Latest Recruitment at Sanlam

What will you do?

• This specialist role collaborates with the legal consultant and other relevant internal stakeholders- this role will fulfil a dual purpose of analyst and legal help desk. 
• Provide a comprehensive and effective financial needs analysis, in a written format, of the external client’s current financial context and possible recommendations. The Financial Planning Analyst will engage with a number of elements relating to the client’s requirements, such as Business Assurance Planning, Estate Planning and Retirement Planning - where relevant, with the aim of providing a legislatively compliant analysis of the external client’s current financial scenario, with relevant recommendations. This role focuses on primarily supporting the legal consultants who work with financial intermediaries, who advise High Net Worth clients. 
• The role also aims to provide telephonic and electronic technical legal support to intermediaries (the client) and legal consultants, with the core aim of fielding their legislative/compliance/estate planning questions relating to the Sanlam product offering, by researching the enquiry via relevant internal stakeholders or electronic/hardcopy resources and packaging the information in an appropriate and easily understandable manner, when responding to the intermediary or legal consultant either directly or via the Legal Helpdesk.

What will make you successful in this role?

• Conduct financial needs analyses and drafting of plans by:
• Gathering appropriate information regarding client’s needs and requirements
• Analysing all relevant information obtained
• Generating quality recommendations that are legislatively compliant
• Create financial plans and solutions for presentation to clients through the Intermediaries or legal Consultants 
• Review and enhance work processes
• Build and manage relationships with stakeholders
• Conduct research, develop and facilitate discussions or training when needed
• Maintain the service level agreements established on the legal help desk

Qualification and experience

• Grade 12 with Mathematics
• BCom LLB or LLB / qualified attorney (BCom LLB preferred as a result of the commercial / numerical focus) will be advantageous
• Post graduate Diploma in Financial Planning or in process
• 3-5 years’ relevant experience in Financial Service environment and Insurance Industry, specifically experience in Financial and Estate Planning

Knowledge and skills

• Financial calculations, projections, analyses
• Financial Services Industry Knowledge 
• Insurance product knowledge
• Sanlam Product Knowledge (retirement, investment and estate planning, business assurance).  Must do annual Product accreditation on all relevant Sanlam products
• Knowledge of income tax laws
• Knowledge of estate planning environment / estate administration process
• Knowledge of retirement rules and business assurance
• Financial markets and instruments
• Compliance laws and relevant requirements for Financial Services 
• Computer skills (MS office i.e., Word, Excel, PowerPoint)

 
Core competencies

• Cultivates Innovation
• Customer Focus
• Drives Results
• Collaborates
• Being Resilient

Personal attributes

• Builds networks
• Business insight
• Manages complexity
• Persuades
• Decision Making
• Plans and aligns
• Optimizes work processes
• Communicates effectively
• Nimble learning
• Good analytical and conceptual thinking abilities
• Good relationship building and communication

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What will you do?

• The successful candidate will provide Test Analyst services to the RPA team as part of a squad in an agile release train.

What will make you successful in this role?

• Analyse system and business specification to provide inputs and estimates.
• Liaising with business and/or technical representatives to ensuring the highest quality outcomes
• Integration impact test analysis.
• Defining the appropriate tests required.
• Gathering and managing the test data.
• Set up / adjust test plans for all types of testing (functional and non-functional testing).
• Compile comprehensive documentation of test results according to standards.
• Perform defect logging and reporting.
• Post implementation production support (after care).
• Identify and suggest areas for growth and improvement within the team

Qualification

• Grade 12
• ISTQB CTAL Foundation Test Analyst Certificate and/or other relevant qualification

Experience

• 3-5 years relevant experience in Testing (black box, white box and automated testing)
• Testing experience of mainframe applications is recommended
• Relevant experience in the financial services industry as well as automated testing experience would be advantageous

Knowledge and understanding of the following:

• SQL
• Software quality and agile methodologies, tools and techniques 
• Webservices and back end scrutinisation
• Agile methodologies (scrum) 
• Integration and security testing
• Common software failures and faults
• API testing
• Confluence, Postman and Jira would be to your advantage
• Technical knowledge in (HTML), in WEB Application testing 

Knowledge and Skills

• Regression testing and scripts
• System testing, analysis and reviews
• Business Requirements
• Logs and tracks and resolves defects

Personal Attributes

• Interpersonal savvy - Contributing independently
• Decision quality - Contributing independently
• Plans and aligns - Contributing independently
• Optimises work processes - Contributing independently

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What will you do?

• This role will be part of the Legal Services team in Distribution Support business area. The incumbent will be responsible to effectively promote, monitor, and drive intermediary adherence to compliance and risk management specifically in relation to replacements.

What will make you successful in this role?

• Promote, monitor, and drive the effective adherence of Compliance and Risk Management through:
• Pro-active monitoring of practices and replacement business cases submitted by intermediaries   
• Ensuring that all compliance practices and procedures are strictly adhered to in terms of disclosures, advice given, recordkeeping and ethical behaviour when dealing with clients and conducting sales
• Tracking, interpreting, and communicating trends and gaps in terms of compliance risks identified and manage or coordinate corrective actions in partnership with relevant partners
• Compliance recordkeeping and reporting
• Signing off on relevant documentation required 
• Identify and coordinate training where needed

 
Qualification and experience
Valid driver’s license with own reliable motor vehicle
Minimum qualifications:

• Relevant Commerce Degree and/or Diploma
• Post Graduate Diploma in Financial Planning will be advantageous (or in process)
• Investment and Risk Product Accreditation 
• Other industry related qualifications will be advantageous

Knowledge and skills

• Financial services industry and market knowledge
• Sanlam product knowledge (including investments)
• Knowledge of content and impact of all the relevant compliance related legislation and requirements for the Financial Services Industry
• Financial Planning and sales processes and governance
• MS: Office (Excel, Word, PP, Outlook)
• Sales Advice process 
• Sales related tools (Sanfin, S.Net and Suite etc.)
• Auditing and forensic practices and process 
• Compliance complaints process
• Risk management policies, practices, and processes
• Policy Replacement Rules
• Record of Advice

 
Personal attributes

• Decision Making
• Communicates effectively
• Technical Professional Skills
• Analytical and attention to detail 
• Action Orientated and work well under pressure
• Continuous Learning
• Professional and ethical
• Demonstrates self-awareness
• Core competencies
• Customer Focus
• Collaborates
• Cultivates Innovation
• Drives Results
• Being flexible and adaptable

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The overall purpose of the role

• The overall purpose of the role is financial management of the business, monthly financial reporting providing key financial insights to business. 
• This role is a junior management accountant role. 

Key Responsibilities

• Sound financial and business insight of expenses, income, client cashflows and new business volumes.
• Timeous investigation of variances to budget with appropriate feedback.
• Processing of standard monthly and year-end audit journals as well as any correcting journals that may be required.
• Ensure all monthly, quarterly and year end processes and reporting deliverables are complied with as per agreed deadline dates.
• Assist with budget process and requirements in accordance with required dates.
• Assist with interim and year-end financial close processes and requirements.
• Assist with annual external audits and queries.
• Assist with preparation of management committee meeting packs.
• Key responsibilities (continues)
• Using MI, provide in-depth data and analytical insights on the financial information provided to business/stakeholders.
• Building partnerships and maintaining strong relationships with business heads and their teams
• Willingness to improve finance reporting to enhance business decision making.
• Timeous and satisfactory clearance of queries by management and reporting teams.
• Assist with monthly reporting to the Group Finance Office.
• Assistance with ad-hoc finance projects or requests.

Qualification and Experience

• Bcomm Accounting
• CIMA/studying towards CIMA/CA (SA)
• At least 1 - 2 years relevant experience
• Experience working in Financial services industry advantageous
• Accounting and reporting skills –budgeting, planning and forecasting
• Strong commercial acumen.

Knowledge and Skills

• Financial planning and recommendations
• Reporting
• Financial Reporting
• Financial Information Processing

Personal Attributes

• Action orientated - Contributing independently
• Financial acumen - Contributing independently
• Optimises work processes - Contributing independently
• Plans and aligns - Contributing independently

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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?
The following outcomes will be expected to be achieved by the Snr Business Development Manager:

Targets and inflows

•   To service an existing Glacier supporting intermediary client base
•   To source and introduce new intermediaries to Glacier
•   To support and collaborate with all the relevant Glacier and Sanlam Group stakeholders
•   To attract new business and increase retention of existing investment business
•   To ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an intermediary portfolio
•   To ensure intermediaries adherence to all regulatory requirements (e.g. FAIS, FICA. POPIA)

Growing the business

•   To develop and implement a holistic portfolio business plan for the Glacier Investment Channel (sales volumes, investment education and training, marketing and client services – administration)
•   Implementing an Intermediary support model to facilitate effective and efficient support between the Glacier Investment Channel, the intermediary, and the various Glacier and Sanlam Group product and service providers

Knowledge and education

•    To develop an intermediary’ portfolio, educate and equip - through practical application, the intermediary and practice support staff on all Glacier and Sanlam Single Premium Investment Solutions (Local | International | Life Investments | DFM          platforms)
•   To enable and facilitate the use of Glacier’s digital strategy/tools such as the Web and Investment Hub.
•   To supply accurate investment, product, fund, operational services and investor information
•   To identify, supply and facilitate intermediary needs including technical information, technology  functionality, reporting and practice profitability

Marketing and Sales initiatives

•   To support investment projects and campaigns (marketing support)
•   To participate in, and manage, investment product implementation (presentations, product development & client service support)

People Practices

•   To manage the Business Development Coordinator    
•   To co-ordinate and maintain effective Service Level Agreements with all relevant stakeholders (internal and external)

Qualification and Experience

• Appropriate Financial Degree with 3 to 6 years related experience.
• 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

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What will be required for the position?

• This is a specialist role focused on learning and development reporting and analytics to support the implementation of business goals. Key experience and knowledge capabilities required to successfully fulfil the role include a good understanding of the Financial Sector Charter, BBBEE learning program matrix, strong planning and mobilisation capabilities, and comfort with a fast-paced environment requiring initiative and proactivity.
• The role will report into the Head of L&D at SIG.

What will you do?

•     Update employees learning records on SAP success factors (MyWorkSpace)
•     Support decentralised Administrators (DCA’s) in the business.
•     BBBEE reporting and preparing files for external verification
•     Administer study loans for employees
•     Collaborate with key stakeholders, business SMEs, external training consultants and experts to realise business training goals 
•     Adopt new learning technology and solutions
•     Manage the planning, co-ordinating and delivery of learning in the business (including content development, quality assurance and assessments)
•     Be involved in projects and key initiatives to enable successful business adoption
•     Evaluate and report on all L&D initiatives and outcomes
•     Facilitate alignment to Sanlam and SIG L&D training initiatives and systems
•     Effective expense management.

What will make you successful in this role?

•     Experienced in FSC and BBBEE legislation
•     Experience in The Seta landscape
•     Fluent in MS Office (Word, PowerPoint, Excel, Project), collaborative tools and L&D tools such as Moodle, SAP Success factors
•     Able to design surveys using online tools such as MS forms
•     Excellent planning and co-ordination skills
•     Excellent project management skills
•     Self-starter and proactive individual
•     Energetic and flexible.

Qualification and Experience

• Degree with 5 to 6 years related experience.
• Knowledge and Skills
• Profile source data and determine all source data and metadata characteristics
• Advanced analytics to address business requirements
• Vendor Management
• Statistical analysis and data
• Business Processes and business requirements definition

Personal Attributes

• Manages complexity - Contributing through others
• Tech savvy - Contributing through others
• Plans and aligns - Contributing through others
• Optimises work processes - Contributing through others

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Who are we?

• The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous.  With deep client understanding and a focus on excellence in technology and client & intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.
• 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.

Outputs/Core Tasks:

• Expense reporting – setting budgets, monthly forecasting, preparation of cost centre reports, etc.
• Processing of SAP & HFM  journals – iro expenses, cost allocations, admin / management fees, provisions, etc.  
• Reporting on SRA provisions & sundry debtors.
• Compilation of monthly reports – underwriting, training reports, corporate expenses report, etc.
• Monthly volumes & cash flow reporting – including HFM loads
• Persistency and retention reports – prepare and review.
• Glacier profit reporting
• Monthly – assisting with CFO report iro volumes, cash flows, persistency, etc.
• Updating the SLS reporting template with volumes, cash flows, etc.
• VAT reporting – analytical review, obtaining feedback from relevant businesses, reporting to Group Tax.
• Compilation & review of SRA consolidated Management report (quarterly)
• Trial balance review – quarterly & half yearly.
• SRA Transformation reporting - quarterly
• Auditors half yearly requirements – consultancy fees, account summaries, etc.
• Annually – R & D summary for Group Finance
• Year-end items e.g.  admin expense note.
• Ad-hoc finance reports.

Role Requirements:

Qualifications:

• Accounting qualification e.g. B Comm.

Experience:

• 3-5 years in financial reporting with Financial Services

Knowledge:

• Financial management & sound accounting background.
• Knowledge of Sanlam’s financial reporting systems (Hyperion Financial Management (HFM), SAP) will be an advantage.
• Computer skills (Excel advanced level)

Competencies:

• Care
• Collaboration
• Integrity
• Innovation
• Communicates effectively (verbal and written)
• Attention to detail
• Analytical thinking
• Concern for accuracy
• Plans and aligns