SanlamConnect 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 lifes financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.
What will you do?
The Team Manager manages a team of Financing consultants which forms part of the Intermediary Payroll Support (IPS) teams within REMS. The team service the SanlamConnect sales business with respect to Intermediary Financing administration processes. Success in this role requires interaction and liaison with various SanlamConnect and Retail Affluent internal and external partners and role-players. Managing and overseeing the operations and outputs of the team includes Budget management, Performance and Risk management as well as Compliance reporting. The Team manager overseas the administration of Adviser and Broker Financing, In-service Adviser Debt Management and the management of the REMS Financial Controllers.
What will make you successful in this role?
- Developing and implementing REMS Financing processes and practices
- Quality checks, manpower planning and staff performance management
- Effective budget management
- Providing of Risk management information to the Compliance Officer
- Provide superior support to intermediaries and management
- Effective management of the team and its targets
- People management
- Performance management and training
- Regular client and partner communication
- Developing and implementing improved processes and practices
- Risk management
- Grade 12
- A B. Comm with accounting or mathematics or equivalent is strongly recommended
- Previous experience in managing teams will be advantageous
- Prior experience and knowledge of Intermediary Financing and/or replacements and/or REMS would be advantageous
- Minimum 3 years Retail Affluent: SanlamConnect experience
- Knowledge of relevant legislation impacting on the Financial Services environment
- Knowledge of operations/processes within SanlamConnect/Operations and Sanlam
- Knowledge of Adviser and Broker Financing processes, procedures and systems
- Knowledge of HR Policy & processes
- Knowledge of SAP4H
- Computer Knowledge - MS packages Word, Excel, PowerPoint
- Knowledge of TCF, FICA, FAIS, NCA, POPIA and Long-term Insurance Act will be advantageous
- Proven ability and experience of managing teams will be a great advantage
- Cultivates innovation
- Customer focus
- Drives results
- Collaborates
- Being resilient
- Financial acumen
- Communicates effectively
- Decision quality
- Optimises work processes
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.
Closing date: 8 November 2023
Build a successful career with us
Were 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 four business clusters Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and 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 and our employment equity plan and targets will be considered as part of the recruitment process. 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.
