Sanlam Connect: Enterprise: Outsourced Consultant (Bellville)

  • Full Time
  • Bellville, Western Cape, South Africa

Sanlam Group

Sanlam Connect: Enterprise: Outsourced Consultant (Bellville)

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Date: 22-Oct-2020


Bellville, Western Cape, South Africa

Sanlam Group

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 specialist role within Sanlam Connect Enterprise: Managed Outsourced Business that provides financial analysis/MIS, management reporting, and expense management. Additionally, support to the BlueStar businesses that reside therein, as well as other Enterprise models, i.e. Sanlam Core Solutions, Aligned Financial Planning.

What will make you successful in this role?


Key focus areas of this role include:

  • Undertake MIS analysis and financial interpretation
  • Undertake management reporting
  • Undertake budget/expense management processing
  • Build and maintain stakeholder and client relationships
  • Project Management and ad-hoc back office support



Qualification and experience

  • Qualification in accounting/book keeping (diploma/degree), with strong Maths focus – NHC Accountancy
  • 3-5 years’ experience, preferably within a financial distribution business



Knowledge and skills


  • MS: Office (Excel Advanced, Word, PP, Outlook)
  • SharePoint
  • E2 Financials
  • ESSBASE – Minimal
  • MIS



  • Financial Services industry knowledge (BASIC)
  • Distribution structures/different businesses & entities
  • Compliance legislation (financial services related)
  • Financial analysis and statistics/database analysis
  • Financial management/reporting
  • Remuneration models (basic)
  • Income/expense levers (VNB) – Basic knowledge
  • Build and maintain calculators, models and tools (financial)
  • Risk monitoring
  • Budgets and expense management
  • Project Management



Core Competencies

  • Drives Results
  • Collaborates
  • Customer Focus
  • Cultivates Innovation
  • Being Flexible and Adaptable



Personal attributes

  • Attention to detail and accuracy
  • Analytical thinking ability
  • Business awareness
  • Confident and assertive
  • Able to plan, forecast and schedule effectively
  • Customer and service focused
  • Quality orientation with high work standards
  • Sound communication skills
  • Collaborator/team player


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. 

Closing date: 5 November 2020

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 – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, 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 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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