Financial Analyst: SanlamConnect Finance (PG9/10)

Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We’re all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

What will you do?

This is a specialist level role reporting to the Senior Finance Controller. This role provides a support role both within SC Finance, regional Finance staff, and to internal and external product providers.

Key Responsibilities Include

• Set up and manage changes of product providers on Sanpay and SAP
• Manage product provider income, billings, reconciliations and reporting
• Undertake budgeting functions
• Provide a support role to the business for Q2C processes
• Undertake data analyses and provide insights and recommendations
• Serve on adhoc projects
• Build and maintain sound stakeholder relationships

What will make you successful in this role?

Qualification & Experience

• Finance related degree or diploma/certificate (BTech in Finance or B Comm Finance)
• Preferably data sciences course/certification
• Experience:
• 2-3 years Financial Services finance, SAP, distribution remuneration, vendor management

It

Knowledge and skills

• MS: Office (Advanced Excel, Word, PP, Outlook)
• MIS tools
• IFRS
• SAP/ A4O/
• Sanpay
• Share point

Business

• Basic financial services industry knowledge
• Distribution business operating model and financial processes
• Relevant compliance knowledge
• Knowledge of Sanlam’s accounting systems (SAP)
• Knowledge of Intermediary Remuneration
• Knowledge of SanlamConnect’s adviser and broker structures
• Risk and governance management/corporate governance/approval frameworks
• Income and expense controls/accounts
• Understanding of Sanlam’s control and recon processes and procedures
• Commission and billing, VAT
• MIS
• Data analyses
• Relationship management

Competencies

• Collaboration
• Results Driven
• Cultivates Innovation
• Flexibility & Adaptability
• Communicates effectively

Personal attributes

• Proactive, action orientated
• Service and support orientation
• Ethical
• Problem solver, investigator
• Detailed, analytical, accuracy
• Sound planning and organising orientation
• Quality and work standards orientation
• Able to build relationships/partnerships

Build a successful career with us

We’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.

Turnaround time

The 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 all apllications is Friday, 3rd April 2026.

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.