Financial Consultant: JG8

Date: 14 May 2026

Location:

Tygervalley, Western Cape, ZA

Company: Sanlam Group

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

This Financial Consultant will be responsible for invoicing, rebate function, Cashfocus approvals and month-end tasks within the Group Accounting team.

Key outcomes

The following outcomes will be expected to be achieved by the Financial Consultant:
• Invoicing and debtors’ management
• Responsible for month-end tasks i.e., applicable calculations, journals, and provisions
• Responsible for entire rebate function i.e., SLA’s, calculations, invoicing, and record keeping
• Administration of signing and Cashfocus authorisations
• Cost centre reporting administration
• Multidata authorisations for once off debit orders
• Banking administration
• Bank approvals (via business integrator)
• Bank and control account clearing
• Monitoring age analysis on customers and investigating outstanding items
• Check for and amend changes to Customers
• Procure to Pay (P2P) invoicing, approval, and payment proposals for finance department
• Engagement with auditors on specific job-related tasks
• Various ad hoc tasks

What will make you successful in this role?

Qualifications and experience

• Matric

• Relevant financial qualification would be to your advantage

• Experience within the financial services industry/ linked product industry in a similar role

• Computer skills (MS Excel and SAP)

Competencies

• High Attention to detail

• Keeping to deadlines

• Problem-solving and analysis skills

• Initiative

• Performance driven

• Ability to work under pressure

Attributes

• Honesty, integrity and respect

• Positive enthusiastic can-do attitude

• Ability to co-operate and thrive both within an independent and team environment

Knowledge and Skills

Recording of financial Transactions

Reconciliations and query resolution

Compliance with SOP's and SLA's

Authorisation of transactions within mandates

Personal Attributes

Manages conflict - Contributing independently

Demonstrates self-awareness - Contributing independently

Optimises work processes - Contributing independently

Action orientated - Contributing independently

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

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently

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.

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.