South Africa Job Openings

Sanlam

Business Analyst: SLS SanlamConnect Succession Fin Planning (Lynnwood) (PG 11/12) (Rerun)

Pretoria

FULL TIME

September 17, 2024

Who are we?

Sanlam is a business that focuses on the middle and affluent market. We are 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. 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 EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.

As part of Sanlam Connect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients. SFP is a wholly owned subsidiary of the Sanlam Group.

What will you do?

The role of the Business Analyst is to ensure the smooth and effective running the various systems, related processes, and integration points with other systems and applications. It will include the identification of gaps and opportunities and implement future solutions accordingly after analysing the industry trends. The role is also expected to participate in the IT strategy of SFP along with the architecture. The role is also responsible to reduce and prevent any business risks associated with the use of system tools and applications by the intermediaries and to manage and facilitate the resolution of system issues, as well as driving any enhancements that are identified or suggested. The role will also manage and take ownership of allocated projects and tasks, as well as assigned resources. The role will also be responsible to:

Work with the various business units and the IT delivery teams to identify and define business requirements,
Analyse & design new business processes and document these requirements and designs,
Ensure a clear & complete understanding of the requirements,
Quality management reviews throughout the SDLC to ensure requirements are fulfilled,
Perform testing to ensure that business requirements have been met,
Provide production incident support

What will make you successful in this role?

To ensure the smooth and effective running of relevant intermediary (electronic) tools and applications.
To ensure the ease of use of relevant tools and applications, as utilised by the intermediary, thus enhancing the intermediary’s experience - as well as the end-user customer’s experience.
To reduce and prevent any advice risk associated with the use of system tools and applications by the intermediaries, in relation to assigned portfolio.
To manage and facilitate the resolution of system issues, as well as driving any enhancements that are identified/suggested – as per agreed upon portfolio and focus areas.
Manage and take ownership of allocated projects/tasks, as well as assigned resources.

Qualification and experience

3-year diploma or degree (IT focus)
Business Analyst qualification
Working knowledge of the SAFe Agile methodology will be an advantage
Project management qualification will be an advantage
At least 5 years business analyst experience in the financial services industry
Experience in architecture will be advantageous

Knowledge and skills

IT/Systems/Tools:

MS: Office (Excel, Word, PP)
San Port
San Fin
Leads
Inter Act
Oxford Risk Profiling

Business:

Sound financial services industry knowledge/context
Knowledge of intermediary tools will be advantageous
Process mapping, Product knowledge / Product life cycle knowledge
Sales advice processes/steps/standards/guidelines
Sales tools, calculators, and aids
Content management processes and guidelines
Financial services compliance legislation/regulations (incl. FAIS, TCF, PPI etc.)

Core competencies

Being resilient
Collaborates
Cultivates Innovation
Customer Focus
Drives results

Personal attributes

Effective at building partnerships
Analytical with an eye to enhance systems and processes
Willing to influence the thinking of stakeholders
Comfortable having to collaborate with various role-players
Able to maintain performance under pressure
Effective leadership skills

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 Mi Way and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Being resilient - Contributing independently

Collaborates - Contributing independently

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Turnaround time

The closing date for applications is 27 September 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.

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 aim is to help you 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 – Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as 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. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

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