• Job Description

  Req#: 29751

  Who are we?

  Sanlam, is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,400 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?

  This is a 12-month contract position allowing the incumbent to gain relevant work experience in the financial services industry. The individual will be exposed to training, mentoring and office administration whilst being part of an administrative team at SFP. The responsibilities will include:
  • Undertake to fully understand the content and impacts of all relevant legislation and requirements for the financial services industry. Remove this section
  • Receive application for new adviser joining Succession from the different regions.
  • Check application form for completeness.
  • Verification process (ID, ITC, Fit and Proper check, Forensic, DOFA date and qualification)
  • Maintaining appointment tracker sheet
  • Arrange fingerprint appointments.
  • Maintaining the broker lists and Admin Portal on Icon
  • Onboarding process for new advisers
  • Apply for email addresses and business cards.
  • Follow up with regions on any outstanding requirements on application form.
  • Feedback to region on application stages
  • Drafting permit, appointment letters for new appointment adviser
  • Checking application forms and verifying that the information is correct for FICA
  • E-sign to the Management / Key Individual
  • Region liaison and Product Providers
  • Applying subcodes on behalf of intermediaries
  • Email information required and follow-up with regions and Financial Services (Product Providers) weekly.
  • Maintaining organizational structure by Tracking all the subcodes for our Finance department for commission.
  • Update systems. Update of personal information of advisors
  • Terminations of Subcodes and updating of FSCA records and Financial Services (Product Providers)
  • Drafting transfer addendums
  • Updating current product providers’ information

  What will make you successful in this role?

  Qualification & experience
  • A relevant matric qualification
  • A completed three-year B. Com and or related diploma/degree

  
  Knowledge and skills
  To be successful you will need to demonstrate good experience in:
  • Successful candidate should have at least one years’ experience in using the SFP intermediary admin portal
  • Knowledge of and experience in MS Office
  o Good basic IT/systems operations knowledge
  o Pay attention to detail
  o Able to work well with others
  o Able to work on your own
  o Flexible and open to change
  o Excellent verbal communication and Writing Skills
  o Customer service skills
  o Able to use a computer and the main software packages competently
  o Record keeping, filing, and saving it on the SharePoint
  o Maintain work standards and quality verification

  
  Competency
  • Cultivate innovation
  • Client centricity
  • Results driven
  • Collaboration
  • Flexibility and adaptability
  • Plans and aligns
  • Communicate effectively
  • Action oriented
  • Optimizes work processes

  
  Please note: Your application will not be deemed complete without all required documents being submitted. Please submit a copy of your ID, matric certificate and qualification certificate.

  Personal Attributes

  Plans and aligns - Contributing independently

  Interpersonal savvy - Contributing independently

  Communicates effectively - Contributing independently

  Optimises work processes - 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

  Being resilient - Contributing independently

  Collaborates - Contributing independently

  Cultivates innovation - Contributing independently

  Customer focus - Contributing independently

  Drives results - Contributing independently

  Turnaround time

  The closing date for applications is 11 July 2025

  
  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.

  
  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.

  
  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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