Company Overview Sanlam, is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,400 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. Responsibilities Receive application for new adviser joining Succession from the different regions. Check application form for completeness. Verification process (ID, ITC, Fit and Proper check, Forensic, DOFA date and qualification). Maintain appointment tracker sheet. Arrange fingerprint appointments. Maintain the broker lists and Admin Portal on Icon. Onboard new advisers. Apply for email addresses and business cards. Follow up with regions on any outstanding requirements on application form. Provide feedback to region on application stages. Draft permitting, appointment letters for new appointment adviser. Check application forms and verify that the information is correct for FICA. E‑sign to the Management / Key Individual. Liaise with region and product providers. Apply subcodes on behalf of intermediaries. Provide email information required and follow up with regions and Financial Services (Product Providers) weekly. Maintain organizational structure by tracking all the subcodes for the Finance department for commission. Update systems with personal information of advisors. Handle terminations of subcodes and update FSCA records and Financial Services (Product Providers). Draft transfer addendums. Update current product providers’ information. Qualifications A relevant matric qualification. A completed three‑year B.Com and/or related diploma/degree. Knowledge and Skills At least one year of experience in using the SFP intermediary admin portal. Knowledge of and experience in MS Office. Good basic IT/systems operations knowledge. Attention to detail. Ability to work well with others. Independent working capability. Flexibility and openness to change. Excellent verbal communication and writing skills. Customer service skills. Competence in using computer and main software packages. Record‑keeping, filing and storing information on SharePoint. Maintain work standards and quality verification. Competencies Cultivate innovation. Client centricity. Results driven. Collaboration. Flexibility and adaptability. Plans and align. Communicate effectively. Action oriented. Optimise work processes. #J-18808-Ljbffr