Current Opportunities at Sanlam Group

What will make you successful in this role?

• Deliver small to medium SAP projects according to best project management principles
• Contribute to SAP portfolio operational and service plans in alignment with SGT architectural strategy, SGT IT strategy and business goals, and provide subject matter expertise to contribute to the SAP CoE strategy.
• Proactively suppoort risk management within the SAP portfolio by ensuring policies, processes and procedures are aligned to established governance principles.
• Support Head: SAP CoE in managing partnerships with vendors and service suppliers and effectively managing costs.
• Build and maintain relationships with SAP CoE, SGT and business stakeholders, to define and implement a continuous improvement plans and support Head: SAP CoE to drive collaboration.
• Forecast demand and plan proactively.

Provide support with:

• Coordination of strategy, capacity and customer needs.
• Principles of requirements management are met.
• Alignment of SAP initiatives and Sanlam’s SAP licencing position.
• Alignment between SAP initiatives and landscape
• Solutions to new and existing business requirements (projects) are aligned to best-fit relevant to Sanlam and aligned to agreed roadmaps.
• Portfolio and management reporting is produced in a timely manner and aligned to the agreed communications plan for all relevant stakeholders.
• Support efforts to meet SAP CoE Service Level Agreements
• Maintain a centralised and organised SAP Portfolio to support quality decision making, speed of implementation, strategic agility and adaptability

Alignment to:

• Sanlam, SGT, SAP CoE and SAP strategic objectives and roadmaps
• SAP CoE standards and governance 
• Support prioritisation of SAP initiatives 
• Proactively monitor and respond to SAP skills demand
• Support transition of Requirements capability to Scaled Agile Framework
• Explore opportunities for cost savings and high ROI

 
Qualification:

• Grade 12
• Bachelor’s degree in Information Systems or similar
• Relevant Project Management qualifications or certifications

Experience:

• Minimum of 10 years’ experience in an IT environment
• Minimum of 8 years’ experience in SAP 

Knowledge of:

• SAP development concepts, guidelines and SAP architecture
• Complex IT environments (technical, security, business)
• IT Service Management principles and frameworks (ITIL 4)
• Project & programme management including methods and tools
• Insurance industry
• Compliance and IT governance frameworks

Knowledge and Skills

• SAP Technologies
• Industry Trend analysis
• Advanced analytics to address business requirements
• Quality, compliance and risk mitigation
• Solution Delivery Methodology

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What will make you successful in this role?

• SAP S/4 Hana Management Accounting (CO) application design, development, integration, testing and deployment. 
• CO Customizing and implementation of solutions, with specific focus on: Cost centre and Profit Centre accounting, allocation & assessment (including the Universal Allocations), profitability analysis and Analysis for Office (A4O) reporting
• Business As Usual (BAU) support
• Analysis for Office (A4O) reporting
• Interacting with clients at all levels to understand the business requirements in order to prepare the functional specification.
• Identifies, assesses and solves complex business problems for area of responsibility.
• Closely follows the strategic direction set by senior management when establishing near-term goals.
• Interacts with senior management on matters where they may need to gain acceptance on an alternate approach.
• Have some latitude in decision-making acts independently to determine methods and procedures on new assignments. 
• End User training.

Qualification

• Grade 12
• Bachelor’s degree in Information Systems / Information Technology or Bachelor’s degree in Commerce.
• SAP FI/CO and or S/4 HANA Certification

Experience:

• More than 6 years of experience as an SAP CO Consultant with at least one end-to-end implementation project and support experience
• S/4 HANA CO configuration Experience
• Strong Record to Report (RTR) experience 
• Experience with Cost Centre/Profit Centre Accounting, Profitability Analysis, Overhead Assessments and settlements.
• Experience with A4O Analytics
• Extensive experience with FI/CO integration with other process modules, including Sales and Distribution (SD), Materials Management (MM)

Knowledge 

• Extensive knowledge of S/4 HANA Management Accounting (CO) solution.
• Working knowledge of:
• MM knowledge.
• SD knowledge.
• Knowledge of Master Data Governance will be advantageous.

Ability to:

• Interpret and interrogate written requirements. 
• Prioritise tasks based on operational needs.
• Deliver in accordance with strict deadlines.

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What will make you successful in this role?

1. Assist in growing the Sanlam Connect 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

2. 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.

3. 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 client’s 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’s portfolio annually by undertaking the above steps.

4. Client Service

• Ensure all client interactions are ethical, courteous and professional.
• Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ 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.

5. 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.

Knowledge and Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

go to method of application »

What will make you successful in this role?

1. Assist in growing the Sanlam Connect 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

2. 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.

3. 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 client’s 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’s portfolio annually by undertaking the above steps.

4. Client Service

• Ensure all client interactions are ethical, courteous and professional.
• Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ 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.

5. 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.

Knowledge and Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

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What will make you successful in this role?

• Relevant IT qualification 
• At least 3 years of experience in IT and/or administration
• Advanced level of computer literacy (MS Office, etc.)
• Experience in IT procurement, inventory management, vendor management beneficial
• Experience in diary management beneficial
• IT understanding beneficial
• At least two years’ experience with Desktop support (hardware/software troubleshooting)

Qualification and Experience

• Degree or Diploma with 2 to 4 years related experience
• Knowledge and Skills
• Business Requirements Definition
• Client Delivery and incident handling
• Problem Tracking Tool
• Reporting and Administration
• Technologies

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What will you do?

• Proactively manage all client and intermediary queries and process their requests (For example, portfolio queries, tax reports, etc.)
• AML Specialist – Responsible for end-to-end account opening process of Medium and High Risk accounts
• Responsible for collating on boarding documents and quality check on all Medium and High Risk accounts
• Responsible to screen all new clients against various sanction lists prior to on boarding
• Collate Corporate Actions with Portfolio Managers and clients
• Collate Private Placements with Portfolio Managers and clients
• Responsible for collating share transfer information and documentation for submission
• Responsible for the update of cost prices in Evolution
• Assist PMA’s with ad hoc administrative duties
• Monitor safe custody fees on BDA system
• Responsible for GTR loadings and client queries
• Assist with Offshore administration
• What will make you successful in this role?
• Experience within Private Wealth Industry
• High level of accuracy
• Excellent communication and interpersonal skills

Qualification and experience

• Tertiary and/or industry related qualification would be an advantage (with Finance/Accounts)
• 5+ years’ experience in the same or similar role
• Basic understanding of the Private Client business and the stock-broking environment preferable
• Experience within financial services industry is essential

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What will you do?

Role description and Output/Core Tasks:

• SLS Risk and Balance Sheet management is looking for two talented and creative actuaries or actuarial students to join the team.
• While we have specific focus areas in each sub team we are flexible to adjust to individual talents, preferences and requirements.  

The two roles will fit into two sub teams who are responsible for:

• Balance sheet management optimisation.
• Maintenance and development of models through which insurance business performance (i.e. profits, embedded values, return on capital) can be projected and sensitivity-tested for business planning purposes.
• Developing and maintaining Required Capital Frameworks for SLS’s insurance business for the post IFRS 17 environment.
• Perform Projection model rebuild, allowing for Business Planning Tool and balance sheet management requirements.
• Support risk and capital management within SLS in view of further business and regulatory requirements. 
• Design, implement and review solutions for the Own Risk and Solvency Assessment (ORSA) of Sanlam Life and the SLS Cluster and, in particular, with regards to:
• Forward looking projections;
• Stress & scenario testing
• Management Information.

What will make you successful in this role?

Qualifications:

• Senior actuarial student or qualified Actuary.

Experience and skills:

• Insight into insurance risk and market risk exposure, and the management thereof.
• Modelling skills.

The following would be advantageous:

• Balance sheet management and/or capital management experience.
• Valuations experience and/or product development experience.
• IFRS 17 knowledge and experience.
• Wide knowledge base.
• Understanding of insurance products, including their risks and value drivers (i.e. IFRS profit, Embedded Values etc.)

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What will you do?

Output/Core Tasks:

• Identifying inward reinsurance opportunities and building business cases to improve value generation in SLS
• Providing actuarial support to the reinsurance operations and pricing teams
• Develop and maintain pricing models for inwards reinsurance products and services
• Liaise with the Actuarial Modelling teams to provide specifications and criteria for Pricing Models
• Liaise with the Actuarial Valuations and Reporting teams to ensure reasonableness of the reporting of reinsurance valuations 
• Engage with the Actuarial Experience Management teams to adjust the pricing assumptions 
• Providing actuarial guidance and support to the ceding company where required 
• Analyzing reinsurance pricing data and making recommendations to improve profitability and mitigate risk
• Manage reinsurance contracts to be up to date and outsourcing contracts 
• Provide operational support for planning and implementing new reinsurance transactions 
• Manage monthly operational interactions with all parties involved
• Liaise with the Finance, Underwriting and Chief Medical Office, Balance Sheet Management teams in setting of actuarial pricing and determining authorization limits
• Build and maintain operational relationship with ceding companies, external partners and reinsurers 
• Liaising with retrocessionaire partners to ensure effective pricing of retrocession contracts
• Preparing and presenting pricing proposals and reports to senior management and clients

What will make you successful in this role?

Qualifications:

• An Actuarial Fellowship qualification

Experience and skills:

• Minimum 1 year post qualification experience
• Strong interpersonal skills

The following would be advantageous:

• Knowledge and experience with reinsurance including FinRe
• Knowledge of risk cover products
• Solid actuarial modelling experience
• Valuations experience and/or product development experience

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Who are we looking for?

• Are you a Grade 12 student with a passion for technology, data, and innovation? Sanlam, a purpose-led leading non-bank financial institution, has an amazing opportunity just for you!
• We are looking for school leaving learners who intend to enrol fulltime for one of the Information Technology degrees below in South Africa for 2024:
• Technology degrees such as BCom, BSc, BTech in the domains of Information Technology / Information Systems / Computer Science
• Degrees such as BCom, BSc, BEng, in the domains of Data Science / Data Analytics / Business Intelligence, or Statistics / Mathematics

What do we offer?

• Tuition and accommodation fees
• Allowances for books, travel and pocket money
• Mentoring and academic support from Sanlam Information Technology professionals
• Vacation work and networking opportunities with Sanlam staff
• Guaranteed employment after completion of studies, an opportunity to build a career at Sanlam Head Office in Bellville
• Gain access to opportunities across a diverse set of capabilities, propositions and geographies

What will you do after completion of your studies?

• After successful completion of your studies, you’ll have the opportunity to join us and develop your technical, analytical, and business skills through working in teams within the Sanlam Business Intelligence and Analytics and Group Technology ecosystems.
• If you are passionate about Data, you can grow your career in roles such as a Data Analyst, Data Scientist, Data Engineer, or AI/ML engineer.
• If you are more interested in the Digital side of things, you can be utilised in roles such as a Software Engineer, DevOps Engineer, Test Engineer, Integration Specialist, or Architect.

What do we require?

1. 70% and above score in Mathematics and an overall A aggregate supported by submission of:

• Final 2022 Grade 11 results
• Grade 12 mid-year 2023 results
• Final grade 12 results may be used as a final deciding factor for consideration

 
2. Comprehensive CV focusing on academics, extra-mural activities and leadership skills

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

• Why are you considering Information Technology, data as part of your academic journey?
• In your own words can you describe what your ideal role or position looks like?
• Why do you believe you have what it takes to be successful in your studies?
• Why should Sanlam choose you to be a bursary holder?
• What will make you successful in this role?
• We are looking for scholars with a strong academic foundation who is passionate about data and technology.

Some of the key traits to be successful in this role are (not limited to):

• An innovative mindset and problem-solving ability
• Embrace continuous learning
• The ability to juggle deadlines and tasks from various stakeholders
• Hold a high value of client centricity and collaboration
• Be open to receive feedback for continuous personal growth

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Key Responsibilities?

• Statutory Reporting
• Create distributions and funds expenses list.
• Provide internal and external audit documents as required.

Monthly Reporting:

• Operational Expense Approval Requests – ensure that valid and accurate tax. invoices are requested for payment within relevant payment terms.
• Retail Fee Schedule.
• Flows Reporting.
• Sanlam Investment Management Swazi reporting.
• Foreign Admin Fees calculations.
• Review of pricing house billing schedules against SLA for FM approval.
• Review and instruct rebate reinvestmentsFNZ Recoveries.
• FNZ Trial Balance (ensure that balances agree to detailed schedules).
• Process manual fee adjustments.

General:

• Monthly small investor reconciliation.
• Send proof of payments/remittance of operational expenses.
• Provide finance-related reports to other SCI or SCI teams.
• Process documentation (where required).

Minimum Requirements?

• B Comm Accounting Degree from an accredited University. 
• 1-3 years experience in a similar role.
• Financial Services industry experience is preferable.
• Unit Trust experience (advantageous).

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What will make you successful in this role?

Receive, assess and allocate JIRA requests 

Assist with:

• Periodic client cadences for alignment, prioritisation and escalation activities
• Adequate resource levelling in response to backlog and incoming JIRA requests
• Adherence to Release, Incident and SAP Change Management procedures
• Audit compliance in change management
• Alignment with SAP CoE governance, procedures and standards
• Troubleshoot technical bugs
• Advise on enhancements to existing integration patterns

Provide support with:

• functional resources with change requests and resolution of issues
• SAP Platform Services in maintenance of landscape
• Provide support during application upgrades
• Undertake development requests 

Qualification

• Grade 12 
• Bachelor’s degree or Diploma in Computer Science or Information Technology  

Experience

• 5 years in SAP Development using required development tools and coding languages
• 3 years in S/4HANA and Business Technology Platform
• 5 years in SAP ECC.

Knowledge 

• Working functional knowledge of SAP ECC HCM, Success Factors, Master Data Governance, SAP Data Services and/or S/4HANA Finance

Knowledge of:

• SAP Integration Suite, Web Services, API’s and other integration patterns
• SAP Business Technology Platform and services
• DevOps using SAP Solutions will be advantageous
• HTML will be advantageous
• Functional knowledge of SAP HCM and Success Factors will be advantageous

Ability to:

• Interpret and interrogate written requirements 
• Prioritise tasks based on operational needs
• Deliver in accordance with strict deadlines