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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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Outputs / Core Tasks:
- Ensuring a healthy financial control environment in Wills, Estates, Trust & Beneficiary Fund Departments, and oversight of financial controls.
- Responsible for management and sign-off of the reconciliations of the bank accounts, interest accounts, fee accounts, investments of trusts and funds under management.
- MIP & View Point reconciliation, reporting and payments of fees.
- Resolving of accounting queries identified during reconciliations and ensuring system and process alignment.
- Management and Supervision of Financial Officers.
Signing-off on:
- daily reconciliation of the deposits and withdrawals on the bank account and Viewpoint.
- Daily reconciliation of all transactions e.g. unknown deposits and cheques not banked.
- Fee calculations, interest and reconciliation of bank charges.
- Wills, Estates, Trusts, Beneficiary Funds and fund investments and payments, as well as authorise implementation and administration thereof.
- Monthly high-level reconciliation reporting to Management.
- Responsible for month-end processes and reports (including MIS / data analysis).
- Accounting assistance to COO and Line Managers.
- Provide assistance to auditors.
Outputs / Core Tasks continued:
- Supervise the Estates tax monitoring and sweeping of account to corporate bank account.
- Oversee and manage Multi-data payments to beneficiaries.
- Liaison with internal and external clients.
- Liaison with BA’s, IT Development and Business Change to enhance Viewpoint, MIP, Santrust system and other applications.
- Coordination of Financial & Risk Forum and Board packs and taking minutes at the meetings.
- Quarterly reporting to SARB on company financials.
- Responsible for the compilation and assistance of financial year end results.
- Responsible and accountable for setting of Budgets and targets.
- Attendance of Management meetings and ability to provide financial Management reporting at the meetings.
- Providing monthly cost centre packs to various Sanlam Trust departments.
- Analysing and report on budget variances.
- Evaluate financial processes and implement corrective actions to ensure alignment and standardization within the division.
- Review balance sheet reconciliations to ensure financial compliance.
- Balancing inter-company loans accounts.
- Maintaining Fixed Asset register.
Role Requirements:
Qualifications:
- Grade 12
- B Com Accounting
- Preferably a qualified CA
Experience:
- 3 years post articles experience in a similar role.
- 5 years bank reconciliation experience within a finance environment.
- 3 years people management experience.
- Exposure to implementation of financial control measures.
- Experience within a trust or Fiduciary environment will be an added advantage.
Knowledge:
- Knowledge of financial concepts and principles.
- Knowledge of bank and investment reconciliations.
- Knowledge of trusts and trust processes.
- Knowledge of trust administration systems.
- Exposure to electronic mail and communication systems.
Sanlam core competencies:
- Being resilient
- Collaborates
- Cultivates Innovation
- Customer Focus
- Drives results
Competencies:
- Excellent communication skills
- Decision making
- Analytical thinking
- Work standards
- Planning and organising
- Negotiation and Influencing / gaining commitment
- Building and maintaining relationships
- Team success
- Adaptability
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What will you do?
Outputs/Core Tasks:
- Sound financial management of cost and income.
- Develop and maintain cost and income model.
- Optimise and influence cost efficiencies.
- Financial process improvement and controls effectiveness.
- Management of month-end process.
- Assist with year-end audit process.
- Build relationships with management and vendors.
- Financial analysis of results and translation into appropriate action.
- Budgeting and forecasting.
- Preparation of monthly expense reports, forecasts and variance analysis.
- VAT payments to SARS and reconciliation.
- Reconciliation preparation and review.
- Review commission and assist with policy enquiries.
- Assess impact of projects on BAU costs.
- Ad-hoc special financial project deliverables.
What will make you successful in this role?
Role Requirements:
Qualifications:
Experience:
- At least 2 years’ experience in a similar capacity within a financial environment.
- Exposure to engaging with multiple stakeholders.
- SAP experience will be an advantage.
Knowledge:
Competencies:
- Communicates effectively
- Financial acumen
- Decision quality
- Analytical thinking
- Cultivates innovation
- Order and accuracy
- Plans and aligns
- Customer focus
- Collaborates
- Influencing / Gaining commitment
- Drives results
- Being resilient
- Computer skills (MS Excel advanced level)
Core Competencies
- Being resilient - Contributing through others
- Collaborates - Contributing through others
- Cultivates innovation - Contributing through others
- Customer focus - Contributing through others
- Drives results - Contributing through others
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What will you do?
Direct line manager to Operational Teams:
- Offshore Trade Support(3)
- Account and instrument maintenance(2)
- Offshore Funds Trading(5)
- Offshore Back-office support(7)
Line management responsibilities
- Setting and managing team and individual’s goals and KPIs
- Team development
- Review, design, implementation and monitoring of internal controls
- Management of internal SLAs
- Liaison to offshore custodians
- Key contact and point of escalation on all matters concerning offshore operations matters
- Budgeting and forecasting
- Offshore financials and various vendor invoicing
Platform owner of Offshore administration systems
- Subject matter expert with regards to the platform capabilities
- Contribute as a business and platform subject matter expert on associated projects
- Escalate issues with vendor
- Business owner on offshore operations projects
- Assist in design/implementation of strategic operational initiatives
- Report to management and executive committees
Qualification and experience
- University degreed, with honors preferred
- MBA, Masters in Finance and similar qualifications will be preferential
- 3 years minimum Operational management experience
- 5 years minimum relevant Financial services industry experience
Knowledge and skills
- Fully bilingual (English and Afrikaans)
- Highly computer and data literate
- Thorough understanding of internal control and operational processes
- Experience in the wealth / asset management industry
- People management
Personal qualities
- Self-starter, results driven
- Strong numerical orientation
- Highly organized with a high level of customer focus
- Accurate and detail orientated
- Critical and analytical capability and demonstrated problem solving skills
- Ability to perform well under pressure and show maturity, confidence, and resilience
- Excellent listening, communication, and interpersonal skills
- Client centric
- Learning agility and curiosity
- Assertive
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What will you do?
- Activity management of representatives.
- Prospecting for Representatives.
- Production management on a daily basis concentrating on quality and quantity.
- Conducting training - Theoretical and practical in field.
- Facility liaison.
- New facility identification.
Qualification & experience
Meet the qualification requirements in line with their DOFA:
- Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
- Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- RE 5 required from date of appointment)
Knowledge and skills
- At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
- A minimum of one year management experience
- Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met
Personal qualities
- Good leadership skills.
- Entrepreneurial with good business acumen.
- Strong action orientation
- Good written and verbal communication skills.
- Ability to make decisions.
- Initiative and innovativeness.
- Planning and organizing.
- Achievement orientation.
- Negotiation skills.
- Coaching and enabling skills
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What will you do?
- Provides technical support for timely and effective claims and risk financing for the risk management program. Ensures compliance with state regulations and prepares summary claims report. Identifies options and provides recommendations for the design and development of risk management information systems. Utilises data management and spreadsheet capabilities to assist in identifying loss trends, administering current programs and responding to customer requests.
What will make you successful in this role?
- We are looking for a highly motivated and collaborative individual to join our team. Strong teamwork, collaboration and a family-oriented culture are central to our team’s success. We work hard to ensure that everyone feels comfortable and relaxed, while also maintaining a strong focus on quality and deliverables.
- You should be passionate about your work, curious and committed to continuous improvement; always eager to learn and seek new challenges and opportunities to grow.
Key Responsibilities
- Ensuring all day-to-day tasks are completed within agreed timeframes and SLA’s
- Take responsibility for the daily upload, maintenance and monitoring of Risk data from risk providers.
- Be a backup point of contact for the Head of Investment Risk with the regulator pertaining to regulatory changes affecting risk management
- Liaison with industry bodies such as ASISA on technical matters were appropriate
- Liaise with both the local compliance and risk management teams for the escalation issues to the regulator where appropriate
- Monitor risk parameters and statistics to look at manager deviation from investment objections and changes in manager behavior. Providing recommendation and analysis to the Head of Investment Risk.
- Assist in the setup, maintenance and review of the overall Risk Framework.
- Conduct Research into different Risk ideas/topics of interest.
- Reporting and attendance at risk committees
Minimum requirements
- Bachelor's degree in Finance, Accounting, Economics ( Analytical/Quantitative discipline such as Mathematics, Statistics, and Engineering or Sciences would be a strong advantage)
- Willingness to take responsibility for strategic initiatives and the ability to think analytically
- Strong communication skills, including the ability to be credible when presenting to the Investment Committee and other significant internal and external constituencies
- 2 – 3 years of investment risk management or related experience or an equivalent combination of education, training, and experience
Preferred Qualifications
- Analytical/Quantitative Degree
- Professional Risk Manager certification (PRM or FRM), or working (or desire to work) towards these certifications
Behavioural Competencies
- Business Insight – applying knowledge of business and the marketplace to advance the organizations goals
- Organisational Savvy – Manoeuvring comfortably through complex policy, process and people-related organizational dynamics
- Manages Complexity – making sense of complex, high quantity and sometimes contradictory information to effectively solve problems
- Plans and Aligns – planning and prioritizing work to meet commitments aligned with organizational goals
Knowledge and Skills
- Compliance and Risk Management monitoring
- Compliance and Risk Management reporting and corrective action
- Building partnerships
- Compliance queries and advice
- Coaching and training
Personal Attributes
- Business insight - Contributing independently
- Decision quality - Contributing independently
- Persuades - Contributing independently
- Optimises work processes - Contributing independently
Core Competencies
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently
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What will you do?
- Manage the achievement of business productivity, quality, manpower targets
- Manage compliance and business risk
- Manage the daily business operations
- Manage and develop the performance of staff
- Resolve escalated operational issues
- Manage budgets
- Allocate worksites or facilities
- Manage changes within the business
- Manage relationships with key stakeholders and clients
- Talent and succession management
- Ensure alignment to Treating Customers Fairly (TCF), in all business practices
- Manager of managers.
- Worksite management and relationship building
Qualification & experience
- Grade 12
- Degree or a 3 year diploma in Finance/ Marketing/Business Management; or
- The recruit must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSB’s list of recognized qualifications at the point of recruitment.
- Must have RE5
- RE1 is business requirement from the date of appointment
Knowledge and skills
- At least 5 years industry experience of which 3 years should be in management of sales.
- Preference will be given to those with experience in insurance sales within the entry level market.
Personal qualities
- Analysing
- Team Management
- Relating and Networking
- Adapting and responding to change
- Coping with Pressure and Setbacs
- Interpersonal sensitivity
- Adhering to principles and values
- Confidence and decisiveness
- Proactivity
- Planning and Organising
- Quality and detail orientation
- Persuading and Influencing
- Achieving personal and work goals and objectives
- Computer Literacy (MS Office)
- Treating Customers Fairly
- Strategic thinking
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What will you do?
- We are now looking for a Platform Owner to join our newly established Platform Area: IT Essentials and Release Management
- Your job as Platform Owner in practice is to lead and own the development of existing and new platforms. You will ensure the realization of the agreed roadmap and ensure relevance by staying aligned with the product owners and other consumers of your services and components. You will need to both ensure a technology focus as well as bringing the customer and usability perspective into the design and development of the services and components. As a platform owner you will work very close to the agile teams and Group Technology stakeholders, and similarly be responsible for the backlog that concerns Environments, Change and IT Essentials.
Key Responsibilities
- Accountable and provide leadership and guidance to delivery and agile teams to ensure agreed availability, supportability, and operational capability for all Sanlam Corporate applications.
- Resource management including people development and reviews.
- Support agile events, including presentations, introductions, show & tells, and retrospectives.
- Maintain an understanding of the existing and potential platform capabilities.
- Proactive identification of platform enhancements (including non-functional), facilitate communication of roadmaps and ensure stakeholder engagement.
- Work collaboratively with operational teams across Sanlam Corporate and Sanlam Group Technology to lead prioritisation of changes.
- Build and maintain a relationship network with key stakeholders
- Define, drive and adhere to the adoption of platform principles / standards/ governance/ risk and audit.
- Establish business continuity process for the Platform.
- Maintain an understanding of the current and emerging company strategy, business plans, CX, designs and Brand as they affect the Sanlam Corporate applications.
- Share knowledge and expertise to support business and IT change, Scaled Agile Framework as a system for implementing Agile, Lean, and DevOps practices at scale.
- Help to provide training within the department
- Review and approve estimation and impact assessment activities to support capacity and capability planning as well as key system documentation
- Act as a point of escalation for Platform related Defects and Major Incidents
- Define target platform structure, drive the transformation to reach the target and govern adherence
- Being the main contributor to building the overall platform roadmap and to take platform decisions and prioritisations within set guardrails.
- Establish key performance measurements for the Platform Area of Change, Environments and IT Essentials and provide monthly reports.
- Managing and approval of server infrastructure for Sanlam Corporate IT and ensure the allocation is within the budget.
- Cultivate and demonstrate innovation within the Platform.
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What will you do?
- Responsible for end-to-end processing of all Offshore client payments, including payments between platforms, life wrapper withdrawals, first and third party payments
- Responsible for processing and monitoring cash payment charges
- SMEs for client cash payments, and responsible for answering all queries (internal and external) related to offshore cash movements / payments
- Responsible for ensuring successful settlement of all client cash payments, and resolving payment issues as and when they arise
- Responsible for liaising with cash teams of vendors (ABSA, Allfunds and Citi Bank) on payment queries / issues
- Responsible for updating all offshore cash movements (including ZAR expatriations and repatriations) on client accounts
- Responsible for compiling and distributing Offshore Funds Received reports, and allocating direct offshore deposits to client accounts
- Assisting the reconciliation team to resolve bank reconciliation items, where applicable
Qualification and experience
- Matric
- Any further qualifications in business and experience in cash processing will be advantageous
Knowledge and skills
- Extensive Financial Service / Stockbroking experience required
- Deep understanding of international financial markets including the clearing and settlement processes
- Detailed understanding of the Private Client business and the stock-broking environment
Personal qualities
- Self-motivated, proactive, taking ownership of problems until they are resolved.
- Mature person with the sense of responsibility to do after hours
- 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
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What will you do?
Equities Trading
- Monitoring the Equities trade blotter in the Iress trading system to ensure errors don't occur
- Providing end user support where Equities trading queries are raised by the PM, PMA or ROT (covering market, brokerage, user and environment
- Escalation of Equity issues to the respective counterparty (Iress, Citi or SecuritEase) and the monitoring / management until resolution
Fixed Income Trading
- Providing end user support where Fixed Income trading queries are raised by the PM or ROT (covering market, brokerage, user and environment issues)
- Acknowledgement of the Fixed Income Order in the Iress Trade Blotter
- Completion and emailing of the trade instruction to Citi, following up with the Citi Execution team ensuring execution of the order
- Capturing of the trades into Iress and ensuring that the trade details flow back to Xplan correctly
Foreign Exchange Trading - Local
- Execution of all externalization / repatriation transactions on client accounts with ABSA Bank
- Monitoring ABSA FX trades through to settlement in target location (according to client instruction)
- Liaising with other international operations team members where required to resolve delays / issues in ABSA FX trades
Foreign Exchange Trading – Offshore
- Completion of FX bulk trading within SecuritEase (discretionary and covering FX deals)
- Completion of FX trades where requested by a PM or Branch Trader
- Monitoring the FX trade blotter in the Iress trading system to ensure errors don't occur
- Providing end user support and guidance where FX trading queries are raised by the PM or ROT
- Escalation of FX issues to the respective counterparty (Iress, Citi or SecuritEase) and the monitoring until resolution
Account liquidations - Partial / Full
- Facilitating the partial or full liquidation of account positions, on receiving the required instruction
- Updating closure status on trading system (Iress Pro) to ensure that fees are no longer generated after closed period
Citi OTM Monitoring
- Daily review of the Citi OTM allocations blotter to ensure that all required allocations are allocated in Citi
- Completion of the Citi Reprocessing function to ensure that settlement messages are all forward to Citi Custody for settlement
- Investigation and Resolution of issues that are in a failed status
- Execution of the trading function of the externalization of cash against instructions from the branch
General
- SME on all trading related queries as they arrive covering order entry to the submission of the settlement instruction to Citi
- Monitoring of the allocations account in SecuritEase to ensure that all bulk trades have been allocated
Qualification & experience
- Tertiary qualification in Business, Finance or Economics
Knowledge and skills
- Financial Service / Stockbroking experience required
- Detailed understanding of the Private Client business and the stock-broking environment
Personal qualities
- Self-motivated, proactive, taking ownership of problems until they are resolved.
- Mature person with the sense of responsibility to do after hours
- 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
go to method of application »
What will you do?
- Activity management of representatives.
- Prospecting for Representatives.
- Production management on a daily basis concentrating on quality and quantity.
- Conducting training - Theoretical and practical in field.
- Facility liaison.
- New facility identification.
Qualification & experience
Meet the qualification requirements in line with their DOFA:
- Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
- Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- RE 5 required from date of appointment
Class of business (COB):
- Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Sales Manager.
Knowledge and skills
- At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
- A minimum of one year management experience
- Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met
Personal qualities
- Good leadership skills.
- Entrepreneurial with good business acumen.
- Strong action orientation
- Good written and verbal communication skills.
- Ability to engage digitally
- Ability to make decisions.
- Initiative and innovativeness.
- Planning and organizing.
- Achievement orientation.
- Negotiation skills.
- Coaching and enabling skills
Method of Application
Use the link(s) below to apply on company website.
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