Available Roles at Liberty Group South Africa

Purpose

• The Business Analyst will fill the role of being a vital link between the Data Management Information Technology capacity (i.e., FRID) and business objectives by supporting and ensuring the successful completion of analytical, building, testing, and deployment tasks of FRID's software products features. The Analyst will be required to help the team members to map, analyze and document the technical requirements.
• Additionally, the Business Analyst will have a responsibility to coach and train newly-on boarded entry-level and junior Business Analysts on the Knowledge Areas defined by the Business Analysis Body of Knowledge (BABOK). 

Responsibilities

• Gathering user business requirements by meeting with business users,
• Coordinating and facilitating various project workshops,,
• Creating to-be view (solution design) of the business, system, and data perspectives,
• Developing Contextual, Conceptual and Logical views,
• Preparing source to target mappings for the ETLs,
• Developing pseudo-code and code for functional requirements,
• Developing procedures, packages, schedule jobs, once ff extracts,
• Supporting half-yearly valuations including data checks, business recon, assisting business queries, business report extracts, etc.
• End-to-end experience with testing framework including strategy planning, environment-setups, test planning, verification, validation, scripting, execution, and review,

Additional Responsibilities

• Requirement Management Lifecycle - analysing, evaluating and solutioning functional as well as non-functional requirements,
• Proficiency in handling business, system, and data troubleshooting
• Developing strong, sustainable relationships with users & project teams,
• Leading the quality assurance of all team deliveries,
• Leading and coordinating internal audits,
• Assisting senior management teams and coordinating external audits
• Analysing and time to time reviewing operating procedures and policies,

Experience

• Minimum 3 years Business Analysis experience.
• Experience in the delivery of large scale and complex custom development projects; and
• Minimum 3 years Business Process Modelling experience.
• Consulting background / experience would be an advantage.

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Purpose

• To provide advice & support to brokers & IFA's that engenders their trust & support in selling Liberty business to their clients. Develop, maintain & grow business relationships to increase market share through execution of defined sales objectives.

Minimum Experience

• 2 - 3 years experience in a similar environment

Minimum Qualifications

• Bachelors Degree and Professional Qualifications [Level TBA: Pre-2009 was L5] in Finance Economics and Accounting

Additional Minimum Qualifications

Outputs

Process

• Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
• Ensure business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
• Provide product training in order to ensure the transfer of product knowledge, enabling appropriate recommendations to clients.
• Ensures that underwriting practice and rules are fully understood and appreciated.
• Resolves any new business and servicing obstacles and blockages to increase Broker/IFA satisfaction and positively influence service perception.
• Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
• Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
• Plan for own task execution and advises on improvements related to area of specialisation.

Customer

• Provide sound consulting services and recommendations based on customer needs, current information and trends.
• Informs, educates and up skill partners in sales and relationship mngt capabilities across the range of SBFC, products and services to ensure customers retention and increased sales revenue and growth.
• Provides a basic competitor analysis that enables a better understanding of relative product value, features, advantages and benefits across the range of SBFC products.
• Provides opportunity plans and insights to advisory partners on existing and new marketing opportunities across the range of SBFC products within and outside of existing client base.
• Develops basic insights into client needs and solutions that enables trust and confidence in continued and productive direct support interactions with advisory partners.
• Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

Finance

• Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

Learning and Growth

• Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
• Contribute positively to own area-specific knowledge improvement associated with area of specialisation.

Governance

• Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

go to method of application »

Purpose

• To provide advice & support to brokers & IFA's that engenders their trust & support in selling Liberty business to their clients. Develop, maintain & grow business relationships to increase market share through execution of defined sales objectives.

Minimum Experience

• 2 - 3 years experience in a similar environment

Minimum Qualifications

• Bachelors Degree and Professional Qualifications [Level TBA: Pre-2009 was L5] in Finance Economics and Accounting

Additional Minimum Qualifications

Outputs

Process

• Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
• Ensure business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
• Provide product training in order to ensure the transfer of product knowledge, enabling appropriate recommendations to clients.
• Ensures that underwriting practice and rules are fully understood and appreciated.
• Resolves any new business and servicing obstacles and blockages to increase Broker/IFA satisfaction and positively influence service perception.
• Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
• Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
• Plan for own task execution and advises on improvements related to area of specialisation.

Customer

• Provide sound consulting services and recommendations based on customer needs, current information and trends.
• Informs, educates and up skill partners in sales and relationship mngt capabilities across the range of SBFC, products and services to ensure customers retention and increased sales revenue and growth.
• Provides a basic competitor analysis that enables a better understanding of relative product value, features, advantages and benefits across the range of SBFC products.
• Provides opportunity plans and insights to advisory partners on existing and new marketing opportunities across the range of SBFC products within and outside of existing client base.
• Develops basic insights into client needs and solutions that enables trust and confidence in continued and productive direct support interactions with advisory partners.
• Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

Finance

• Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

Learning and Growth

• Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
• Contribute positively to own area-specific knowledge improvement associated with area of specialisation.

Governance

• Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

go to method of application »

Purpose

• To plan, manage and monitor the implementation of branch management activities and processes in order to deliver on approved operational plans in an effective and efficient manner.

Minimum Experience

• 3 - 5 years experience in a similar environment, of which 1 - 2 years at junior management level

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

Additional Minimum Qualifications

Outputs

Process

• Develop market position through the identification of target markets, building relationships and negotiating and closing business deals.
• Plan for, manage and ensure the effective administration of area related support services in alignment with team and individual performance objectives.
• Manage business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
• Ensure customer understanding of org. brand messages, products and services in order to facilitate messages appropriately and successfully.
• Manage branch operations.
• Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
• Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
• Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.

Customer

• Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.

Finance

• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.

Learning and Growth

• Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.
• Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.

Governance

• Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
• Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.