• Job Description

  Req#: 24555

  Who are we?

  Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.

  As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients. SFP is a wholly-owned subsidiary of the Sanlam Group.

  What will you do?

  o Undertake to fully understand the content and impacts of all relevant legislation and requirements for the financial services industry.
  o Ensure that all compliance practices and procedures are strictly observed in terms of disclosures, advice, record keeping, and ethics/behaviour undertaken when dealing with advisers and clients.
  o Track, interpret and communicate trends or gaps in terms of risks within the business.
  o Support the complaints register and resolution process.
  o Ensure all complaints are logged, investigated properly, and resolved according to the due process. Undertake to do the necessary report and record keeping thereof.
  o Working closely with line management and the planners, ensuring that all advice facing intermediaries and management are fit and proper FAIS accredited and keep the requirements and credits up to date at all times.
  o Provide administration support to line manager
  o Gatekeep and monitor new business received
  o Administration of tax & tax calculations, account payments, administration of commission payments/statements and reserve accounts
  o Resolving of commission/payroll queries
  o Administration of adviser terminations and reintermediation
  o Provide advice with regards to policy, financing rules and debt management.
  o Compile statistics with regards to financing and reports, including effective processing of statements

  What will make you successful in this role?

  Qualification & experience
  • A relevant matric qualification
  • Two years’ experience on Commission payment systems & payroll – preferable commpay & pastel payroll
  • A completed Commercial/Financial/Legal or business-related diploma/degree

  
  Knowledge and skills
  To be successful you will need to demonstrate good experience in:

  • Knowledge of and experience in MS Office
  o Good basic IT/systems operations knowledge
  o Financial Services Industry Knowledge
  o Relevant regulatory legislation and compliance knowledge
  o Financial Service Product Knowledge (Sanlam and competitors)

  
  Competencies
  • Cultivates innovation
  • Client centricity
  • Results driven
  • Collaboration
  • Flexibility and adaptability
  • Plans and aligns
  • Communicates effectively
  • Action oriented
  • Optimizes work processes

  Personal Attributes

  Manages conflict - Contributing independently

  Demonstrates self-awareness - Contributing independently

  Optimises work processes - Contributing independently

  Action orientated - 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 employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

  Core Competencies

  Cultivates innovation - Contributing independently

  Customer focus - Contributing independently

  Drives results - Contributing independently

  Collaborates - Contributing independently

  Being resilient - Contributing independently

  Turnaround time

  The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

  The closing date for applications is 31 January 2024

  
  The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.

  
  Our aim is to help you 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 employees to realise their worth. Through its business clusters – Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office – the group provides many opportunities for growth and development.
  

  Our commitment to transformation

  The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

• About the company

  As one of the largest financial services groups in South Africa, Sanlam provides insurance, investment, financial planning & retirement advice to individuals, businesses & institutions.

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