Management Support Assistant Role at Sanlam | Apply Now!

🧾 Job Details

🏢 Company: Sanlam Group
📌 Job Title: Management Support Assistant – SanlamConnect
📍 Location: George, Western Cape, South Africa
📄 Job Type: Permanent
📅 Closing Date: 13 January 2026

🏢 About Sanlam

Sanlam is one of South Africa’s leading financial services groups, dedicated to helping individuals and businesses grow, protect, and preserve wealth. Through its strong intermediary-driven financial planning business, Sanlam supports a wide network of tied and independent advisers who deliver personalised, face-to-face financial solutions.

This role forms part of SanlamConnect within the Cape Region, supporting advisers and the Business Manager to ensure operational excellence, sales effectiveness, and strong client outcomes.

🌟 Role Overview

The Management Support Assistant provides comprehensive administrative, sales, and operational support to the Business Manager. The role is critical in ensuring that advisers are effectively supported, management processes are executed efficiently, and sales strategies are implemented with accuracy and compliance.

This position requires strong coordination skills, financial services knowledge, and the ability to manage multiple priorities in a fast-paced sales environment.

🎯 Key Responsibilities

Management & Administrative Support

• Provide end-to-end administrative support to the Business Manager

• Assist with commission statement queries, permits, and adviser enquiries

• Support recruitment, registration, contracting, transfers, and terminations of advisers

• Schedule and coordinate management meetings, unit meetings, and internal engagements

• Manage brand control, recognition communications, and awards announcements

• Coordinate office infrastructure including offices, networks, telephones, and accounts

Financial, Risk & Compliance Support

• Provide financial management support including budgeting, ad-hoc financing, and debt management

• Assist with debit order RD processing and premium warning processes

• Coordinate risk management activities including odds trend management and tax practitioner lists

• Support legislative processes such as FAIS non-approvals and Rule 19 replacements

• Maintain unit replacement statistics and monitor adviser performance

Sales & Adviser Support

• Handle escalated client queries including claims and reimbursements

• Coordinate training interventions and maintain training matrices and accreditation records

• Manage adviser activity reporting, competitions, and sales performance tracking

• Assist with presentation preparation and business reporting

• Track advisers not submitting new business and support activity management

Leads, Projects & MIS

• Distribute leads to advisers in consultation with the Business Manager

• Track lead conversion and effectiveness in conjunction with the Sales Consultant

• Gather feedback from advisers on lead quality and outcomes

• Coordinate business unit projects and key account initiatives

• Compile, draw, and manage Management Information Systems (MIS) reports

Digital Enablement

• Promote and drive adoption of AUTO NUB and E-signing solutions

• Support advisers with digital sales and administration tools

🎓 Minimum Requirements

Qualifications & Experience

• Matric or equivalent qualification (essential)

• Previous experience in a financial distribution or sales support environment

• Valid driver’s licence and own vehicle

• Experience as a Sales Support Assistant or Management Support Assistant within an SFA environment (advantageous)

Knowledge & Technical Skills

• Strong understanding of sales administration and lead management processes

• High proficiency in Microsoft Excel, Word, PowerPoint, and Outlook

• Experience with financial and adviser systems such as AUTONUB, WIRED, S.Net, Advisers Web, SanPort, SanPay, CUBUS

• Knowledge of Content Manager, DRA systems, and Worksite Information Systems (WIS)

🧠 Personal Attributes & Competencies

• Strong attention to detail and planning ability

• Client-centric and results-driven mindset

• Excellent communication and collaboration skills

• Ability to adapt and manage change effectively

• Action-oriented with strong problem-solving skills

• Commitment to fair customer treatment and turnaround times

📄 Best CV Tips for This Role

• Highlight experience supporting sales teams or financial advisers

• Emphasise administrative, coordination, and reporting responsibilities

• Showcase proficiency in MS Excel and financial systems

• Include examples of lead management, compliance support, or adviser administration

• Demonstrate strong organisational skills and ability to manage multiple priorities

⚖️ Employment Equity Statement

Sanlam Group is committed to transformation and diversity. Appointments will be made in line with the company’s Employment Equity plan and targets. Applications from people with disabilities are encouraged.