Jobs at Sanlam

What will you do?

• Maintenance of financial controls to ensure the completeness & accuracy of transactions from the Policy Administration system (FAFA).
• Preparation of month end journals.
• Monthly reconciliations between the Policy Administration System (FAFA) and the General Ledger (SAP).
• Preparation of Budget and Forecast of Filesize (policy count), third party benefits.
• Preparation of Capitec scorecard and providing feedback to various stakeholders.
• Preparation of statutory reports – Business Conduct Returns Report.
• Liaising with various stakeholders on an on-going basis and providing them with value adding information.
• Perform trend analysis and provide commentary on the income statement movement to assist with continuous improvement on controls and reporting.
• Make recommendations for fixes required to the system and system data.
• Processing of system fixes within the target dates.
• Liaising with the auditors for internal and external audits.
• Adhoc duties as directed by the manager.

What will make you successful in this role?

Qualification & Experience

• B.Com. Accounting (or similar degree or diploma with financial accounting as a major) is essential.
• Preferable 2 years’ experience in a similar capacity within Finance
• Experience in the financial industry will be advantageous

Knowledge And Skills

• Proficiency in MS Word and Excel is essential.
• Proficiency in SAP is preferable.

Personal qualities

• Planning and organising
• Concern for Accuracy
• Building and Maintaining Relationships
• Communication
• Analytical Thinking
• Decision Making
• Results Driven
• Problem Solving
• Building Customer Loyalty
• Adaptability and Flexibility
• Attention to Detail
• Deadline Driven
• Work Under Pressure
• Team Player
• Time Management
• Open to Feedback

Closing Date: 14th, July 2022

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What will you do?

• To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
• To work in allocated key accounts and allocated markets.
• To offer customer service to Sanlam clients.
• To arrange appointments with potential customers within Key Accounts and Allocated Markets.
• To update and inform customers and client public of our new products.

Qualification And Experience
FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.

• Matric (grade 12) or NQF level 4
• RE5 an advantage
• Clear Credit and Criminal records
• FAIS Compliance
• At least two years’ work experience within sales or marketing

Technology requirement

• A smartphone that is compatible with the latest technology, i.e. Android or Apple

Personal qualities

• Client Service Orientation
• Ability to influence client decision
• Confident decision maker
• Great business acumen
• Adhering to principles and values
• Analytical
• Proactive
• Ability to cope with pressure and setbacks
• Exceptional interpersonal skills
• Trustworthy
• Detail-oriented
• Activity management