Location: Bellville, Western Cape, ZA
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 with Sanlam through intermediaries and directly. 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.
We are seeking a highly motivated and detail-oriented Finance Assistant to join the Academy team. The ideal candidate will have a strong analytical mindset, excellent communication skills, and a passion for finance and data analysis. The individual will be responsible for providing finance support, conducting data analysis, and delivering insights to support decision-making and stakeholder management. In addition, the function also undertakes the administration and co-ordination of monthly financial procedures (journals and invoicing), budget projections, record keeping, and various different reporting of key data to management and SPF areas.
What will make you successful in this role?
Core Tasks/ Key Responsibilities:
- Assist with budgeting, forecasting and financial reporting
- Analyze financial data and performance indicators to identify trends and opportunities.
- Monitor and report on financial performance against targets.
- Conduct data analysis to identify trends and patterns.
- Prepare reports and presentations to communicate insights.
- Develop financial models and conduct scenario analysis.
- Collaborate with other departments to support business initiatives.
- Draft Academy Balanced Scorecard ATR and WPS
- Other Ad-hoc reporting
- Build and maintain relationships with stakeholders
- Provide support and guidance to stakeholders
- Assist with ad-hoc queries (bursary request and FPI membership fees)
Qualification and Skills
- Grade 12
- Preferably tertiary qualification (degree/diploma) in financial management/accounting
- Administrative and co-ordination experience
- 3-5 years finance support experience within financial services environment
Knowledge and Skills
IT/systems/tools:
- MS: Office (Excel, Word, PP, Outlook)
- SharePoint
- SAP~S4 Hanna/E2
- Sanpay
- J-ESTELL
Business:
- Good understand the different DA training programs and courses
- Basic to intermediate budgeting projections and reporting
- Financial transaction processes: journals, payments and invoicing
- Events and logistical co-ordinations
- Sound financial services industry knowledge
- Relevant compliance and legislative knowledge (i.e.: POPI)
- Risk and audit requirements relating to financial payments and journals
- Invoicing
- Reconciliations and journals
- Billings and collections
- MIS and reporting
- Accounts and supplier management
- Service level agreements (SLA’s)
Personal Attributes
- Quality orientation
- Proactive and action orientated
- Accurate with attention to detail
- Relationship and stakeholder orientation
- Team Player
- Structured and well organised
- Good planning and co-ordination abilities
- Reliable
- Able to build good relationships with others
Core Competencies
- Client Focus
- Drives Results
- Flexibility and Adaptability
- Plans and Aligns
- Action Orientated
- Communicates Effectively
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