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

Sanlam Limited; Pretoria; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Sanlam Limited is looking for an Onboarding and Contracting Specialist in Pretoria. This 12-month contract role is focused on the onboarding process for financial advisers and provides relevant industry experience. Key responsibilities include verification processes and managing applications within a supportive administrative team.

Benefits

Professional development opportunities

Flexible work environment

Qualifications

• Minimum one year's experience using the SFP intermediary admin portal.
• Knowledge of MS Office and basic IT systems.
• Ability to work independently and in a team.

Responsibilities

• Understand relevant legislation and industry requirements.
• Onboard new advisers, including verification processes.
• Manage appointment tracker sheets and verify application forms.

Skills

Attention to detail

Good communication

Customer service skills

Flexibility and adaptability

Education

Matric qualification

Three-year B. Com or related diploma/degree

Tools

MS Office

SFP intermediary admin portal

Job description

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

Date: 1 Jul 2025

Location: Pretoria, Gauteng, ZA

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: We aspire 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 to 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), aiming to grow a professional practice while offering holistic financial planning. SFP is a wholly owned subsidiary of the Sanlam Group.

This is a 12-month contract position providing relevant work experience in the financial services industry. The role involves training, mentoring, and office administration within the SFP administrative team. Responsibilities include:

• Understanding relevant legislation and industry requirements
• Receiving and checking applications for new advisers
• Verification processes (ID, ITC, Fit and Proper, Forensic, DOFA, qualifications)
• Maintaining appointment tracker sheets
• Arranging fingerprint appointments
• Managing broker lists and the Admin Portal on Icon
• Onboarding new advisers, including applying for email addresses and business cards
• Following up on application requirements
• Providing feedback to regions
• Drafting permits and appointment letters
• Verifying application forms for FICA compliance
• Managing digital signatures and liaising with regions and product providers
• Applying subcodes and updating systems and records
• Handling terminations and transfer addendums

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 systems
• Attention to detail
• Good communication and customer service skills
• Ability to work independently and in a team
• Flexibility and adaptability
• Competency in record keeping and system updates

Personal Attributes

• Plans and aligns
• Interpersonal savvy
• Effective communication
• Optimizes work processes

Build a successful career with us

We value building strong, lasting relationships with our employees. We support your career and personal development, providing many opportunities across our various business clusters, including Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and the Group Office.

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 prior to the closing date or to allow further applications after the closing date. The shortlisting process begins once the application due date is reached and depends on management availability.

Our aim is to help you build a successful career with us. We are committed to transformation and embracing diversity to create an inclusive, equitable, and thriving work environment.