Financial Manager: Retail Affluent: Sanlam Trust: Bellville

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Date: 02-Aug-2022

Location: Bellville, Western Cape, South Africa

Company: Sanlam Group

Who are we?

The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.

What will you do?



Outputs/Core Tasks:


  •  Sound financial management of cost and income.
  •  Develop and maintain cost and income model.
  •  Optimise and influence cost efficiencies.
  •  Financial process improvement and controls effectiveness.
  •  Management of month-end process.
  •  Assist with year-end audit process.
  •  Build relationships with management and vendors.
  •  Financial analysis of results and translation into appropriate action.
  •  Budgeting and forecasting.
  •  Preparation of monthly expense reports, forecasts and variance analysis.
  •  VAT payments to SARS and reconciliation.
  •  Reconciliation preparation and review.
  •  Review commission and assist with policy enquiries.
  •  Assess impact of projects on BAU costs.
  •  Ad-hoc special financial project deliverables.

What will make you successful in this role?



Role Requirements:




  •  CA (SA)




  •  At least 2 years’ experience in a similar capacity within a financial environment.
  •  Exposure to engaging with multiple stakeholders.
  •  SAP experience will be an advantage.




  •  Strong cost accounting knowledge.




  •  Communicates effectively
  •  Financial acumen
  •  Decision quality
  •  Analytical thinking
  •  Cultivates innovation
  •  Order and accuracy
  •  Plans and aligns
  •  Customer focus
  •  Collaborates
  •  Influencing / Gaining commitment
  •  Drives results
  •  Being resilient
  •  Computer skills (MS Excel advanced level)

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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Being resilient - Contributing through others
Collaborates - Contributing through others
Cultivates innovation - Contributing through others
Customer focus - Contributing through others
Drives results - Contributing through others

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. 



Closing Date: 16 August 2022

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.