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 of 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 experience3-year diploma or degree (IT focus)Business Analyst qualificationWorking knowledge of the SAFe Agile methodology will be an advantageProject management qualification will be an advantageAt least 5 years business analyst experience in the financial services industryExperience in architecture will be advantageousKnowledge and skillsIT/Systems/Tools:MS: Office (Excel, Word, PP)SanPortSanFinLeadsInterActOxford Risk ProfilingBusiness:Sound financial services industry knowledge/contextKnowledge of intermediary tools will be advantageousProcess mapping, Product knowledge / Product life cycle knowledgeSales advice processes/steps/standards/guidelinesSales tools, calculators, and aidsContent management processes and guidelinesFinancial services compliance legislation/regulations (incl. FAIS, TCF, PPI etc.)Core competenciesBeing resilientCollaboratesCultivates InnovationCustomer FocusDrives resultsPersonal attributesEffective at building partnershipsAnalytical with an eye to enhance systems and processesWilling to influence the thinking of stakeholdersComfortable having to collaborate with various role-playersAble to maintain performance under pressureEffective leadership skillsBuild a successful career with usWe'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.Turnaround timeThe closing date for applications is 23 December 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 commitment to transformationThe Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
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