Job Description

Who are we?

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.

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?

The Financial Accountant for SFP is responsible and accountable for management controls, reporting support and reporting of some key deliverables in the Succession Finance department, which encompasses both SFP (Pty) Ltd and AFP. The role operates within the SRA (Sanlam Retail Affluent) governance framework and influence the financial soundness of future strategic decisions with a special focus on unit cost management and reporting and improving systems in support thereof. The incumbent will also liaise with other business units to optimise the current reporting processes and practices.

The key performance areas of this role include the following:

Reporting and operational responsibilities

Management of the SFP general ledger on the Pastel system

Management of the SFP and AFP general ledgers on the SAP system

Management and reconciliation of inter-company balances

Generation of monthly and quarterly financial statements for the Succession division

Management of the SFP business loans, including interest calculations and repayment schedules

Completion of regulatory returns

Completion of tax returns and related schedules

Ad hoc financial modelling and evaluations

Ad hoc project involvement

Collaborating with Sanlam Finance Reporting teams to ensure accurate application of accounting principles to the Succession division.

Business Process Improvement

Build and enhance new work streams geared toward operational efficiency and automation of deliverables used during the business lifecycle.

Review effectiveness of and improving unit cost reporting.

Develop and implement improved financial controls and higher levels of efficiency.

What will make you successful in this role?

Qualification & experience

Honours degree in Accounting or Commerce.

CA (SA)qualification will be an advantage.

3-5 years experience in a similar capacity.

Knowledge and skills

Good technical accounting knowledge.

Sound grasp of loans and interest calculations is a must

Knowledge of SAP general ledger system and/or Pastel general ledger will be an advantage.

Personal qualities

Cultivates Innovation

Client Focus

Drives Results

Collaborates

Plans and aligns

Communicate effectively

Decision quality

Analytical thinking

Concern for accuracy

Persuades

Independence

Nimble learning

Being resilient

Computer skills (Excel advanced level)

Process for application

If you meet the above criteria, and is interested in applying for this role, please submit your CV online to: www.sanlam.co.za by clicking on the follow link - https://careers.sanlamcloud.co.za/job-invite/22860/

The closing date for applications is 15 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.

Turnaround times

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.

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.

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