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 2,000 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. 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.What will you do?The Financial Accountant for SFP is responsible and accountable for management controls, reporting support and reporting of some key deliverables in the Succession Finance department, which encompasses both SFP (Pty) Ltd and AFP. The role operates within the SRA (Sanlam Retail Affluent) governance framework and influence the financial soundness of future strategic decisions with a special focus on unit cost management and reporting and improving systems in support thereof. The incumbent will also liaise with other business units to optimise the current reporting processes and practices.The key performance areas of this role include the following:Reporting and operational responsibilities

• Management of the SFP general ledger on the Pastel system
• Management of the SFP and AFP general ledgers on the SAP system
• Management and reconciliation of inter-company balances
• Generation of monthly and quarterly financial statements for the Succession division
• Management of the SFP business loans, including interest calculations and repayment schedules
• Completion of regulatory returns
• Completion of tax returns and related schedules
• Ad hoc financial modelling and evaluations
• Ad hoc project involvement
• Collaborating with Sanlam Finance Reporting teams to ensure accurate application of accounting principles to the Succession division.

Business Process Improvement

• Build and enhance new work streams geared toward operational efficiency and automation of deliverables used during the business lifecycle.
• Review effectiveness of and improving unit cost reporting.
• Develop and implement improved financial controls and higher levels of efficiency.

What will make you successful in this role?Qualification & experience

• Honours degree in Accounting or Commerce.
• CA (SA)qualification will be an advantage.
• 3-5 years' experience in a similar capacity.

Knowledge and skills

• Good technical accounting knowledge.
• Sound grasp of loans and interest calculations is a 'must'
• Knowledge of SAP general ledger system and/or Pastel general ledger will be an advantage.

Personal qualities

• Cultivates Innovation
• Client Focus
• Drives Results
• Collaborates
• Plans and aligns
• Communicate effectively
• Decision quality
• Analytical thinking
• Concern for accuracy
• Persuades
• Independence
• Nimble learning
• Being resilient
• Computer skills (Excel advanced level)

Personal AttributesDecision quality - Contributing through othersFinancial acumen - Contributing through othersPlans and aligns - Contributing through othersCommunicates effectively - Contributing through othersBuild a successful career with usWe'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 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.Core CompetenciesBeing resilient - Contributing through othersCollaborates - Contributing through othersCultivates innovation - Contributing through othersCustomer focus - Contributing through othersDrives results - Contributing through othersTurnaround timeThe 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.The closing date for applications is 12 April 2024The 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.Our aim is to help you build a successful career with usWexc3x83xc2xa2xc3xa2xc2x82xc2xacxc3xa2xc2x84xc2xa2re all about building strong, lasting relationships with our employees. We know that you have hopes for your future xc3x83xc2xa2xc3xa2xc2x82xc2xacxc3xa2xc2x80xc2x9c 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 xc3x83xc2xa2xc3xa2xc2x82xc2xacxc3xa2xc2x80xc2x9c Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office xc3x83xc2xa2xc3xa2xc2x82xc2xacxc3xa2xc2x80xc2x9c the group provides many opportunities for growth and development.Our commitment to transformationThe 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.

Sanlam