• Job Description

  Req#: 24269

  Who are we?

  Sanlam is a business that focuses on the middle and affluent market. We are 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?

  To provide and deliver an effective and comprehensive administrative support services to the Succession Financial Planning Sales Team.
  The ideal individual must have strong administrative skills with strong planning and organisation skills, be detail-orientated, structured, have good communication skills and the ability to multitask.
  Output/Core Tasks:

  
  Provide administrative support to the Succession Sales Team in terms of the following:
  1. Commission Query management
  2. Suspense account management
  3. Mail and information management
  4. Client liaison
  5. Time and priority management
  6. Administrative support
  7. Establishing and maintaining networks with key stakeholders and other administrative support staff.

  What will make you successful in this role?

  Qualification & experience
  • Grade 12
  • Administration qualification preferable
  • Experience with the financial services industry will be an advantage

  
  Knowledge and skills
  • MS: Office (Excel, Word, Powerpoint, outlook)

  
  Personal qualities
  • Cultivates innovation
  • Client centricity
  • Results driven
  • Collaboration
  • Flexibility and adaptability
  • Communicates effectively
  • Plans and aligns
  • Action oriented
  • Instils trust
  • Job fit questions

  Personal Attributes

  Plans and aligns - Contributing dependently

  Communicates effectively - Contributing dependently

  Action orientated - Contributing dependently

  Optimises work processes - Contributing dependently

  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 dependently

  Customer focus - Contributing dependently

  Collaborates - Contributing dependently

  Cultivates innovation - Contributing dependently

  Drives results - Contributing dependently

  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 08 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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