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 lifes 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:
- CommPay and Sanfin Relationship Management
- Jira Management
- CommPay setup, management and maintenance
- Establishing and maintaining networks with key stakeholders and other administrative support staff.
- Commission Query management
- Suspense account management
- Mail and information management
- Client liaison
- Time and priority management
- Administrative support
- Experience at IRESS or related
- Good communication & presentation skills
- Support with conducting related research and reporting
- Support with other related ad hoc projects
- Grade 12
- National Diploma or Degree in IT or related
- Administration qualification preferable
- Experience with the financial services industry will be an advantage
- MS: Office (Excel, Word, Powerpoint, outlook)
- Financial services industry knowledge and interest
- Relevant regulatory legislation and compliance knowledge and interest
- Tech savvy
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Communicates effectively
- Plans and aligns
- Action oriented
- Instils trust
- Job fit questions
Plans and aligns - Contributing dependently
Communicates effectively - Contributing dependently
Action orientated - Contributing dependently
Optimises work processes - Contributing dependently
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 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 closing date for applications is 23 August 2024
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
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 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.
