Contracting and Onboarding Specialist: RA SC SFP (Lynnwood) (JG 06)

Date: 27 May 2026

Location: Pretoria, Gauteng, ZA

• Understand relevant legislation and requirements for the financial services industry.
• Receive applications for new advisers joining Succession from different regions.
• Check application form for completeness.
• Verification process (ID, ITC, Fit and Proper check, Forensic, DOFA date and qualification).
• Maintain appointment tracker sheet.
• Arrange fingerprint appointments.
• Maintain broker lists and Admin Portal on Icon.
• Onboard new advisers.
• Apply for email addresses and business cards.
• Follow up with regions on outstanding application requirements.
• Provide feedback to regions on application stages.
• Draft permit and appointment letters for new advisers.
• Verify correct information for FICA.
• E sign to the Management / Key Individual.
• Liaise with regions and product providers.
• Apply subcodes on behalf of intermediaries.
• Email information required and follow up weekly with regions and financial services.
• Update organizational structure and track subcodes for finance department commission.
• Update personal info of advisers in systems.
• Terminate subcodes and update FSCA records and financial services.
• Draft transfer addendums.
• Update current product providers' information.

Qualification & experience

• Relevant matric qualification.
• Completed three year or related diploma/degree.

Knowledge and skills

• Minimum one year experience using the SFP intermediary admin portal.
• Knowledge of and experience in MS Office.
• Basic IT/systems operations knowledge.
• Attention to detail.
• Teamwork and independent work ability.
• Flexibility and openness to change.
• Excellent verbal and written communication skills.
• Customer service skills.
• Proficiency with computer and main software packages.
• Record keeping, filing, and SharePoint usage.
• Maintain work standards and quality verification.

Competency

• Innovation.
• Client centricity.
• Results driven.
• Collaboration.
• Flexibility and adaptability.
• Planning and alignment.
• Effective communication.
• Action oriented.
• Optimisation of work processes.

The closing date for applications is 05 June 2026.