GI: Onboarding and Contracting Specialist: SLS SC SFP (Lynnwood) (Temporary)

Sanlam; Pretoria; On-site; ZAR 200,000 - 300,000; Full time

Job summary

Sanlam invites applications for a 12-month contract position in the financial services sector aimed at providing relevant work experience. The successful candidate will assist with onboarding new advisers, perform administrative tasks, and undergo training as part of their development within a supportive team environment.

Benefits

Opportunities for personal development

Support for future career

Qualifications

• Matric + B. Com or related diploma/degree required.
• 1-year experience using SFP portal preferred.
• Knowledge of MS Office essential.

Responsibilities

• Manage onboarding applications for new advisers.
• Verify application completeness and compliance.
• Handle administrative tasks and provide application feedback.

Skills

Attention to detail

Effective communication

Customer service skills

Flexibility and openness to change

Education

Relevant matric qualification

Completed three-year B. Com or related diploma/degree

Tools

MS Office

SFP intermediary admin portal

SharePoint

Job description

Who are we?

Sanlam 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 2,400 tied advisers and 2,000 supporting independent brokers, all committed to meeting the financial needs of our clients. Our vision is to be the best at building enduring relationships by connecting clients with Sanlam. We aim to create sustainable value by attracting new clients, supporting ongoing engagement, and providing adaptive solutions that address 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 focusing on Registered Financial Advisers (RFA). SFP aims to grow a professional practice while offering holistic financial planning to clients. SFP is a wholly owned subsidiary of the Sanlam Group.

What will you do?

This is a 12-month contract position designed to provide relevant work experience in the financial services industry. The role includes training, mentoring, and office administration as part of the SFP administrative team. Responsibilities include:

• Receiving applications for new advisers from various regions
• Checking application forms for completeness
• Verification processes (ID, ITC, Fit and Proper checks, Forensic, DOFA date, and qualifications)
• Maintaining appointment tracker sheets
• Arranging fingerprint appointments
• Managing broker lists and Admin Portal on Icon
• Onboarding new advisers
• Applying for email addresses and business cards
• Following up on outstanding application requirements
• Providing feedback to regions on application stages
• Drafting permit and appointment letters for new advisers
• Verifying application information for FICA compliance
• Electronic signing with management and key individuals
• Liaising with regions and product providers
• Applying subcodes on behalf of intermediaries
• Updating systems and personal information of advisers
• Managing terminations of subcodes and updating FSCA records
• Drafting transfer addendums
• Updating current product provider information

What will make you successful in this role?

Qualifications & Experience

• A relevant matric qualification
• A completed three-year B. Com or related diploma/degree

Knowledge and Skills

• At least one year’s experience using the SFP intermediary admin portal
• Knowledge of MS Office and basic IT/system operations
• Attention to detail
• Ability to work well independently and in a team
• Flexibility and openness to change
• Excellent verbal and written communication skills
• Customer service skills
• Competence in using main software packages and maintaining records on SharePoint

Core Competencies

• Innovation
• Client centricity
• Results orientation
• Collaboration
• Flexibility and adaptability
• Planning and alignment
• Effective communication
• Action orientation
• Process optimization

Please note: Your application is incomplete without submitting all required documents, including your ID, matric certificate, and qualification certificates.

Personal Attributes

• Plans and aligns: Contributing independently
• Interpersonal savvy: Contributing independently
• Effective communication: Contributing independently
• Work process optimization: Contributing independently

Build a successful career with us

We are committed to building strong, lasting relationships with our employees. We support your future career, personal development, and aspirations. Our diverse business clusters provide numerous opportunities for growth and development.

Core Competencies

• Resilience
• Collaboration
• Innovation
• Customer focus
• Results-driven

Turnaround Time

The closing date for applications is 11 July 2025. The recruiter reserves the right to withdraw the advertisement or extend the closing date. Shortlisting begins after the closing date, depending on progress and manager availability.

Our commitment to transformation

Sanlam is committed to transformation, diversity, and inclusion, believing these are key to a thriving, sustainable business in South Africa.