Personal assistant: HPC: Intermediaries Cape (Bellville) (PG6)

Date: 10-Jun-2019

Location: Bellville, Western Cape, South Africa

Company: Sanlam Group

Who are we?

SPF Distribution, 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 and intermediaries.  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  

What will you do?

This job of High Performance Centre Personal Assistant works within a regional Hub set-up responsible for assisting the Advisors, Para planners and Administrators with Personal Assistant and secretarial support, office and inventory management and administrative assistance related to selected sales support activities. 

The successful candidate will take responsibility for the follow: 

1.    Undertake office support functions (Personal Assistant functions)

  • Client engagement and service 
  • Mail/post management and telephone handling 
  • Correspondence and filling 
  • Diary scheduling 
  • Preparation for meetings (i.e. agenda, venue, etc.)
  • Events and travel arrangements 
  • Stationary and office supplies 
  • Expense management and payments 

2.    Provide administrative sales support to the Financial Advisor/HPC Administrator and/or Para planner with sales support functions including: 

  • Preparation and population of application forms for new business 
  • Application form and attachments needed for policy conversions 
  • Check for the correctness and completeness of all applications and revert back to Financial Advisor if missing information/fields are found 
  • Assist Financial Advisor’s in arranging for medicals 
  • Liaise with underwriters and other issuers to gather information or communicate requests/queries as needed 
  • Follow up on S14 transfer 
  • Undertake case tracking for Financial Advisor’s
  • Co-ordinate direct requests/appointments between Para planner and Financial Advisor’s 

3.    Develop and maintain relationships 

  • Develop and maintain relationships with key Distribution relationships within the channel and region to support delivery (i.e.: SSA’s, HPC Administrator and Para planner, Financial Advisor’s, Underwriting etc.)
  • Contribute towards the maintenance of existing customer relationships with the company
What will make you successful in this role?

Qualification & experience 

•    Grade 12 
•    3 years proven experience in office administration/Personal Assistant/Secretary (within Sanlam)
•    Preferably have financial services administration experience, and secretarial Diploma

Knowledge and Skills: (Functional)

•    MS: Office (Excel, Word, PowerPoint, Outlook)
•    E2 Financials 
•    SAP 

•    PA and secretarial processes and tasks
•    Travel, venue and accommodation arrangements and transactions 
•    Diary management for Advisors in Portfolio 
•    Expense and budge management (basic)
•    Document management, filing 
•    Business etiquette 
•    Client service 
•    Financial Services knowledge (basic)
•    Sanlam products knowledge (basic)
•    Advisor sales processes (NB and EB processes) (basic)
•    Selected legislative compliance of a financial services/sales environment (i.e.: FICA/PPI etc.)


Personal Attributes: 
•    Time management 
•    Planning and organising 
•    Good team player 
•    Attention to detail 
•    Problem solver 
•    Good communicator and relationship builder 
•    Service and client centric 


Personal qualities 
•    Cultivates Innovation
•    Customer Focus 
•    Drives Results
•    Collaborates 
•    Being Resilient 
•    Communicates Effectively 
•    Plans and align
•    Action Oriented 
•    Optimises work processes 

Personal Attributes
Communicates effectively - Stage 1
Plans and aligns - Stage 1
Action orientated - Stage 1
Optimises work processes - Stage 1
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 Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Core Competencies
Cultivates innovation - Stage 1
Customer focus - Stage 1
Drives results - Stage 1
Collaborates - Stage 1
Being resilient - Stage 1
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 applictions is 21 June 2019.


Note though that the recruiter reserves the right to withdraw the advertisement prior to the closing date, or to allow for further applications to be submitted after the closing date indicated. 

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.