Job Openings at Sanlam

JOB DESCRIPTION

• The main responsibility for this position will entail executing and accounting for Treasury transactions which includes journalizing transactions to the Income statement and Balance sheet., preparing Treasury MI reporting and supporting the Treasury Middle Office function on an ad hoc basis

ACCOUNTABILITIES

• This position requires working closely with the various business partners 
• Prepare and reconcile the settlement accounts on IT2 system 
• Reconcile General Ledger accounts in JDE system
• Prepare monthly summary of the ageing and resolution of unreconciled items to ensure accurate financial reporting.
• Prepare funding requests via online banking platforms and IT2 system
• Assist /resolve ad hoc issues / queries 
• Provide support with innovation & automation initiatives/projects
• Assist and prepare monthly Management Information packs with commentary and variance analysis
• Internal and external stakeholder engagement 

QUALIFICATIONS and EXPERIENCE

• B Com (Acc) / B Com Finance Degree with Financial Accounting major
• Completed SAICA articles (advantageous)
• Accounting via JD Edwards /Oracle system experience (advantageous) 
• Minimum 5 years’ experience in a Financial Accounting department
• General Ledger reconciliation experience
• Minimum of 3-5 years’ experience on online banking platforms

KNOWLEDGE

• Computer literate (Advanced Excel)
• Working knowledge of IFRS Accounting principles

SKILLS

• High numerical skills
• Team player
• Financial data analysis experience
• Understand Treasury Accounting
• Sound relationship building skills, at different levels of the organisation
• Excellent interpersonal and communication skills
• Strong co-ordination, organisational and planning skills
• Results orientated, pro-active and deadline driven
• Capacity to operate under extreme pressure
• Strong quality and client service orientation 
• Ability to drive decisions and work independently
• Strong analytical skills and attention to detail
• Adaptable to Change/Flexible

COMPETENCIES

• Cultivates Innovation
• Client focus 
• Drives Results
• Collaborates by building partnerships
• Flexibility and Adaptability
• Optimising work processes

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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 Connect Business
  • Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
  • 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 SanlamConnect brand
• 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 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.
• 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.
• 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

Personal Attributes

• Communicates effectively - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Builds networks - Contributing independently
• Build a successful career with us
• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our people to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Collaborates - Contributing independently
• Being resilient - Contributing independently
• Drives results - Contributing independently
• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently

go to method of application »

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 Connect Business
  • Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
  • 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 SanlamConnect brand
• 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 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.
• 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.
• 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

Personal Attributes

• Communicates effectively - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Builds networks - Contributing independently
• Build a successful career with us
• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our people to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Collaborates - Contributing independently
• Being resilient - Contributing independently
• Drives results - Contributing independently
• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently

go to method of application »

Key responsibilities

Responsible for providing a tax compliance service to individual, trust, estate and company portfolio clients of Sanlam Private Wealth, Sandton, and Pretoria. 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

• Arrange assessed tax payments

• Check income tax assessments

• Lodge objections

• Correspond with clients and SARS

• Resolve client and SARS queries within the legislated timeframes

• Obtain tax clearances

• 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

Qualification 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

• Client focus – building strong relationships with clients and colleagues

• Collaborates – working inclusively with others

• Resilient – working to deadlines and under pressure

• 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

• Excellent written and verbal skills

Personal qualities

• Self-motivated, proactive, taking ownership of problems until they are resolved.

• Highly organized with a high level of customer focus

• Excellent time management

• 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, problem solving

• Learning agility and curiosity

• Assertive

• Passionate ownership for results

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Output/Core Tasks:

• Cost management and reporting for Business Shared Services (BSS), including monthly variance analysis and cost investigations.

• Admin expense Budgeting (5-year budget) and forecasting.

• Develop and maintain a cost allocation model for BSS.

• Optimise and influence cost efficiencies in BSS.

• Ensure effective controls and procedures are in place in BSS to adhere to the approval framework.

• Processing journals and payments in accordance with the BSS approval framework.

• Understanding and managing cost allocated to BSS.

• Review and optimize BSS charge outs.

• Monitoring and reporting of expense relating to projects in the BSS environment (incl. longer term projects).

• Relationships with BSS operational managers.

• Maintaining and consolidating the risk schedules on B-wise. Maintain and update the Risk appetite report. Presentation at the quarterly Risk Forum.

• Solving financial enquiries and problems on time and in an effective manner.

• Coordinate BSS input for the quarterly Sanlam Life Retail TCF report and address outstanding feedback items.

• Sign off on BSS trail balances

• Manage open items on reconciliation and control accounts

Role Requirements:

Qualifications:

• Degree with Financial Accounting as major

Experience:

• 3 - 5 years’ experience in a financial reporting environment

• Practical accounting experience.

• SAP 4 Hana GL experience.

• Experience in multiple stakeholder engagement.

• Cost management experience

• Computer skills (Excel advanced level)

Knowledge:

• Strong cost accounting knowledge and abilities.

• Good and proven business acumen.

• Good understanding of Information Technology

Competencies:

• Decision quality

• Analytical thinking

• Cultivates innovation

• Concern for accuracy 

• Plans and aligns

• Collaborates

• Persuades

• Being resilient

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What will you do?

• Responsible for the planning, organising and controlling of a department/business unit which could include one or more business activities e.g. claims, policy renewals.  Responsible for the administration and technical documentation in the department or division.

What will make you successful in this role?

Qualification and Experience

• Diploma or grade 12 with more than 9 years related experience.

Knowledge and Skills

• Support function management
• Create and execute a support strategy
• Operations Management
• Collaboration and Relationship Management
• Management of employees

Personal Attributes

• Optimises work processes - Contributing through others
• Builds effective teams - Contributing through others
• Decision quality - Contributing through others
• Builds networks - Contributing through others

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What will you do?

The Sanlam Retail Affluent (SRA) cluster is responsible for Sanlam’s retail business in South Africa. SPF provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs. 

As a company we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

What will make you successful in this role?

Job Purpose:
Output/Core Tasks:

•    Process all client’s requests within the appropriate Service Level Agreement.
•   Servicing of client’s policy needs and requirements.
•   Provides Immediate resolution of requests in a quality manner to ensure client satisfaction. 
•   Communicates completion of cases to clients/intermediaries and management by telephone and or in writing.
•    Amend and change client policy records by:  
  • altering premiums on clients’ policies 
  •  providing statements to clients 
  •  assisting with payout enquires 
  •   generating new leads 
  •   altering quotations of clients’ policies
  •   action client’s requests on the wealth bonus portal 

Role Requirements:

Qualifications:

•  Matric/Grade 12
• Relevant business degree/diploma from a well-recognised institution will be an advantage.  

Knowledge and Experience: 

•   A minimum of 2 years’ experience in policy services administration operating as a Client Care Representative within the Intermediate Skills Sets.   
• Experience in altering premiums on clients’ policies, providing statements to clients, assisting with payout enquires, generating new leads, altering of quotations of clients’ policies will be highly recommended.
•  Quality and Production must be above the acceptable business performance.  standard.

Competencies:

•  Client Service orientation
•  Decision making and problem-solving skills
•  Interpretation and reasoning skills
•  Analytical abilities

Knowledge and Skills

• Customer Service
• Team Support
• Administration
• Quality, compliance and accreditation

Personal Attributes

• Communicates effectively - Contributing dependently
• Decision quality - Contributing dependently
• Action orientated - Contributing dependently
• Optimises work processes - Contributing dependently

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What will you do?

Responsible for the management of the full trust administration process. This includes interpretation of wills and trust deeds in order to implement and manage trusts.  Executes the terms thereof, checks the accuracy of the information captured on trust information systems, terminates trusts and calculates fees.  Prepares correspondence to beneficiaries and ensures that the correct fees are taken and that the risks are covered. Calculates tax on trusts.  Prepares investment proposals under general supervision for the trusts. May have an understanding of testamentary, inter vivo (family trusts), guardian or pension funds.

Outputs / Core Tasks:

• Responsible for full administration of 4000+ accounts.

• Managing of assets on behalf of third party (high volumes).

• Liaison with internal and external clients (high volumes).

• Providing service to trust beneficiaries in respect of the management of their accounts.

• Support and guidance to team members.

• Management of various processes and deadlines.

• Responsible for meeting turnaround times specified in Service Level Agreements.

• Providing service to beneficiaries in respect of management of their accounts.

• Providing reports to Transferor Funds.

• Ensure Quality and Control within the team.

• Managing of assets of trust on behalf of third parties.

Requirements:

Qualifications:

• Grade 12, B-Com degree, or Relevant Tertiary qualification

Knowledge and Experience:

• Knowledge of appropriate legislation.

• At least 5 years Trust Administration experience.

• Knowledge of financial concepts, structure of trusts, retirement funds, group schemes and beneficiary funds.

• Some Management experience.

Competencies:

• Communicates effectively - ability to communicate in any of the official languages will be an advantage.

• Administration orientation

• Decision quality

• Information gathering

• Cultivates innovation

• Concern for accuracy

• Treating Customer Fairly

• Collaborates

• Drives results

• Being resilient

• Managing work

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What will you do?

The portfolio manager will be responsible for promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts. Coordinates marketing, sales and support services for assigned accounts to enhance existing relationships and develop new ones. The PM should furthermore insure successful implementation and management of short-term initiatives. This job is focused on the retention and profitable growth of allocated broker portfolios through developing and management of strong relationships with intermediaries and internal business partners. This portfolio is spread over the Cape regions.

What will make you successful in this role?

• To develop and coordinate broker relationships at a strategic and operational level, with a focus on efficiency, growth and profitability, in line with broker and Santam objectives. Strategies to achieve this will differ according to segmentation / portfolio

• To manage a portfolio of business through analysis, interpretation and decision making, while building effective relationships with business partners, both internally and externally.

• To ensure that Santam Hospitality and Leisure becomes a recognized, industry-leading brand.

• Good interpersonal skills are essential for the success of the position.

Qualification and Experience

• Completed GR12

• Short-term insurance-related qualification or COP certification

• FAIS credits (commercial lines)

• RE 5 certification

• Valid driver’s license

• At least 5 years personal lines and commercial experience in an operational environment

• Experience in maintaining and growing a profitable portfolio of commercial insurance

Personal Attributes

• Business insight - Contributing independently
• Decision quality - Contributing independently
• Builds effective teams - Contributing independently
• Plans and aligns - Contributing independently

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently

go to method of application »

JOB DESCRIPTION

Guided by the BCM and a prioritised backlog, this role will be responsible for assisting in the impact and data dependency analysis between data sources within the BI environment. This role will also play a crucial role in the Data Warehouse decommissioning initiative as well as in the cloud migration preparation phase where data analysis work is key.  

Additional responsibilities will include sourcing and transforming a wide range of data across the business into formats that can be used by end users or reporting systems.

We are looking for an individual with experience in using a variety of data tools, analysis methods and data visualization to turn data into actionable insights with demonstrable business impact.

They will assist in unpacking and analysing data structures in existing databases and ETL processes using SQL, Business Objects and QlikView. 

The person fulfilling this role will not only analyse data models, but also test the outputs, investigate & troubleshoot data issues and devise solutions in line with best practice. A high competency in problem solving capabilities is thus essential and proven proficiency in SQL is a must. They should be able to communicate technical information to business teams as well as to communicate business information to technical teams. Thy should also be competent in communicating challenges and solutions to the team.

An understanding of data management solutions and a keen sense of the strategic value of information to an organisation will be of importance.

You will be responsible for the end-to-end tasks within the data analysis framework working with business representatives, product owners, etc. to define and elicit requirements, analyse data and create reports/dashboards.

PRINCIPLE ACCOUNTABILITIES INCLUDE:

Data Preparation

• Acquire data from various data sources and combine & transform data into interpretable datasets, reports or dashboards

• Assess the effectiveness and accuracy of new data sources and data gathering techniques

• Extend the company’s data with third party sources of information when required

• Process, cleanse and verify the integrity of data used for analysis

• Perform data profiling of data contained in source systems

• Provide detailed analysis of all data implemented into the database

• Provide the data mapping and associated transformation rules for each data item

• Ensure that the business requirements and subsequent development activities are supported by accurate information. 

Analysis and Visualisation

• Interpret data, analyse results using analytical techniques and provide reports and/or dashboards

• Identify, analyse, and interpret trends or patterns in complex data sets

• Use data to answer key questions about the business.

• Create and maintain dashboards, ongoing reporting, and ad hoc requests from the BCM in measuring data quality and data usage.

• Support and maintain the project data models at multiple levels of detail and functionality (conceptual, logical, normalised, relational, dimensional, application level, subject-level, integrated, etc.)

• Assist Data Modelers/Architects to draw up detailed data models.

Stakeholder Engagement

• Work directly with management and other business users to gather requirements, provide status updates, and build relationships

• Present information using data visualisation techniques

• Facilitate requirements gathering workshops with the business

• Collaborate with internal and external stakeholders to analyse information needs, functional requirements and business processes

• Engage with role-players within our implementation of Scrum @ Scale

Coaching/Mentorship

• Provides problem solving assistance to other team members

QUALIFICATIONS AND EXPERIENCE

• Diploma/Bachelor Degree (Information Systems; Statistics; Data or Computer Science; Engineering) or equivalent (preferred but not essential)

• Functional experience in analytics, data visualisation or reporting

• 4 + years of experience performing data analysis

• Knowledge of and experience with reporting packages (QlikView/ Business Objects/ Cognos)

• Adept at queries, report writing and presenting findings for stakeholder use

• Experience working with data in various data sources and databases

• Demonstrated experience in handling large data sets and relational databases with proven SQL skills

• Experience in agile development desired

• Business experience in financial services would be advantageous

SKILLS

• Ability to translate business requirements into non-technical terms

• Ability to comply to and manage data assets under strict governance framework

• Ability to work with data profiling, data quality and reference data toolsets advantageous

• Strong analytical-thinking and problem-solving skills

• Ability to collect, organize, analyze, and disseminate significant amounts of information 

• Attention to detail and accuracy

COMPETENCIES

• Collaboration

• Client focus 

• Drives results  

• Flexibility and adaptability 

• Cultivates innovation

• Decision Quality

• Communicates Effectively

• Ensures Accountability

• Business Insight

• Balances Stakeholders

• Manages Ambiguity

• Nimble Learning