Financial Accountant

Who are we?

Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities.

With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.

At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment.

Sanlam Private Wealth is part of the Sanlam Investment Group – the largest, most diversified investment firm in South Africa, with a growing footprint on the African continent and in India.

What will you do?

• Ensure branch level reporting is accurate and lead engagement with Regional Heads/ Business Heads on financial performance by providing insights on income and expense trends
• Review and identify any discrepancies between actuals and budget per branch monthly, determine root causes and assess impact on the SPW forecasted results for inclusion in the top-down forecast
• Instill a cost review process for branches monthly to ensure that budgets are not exceeded and agreed savings are achieved.
• Continuously improve reporting, processes, communication, and services provided by Finance to the regions. This should include improvements in IDU, improved management information, alignment between SPW, branch and PM results, the use of AI / automation to achieve these improvements.
• Own and drive the annual process of the bottom-up forecast per branch and budget for branches. Ensure that clear guidelines are provided to allow for reasonable forecasts and budgets. Drive out IDU changes required to optimise the process. Perform the first-level review of forecasts and budgets for branches and regions for reasonability, before the Head of Finance review process.
• Prepare Income tax, provisional tax and deferred tax calculations for Head of Finance review
• Prepare finance slides for monthly Exco
• Reconciliation between JSE BDA system and JDE.
• Review & approval of expense payments and invoices generated
• Balance Sheet reconciliations
• Technical IFRS memos on an ad hoc basis and review of Annual Financial Statements
• Ad-hoc projects and support with audit requirements

What will make you successful in this role?

• Making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems.
• Applying knowledge of business and the marketplace to advance the organisation's goals.
• Engage on all levels of the organisation to ensure that data is effectively transformed to insights that supports decision making.

Qualification and Experience

• CA (SA)
• 5 years’ relevant experience - preferably in the financial services industry
• Strong data analysis and excel modelling experience

Knowledge and Skills

• Financial modelling
• Data analysis to provide insights
• Strong accounting knowledge
• JDE (or similar) accounting system
• IDU (reporting and budgeting tool)
• Hyperion Financial Management (HFM)
• IFRS knowledge
• SA income tax knowledge
• AI and automation tools experience will be an advantage

Personal Qualities

• Strong numerical orientation
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-active approach to work and problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results

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 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, Mi-way, as well as the Group Office – the Sanlam 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.

• To be considered for the above opportunity please upload your detailed CV on or before 30 April 2026.
• Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity, and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.