Sanlam Careers Vacancies – Finance Administrator

Job Description:

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.

Job Responsibilities:

• Administration of tax & tax calculations, account payments, administration of commission payments/statements and reserve accounts
• Support the complaints register and resolution process.
• Gatekeep and monitor new business received
• Working closely with line management and the planners, ensuring that all advice facing intermediaries and management are fit and proper FAIS accredited and keep the requirements and credits up to date at all times.
• Resolving of commission/payroll queries
• Provide administration support to line manager
• Ensure all complaints are logged, investigated properly, and resolved according to the due process. Undertake to do the necessary report and record keeping thereof.
• Track, interpret and communicate trends or gaps in terms of risks within the business.

Job Requirements:

• Financial Service Product Knowledge (Sanlam and competitors)
• Client centricity
• Relevant regulatory legislation and compliance knowledge
• Collaboration
• Cultivates innovation
• Results driven
• Financial Services Industry Knowledge

Qualification & Experience:

• A relevant matric qualification
• Two years’ experience on Sanfin and CommPay
• A completed Commercial/Financial/Legal or business-related diploma/degree

Job Details:

Company: Sanlam

Vacancy Type:  Full Time

Job Location: Pretoria, Gauteng, SA

Application Deadline: N/A

Apply Here

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