Contracting and Onboarding Specialist: RA SC SFP (Lynnwood) (JG 06) Date: 27 May 2026 Location: Pretoria, Gauteng, ZA What will you do? Understand relevant legislation and requirements for the financial services industry. Receive applications for new advisers joining Succession from 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 broker lists and Admin Portal on Icon. Onboard new advisers. Apply for email addresses and business cards. Follow up with regions on outstanding application requirements. Provide feedback to regions on application stages. Draft permit and appointment letters for new advisers. Verify correct information for FICA. E‑sign to the Management / Key Individual. Liaise with regions and product providers. Apply subcodes on behalf of intermediaries. Email information required and follow up weekly with regions and financial services. Update organizational structure and track subcodes for finance department commission. Update personal info of advisers in systems. Terminate subcodes and update FSCA records and financial services. Draft transfer addendums. Update current product providers’ information. What will make you successful in this role? Qualification & experience Relevant matric qualification. Completed three‑year B.Com or related diploma/degree. Knowledge and skills Minimum one year experience using the SFP intermediary admin portal. Knowledge of and experience in MS Office. Basic IT/systems operations knowledge. Attention to detail. Teamwork and independent work ability. Flexibility and openness to change. Excellent verbal and written communication skills. Customer service skills. Proficiency with computer and main software packages. Record keeping, filing, and SharePoint usage. Maintain work standards and quality verification. Competency Innovation. Client centricity. Results driven. Collaboration. Flexibility and adaptability. Planning and alignment. Effective communication. Action oriented. Optimisation of work processes. Turnaround time The closing date for applications is 05 June 2026. #J-18808-Ljbffr
Contracting And Onboarding Specialist: Ra Sc Sfp (Lynnwood) (Jg 06)
SANLAM LIMITED
pretoria, pretoria
Published 7 days ago
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