56 Intermediaries jobs in South Africa

Who are we?
SanlamConnect, is 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.

What will you do?
This is an administrative support position that reports directly to an Operations Manager in the region. The SSA role is there to render sales support and administration to Sanlam intermediaries and regional sales management.

• Provide sales and administration support to intermediaries, including quotations
• Assist the intermediaries with the relevant product information
• Process and monitor new business submitted
• Monitor and report on relevant sales information to intermediaries/management
• Support initiatives to increase the take up of technology with intermediaries
• Providing limited after sales service

What will make you successful in this role?
Qualification And Experience

• Grade 12 or equivalent qualification
• A relevant tertiary qualification would be advantageous

Knowledge And Skills

• A minimum of 2 years relevant administrative experience within the financial services industry is preferred
• Prior experience within a Broker or Advisor Services environment is preferred
• Insurance product experience and knowledge of relevant quotation processes and systems is preferred

Personal Qualities

• Cultivates Innovation
• Client Centricity
• Drives Results
• Collaborates
• Flexibility and Adaptability
• Plans and Aligns
• Communicates Effectively
• Action Oriented
• Optimizes Work Processes
• Treating Customers Fairly

Turnaround time

• 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.
• The closing date for applications is 24 October 2025
• 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.

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.

Our commitment to transformation
The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

Who are we?

Sanlam, is 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.

What will you do?

This role will report to the Business Manager

Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business.This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skill Brokers with relevant information, tools and technologies that will enable them in their practice.

Output/Core Tasks:

Your success will come from:

• Promoting and marketing the company products
• Building strong relationships with brokers
• Providing efficient service
• Meeting and exceeding your targets
• Supporting brokers in their practices and assist them to grow their businesses.

What's in it for you?

• Unique remuneration structure that will see you well rewarded for your success
• Get to manage your own income
• Work with visionaries in the industry who value entrepreneurship and creativity
• Represent one of the top well-respected South African companies
• Be invested in and grow your talents

What will make you successful in this role?

Qualification & experience

• Completed Business/Commerce/Marketing degree
• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
• Goal and target motivated
• Sales and marketing orientation
• Natural relationship-builder

Knowledge and skills

To be successful you will need to demonstrate good experience in:

• The financial services industry, specifically in life insurance
• Marketing principles and sales skills in order to meet your targets
• Experience in third-party marketing
• Relevant regulatory legislation and compliance knowledge

Personal qualities

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Decision quality
• Action oriented
• Plans and aligns
• Business insights
• Treating customer fairly

Personal Attributes

Decision quality - Contributing independently

Action orientated - Contributing independently

Plans and aligns - Contributing independently

Business insight - 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

• The closing date for applications is 05 September 2025

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.

Our commitment to transformation

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.

Who are we?
Sanlam, is 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.

What will you do?
This role will report to the Business Manager

Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business.This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skill Brokers with relevant information, tools and technologies that will enable them in their practice.

What will make you successful in this role?
Output/Core Tasks
Your success will come from:

• Promoting and marketing the company products
• Building strong relationships with brokers
• Providing efficient service
• Meeting and exceeding your targets
• Supporting brokers in their practices and assist them to grow their businesses.

What's in it for you?

• Unique remuneration structure that will see you well rewarded for your success
• Get to manage your own income
• Work with visionaries in the industry who value entrepreneurship and creativity
• Represent one of the top well-respected South African companies
• Be invested in and grow your talents

Qualification & experience

• Completed Business/Commerce/Marketing degree
• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
• Goal and target motivated
• Sales and marketing orientation
• Natural relationship-builder

Knowledge and skills

To be successful you will need to demonstrate good experience in:

• The financial services industry, specifically in life insurance
• Marketing principles and sales skills in order to meet your targets
• Experience in third-party marketing
• Relevant regulatory legislation and compliance knowledge

Personal qualities

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Decision quality
• Action oriented
• Plans and aligns
• Business insights
• Treating customer fairly

Personal Attributes
Business insight - Contributing independently

Decision quality - Contributing independently

Builds effective teams - Contributing independently

Plans and aligns - 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
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.

• The closing date for applications is 05 September 2025

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.

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.

Our commitment to transformation
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.

A well established financial institution is seeking to hire a Commission and Data Reporting Officer.

Your education and duties of the following will enable you to move forward in the screening process:

Education:
National Education: Senior Certificate (Matric) required

Bachelors degree in finance, Financial Management, Economics, Business Administration, or a related field

Experience :

• Minimum 5 years of experience in financial services environment, ideally in an operations, reporting or revenue-related role.
• Previous exposure to or familiarity with business reporting tools or platforms is advantageous.

Financial Acumen: Strong understanding of advisor remuneration structures, revenue flows, and commission-based compensation.
Process Discipline : Comfortable working with monthly cycles, checklists, and structured deliverables under time pressure.
Strong
Familiarity with commission systems (e.g., Commsplit), CRM platforms, and provider data portals.
Awareness of compliance and regulatory considerations in reporting.
Advantageous : Exposure to Power BI, or collaboration with data/reporting teams on dashboard requirements.

Skills

• Collaboration and Communication: Able to engage professionally with multiple stakeholders, relay reporting needs, and provide clear written/verbal updates.
• Attention to Detail: High level of accuracy in handling reporting-related information.
• Problem solving: Ability to identify information data discrepancies, maintain accurate logs, and enforce data quality standards.
• Process Coordination: Skilled in managing and improving routine reporting processes.
• Time Management: Ability to manage multiple reporting deadlines with minimal supervision.
• Accountability and Ownership: Willingness to take full responsibility for deliverables and data accuracy.
• Technical Literacy: High proficiency in Excel (including pivot tables, VLOOKUP/XLOOKUP, data validation).
• Attributes
• Discretion and professionalism: Handles sensitive financial data and advisor-related documents with care and confidentiality.
• Client centric mindset
• Mature and positive attitude
• Self-starter and self-motivated
• Team player
• Professionalism
• Integrity
• Highly proactive
• Confident

Financial Services Administrator

Hybrid: some on-site work required (3 days a week in office, to be reduced to 2 days after training)

Johannesburg North (Fourways area), Gauteng

Salary R15,000- R18,000 per month

We are seeking a Financial Services Administrator to join our growing team within a well-established financial planning practice. In this role, you will provide essential administrative support to a team of Independent Financial Advisers, helping them deliver outstanding service to clients and manage their day-to-day operations.

Key Responsibilities:

Client Administration Support: Preparing for client meetings, maintaining client records, booking appointments, and supporting post-meeting activities.

New Business Applications: Processing new business applications, communicating with clients and providers, and ensuring smooth administration of client portfolios.

Documentation & Reports: Assisting with preparing client suitability reports, meeting packs, and other relevant documentation.

Recordkeeping & Compliance: Managing accurate records and documentation, ensuring compliance with regulatory standards.

General Administrative Support: Managing diary schedules, processing post, and maintaining an organised and efficient administrative workflow.

Experience required:

Background: Ideally, you will have experience in financial services, pension or investment administration.

Qualifications: Financial Services-related qualifications are desirable, but not essential.

Skills & Attributes:

Strong organisational skills with the ability to manage multiple tasks.

Proficiency in Microsoft Word, Outlook, Excel, and Microsoft Teams.

Experience in a customer-focused administrative role, with the ability to confidently liaise with internal teams and external parties.

Job Type: Full-time

Pay: R15, R18,000.00 per month

Experience:

Microsoft Excel: 1 year (Preferred)

Job Type: Full-time

Pay: R15 000,00 - R18 000,00 per month

Location:

• Johannesburg North, Gauteng (Preferred)

Work Location: Hybrid remote in Johannesburg North, Gauteng

We have an exciting role as Financial Services Coordinator to provide support to the Account Managers in the Financial Services team, to ensure effectiveness & efficiency of the relevant Business Operations and accurate reporting on the financial performance within Financial Services.

We are a fully in-office team. The position is based at our Support Centre in Kuils River, Cape Town.

Key responsibilities:

• Financial management and budget administration
• Process invoices and payments
• Recon invoices and payments to budget
• Identify income and savings expenses and opportunity
• Report on monthly variance report
• Process accruals and journals
• Ensure timely and accurate reporting of performance metrics and SLA's to management
• Management report input
• Canvasser activities
• Relevant reporting (evaluate regularly)
• Cross check data to confirm accuracy
• Identify (and implement) areas for efficiencies or improvement in reporting (including automation)
• Timeous reporting
• Stock planning and control
• Implement push and pull strategies for Aplus and Gift Cards
• Maintenance of stationery items
• Ensuring compliance of internal and external processes
• Managing NCR renewal and NSO process
• Management of active store list with Credico
• Custodian of process and controls for issuing vouchers and gift cards to the business (other than stores)
• Manage Communication
• Ensuring alignment in Fin Serv Team with the rest of the business including stores
• Adhoc project management /co-ordination /administration
• Provide support for any projects or initiatives both planned or underway

Qualifications:
Essential:

• Degree or National Diploma in Finance or equivalent.

Preferred
:

• Preference will be given to a newly qualified article clerk or likewise in a Finance and/or Accounting function.

Experience:
Essential:

• 3 - 5 years relevant experience in a large corporate company or in the retail/financial/commercial industry.

Preferred
:

• Previous experience in cost management accounting and budgets

SKILLS required:

• Solid level of Numerical ability – analysis and reporting.
• Be able to work independently but remain part of a team.
• Microsoft Packages, especially Excel – Intermediate level for PowerPoint and Word
• Analysis of financial figures
• Attention to detail and accuracy
• Assertiveness
• Strong problem-solving skills
• Logical – motivated by building practical and sustainable solutions
• Solutions-oriented, can-do attitude, self-motivated
• Ability to prioritise
• Ability to work at appropriate levels of detail across operational, tactical projects.
• Strong relationship skills

Job Related Knowledge:

• Acquainted in the dealing with Financial Institutions and Products
• Knowledge of sales and marketing principles.
• Understanding of the retail environment

We Go Places How about you?
Immediate Superior: Financial Service Manager

Location: Tygervalley, Cape Town

Function: Finance

Sub Function: Accounting & Reporting

Type of Contract: Permanent

Reference Number:

Closing Date: 25/06/2025

Purpose
The Financial Services Compliance & Risk manager is responsible for ensuring financial governance, risk management, and process optimization across both debtors (accounts receivable) and procure-to-pay (accounts payable & procurement) functions. This role ensures compliance with company policies, improves financial controls, and provides analytical insights for decision-making. The role also involves stakeholder engagement, system compliance monitoring, and training to enhance efficiency in financial operations.

Key Responsibilities

• Accounts Receivable & Debtors Management
• Monitor Days Sales Outstanding (DSO) and optimize working capital.
• Assess credit risk and identify opportunities for special credit offerings.
• Analyse customer payment behaviours and provide insights for credit teams.
• Support the order-to-cash (O2C) process, ensuring timely cash collection.
• Review and close old claims and disputes in the debtor's ledger.
• Improve system capabilities in SAP related to debtor management.
• Procure-to-Pay Compliance & Accounts Payable
• Ensure compliance with procurement policies and risk management processes.
• Conduct root cause analysis for non-compliance issues and recommend improvements.
• Monitor audit compliance (internal & external) and address findings.
• Work with stakeholders to ensure timely vendor payments and resolution of payment issues.
• Identify and analyse cost-saving opportunities in procurement.
• Lead system compliance improvements across SAP, Coupa, and other financial tools.
• Process & Systems Optimization
• Continuously analyse financial processes to improve efficiency and automation.
• Lead User Acceptance Testing (UAT) for new financial systems and updates.
• Collaborate with IT and 3rd party vendors to optimize system capabilities.
• Develop proactive data-sharing initiatives to enhance financial transparency.
• Stakeholder Engagement & Compliance Training
• Act as the subject matter expert (SME) for financial compliance across departments.
• Engage with cross-functional teams including commercial, credit, procurement, and finance.
• Develop and deliver training programs on compliance policies and procedures.
• Establish a community of practice for process improvement and knowledge sharing.
• Financial Reporting & Risk Analysis
• Provide insight-driven reports for leadership decision-making.
• Ensure accurate and complete reporting on accounts receivable and accounts payable performance.
• Monitor cash flow trends and recommend process improvements.
• Compile and execute internal control checks (ICC's) on financial transactions.

Education & Experience

• Bachelor's Degree or BTech in Finance, Audit, or Accounting.
• A diploma with strong relevant experience may also be considered.
• Minimum 5 years of relevant experience in credit management, accounts payable, or procure-to-pay compliance within an FMCG environment.
• Hands-on experience in SAP (O2C & P2P), Coupa, Readsoft, and BEST SAP Recon.
• Strong knowledge of financial risk management and internal controls.
• Demonstrated ability to analyse financial data and drive insights.

Skills & Competencies

• Strong financial analysis, reporting and problem-solving skills.
• Excellent knowledge of SAP, procurement, and credit management systems.
• Ability to develop compliance frameworks and drive risk management strategies.
• Excellent communication and stakeholder management skills.
• Proficient in Office 365 (Excel, PowerPoint, Word, Outlook, Teams, Power BI).
• Detail-oriented, with strong organizational and time-management abilities.
• Ability to train and mentor teams in compliance best practices.

Behavioural Competencies

• Delivers Results: Proactively drives compliance, credit risk, and process improvements.
• Innovates & Optimizes: Continuously identifies cost-saving and automation opportunities.
• Collaborates & Influences: Engages effectively with finance, procurement, and commercial teams.
• Develops & Coaches: Shares knowledge and best practices across teams.

The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply. Heineken Beverages (South Africa) (Pty) Ltd) is committed to an organisational culture that recognises, appreciates and values inclusion and diversity. You must be fully eligible to live and work in South Africa to apply.

The Opportunity
We are currently seeking to recruit a part time Financial Services Officer Financial Services team based at New Craigs, Inverness. The postholder will work two consecutive days, Thursdays and Fridays.

This post provides vital support to the Financial Services Support Team Leader by undertaking a variety of tasks. The successful applicant will be responsible for ensuring allocation of all income and expenditure received and record on our patient monies system Trojan.

The post holder will also action payments on Bankline to clients' personal accounts and recording within the relevant systems. In this role it is critical to have good communication skills as you will be dealing with patients, staff, and community based clients, and also support workers face to face.

There could also be a requirement to move between functions periodically.

What We Would Want From You

• Candidates must have excellent organisation skills,
• Good communication skills both written and oral,
• Attention to detail,
• Previous experience of working in an office environment,
• Working knowledge of the Microsoft Office Suite of software is required, along with the ability to carry out finance tasks using accounting software,
• Ability to learn new systems,
• Ability to work as part of a team,
• Able to communicate effectively with all levels of staff.

Benefits We Offer You

• Generous NHS pension scheme
• Annual incremental salary progression (up to the maximum of the salary band) plus annual NHS salary scale review
• Generous annual leave entitlement
• NHS discounts and much more

Next Steps
Our recruitment process for this post is online, except for the interview stage, which will be in-person.

For more information please contact Donald MacKenzie; tel: ; email:
This role does not meet the eligibility criteria for a or a NHS Highland is unable to provide candidates with a Certificate of Sponsorship (CoS).
NHS Scotland is committed to encouraging equality and diversity among our workforce and eliminating unlawful discrimination. The aim is for our workforce to be truly representative and for each employee to feel respected and able to give their best. To this end, NHS Scotland welcomes applications from all sections of society.

Additional Information For Candidates

• You should apply for this post by completing the application process on Jobtrain.
• DO NOT upload a CV as this will not be used for short listing purposes
• Posts close at midnight on the indicated date
• For help to complete an application on Job Train please follow this link:
• To view our accessibility statement, please follow this link:
• Please note that our correspondence method is by e-mail, therefore please ensure you enter your email address accurately
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• Please contact Jobtrain Candidate Support Hub - for advice and support with any system issues
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• Once you have submitted your application form you will be unable to make any amendments
• Some of our vacancies are for internal candidates only. If you are a member of staff, please ensure you update your Jobtrain profile to reflect that you are employed by NHS Highland

NHS Highland is geographically the largest of the 14 regional boards of NHS Scotland, covering an area of 12,500 square miles, across Highland and Argyll & Bute.

As a board we strive to ensure the environment is conducive to nurturing a positive culture, supported and delivered through

Join the Octogen Family as a Financial Services Sales Consultant

Why Join Us?

At Octogen, we're on a mission to empower our clients to achieve financial well-being. As a Financial Services Sales Consultant, you'll be the essential link connecting clients to the solutions they need to break free from debt and breath again with Octogen.

What's Your Role?

You'll be building strong relationships with partners and clients, using your charm to turn leads into opportunities through phone calls and face-to-face interactions. Your goal? To introduce our top-notch solutions that pave the way to financial freedom and guide our qualifying clients through the Debt Review application process, connecting them with our expert Debt Counsellors.

What Do You Need to Shine?

• Education: A Matric/Grade 12 qualification is a must; a post-matric business-related qualification is an added advantage.
• Tech Skills: You should be comfortable with MS Office and Outlook.
• Sales Experience: Bring along at least 2 years of experience in sales or a call centre environment.
• Debt Review Knowledge: Familiarity and experience with the debt review process.

Ready to Make a Difference?

If you're passionate about helping others and ready to take your career to the next level while writing your own monthly paycheck, we want to hear from you

Job Types: Full-time, Permanent

Pay: From R4 500,00 per month

Education:

• High School (matric) (Required)

Experience:

• Sales: 2 years (Required)
• Debt Review: 1 year (Required)

Location:

• Bloemfontein, Free State (Preferred)

Work Location: In person