Who are we?
Sanlam, 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 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.
Output/Core Tasks:
1. Financial support to business, including a national team of regional managers and broker consultants
2. Assist the SFP Financial Manager with financial matters, including
a. Understanding cost centre structure and chart of accounts
b. Assisting with the budgeting process
c. Reporting actual versus budget on a monthly basis
d. Preparing and posting journal entries
e. Assist in preparation of trial balance and management financial statements
f. Reconciliation of general ledger accounts
g. Ad hoc financial tasks
h. Accounting processing (cash book journals and making out invoices)
i. Payroll processes
3. Identifying opportunities to streamline existing processes as the business expands
4. Reporting on day-to-day financial measures, including database extraction and report generation
5. General financial assignments
What will make you successful in this role?
Qualification & experience
- Matric (with maths and/or accounting)
- Diploma in Accounting or relevant qualification
- Previous experience in a similar role for at least 2 years
- Pastel payroll experience
Knowledge and skills
- Good computer skills – primarily Excel
- Experience with data extraction and manipulation
- Knowledge of pastel would be helpful
- The ability to learn quickly and think “outside the box”
Personal qualities
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Communicates effectively
- Plans and aligns
- Optimizes work processes
- Interpersonal Savvy
- Job fit questions
This is a great opportunity for someone to gain exposure to all elements of a fast-growing young business, working closely with a knowledgeable team, with good scope for growth and personal development.
Manages conflict - Contributing independently
Demonstrates self-awareness - Contributing independently
Optimises work processes - Contributing independently
Action orientated - 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.
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
The closing date for applications is 13 September 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.
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.
