Client Service

• Ensure all client interactions are ethical, courteous and professional.
• Follow-up or refer all existing business queries to be resolved timeously through support.
• Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
• Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
• Initiate long term client relationships and maintain a relational focus.

Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

• Number and profile of contacts, appointments, consultations.
• Issued business and revenue against targets.
• Update client details on records.
• Appropriate workflow and activity monitor system entries.

Qualification and Experience

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

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• The successful candidate will be part of a team of project managers who are all responsible for the management of Business and IT projects, ensuring on time quality delivery according to agreed business requirements and parameters.

Key Outcomes

The following outcomes will be expected to be achieved by the Senior Project Manager: 

• Management and administration of IT and Business projects with respect to scope, timelines, resourcing and risks to ensure delivery according to agreed project parameters 
• Communication of strategic vision, business benefits and value to be gained by achieving the project objectives to project team members and beyond project team, including reporting of project status and risks to all stakeholders 
• Setting and management of expectations relating to projects 
• Building and managing relationships with project stakeholders, including internal and external clients, to ensure operational service delivery is maintained and business impact minimised 
• Planning, co-ordination and facilitation of project work according to agreed priorities 
• Management of project delivery, progress tracking, project risks and issues management 
• Management of changes to the agreed project scope and/or timeline to preserve business commitments and re-alignment of project objectives with regards to scope and timeline in the event of change 

Qualifications and Experience

• Relevant tertiary qualifications within the field of Project Management, such as PM Diploma, PM degree, PRINCE2 qualification or PMP, will be an advantage.
• Experience in managing digital transformation projects/programs will be advantageous.
• Minimum of 8 years’ experience in Project Management with demonstrable ability to apply any methodology or tool suited to the context and nature of the project and environment.
• At least 5 years’ experience within a financial services company within an IT development environment using Agile methodologies will be an advantage. 
• Knowledge of and competent in applying project management principles.
• Knowledge of business products and processes and systems development life cycles.

Competencies

• Proficiency in organising, co-ordinating and collaborating across diverse teams and perspectives 
• Problem-solving thinking skills 
• Performance driven and results oriented 
• Communication skills and well versed in verbal and writing abilities 
• Work equally well independently and as part of a team 
• Contributing to team success 
• Client service oriented 
• Influencing and gaining commitment 
• Negotiating skills 
• Adaptability 

Attributes

• Honesty, integrity and respect 
• Positive enthusiastic can-do attitude 
• Teaming 
• Persistence and resilience 
• Driven to perform under pressure 

What will make you successful in this role?

Qualification and Experience

• Degree or Diploma with 8 to 12 years related experience.

Knowledge and Skills

• Project Planning
• Service standards and business requirements
• Project Management Tools
• Reporting and Administration
• Quality, compliance and accreditation

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Calling all Matriculants and Actuarial students

• For 100 plus years we have been in the business of planning futures – it is more than our job, it is our trade. Our attitude is one of proper dedication to doing what we do exceptionally well. To ensure you live with confidence.

Actuarial bursaries

• Part of our commitment to our trade is recognising that for one to be a master in their trade, support is a key ingredient. 
• That is why we offer bursaries to scholars who have enrolled to study Actuarial Science in 2027 as well as current students in their 1st/2nd/3rd year of Actuarial Science studies.

Who are we looking for

Undergraduate Studies

• Current full time Actuarial Science students (SA citizens) who are in their 1st, 2nd or 3rd year of studies. If you demonstrate academic ability and a will to succeed, then you are just who we’re looking for.

School leaving learners who intend to study Actuarial Science in 2027

• If you are a whiz at maths, enjoy a good challenge by solving difficult problems and are willing to remain focused and disciplined through years of studying and training, then you are just who we’re looking for.

What do we offer

• Tuition and accommodation fees
• General allowance (Books and pocket money)
• Mentoring and academic support from Sanlam actuarial professionals
• Vacation work and networking opportunities with Sanlam staff
• Guaranteed employment after completion of studies
• Continued support and payment towards actuarial board exams  
• Range of work rotation opportunities across a broad spectrum of disciplines

What do we require?

Undergraduate Studies

Academic results:

• Full academic Transcripts
• Proof of registration and/or Fee Statement
• Copy of matric certificate
• Copy of ID
• Comprehensive CV focusing on Academics, Extra-mural activities and Leadership skills

A motivation to support your application that answers the following questions:

• In your own words, can you describe what an actuary does?
• Why do you want to study actuarial science?
• Why do you believe you have what it takes to become an actuary?
• Why should Sanlam choose you to be a bursary holder?
• If you are not successful at becoming an actuary, what other career paths are you considering?

School leaving learners who intend to study Actuarial Science in 2027

Academic results:

• Final 2025 Grade 11 results 
• Grade 12 mid-year 2026 results
• NBT results (only if available) 
• Final grade 12 results may be used as determining factor
• An above 90% score in Mathematics and an overall A aggregate
• Comprehensive CV focusing on Academics, Extra-mural activities and Leadership skills

A motivation to support your application that answers the following questions:

• In your own words, can you describe what an actuary does?
• Why do you want to study actuarial science?
• Why do you believe you have what it takes to become an actuary?
• Why should Sanlam choose you to be a bursary holder?
• If you are not successful at becoming an actuary, what other career paths are you considering?

Closing Date: 30 June 2026

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Position Overview

• This is our first Analytics Engineering leadership role focusing on building analytics friendly data products and modernising our analytics engineering practice across the company!

What will you'll achieve in the first 12 months

• You’ve hired and/or incubated world class analytics engineering talent: Through a thorough, evidence-based interview process you’ve hired (or internally transferred) top South African talent and nurtured them to a world class standard. Success will be measured by hiring the 2 open roles within your first 3 months who meet their onboarding performance objectives on their 12-month anniversary.
• You’ve completed the first version of a Sanlam FinTech Friendly Data Design (e.g. conceptual and logical model plus ubiquitous language). Work across product and business managers, backend and data engineers, individual contributors and team leads to accumulate a critical mass of team knowledge about both our domain model and how that relates to our source data landscape. Apply this knowledge to develop a simplified conceptual and logical model, map the entities to their source system origin tables, and distill our domain specific languages into a common ubiquitous language. 
• You and your team have built friendly data tables for the five most consumed domain events in SFT (i.e. Fact tables) that act as the single authoritative representation of those events for across the company. Bring the five most needed domain events from the friendly data design to life in Snowflake by physically modelling them to complete the design process, and executing to build highly reliable data products using DBT that the entire company can rely on. Success will be measured by test coverage of the tables as well as Service Level Indicators covering Accuracy, Recency and Availability. 
• You’ve enable alignment and interoperability across all of Sanlam’s data: Work across the company with other data product teams to facilitate alignment on design principles, language, and production standards. Success will be measured by % coverage of Sanlam entities made available for learning through modern analytics engineering practices. 
• You’ve cultivated a group-wide community of practice and mentored other analytics across the company: Help modernize the practice of preparing data for learning at Sanlam. Coach junior and mid engineers to improve their already strong code quality and analytical solving. Be the strongest conceptual modeler and engineer that everyone looks to for tips on how to improve their analytics engineering practices. Success will be measured by both the observable growth in the capability across the org (e.g. less time spent on code review) and the direct feedback you get from them about the positive impact you’re having on their practices. 

Qualification and Experience

• 7+ years' experience in data with 2+ years executing or leading modern analytics engineering practices in a modern context with cloud technologies and autonomous high performing team organisational patterns.
• Hands on experience with dbt core or dbt cloud.
• Hands on experience as a data analysts, scientists, engineer or Analytics engineer at some point in your career.
• A track record of high impact and investing in your own development.
• Ability to collaborate effectively with technical and non-technical roles.