Intermediary Support

7 months ago

Johannesburg, South Africa Sanlam Full time

**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.

**What will you do?**
- To be responsible for providing a servicing and support function to intermediaries that will contribute to an increase in the business capture rate by AlexForbes Financial Planning Consultants (FPC) on the different products offered on the Glacier Partners AlexForbes platform which includes retirement fund products, policy fund products and discretionary products. Accountable for handling and resolving incoming queries from planners in support of limiting possible exits.**Key Outcomes**
The following outcomes will be expected to be achieved by the Intermediary Support and Servicing Consultant- Manage turnaround times:
- Respond to tasks within SLA, or by business cut off times as agreed, documents and notes for validation purposes
- Manage own work on hand and assist fellow team members and colleagues in the bigger AFICA team
- Maintain results of delivery reports from mailing campaigns
- Implement POPI and other legislative requirements where applicable
- Resolve queries Internally and externally (active and reactive) including:
- Accurate transactional interpretation (what, when, why, description and meaning)
- Process and Product related queries (legislation, compliance and business rules)
- Responsible to provide:
- Values (all GPAF products); Duplicate tax certificates; Statements; Pay slips; Funds and portfolios; Fund Fact Sheets; Forms; Brochures
- Complex and escalated queries should be handled and resolved within SLA
- Update accurate notes and CRM task statuses
- Linking of clients from Compass to CRM
- Ensure that broker administration duties are performed accurately
- Perform calculations:
- Understand, perform, validate and assist with calculations of Quotes; GPAF Re-Price of platform; Capital Gains Tax (Switches and Claims, Local and Offshore Products); Internal Rate of Return (including Managed Share Portfolio); Fees (Annual and Initial, Admin and Advice); Annuities and regular withdrawals; Annuities when top ups are made; P.A.Y.E. Income Tax on annuity income; Interest and Dividend based on transaction detail from system and generate manual certificates.

**Qualifications and experience**
- Matric/Grade 12 (with Maths)
- Minimum 2 years' experience in the LISP administration or Retirement Funds industry
- Strong knowledge of CRM advantageous
- Strong knowledge of Compass Unitized advantageous

**Competencies**
- Client focus
- Cultivates innovation
- Collaborates
- Being resilient and adaptable
- Drive results
- Strong analytical and problem-solving skills
- Understanding of the business context

**Attributes**
- Positive, enthusiastic attitude
- Teamwork
- Ability to thrive under pressure
- Honesty, integrity, and respect
- Ability to adapt to change
- Ability to build and manage working relationships

**What will make you successful in this role?**

**Qualification and Experience**
- Grade 12 or Diploma with 3 to 4 years related experience.**Knowledge and Skills**
- General Administrative Practices- Risk, debt, MI and budgeting- Logistical and events/meeting co-ordination- Client relationship management**Personal Attributes**
- Interpersonal savvy - Contributing independently- Decision quality - Contributing independently- Action orientated - Contributing independently- Optimises work processes - 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**Our commitment to transformation**

The Sanlam Group is committe

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