Sanlam, a trusted name in financial services, is providing exciting career opportunities in South Africa. Join their team and be a part of an organization that empowers individuals to secure their financial future. Don’t miss this chance to make a meaningful impact and grow your career with Sanlam
Hiring Company:– sanlam
Job Title:- Executive Personal Assistant
Location:- Sandton, Gauteng
Closing Date:- 29 May 2023
Diary management– video conferences, meetings ad events
•   Be of support and assistance to a Sanlam Corporate executive leader and their team
•   Attend to the logistics of meetings – venues, catering, equipment, etc.
•   Attend to ravel and accommodation arrangements, local and international
•   Typing of letters, slides, minutes of meetings, etc.
•   Managing office communication via telephone email
•   Handling internal and external calls efficiently and professionally
•   Managing client liaison and client contact initiatives
•   Compiling PowerPoint presentations and board reports
•   Office management
o   Ordering of stationery and office supplies
o   Maintaining office systems such as filing and data management
o   Responsible for processing EXCO office accounts and payments of invoices
o   Consolidating, collating and distribution of monthly EXCO reports
•   Ensuring delivery and service level management of internal and external service providers for daily services
•   Professionally operate the telephone switchboard to answer, screen and forward calls, providing information and taking messages
•   Assist walk in clients with queries or referring them to the relevant departments
•   Ensure reception area is tidy and presentable, with all necessary stationery, material (e.g. pens, forms and brochures and refreshments
•   Provide information about the company such as location of departments or offices, employees within the organisation or services provided
•   Place telephone calls or arrange conference calls as instructed
•   Ad hoc projects
•   Administrative functions relevant to business requirements
Apply Online for Executive Personal Assistant
If No Response Is Received Before 29 May This Year, Consider It Unsuccessful
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Hiring Company:– sanlam
Job Title:- Forensic Investigator
Location:- Johannesburg, Gauteng
Closing Date:- 29 May 2023
Table of Contents
Qualification and Experience
- A relevant tertiary qualification.
- Preferred Qualification: Bachelor’s Degree.
- Certifications: FP(SA) from Institute of Commercial Forensic Practitioners (ICFP) and/or CFE from the Association of Certified Fraud Examiners (ACFE).
- 3-5 years fraud investigation experience in the financial services industry, insurance exposure would be beneficial.
Knowledge and Skills
- Specific knowledge of the environment in which a long-term insurer operates, as well as knowledge of financial institutions in general.
- Sound knowledge of legislation, regulations and legal principles applicable to the financial industry (FAIS, LTIA, FICA, PRECCA, POPIA, Criminal and Civil Procedure Act etc.).
- Thorough knowledge of investigative methodology and techniques.
- Investigation experience in the area of financial crime.
- Stakeholder engagement.
- Knowledge and application of digital technology and Open-Source Intelligence Tools (OSINT).
Behavioral Competencies
- Decision quality – Contributing independently
- Communicates effectively – Contributing independently
- Optimises work processes – Contributing independently
- Plans and aligns – Contributing independently
Apply Online for Executive Personal Assistant
If No Response Is Received Before 29 May This Year, Consider It Unsuccessful
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Hiring Company:– sanlam
Job Title:- Tax Administrator
Location:- Johannesburg, Gauteng
Closing Date:- 29 May 2023
Qualification and experience
- Relevant post graduate qualification
- Registration as a tax practitioner in good standing
- Five or more years’ experience in a similar role where work was undertaken independently and without assistance
- A proven track record
Knowledge and skills
- Client focus – building strong relationships with clients and colleagues
- Collaborates – working inclusively with others
- Resilient – working to deadlines and under pressure
- Analytical and numerical skills
- Computer literacy: proficiency in Word, Excel and the SARS NITS system and income tax software
- Excellent knowledge of tax law principles
- Excellent written and verbal skills
If No Response Is Received Before 29 May This Year, Consider It Unsuccessful
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Hiring Company:– sanlam
Job Title:- Financial Planner
Location:- Johannesburg, Gauteng
Closing Date:- 29 May 2023
Qualification and Experience
Knowledge and Skills
Personal Attributes
If No Response Is Received Before 29 May This Year, Consider It Unsuccessful
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Hiring Company:– sanlam
Job Title:- Enterprise Business Consultant
Location:- Pretoria
Closing Date:- 10 June 2023
Qualification and experienceÂ
- Commercial/Financial/legal or business-related degree preferable
- CFP/RFP3 or equivalent (ie.: 120 credits)
- Extensive Financial Services experience in a marketing/sales environment
- Experience in Practice Development of financial planning practices
Knowledge and skills
IT:
- MS: Office (Excel, Word, PP)
- Web based platform tool/site
- Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
- AUTONUB
- Capital Software
- SAP
- E2 Financials
Business/Management:
- Financial Services Industry Knowlede
- Specialised knowledge within different channels (SFA, SKS, SBD or Entities)
- Different enterprise distribution models and value propositions (Especially B*)
- Financial Services Product Knowledge (Sanlam and competitors)
- Legal technical Knowledge (product related)
- New and Existing business processes
- Advisor contracts and remuneration
- Sales and related administration processes
- Leads management and campaigns/competitions
- Leadership and Management skills
- Financial management (including profitability and VNB)
- Debt management
- Relevant regulatory legislation and compliance knowledge (FAIS accredited)
- Business coaching and mentoring
If No Response Is Received Before 10 June This Year, Consider It Unsuccessful
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Hiring Company:– sanlam
Job Title:- Digital Academy Graduate
Location:- Cape Town
Closing Date:- 10 June 2023
Qualifications & Experience
We will only consider students who already hold a degree, or will obtain a degree be the end of 2023. Previous work experience is not a pre-requisite.
Consideration will be given to applicants with undergraduate or postgraduate degrees within the STEM (Science, Tech, Engineering, Maths) disciplines.
Technology degrees such as BCom, BSc, BTech:
- Information Technology / Information Systems / Computer Science
Degrees such as BCom, BSc, BEng:
- Data Science / Data Analytics / Business Intelligence
- Statistics / Mathematics / Finance / Actuarial Science
- Industrial / Electrical / Chemical / Civil / Mechanical Engineering
If No Response Is Received Before 10 June This Year, Consider It Unsuccessful
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Hiring Company:– sanlam
Job Title:- Digital Academy
Location:- Cape Town
Closing Date:- 10 June 2023
What will make you successful in this role?
The graduate programme is suited to independent and self-motivated individuals with strong analytical skills. Some of the key traits that will make you successful are, but not limited to:
- an innovative mindset and problem-solving ability
- a passion for data and technology
- the ability to juggle deadlines and tasks from various stakeholders
- hold a high value of client centricity and collaboration
- be open to receive feedback for continuous personal growth
Qualifications & Experience
We will only consider students who already hold a degree, or will obtain a degree be the end of 2023. Previous work experience is not a pre-requisite.
Consideration will be given to applicants with undergraduate or postgraduate degrees within the STEM (Science, Tech, Engineering, Maths) disciplines.
Technology degrees such as BCom, BSc, BTech:
- Information Technology / Information Systems / Computer Science
Degrees such as BCom, BSc, BEng:
- Data Science / Data Analytics / Business Intelligence
- Statistics / Mathematics / Finance / Actuarial Science
- Industrial / Electrical / Chemical / Civil / Mechanical Engineering
If No Response Is Received Before 10 June This Year, Consider It Unsuccessful
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Hiring Company:– sanlam
Job Title:- Sales Manager
Location:- Cape Town
Closing Date:- 10 June 2023
Qualification and experience  Â
- Grade 12
- Meet the qualification requirements in line with their DOFA:
- Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
- Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA’s list of recognized qualifications at the point of recruitment.
- It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA’s list of recognized qualifications at the point of recruitment.
- RE 5 required from date of appointment
Class of business (COB):Â Â
- Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Sales Manager.
If No Response Is Received Before 10 June This Year, Consider It Unsuccessful
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Hiring Company:– sanlam
Job Title:- Selection Consultant
Location:- Vineyards, WC
Closing Date:- 10 June 2023
Qualification & experience
•   Matric or equivalent qualification
•   Commercial/Marketing or business related diploma/degree (HR diploma/degree)Knowledge and skills
•   Financial services, distribution/sales experience will be a strong recommendation
•   Experience with regards to the recruitment of staff, either in a managerial capacity and/or Human Resources capacity
•   MS: Office (Word, PP, Excel); Lotus Notes and Internet search engine
•   Business/Management knowledge: Good knowledge of overall company information (history, successes, value offering)
•   SFP Recruitment/Selection policy, governances and practices
•   Sanlam brand and image representation
•   Advertising and marketing
•   Manpower planning
•   Targeted recruitment sources (i.e.: worksites, universities etc.)
•   Candidate profiles (Competencies, skills, qualifications, demographic fit etc.)
•   Knowledge of the Succession Financial Planning Advisory Services (SFP) value proposition
•   Interviewing, referencing and screening knowledge and skills
•   SFP contracts and contracting process
If No Response Is Received Before 10 June This Year, Consider It Unsuccessful
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Hiring Company:– sanlam
Job Title:- Service Support
Location:- Vineyards, WC
Closing Date:- 10 June 2023
Qualification And Experience
Diploma Or Grade 12 With More Than 9 Years Related Experience.
Knowledge And Skills
Support Function Management
Create And Execute A Support Strategy
Operations Management
Collaboration And Relationship Management
Management Of Employees
Personal Attributes
Optimises Work Processes – Contributing Through Others
Builds Effective Teams – Contributing Through Others
Decision Quality – Contributing Through Others
Builds Networks – Contributing Through Others
If No Response Is Received Before 10 June This Year, Consider It Unsuccessful
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Hiring Company:– sanlam
Job Title:- Matisec Financial Planner
Location:- Western Cape
Closing Date:- 10 June 2023
Qualification and Experience
Knowledge and Skills
Personal Attributes
If No Response Is Received Before 10 June This Year, Consider It Unsuccessful
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Hiring Company:– sanlam
Job Title:- Berghshire Financial Planner
Location:- Western Cape
Closing Date:- 10 June 2023
Qualification and Experience
Knowledge and Skills
Personal Attributes
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 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.
Core Competencies
If No Response Is Received Before 10 June This Year, Consider It Unsuccessful
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Hiring Company:– sanlam
Job Title:- Evagor Financial Planner
Location:- Western Cape
Closing Date:- 10 June 2023
Qualification and Experience
Knowledge and Skills
Personal Attributes
If No Response Is Received Before 10 June This Year, Consider It Unsuccessful
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Hiring Company:– sanlam
Job Title:- Firebird Group Financial Planner
Location:- Western Cape
Closing Date:- 10 June 2023
Qualification And Experience
Grade 12
Financial Advisory And Intermediary Services Act (Fais) “Fit And Proper” Requirements And Regulatory Examination Successfully Completed If Registered With Financial Sector Conduct Authority (Fsca) For More Than 24 Months.
Knowledge And Skills
Financial Advice And Support
Production Target Achievement And Budgeting
Compliance And Risk Management
Client Relationship Management
Financial Planning And Recommendations
Personal Attributes
Communicates Effectively – Contributing Independently
Tech Savvy – Contributing Independently
Action Orientated – Contributing Independently
Builds Networks – Contributing Independently
If No Response Is Received Before 10 June This Year, Consider It Unsuccessful
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Hiring Company:– sanlam
Job Title:- Sfg Financial Planner
Location:- Western Cape
Closing Date:- 10 June 2023
Qualification And Experience
Grade 12
Financial Advisory And Intermediary Services Act (Fais) “Fit And Proper” Requirements And Regulatory Examination Successfully Completed If Registered With Financial Sector Conduct Authority (Fsca) For More Than 24 Months.
Knowledge And Skills
Financial Advice And Support
Production Target Achievement And Budgeting
Compliance And Risk Management
Client Relationship Management
Financial Planning And Recommendations
Personal Attributes
Communicates Effectively – Contributing Independently
Tech Savvy – Contributing Independently
Action Orientated – Contributing Independently
Builds Networks – Contributing Independently
If No Response Is Received Before 10 June This Year, Consider It Unsuccessful
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Hiring Company:– sanlam
Job Title:- Manager Enterprise Partnerships
Location:- Pretoria
Closing Date:- 10 June 2023
Qualification & experience •   Extensive Financial Services experience in a marketing/sales environment
•   Sales and Operational Management/leadership of a team/unit
•   Management Diploma
•   Commercial/Financial or business related diploma/degree
•   CFP/RFP3 or equivalent (i.e.: 120 credits)
Knowledge and skills IT:
•   MS: Office (Excell, Word, PP)
•   Web based platform tool/site
•   Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
•   AUTONUB
•   E2 financials
If No Response Is Received Before 10 June This Year, Consider It Unsuccessful
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Hiring Company:– sanlam
Job Title:- Business Development Coordinator
Location:- Pretoria
Closing Date:- 10 June 2023
Qualification and Experience
Knowledge and Skills
Personal Attributes
If No Response Is Received Before 10 June This Year, Consider It Unsuccessful
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Hiring Company:– sanlam
Job Title:- Investment Administrator
Location:- Sandton Gauteng
Closing Date:- 10 June 2023
Key Responsibilities
- Interact with investment managers and/or platforms to obtain relevant investment and compliance information for client reporting.
- Perform reasonability checks on data received to assure quality of investment reporting.
- Compile and ensure accurate delivery of investment reports according to set service levels.
- Manually calculate benchmark and performance returns.
- Assist with client and investment manager onboarding, review of service level agreements and the design of investment reporting templates.
- Update the investment reporting system and excel files with client investment information and market data.
- Maintain the electronic database structure with information pertaining to clients’ records.
- Provide operational support on the implementation of investment strategies.
- Assist in managing team initiatives and execution of ad hoc projects.
- Enhance a closer relationship with internal and other stakeholders
Qualification and Experience
Bachelor’s Degree or Diploma equivalent to NQF Level 6
3 – 4 years of operations experience in the asset management industry
Knowledge and Skills
Investment analysis
Relationship management
Advanced Excel and MS Word skills (PC literacy tests may be conducted on MS Word and Excel packages)
Working knowledge of Morningstar or other investment reporting tools is advantageous
If No Response Is Received Before 10 June This Year, Consider It Unsuccessful
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Hiring Company:– sanlam
Job Title:- Short term Insurance Adviser
Location:- Western Cape
Closing Date:- 10 June 2023
Minimum Requirements
Matric / Grade 12
Relevant qualification Short term insurance – NQF 4 or if applicable, FAIS credits
At least 2 years sales experience in short term insurance (Personal lines and Commercial lines)
RE5 required
Good written and verbal communication skills
Clear credit & criminal record
Own transport and drivers’ license
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
If No Response Is Received Before 10 June This Year, Consider It Unsuccessful
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Hiring Company:– sanlam
Job Title:- Financial Planner Duxfin
Location:- Western Cape
Closing Date:- 10 June 2023
Qualification and Experience
Knowledge and Skills
Personal Attributes
If No Response Is Received Before 10 June This Year, Consider It Unsuccessful
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