Jobs at Sanlam

What will you do?

• Assist with maintenance and implementation of policies and procedures on various key regulations
• Assist with updating, maintenance and enhancing Compliance Risk Monitoring Plans (“CRMPs”)
• Assist with incorporating new legislation into existing structure
• Assist with monitoring of compliance and adherence with rules, regulation, policies, procedures and limits and recommendations for any enhancements
• Report identified areas of potential compliance vulnerability / risk and provide suggested corrective action plans
• Compliance Static Data Management
• Ensure regulatory and compliance deadlines are met
• Assist and co-ordinate the setting up of training to employees on compliance and new legislation
• Ad hoc tasks as required

Qualification And Experience

• B Com (Law)/LLB or equivalent FSCA recognised qualification
• FSCA RE Exams and/or SAIFM Compliance certification would be an advantage
• 1 - 3 years compliance related experience in the financial services industry

Knowledge And Skills

• Working knowledge and application experience of Financial Markets Legislation is advantageous
• Exposure to private wealth industry beneficial
• Key Acts: FAIS (essential), JSE Rules and Directives (essential), Advantageous supplementary experience: FICA/AML, FATCA, POPIA, Regulation 28 etc.
• Strong Computer literacy skills in MS Office and JSE BDA system knowledge essential
• Excellent numeracy skills
• Technical understanding of financial products and instruments advantageous
• Research and due diligence skills
• System automation skills (Innovative ideas on possibility to automate processes/procedures)

Personal qualities

• Strong numerical orientation
• Highly organized with a high level of client focus
• Accurate and detail orientated
• Critical and analytical capability
• Adaptability to changing environment
• 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 »

This is a specialist role, responsible for research, design, development and delivery of training and workshops for Sales and Support staff of SanlamConnect. Supplementary to this role are duties such as supporting the business with queries resolution and information updates.

What will make you successful in this role?

• Development of instructional content used to support blended, online and face to face learning interventions using necessary authoring tools and LMS
• Provide support to the business by integrating technology into the curriculum and working with the business to successfully implement learning technologies
• Assist with the development of web based and multimedia instructional materials to support learning and development
• Assessing instructional needs within the business and identifying applicable solutions to enhance learning
• Structure and write training material according to adult learning principles and in competency based formats
• Scoping and managing research and design projects as and when required
• Designing training workshops in relation to content, structure and process
• Rolling out of new training including pilots and train-the trainer sessions
• Maintaining, updating and reviewing of existing training content
• Coaching and mentoring of internal clients
• Report writing
• Attend various meetings and undertake project support as and when required
• Client relationship management
• Provide support to team for facilitating and process management as required

Specific Role Requirements

• Must be willing to travel
• Must have a valid Code 08 driver’s license
• Must have own reliable transport

Qualification And Experience

• A relevant tertiary qualification
• A relevant professional qualification (e.g. Instructional Technology/Design Qualification)
• Experience working in a related role in an intermediary support environment
• Experience with authoring e-learning tools
• Experience in Instructional design and/or technical writing
• Experience in research and development
• Experience in database management & analysis
• Financial services experience, ideally within a sales and or support environment

Knowledge And Skills

• Technical writing
• Skilled in managing key stakeholder relationships
• Multimedia, curriculum and course development
• Creative problem solving ability
• Ability to work independently or as part of a team
• Formal presentation & excellent communication skills
• Skilled in influencing and coaching
• In depth knowledge on laws governing the life assurance industry
• Excellent understanding of the financial advice process
• Skilled in developing training solutions
• Experience in practice management and client financial needs analysis tools

Core competencies

• Results Driven
• Decision Making
• Flexibility and Adaptability
• Customer Focus
• Innovation

Personal attributes

• Excellent communication skills (verbal and written)
• Detailed minded
• Relationship building and networking
• Structured and good planning skills/co-ordination skills
• Technical professional skills
• Influencing ability
• Coaching mindset
• Continuous learning