Financial Consultant

Financial Consultant (6 months contract) Location: Tygervalley, Western Cape, ZA 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. The Financial Project Administrator will be responsible for reviewing and reconciling accounts, processing payments to external partners and maintaining updated records of invoices, including reporting on project‑related spend for Glacier Financial Solutions part of the Glacier Group. This role will be based at the Glacier Head Office in Cape Town. Key outcomes Ensure all project invoices are captured upon receipt into the SAP accounting system. Liaising with Sanlam centralised services and monitoring of supplier records for payments and outstanding payments. Ensure all suppliers are paid timeously. Monthly reports and reconciliations performed over project related invoices and their respective suppliers. Assist with reports to finance management. Maintaining schedules and details of project financial transfers and other project related payments required and their due dates. General administrative support to the relevant financial projects. Assist with analysing, prioritisation, and driving implementation of finance processes relating to project spend. Effective creation of efficiencies within control environment. Involvement in the budget and cost centre reporting process. Monthly journals (including cost allocations, journal moves and credit card expense re-allocations). Involvement in the audit process (Internal and External) and timeously respond to audit related queries. Ad‑hoc financial tasks. What will make you successful in this role? Qualifications and experience Matric / Grade 12. BComm (Accounting) or Finance related qualification with 3 years’ experience in a similar role. Technical and business knowledge within the financial services industry. Computer Skills (MS Word, MS Excel, SAP Financial). Formal Presentation Skills. Attributes Honesty, integrity, and respect. Positive, enthusiastic attitude. Professional work standards. Teamwork & task driven. Ability to thrive under pressure. Knowledge and Skills Recording of financial transactions. Reconciliations and query resolution. Compliance with SOPs and SLAs. 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. #J-18808-Ljbffr