Platform Support Specialist Job Cape Town area,South Africa,Finance & Banking

Who are we?

Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities.

With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.

At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment.

Sanlam Private Wealth is part of the Sanlam Investment Group – the largest, most diversified investment firm in South Africa, with a growing footprint on the African continent and in India.

What will you do?

1st line business support helpdesk for systems like XPLAN via 4

Me (Business processes and tools)

System navigation and user support

Investigate, analyse, resolve and advise on support issues in XPLAN support environment (not limited to but main focus)

Building relationships with end users to continuously look at how we can improve their daily challenges

Regression testing of UAT and production upgrades

Conduct system monitoring & morning checks and mapping of accounts

Proactive monitoring of daily recons to ensure client portfolios are always balanced

Liaise with vendors to ensure timeous problem resolution

Work with project teams to investigate complex issues, identify and implement solutions

Work in partnership with other departments ensuring correct allocation of issues raised by the business

Maintain appropriate levels of procedural documentation

Adhere to appropriate departmental procedures and practices (such as auditing requirements, control procedures and incident management procedures)

Communicate with end users and building relationships

Data analysis: identify trends and recommend possible solutions

Qualification and Experience

Tertiary qualification or a relevant qualification

XPLAN application experience (recommended)

Problem solving exposure at business level

Commitment to performing routine as well as investigation/analysis work tasks

Ability to solve complex problems

Understand and develop the business support team competency

Financial Service / Stockbroking experience beneficial

Knowledge and skills

Excellent communication skills [English / Afrikaans] both written and verbal

Strong numerical orientation

Critical and analytical capability

Personal Attributes

Self-motivated, proactive, taking ownership of problems until they are resolved

Highly organized with a high level of customer focus

Excellent time management

Accurate and detail orientated

Ability to perform well under pressure and show maturity, confidence and resilience

Excellent listening, communication and interpersonal skills

Pro-Active approach to work, clients, problem solving

Learning agility and curiosity

Assertive

Passionate ownership for results

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 achieving great things. We pride ourselves in helping our employees to realise their worth.

Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Mi-way, as well as the Group Office – the Sanlam Group provides many opportunities for growth and development.

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.

To be considered for the above opportunity please upload your detailed CV on or before 9 February 2026.

Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful.


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