Who are we?
Sanlam, is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,400 tied advisors 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 Advisor (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.
This is a 12-month contract position allowing the incumbent to gain relevant work experience in the financial services industry. The individual will be exposed to training, mentoring and office administration whilst being part of an administrative team at SFP. The responsibilities will include:
• Provide administration support to the recruitment team
• Co-ordinate meetings
• Assist with adhoc requests
• Assist with sourcing
• Consolidate and provide relevant reports
Qualification & experience
• Grade 12 or equivalent
• Business related National Diploma or Degree (Human Resources Management / Industrial Psychology and or Business Administration)
• Preferably no or very limited previous working experience
Knowledge and skills
To be successful you will need to demonstrate good experience in:
• Successful candidate should be unemployed
• Knowledge of and experience in MS Office
Personal qualities
• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Communicates effectively
• Plans and aligns
• Action oriented
• Treating customers fairly
Please note: Your application will not be deemed complete without all required documents being submitted. Please submit a copy of your ID, matric certificate and qualification certificate.
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.
The closing date for applications is 17 July 2026
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.
The 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.
We’ve finally given a name to that special something a person exudes when they have a plan for their finances. It’s called The F Factor – and now that you know its name, it’s time you feel it too. Let's unlock your financial confidence, together.
Our team is online weekdays 8:30 – 16:00
