Who are we?
Sanlam, is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,400 tied advisors 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
What will you do?
This job is an administrative support role to the Recruitment and Selection Consultant and assists with tasks and processes relating to the appointment of new Financial Advisers into the business.
Key duties include:
• Undertake reference checking and creating selection reports
• Create contracts and supporting documentation
• Upload and file documents on the system
• Undertake FA training nominations
• Order and co-ordinate release of technology devices for new FA’s
• Undertake ad-hoc administrative duties for the RSC
What will make you successful in this role?
Qualification & experience
• Grade 12
• Experience in financial distribution services
• Administration experience
• Preferably HR or HR Administration related qualification
Knowledge and skills
IT:
• MS: Office (Excel, Word, PP, Outlook)
• REMS database
• MyWorkSpace (MWS) recruitment process
• Sharepoint
• MS Teams
Business/Management:
• Financial Services knowledge and experience (basic)
• Legislative compliance relative to HR/Employment practices of a financial services/sales environment (FICA/FAIS/ PPI, LRA, BCOE etc)
• Understanding of the job of FA, and environment within which they work
• Recruitment and selection processes/HR related processes
• Reference checking and vetting processes and practices
• Strong administration skills
Personal qualities
• Attention to detail, accuracy
• Quality and work standards orientated
• Ethical and trustworthy (personal information)
• Time management
• Able to work independently and plan/schedule work effectively
• Good team player
• Good communicator and relationship builder
• Service and client centered
• Able to work under pressure
Personal Attributes
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.
Core Competencies
Turnaround time
• The closing date for applications is the 7th of August 2026
The 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.
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.
Our aim is to help you 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 business clusters – Sanlam Life and Savings, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.