Job Description

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.

What will you do?

• Administration of and maintenance of systems: Web RoA/DRA, GetQuote, Sanfin and CommPay etc.
• Identify & define business requirements for new business models or changes to existing models, including application requirements, Business Requirements Specification (BRS) & test cases
• Analyse & design new business processes
• Define & design changes to existing processes as required & ensure integration of changes into process environment
• Participate in transitioning the requirements to systems analysts & designers, and ensure a clear & complete understanding of the requirements
• Perform testing to ensure that business requirements have been met
• Maintenance and upkeep of the gatekeeping and monitoring sheets and process on Sanfin
• Troubleshooting issues with the Sanlam IT team when issues are experienced with SFP's Sanfin instance, CommPay, Web RoA/DRA etc.
• Admin for course content, sign-off and quizzes
• Compiling the GK and ARC stats for the quarterly reports and other regional reports
• Logging JIRA's when issues are experienced on CommPay for both the finance and compliance team
• Privacy champion for SFP: reporting and data gathering for data breaches
• AML reporting and representation of SFP at reporting discussions and actioning the tasks required of SFP
• Preparing, analysing and interpreting data for various reports

What will make you successful in this role?

• Identify & define business requirements for new business models or changes to existing models, including application requirements, Business Requirements Specification (BRS) & test cases
• Analyse & design new business processes
• Define & design changes to existing processes as required & ensure integration of changes into process environment
• Work with the architects, partners & other team members to define non-functional requirements (including metrics & performance goals) for the application
• Participate in transitioning the requirements to systems analysts & designers, and ensure a clear & complete understanding of the requirements
• Document these requirements and designs
• Participate in quality management reviews to ensure requirements are fulfilled
• Perform testing to ensure that business requirements have been met
• Thorough understanding of the Sales process performed by Intermediaries.

Qualification & experience

• Matric
• A completed Information Systems, Business Analytics, Data Science, or related diploma/degree
• Project Management, Change Management (advantageous)

Knowledge and skills

• Knowledge of and experience in MS Office
• Good basic IT/systems operations knowledge
• Financial Services Industry Knowledge (advantageous)
• Relevant regulatory legislation and compliance knowledge (advantageous)
• Sound financial services industry knowledge and understanding of the context
• Understanding of policy services systems
• Business and functional process specifications
• Business/technical process mapping
• Understanding of Financial Services sales processes
• Basic Financial Product knowledge / Product life cycle knowledge
• A good understanding of the system development life cycle
• Financial needs analysis tools knowledge and experience.

Personal qualities

• Cultivates Innovation
• Client Focus
• Drives Results
• Collaborates
• Flexibility and Adaptability
• Optimises work processes
• Action orientated
• Plans and aligns
• Financial Acumen
• Communicate effectively

The closing date for applications is 8 September 2023

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.

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.

Sanlam