Business Analyst: SLS SanlamConnect Succession Fin Planning

3 weeks ago

Pretoria, South Africa Sanlam Full time

Who are we?

Sanlam is a business that focuses on the middle and affluent market. We are dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 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.


As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients. SFP is a wholly owned subsidiary of the Sanlam Group.

What will you do?

The role of the Business Analyst is to ensure the smooth and effective running the various systems, related processes, and integration points with other systems and applications. It will include the identification of gaps and opportunities and implement future solutions accordingly after analysing the industry trends. The role is also expected to participate in the IT strategy of SFP along with the architecture. The role is also responsible to reduce and prevent any business risks associated with the use of system tools and applications by the intermediaries and to manage and facilitate the resolution of system issues, as well as driving any enhancements that are identified or suggested. The role will also manage and take ownership of allocated projects and tasks, as well as assigned resources. The role will also be responsible to: 
• Work with the various business units and the IT delivery teams to identify and define business requirements,
• Analyse & design new business processes and document these requirements and designs,
• Ensure a clear & complete understanding of the requirements,
• Quality management reviews throughout the SDLC to ensure requirements are fulfilled,
• Perform testing to ensure that business requirements have been met,
• Provide production incident support

What will make you successful in this role?

• To ensure the smooth and effective running of relevant intermediary (electronic) tools and applications. 
• To ensure the ease of use of relevant tools and applications, as utilised by the intermediary, thus enhancing the intermediary’s experience - as well as the end-user customer’s experience.
• To reduce and prevent any advice risk associated with the use of system tools and applications by the intermediaries, in relation to assigned portfolio.
• To manage and facilitate the resolution of system issues, as well as driving any enhancements that are identified/suggested – as per agreed upon portfolio and focus areas.
• Manage and take ownership of allocated projects/tasks, as well as assigned resources.


Qualification and experience
• 3-year diploma or degree (IT focus)
• Business Analyst qualification
• Working knowledge of the SAFe Agile methodology will be an advantage
• Project management qualification will be an advantage
• At least 5 years business analyst experience in the financial services industry
• Experience in architecture will be advantageous 

 
Knowledge and skills

IT/Systems/Tools:
• MS: Office (Excel, Word, PP)
• SanPort
• SanFin
• Leads
• InterAct
• Oxford Risk Profiling

Business:
• Sound financial services industry knowledge/context
• Knowledge of intermediary tools will be advantageous
• Process mapping, Product knowledge / Product life cycle knowledge 
• Sales advice processes/steps/standards/guidelines
• Sales tools, calculators, and aids
• Content management processes and guidelines
• Financial services compliance legislation/regulations (incl. FAIS, TCF, PPI


Core competencies

• Being resilient 
• Collaborates 
• Cultivates Innovation 
• Customer Focus 
• Drives results 


Personal attributes
• Effective at building partnerships
• Analytical with an eye to enhance systems and processes
• Willing to influence the thinking of stakeholders
• Comfortable having to collaborate with various role-players 
• Able to maintain performance under pressure
• Effective leadership skills 

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

Being resilient - Contributing independentlyCollaborates - Contributing independentlyCultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independently

Turnaround time

• The closing date for applications is 27 September 2024


The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.


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 aim is to help you 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 business clusters – Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office – the group provides many opportunities for growth and development. 

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