Financial Consultant

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?
The Financial Consultant will be responsible for performing the verification and reconciliation of accounts including the processing of journals and payments within the Group Accounting team. What will make you successful in this role?
The following outcomes will be expected to be achieved by the Financial Consultant:

- Extracting reports, processing and capturing of journals
- Administering of credit cards
- Processing and recording of bank account related entries as well as reconciliations
- Calculating and journalising of third-party wrap fees
- Raising and posting of VAT
- Accounting for fair value adjustments of SASB units
- Extracting of cost centre reports
- Resolution of all unreconciled items and clearing certain general ledger accounts
- Creating Sales orders and billing (Invoicing)
- Requesting the creation of customers on SAP 4 HANA via MDG process
- Month-end SAP journal capturing
- Approval of cash-focuses and money market funds
- Other ad hoc tasks

Qualifications and experience
- Financial qualification essential
- At least 1 years’ experience in a financial services environment in a similar role
- Computer Skills (MS Excel Intermediate level) essential
- SAP Financials advantageous

Competencies
- Client focus
- Cultivates innovation
- Collaborates
- Being resilient
- Problem solver
- Drive results
- Concern for Order & Accuracy
- Performance driven
- Stress Tolerance
- Teamwork
- Communication
- Technical and Business Knowledge within financial services industry

Attributes
- Objective
- Resilient
- Honesty, integrity and respect
- Positive, enthusiastic attitude
- Ability to work under pressure
- Teamwork

Qualification and Experience BCom with 1 year related experience. Knowledge and Skills Recording of financial Transactions Reconciliations and query resolution Compliance with SOP's and SLA's 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 four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, 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 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.