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 and intermediaries. 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 GROW AND PROTECT WEALTH.
What will you do?
This is a regional based position that reports directly to the Regional Executive. This role forms part of the regional structure of the Cape Region with a strong matrix supporting line to the Head: REMS. The role manages the regional support functions and different specialist functions that enable sales.
What will make you successful in this role?

• Ensure synergies between the Product Providers, Service Providers, Sales and Sales Support environments
• Drive and manage the effective execution of the different Support functions within the region
• Drive and manage the effective execution of legal support services within the region
• Drive and manage the effective execution of quality and risk services within the region
• Drive and manage the effective execution of recruitment and selection services for intermediaries within the region
• Undertake general Support Operations Management such as risk management, office management, financial management
• Provide effective people management
• Undertake MANCO duties for both the region as well as SanlamConnect Support

Qualificationa and Experience

• Matric
• Legal Degree or Commercial or Business-related Degree
• Experience in financial services, strong client service and administration experience
• Extensive Management experience

Knowledge and Skills

• Financial services industry and market
• Knowledge within the different channels of the region e.g. SFA, SBD, Entities
• Sanlam products and competitor products
• Sales and related administration processes
• Legal services processes to support sales staff
• Leadership and management skills to manage staff
• Relevant regulatory legislation and compliance knowledge
• Quality and risk monitoring process
• New and existing business processes
• Budget and expense management
• MS: Office (PP, Excel, Word, Outlook)
• MyWorkSpace, Sanquote, SanPay, MIS, CUBUS
• SANIX experience will be advantageous

Personal Qualities

• Cultivates innovation
• Flexibility/Adaptability (being resilient)
• Client Focus
• Building relationships/partnerships
• Results Driven
• Sound planning, co- ordination and organization orientation
• Sound decision making
• Leadership abilities
• Balancing stakeholders
• Treating Clients Fairly

Turnaround time

• 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.
• The closing date for applications is 18 July 2025.
• 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.

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.
Our commitment to transformation
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.