Business Analyst: SLS SanlamConnect Succession Fin Planning (Lynnwood) (PG 11/12) (Rerun)

Date: 9 Apr 2025

Location: Pretoria, Gauteng, ZA

Who are we?

Sanlam is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,400 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.

Role Overview

The role of the Business Analyst is to ensure the smooth and effective running of the various systems, related processes, and integration points with other systems and applications. Responsibilities include:

1. Identify gaps and opportunities and implement future solutions accordingly after analysing industry trends.
2. Participate in the IT strategy of SFP along with the architecture.
3. Reduce and prevent any business risks associated with the use of system tools and applications by intermediaries.
4. Manage and facilitate the resolution of system issues and drive enhancements.
5. Manage and take ownership of allocated projects and tasks, as well as assigned resources.

Key Responsibilities

1. Work with the various business units and the IT delivery teams to identify and define business requirements.
2. Analyse & design new business processes and document these requirements and designs.
3. Ensure a clear & complete understanding of the requirements.
4. Conduct quality management reviews throughout the SDLC to ensure requirements are fulfilled.
5. Perform testing to ensure that business requirements have been met.
6. Provide production incident support.

What will make you successful in this role?

1. Ensure the smooth and effective running of relevant intermediary (electronic) tools and applications.
2. Enhance the intermediary’s experience and the end-user customer’s experience.
3. Reduce and prevent any advice risk associated with the use of system tools and applications.
4. Manage and facilitate the resolution of system issues and drive enhancements.
5. Take ownership of allocated projects/tasks and assigned resources.

Qualification and Experience

• 3-year diploma or degree (IT focus).
• Business Analyst qualification.
• Working knowledge of the SAFe Agile methodology will be an advantage.
• Project management qualification will be an advantage.
• At least 5 years business analyst experience in the financial services industry.
• Experience in architecture will be advantageous.

Knowledge and Skills

• Sound financial services industry knowledge/context.
• Knowledge of intermediary tools will be advantageous.
• Process mapping, Product knowledge / Product life cycle knowledge.
• Sales advice processes/steps/standards/guidelines.
• Sales tools, calculators, and aids.
• Content management processes and guidelines.
• Financial services compliance legislation/regulations (incl. FAIS, TCF, PPI etc.).

Core Competencies

• Effective at building partnerships.
• Analytical with an eye to enhance systems and processes.
• Willing to influence the thinking of stakeholders.
• Comfortable collaborating with various role-players.
• Able to maintain performance under pressure.
• Effective leadership skills.

Build a Successful Career with Us

We’re all about building strong, lasting relationships with our employees. 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.

Turnaround Time

The closing date for applications is 18 April 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. The shortlisting process will only start once the application due date has been reached.

Our Commitment to Transformation

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.