Who are we?

SanlamConnect 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 with Sanlam through intermediaries and directly. 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?

We are seeking a highly motivated and detail-oriented Finance Assistant to join the Academy team. The ideal candidate will have a strong analytical mindset, excellent communication skills, and a passion for finance and data analysis. The individual will be responsible for providing finance support, conducting data analysis, and delivering insights to support decision-making and stakeholder management. In addition, the function also undertakes the administration and co-ordination of monthly financial procedures (journals and invoicing), budget projections, record keeping, and various different reporting of key data to management and SPF areas.

What will make you successful in this role?

Core Tasks/ Key Responsibilities:

  • Financial Administration
  • Assist with budgeting, forecasting and financial reporting
  • Analyze financial data and performance indicators to identify trends and opportunities.
  • Monitor and report on financial performance against targets.

  • Reporting: Data Analysis and Insights
  • Conduct data analysis to identify trends and patterns.
  • Prepare reports and presentations to communicate insights.
  • Develop financial models and conduct scenario analysis.
  • Collaborate with other departments to support business initiatives.
  • Draft Academy Balanced Scorecard ATR and WPS
  • Other Ad-hoc reporting

  • Stakeholder Engagement and Management
  • Build and maintain relationships with stakeholders
  • Provide support and guidance to stakeholders
  • Assist with ad-hoc queries (bursary request and FPI membership fees)

Qualification and Skills

  • Grade 12
  • Preferably tertiary qualification (degree/diploma) in financial management/accounting
  • Administrative and co-ordination experience
  • 3-5 years finance support experience within financial services environment

Knowledge and Skills


  • MS: Office (Excel, Word, PP, Outlook)
  • SharePoint
  • SAP~S4 Hanna/E2
  • Sanpay
  • Lotus notes


  • Good understand the different DA training programs and courses
  • Basic to intermediate budgeting projections and reporting
  • Financial transaction processes: journals, payments and invoicing
  • Events and logistical co-ordinations
  • Sound financial services industry knowledge
  • Relevant compliance and legislative knowledge (i.e.: POPI)
  • Risk and audit requirements relating to financial payments and journals
  • Payment processing
  • Invoicing
  • Reconciliations and journals
  • Billings and collections
  • MIS and reporting
  • Accounts and supplier management
  • Service level agreements (SLA’s)

Personal Attributes

  • Quality orientation
  • Proactive and action orientated
  • Communication skills
  • Accurate with attention to detail
  • Relationship and stakeholder orientation
  • Team Player
  • Good administrative skills
  • Structured and well organised
  • Good planning and co-ordination abilities
  • Attention to detail/accuracy
  • Pro-active
  • Team player
  • Clear communicator
  • Reliable
  • Able to build good relationships with others

Core Competencies

  • Cultivates Innovation
  • Client Focus
  • Drives Results
  • Collaborates
  • Flexibility and Adaptability
  • Financial Acumen
  • Plans and Aligns
  • Action Orientated
  • Communicates Effectively

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: 15 March 2024
  • 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.

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.

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.

Admin & Financial Assistant: Academy: Bellville

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