Contracting and Onboarding Specialist: SLS SC SFP; Lynnwood; PG

Contracting and Onboarding Specialist: SLS SC SFP (Lynnwood) (PG 6/7)

Date: 26 Feb 2026

Location:

Pretoria, Gauteng, ZA

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 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.

• Undertake to fully understand the content and impacts of all relevant legislation and requirements for the financial services industry.
• Receive applications for new advisers joining Succession from the different regions.
• Check application forms for completeness.
• Verification process (, ITC, Fit and Proper check, Forensic, DOFA date and qualification).
• Maintain appointment tracker sheet.
• Arrange fingerprint appointments.
• Maintain the broker lists and Admin Portal on Icon.
• Onboard new advisers.
• Apply for email addresses and business cards.
• Follow up with regions on any outstanding requirements on application forms.
• Provide feedback to regions on application stages.
• Draft permit and appointment letters for new appointment advisers.
• Check application forms and verify that the information is correct for FICA.
• Obtain e‑signatures from Management / Key Individuals.
• Act as liaison with regions and product providers.
• Apply sub‑codes on behalf of intermediaries.
• Email required information and follow‑up with regions and product providers weekly.
• Maintain organizational structure by tracking all sub‑codes for our Finance department for commission.
• Update systems – personal information of advisers.
• Terminate sub‑codes and update FSCA records and product provider information.
• Draft transfer addendums.
• Update current product provider information.

• A relevant matric qualification.
• A completed three‑year
  
  B.Com and/or related diploma/degree.

• At least one year of experience using the SFP intermediary admin portal.
• Knowledge of and experience with MS Office.
• Good basic IT/systems operations knowledge.
• Attention to detail.
• Ability to work well with others and independently.
• Flexibility and openness to change.
• Excellent verbal communication and writing skills.
• Customer service skills.
• Competent use of computer and main software packages.
• Record‑keeping, filing, and saving on SharePoint.
• Maintaining work standards and quality verification.

• Cultivate innovation.
• Client centricity.
• Results driven.
• Collaboration.
• Flexibility and adaptability.
• Planning and aligning.
• Effective communication.
• Action oriented.
• Optimising work processes.

• Plans and aligns – Contributing dependently.
• Communicates effectively – Contributing dependently.
• Action orientated – Contributing dependently.
• Optimises work processes – Contributing dependently.

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 the achievement of great things. We pride ourselves in helping our employees 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.

• Being resilient – Contributing dependently.
• Customer focus – Contributing dependently.
• Collaborates – Contributing dependently.
• Cultivates innovation – Contributing dependently.
• Drives results – Contributing dependently.

The closing date for applications is 06 March 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.

The Sanlam Group is committed to transformation and embracing diversity. This commitment drives us to achieve a diverse, inclusive and equitable work environment, ensuring a thriving and sustainable business in South Africa.