Top Jobs at Sanlam Group

What will you do?

• Provide high‑level analysis and interpretation of complex regulatory and legislative frameworks, applying a robust risk‑based methodology to guide decision‑making. 
• Identify, assess, and risk‑rate all applicable laws and regulations impacting the assigned business units, ensuring comprehensive regulatory coverage. 
• Oversee the design, development, and implementation of the compliance and legislative universe for responsible business areas. 
• Lead the development, maintenance, and execution of Compliance Risk Management Plans (CRMPs) for critical regulatory and legislative requirements. 
• Develop and review monitoring plans that define the compliance monitoring methodology, scope, and frequency aligned to risk priorities. 
• Produce and present monitoring reports that articulate findings, trends, and recommendations to senior management and governance structures. 
• Oversee incident and regulatory breach reporting processes to ensure timely escalation, remediation, and tracking of compliance risks. 
• Interpret new and existing regulatory requirements and provide strategic, practical guidance to business units on effective implementation. 
• Advise senior leadership on the adequacy and effectiveness of systems, policies, processes, and internal controls designed to ensure regulatory compliance. 
• Conduct research and proactively communicate relevant regulatory developments, trends, and impacts to key stakeholders. 
• Champion and embed a strong culture of compliance within Sanlam Retail Mass by leading compliance awareness initiatives, projects, and training programmes. 
• Deliver training and capability‑building interventions to distribution channels and business units on core regulatory requirements and obligations.

Qualification and Experience

• LLB or BCom law 
• Compliance qualification (PG Diploma in Compliance Management) would be advantageous. 
• Meeting the competence, qualifications and experience requirements to be registered as a Compliance Officer with the Financial Sector
• Conduct Authority would be advantageous
• Admission as an attorney of a High Court (advantageous)
• 3-5 years’ experience as a Compliance Officer in the Financial Services Industry

Knowledge and Skills

• Knowledge of the financial services industry, especially insurance
• A thorough understanding and knowledge of compliance risk management and monitoring programmes
• A thorough understanding and knowledge of the regulatory requirements impacting on the various businesses  (e.g. FAIS, FICA, LTIA, PPR, POPIA) will be advantageous
• Analytical thinking
• Decision making skills
• Technical professional skills
• Report writing skills
• Good communication and presentation skills

Personal Attributes

• The ability to manage people and processes effectively in instances where non-compliance is identified
• Thorough and detail minded
• Ethical and principled

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Key Responsibilities

• Responsible for providing a tax compliance service to individual, trust, estate and company portfolio clients of Sanlam Private Wealth. The role is key to securing and retaining the managed share portfolios of the Portfolio Management team.

What will you do?

• Accurately compute, complete and submit provisional tax returns
• Arrange provisional tax payments
• Accurately compute, complete and submit annual tax returns
• Accurately compute, complete and submit annual tax returns for deceased estates
• Arrange assessed tax payments
• Check income tax assessments
• Submit supporting documents
• Lodge objections
• Correspond with clients and SARS
• Resolve client and SARS queries within the legislated timeframes
• Obtain tax clearances
• Attend to cessation of tax residency matters
• Keep abreast of applicable legislation
• Accurately and timeously maintain records relating to tax clients, including filing
• Arrange for the recovery of fees relating to tax work undertaken
• Contribute to internal and client communications
• Consolidate and grow the tax book

What will make you successful in this role?

• Willingness to learn
• Client focus – building strong relationships with clients and colleagues
• Collaboration – working inclusively with others
• Resilience – working to deadlines and under pressure
• Fluency in English and Afrikaans
• Excellent written English

Qualifications and Experience

• Relevant post graduate qualification
• Registration as a tax practitioner in good standing
• Five or more years’ experience in a similar role where work was undertaken independently and without assistance
• A proven track-record

Knowledge and Skills

• Analytical and numerical skills
• Computer literacy: proficiency in Word, Excel and the SARS NITS system and income tax software
• Excellent knowledge of tax law principles
• Planning and alignment – planning and prioritizing work to meet commitments aligned to the goals of the business
• Accountability – holding self and others accountable to meet commitments

Personal Qualities

• Learning agility and curiosity
• Strong numerical orientation
• 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

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What will you do? 

• This role is responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ ensuring they are retained, competent and productive as quickly as possible.

What will make you successful in this role? 

• Supervision and management of financial advisers during first 24 months of employment encompassing the following outputs:
• Activity, productivity and performance management of newly appointed advisers
• Up skilling newly appointed advisers on products, technical knowledge, systems, processes, compliance, legislation, etc.
• Focused Coaching and Vesting to ensure that the FA undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity.
• Focused Development of FA’s in the different market segments i.e. Estate Planning, Investments, etc.
• Recruitment of Financial Advisers
• Sourcing and vesting new advisers in Key Accounts

Qualification and Experience:

• Matric
• Wealth Management /Financial Planning qualification
• FAIS i.e. RE 5 & 120 Industry Credits
• CFP would be an advantage
• Management/Coaching Diploma would be advantageous
• Marketing & Sales experience in the financial services industry.
• 3 – 5 years’ experience as a Financial Adviser /Planner in the middle to affluent market segment (proven track record)
• Experience in mentoring/vesting of advisers
• Previous management role would be advantageous
• COB and CPD points

Knowledge and Skills: 

• Financial Services Industry and product knowledge (Sanlam and/or competitors) 
• Legal technical Knowledge (financial advice related and product related), 
• Financial/Assurance products (broad and background)
• Management & developmental skills to manage/coach staff
• Relevant regulatory, legislation and compliance knowledge (FAIS accredited)
• Marketing/selling knowledge/skills (including 6 step sales cycle)
• Activity and performance management
• Fit & proper from a FAIS perspective to act as supervisor

Personal Qualities:

• Cultivates Innovation
• Client Focus
• Drives Results
• Collaborates 
• Flexible and Adaptable
• Drives Vision and Purpose
• Business Insight
• Directs Work
• Decision Quality 

The closing date for applications is 08 June 2026.

go to method of application »

What will you do? 

• This role is responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ ensuring they are retained, competent and productive as quickly as possible.

What will make you successful in this role? 

• Supervision and management of financial advisers during first 24 months of employment encompassing the following outputs:
• Activity, productivity and performance management of newly appointed advisers
• Up skilling newly appointed advisers on products, technical knowledge, systems, processes, compliance, legislation, etc.
• Focused Coaching and Vesting to ensure that the FA undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity.
• Focused Development of FA’s in the different market segments i.e. Estate Planning, Investments, etc.
• Recruitment of Financial Advisers
• Sourcing and vesting new advisers in Key Accounts

Qualification and Experience:

• Matric
• Wealth Management /Financial Planning qualification
• FAIS i.e. RE 5 & 120 Industry Credits
• CFP would be an advantage
• Management/Coaching Diploma would be advantageous
• Marketing & Sales experience in the financial services industry.
• 3 – 5 years’ experience as a Financial Adviser /Planner in the middle to affluent market segment (proven track record)
• Experience in mentoring/vesting of advisers
• Previous management role would be advantageous
• COB and CPD points

Knowledge and Skills: 

• Financial Services Industry and product knowledge (Sanlam and/or competitors) 
• Legal technical Knowledge (financial advice related and product related), 
• Financial/Assurance products (broad and background)
• Management & developmental skills to manage/coach staff
• Relevant regulatory, legislation and compliance knowledge (FAIS accredited)
• Marketing/selling knowledge/skills (including 6 step sales cycle)
• Activity and performance management
• Fit & proper from a FAIS perspective to act as supervisor

Personal Qualities:

• Cultivates Innovation
• Client Focus
• Drives Results
• Collaborates 
• Flexible and Adaptable
• Drives Vision and Purpose
• Business Insight
• Directs Work
• Decision Quality 

The closing date for applications is 09 June 2026.