Company:
Sanlam Group
Industry: Banking / Financial Services
Deadline: Not specified
Job Type: Full Time
Experience:
Location: Western Cape
Province: Bellville
What will you do?
- This is a specialist role, which is responsible for research, design and development of training content and related workshop material in support of client and/or business requirements and with specific focus on alignment with relevant financial services legislation.
What will make you successful in this role?
This role is responsible for:
- Design, develop, and deliver learning programme in alignment with business strategy.
- Providing support to the business by integrating technology into the curriculum and working with the business to successfully implement learning technologies.
- Assessing instructional needs within the business and identifying applicable solutions to enhance learning
- Development of instructional content used to support online, blended, face-to-face, and online self-paced training programs.
- Participate in relevant committees and forums to influence governance principles, policies and frameworks
- Collaborate closely with internal and external stakeholders (practice development, sales, and product teams) to ensure content reflects current business priorities, campaigns, and CRM tools.
- Translate complex financial planning concepts into practical, adviser-ready learning experiences that directly support practice development and business growth.
Reporting and Analytics
The role will further support with:
- Scoping and managing research and design projects as and when required
- Designing training workshops in relation to content, structure, and process
- Rolling out of new training including pilots and train-the trainer sessions
- Maintaining, updating, and reviewing of existing training content
Qualification and Experience
- Relevant B Degree
- A relevant professional qualification (e.g., Instructional Technology / Design Qualification) will be advantageous
- E-Learning / Graphic Design experience is recommended
- CFP qualification will be advantageous
- Practice Development experience will be advantageous
- Assessor / Moderator certification is recommended
Knowledge and Skills
- Computers and peripheral devices
- Win and Mobile OS, MS Office, Exchange
- Moodle: LMS
- Video and web conferencing, multimedia, learning management and lecture capture systems; courseware development in HTML, Flash, web authoring, desktop publishing and other applications (Adobe CS, Captivate, Articulate, etc.).
- Articulate, Camtasia, AVS, Raptivity, SnagIt, Flipping Book, SAP Productivity, Handbrake, Visio Photoshop, Notepad, SPP
- Adult Learning Principles and different learning styles/types
- E-Learning and blended learning development
- Training assessment and evaluation
- Training Needs Analysis processes
- Financial Services Product Knowledge (Sanlam and competitors)
- Relevant regulatory legislation and compliance knowledge
- Full understanding of the different training qualification frameworks
- Sanlam sales and advice processes
- Research methodology
- Project managemen
Core Competencies
- Customer Focus
- Collaborate
- Innovation
- Results Driven
- Resilience
Personal Attributes
- Excellent communication skills (verbal and written)
- Detailed minded
- Relationship building and networking
- Structured and good planning skills/co-ordination skills
- Innovative and problem solver
- Decision quality
- Technical professional skills
- Presentation skills
- Influencing ability
- Coaching mindset
- Continuous learning
The closing date for applications is 28 October 2025

