Fund Rules Drafter at Sanlam Group

Key responsibilities

• Draft standard rules, rule amendments and special rules, based on Sanlam master rule and special rules templates, which comply with the requests (from client) and conditions (of the administrator and insurer). 
• Where applicable, assist with the checking of Special Rules. 
• Negotiate with administration departments re rules provisions which might impact their processes. 
• Manage registration and approval of documentation including dealing with FSCA queries. 
• Continuously update post books and document management applications with regard to own personal work. 

Technical knowledge and skills

• Good knowledge of and insight into the retirement fund industry and how changes to it would impact on the rules. 
• A good working knowledge of group insured benefits, both approved and unapproved. 
• Excellent communication skills both written and verbal. 
• Proficient in MS Word and Excel. 

Behavioural competencies

• Strong attention to detail and proactive attitude with a drive to excellence. 
• Problem solving skills 
• Ability to work in a team, but also independently when necessary. 
• Effective self-management skills. 
• Ability to work under pressure 
• Positive, innovative, energetic, creative and a strong team player 

Qualifications and experience

• Matric (Grade 12) with high marks in English and Afrikaans and a good pass in Maths. 
• At least 5 years’ experience in retirement fund rule drafting. 
• A suitable Diploma/Higher Diploma/Degree from an institution supporting the Employee Benefits industry would be an advantage.