Career Opportunities at Liberty Group South Africa

Purpose

• To provide specialist advice & support in area of specialisation enabling the provision of an approved audit plan in compliance with auditing methodology. Co-creating a high performance audit team that is fully digitised in execution and reporting by encouraging a culture of innovation

Minimum Experience

• 5-8 years' experience in a similar environment, of which 1-2 years at a specialist level

Technical Competencies

• Demonstrate strong knowledge of IT, data and cybersecurity frameworks (COBIT, ITIL, ISO27002, TOGAF, NIST, etc)
• Strong technical skills in network controls or system implementations including reviews of routers, switches, firewall security
• Demonstrates a broad overall understanding of IT governance, corporate IT processes and information security functions.
• Provides insights and appropriate recommendations on the IT risk areas.
• Engages with senior stakeholders to clear adverse audit reports.
• Understands IT and data analytics including emerging IT trends
• Must be able to systematically identify, analyse and resolve existing and anticipated problems in order to reach optimum solutions in a timely manner

Minimum Qualifications

• Bachelor's Degree and Advanced Diplomas in Information Technology or Similar
• CISA Qualification would be highly advantageous
• Data Analytics qualification will be advantageous

Process

• Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
• Identify, diagnose and recommend improvements and provide specialist advice and support; ensuring that solutions are appropriate and effective.
• Ensure that the auditing process provides accurate and up to date data in alignment with Org. financial reporting standards and requirements.
• Verify, evaluate and report on operational and managerial processes, systems and outcomes to ensure financial and operational integrity and compliance.
• Ensure the effective comparison between application with system and client details in order to control and minimise potential fraud risk.
• Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
• Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
• Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.

Customer

• Provide sound consulting services and recommendations based on customer and client needs, current information and trends analyses.
• Provide specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Adhere to financial controls, governance and compliance policies and processes throughout an area of specialisation, contributing to cost efficiency.

Learning and Growth

• Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.

Governance

• Implement and provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
• Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
• Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.

Behavioural Competencies

• Professional/Technical learning (Intermediate)
• Problem Solving and Analysis (Intermediate)
• Governance, Ethics and Values (Intermediate)
• Relationship Management and Networking (Intermediate)

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Purpose

• Responsible for configuring the infrastructure and installing applications on Windows IIS hosted platform on premises and in the cloud. - Working with application teams examining deployment requirements (hardware and software requirements).

Key Responsibilities

• Design and document global enterprise IIS architecture.
• Design, document, install and maintain Microsoft IIS 7.0,7.5,8.0,8,5,10.
• Design and maintain IIS security as defined and documented.
• Develop database utilities and automated reporting.
• Create IIS scripts for task automation.
• Create, test and execute data management languages.
• Monitor systems and platforms for availability.
• Oversee backup, clustering, mirroring, replication and recovery.
• Restore and recover IIS Configurations.
• Implement security and encryption.
• Additional Key Responsibilities
• Provide 24/7 support for critical situations.
• Evaluate and recommend new integration technologies.
• Match recommended architecture changes and uplifts to business need.
• Support other IT staff with open and unresolved issues.
• Provides on-call support via cell-phone 24 x 7 when on Standby and in emergency circumstances.
• Take on responsibilities as a backup or alternate for other IT staff if required.
• Cover and resolve any outstanding Service Desk related issues in an effort to help all IT members resolve tickets as quickly and efficiently as possible.
• Document and Maintain Administration Processes for governance purposes.
• Monthly reporting on Projects, incidents and implementations.

Minimum Experience

• Minimum of 5 years’ experience in IT
• Minimum 3 years developing enterprise scale solutions for Microsoft IIS Server 2008/2012/2016/2019/2022 applications
• Minimum 5 years Windows operating system administration experience
• Ability to obtain and maintain security clearance
• 3 to 5+ years of Microsoft IIS Administration with Scripting support and experience
• 3 to 5+ years of Microsoft OS Administration 
• 4+ years of experience optimizing queries, performance tuning, and recovery activities

Minimum Qualifications
Matric

• BS C in Computer Science, Computer Engineering, or IT related field; or an ABET accredited Electrical Engineering BS or equivalent business experience or other Tertiary education

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Purpose

• To proactively and constructively assist in fulfilling the mandate of Group Compliance to provide assurance in the areas of anti-money laundering (AML), combating terrorist financing (CTF), sanctions and anti-bribery and corruption (ABC) risks and controls across Liberty IAM. To support the Group Financial Crime Compliance Officer (GFCCO) in complying with AML / CTF, sanctions and ABC applicable legislation as they apply to Liberty IAM and its subsidiaries that are Accountable Institutions (including those in Africa). The Senior Specialist will drive the compliance agenda and culture of partnership, collaboration, accountability and transparency with the aim of providing assurance to the Business Unit Executives and to the relevant Group functions that financial crime risks are being proactively identified, understood, adequately mitigated, reported and managed.

Minimum Experience

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

Minimum Qualifications

• LLB Degree

ACAMS Certification an advantage

Process

• Collaborate with different business areas to provide staff with knowledge and awareness of relevant laws, regulations and standards.
• Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
• Identify, diagnose and recommend improvements and provide specialist advice and support; ensuring that solutions are appropriate and effective.
• Verify, evaluate and report on operational and managerial processes, systems and outcomes to ensure financial and operational integrity and compliance.
• Keep abreast of regulation and industry developments to advise and guide on key compliance risk issues; enabling informed decision making.
• Recommend and advise on compliance requirements that needs to be embedded in the development of area specific processes.
• Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
• Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
• Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.

Customer

• Provide specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Adhere to financial controls, governance and compliance policies and processes throughout an area of specialisation, contributing to cost efficiency.

Learning and Growth

• Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.

Governance

• Monitor and provide feedback on the effectiveness of compliance practices and procedures: preventing illegal, unethical or improper conduct.
• Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.

Technical Competencies

• LHL Governance and Regulatory Framework (Intermediate)
• Research and Information Gathering (Intermediate)
• Standard operating procedure compliance (Proficient)
• Compliance & operational risk knowledge (Intermediate)

Behavioural Competencies

• Professional/Technical learning (Intermediate)
• Organisation and Attention to Detail (Intermediate)
• Problem Solving and Analysis (Intermediate)
• Governance, Ethics and Values (Intermediate)
• Relationship Management and Networking (Intermediate)

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Purpose

• To provide specialist advice and support in order to implement relevant components of risk management and to monitor and advise on associated compliance (or non-compliance), through the execution of predefined objectives as per agreed SOPs.

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

• A post graduate diploma in Compliance an advantage.Membership with CISA an added advantageRegulatory Exams where required.

Process

• 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.
• Perform compliance management activities to minimize compliance risk to the business and ensuring adherence with policies, standards, procedures and guidelines in accordance with business and regulatory requirements.
• On-going monitoring of emerging and existing laws, regulations, and industry practices relevant to the business and driving the implementation of appropriate interventions.
• Responsible for the review of incident data and carries out root cause analysis to ascertain the cause and monitor remediation initiatives.
• Responsible for providing opinion on compliance-related enquiries and to provide guidance regarding the products/services of the business, in accordance with emerging/new regulations.
• Remains abreast of changes in compliance landscape, provide advice on upcoming regulations, evaluating the overall impact on the business and provide appropriate recommendations.
• Implements the approved compliance program across all areas of the business.
• Ability to detect potential compliance issues and provide recommendations for corrective action as appropriate.
• Supports compliance and ethics communication, training initiatives across the organization.
• Analyse changes in the law and impact on business; consult with operational and functional teams to ensure program effectiveness.

Customer

• Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
• Builds strong relationships with management, operations and other staff to further the purpose of the role; work across functions, regions and business units to effectively further the Companys compliance program.

Finance

• Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.
• Learning and Growth
• Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
• Support a compliance risk management culture within the business through the implementation of effective awareness, training, development and communication programs.

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.

Technical Competencies

• Research and Information Gathering (Basic)
• LHL Governance and Regulatory Framework (Basic)
• Compliance & operational risk knowledge (Basic)

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Purpose

• To provide technical and operational support to the Treasury function and to the wider Liberty business as required in the Group's Funding and Liquidity Management function.

Minimum Experience

• 2 - 3 years experience in a similar environment

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

Additional Minimum Qualifications

• CFA
• RPEs, ACI Dealers Qualification, CAIA

Outputs
Process

• 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.
• Analyse process shortcomings and recommend improvements.
• Manage liquidity requirements and sources across LGL and related legal entities within risk limits.
• Ensure pricing of product and structured solutions makes sufficient allowance for liquidity.
• Run daily management of liquidity portfolio.
• Regularly liaise with various teams and stakeholders in managing liquidity and pricing deployment of funding.
• Understand implication of current and upcoming financial markets regulations affecting Treasury and the broader business.
• Provide technical and operational support to other senior members within the Treasury and ALM team.
• Produce management information to support the Treasury function.

Customer

• 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.
• Support the team in the allocation and optimisation of funding within the ALM Portfolio, across Liberty Group (LGL) and related legal entities.
• Produce funding budgets and portfolio forecasts, taking new business sales and plans for the deployment of funding.
• Support origination strategy with STANLIB Credit Alternatives, and ensure appropriate cost of funds are applied.
• Reviewing and approval of daily Profit and Loss.

Learning and Growth

• 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.

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Purpose

• To provide specialist advice and support in area of specialisation enabling the effective implementation of portfolio analytics frameworks.

Minimum Experience

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

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

Additional Minimum Qualifications
Outputs
Process

• Determine resource allocation priorities and deployment necessary to support the effective integration of processes and development of practice/s.
• Identify, diagnose and recommend improvements and provide specialist advice and support; ensuring that solutions are appropriate and effective.
• Research, analyse and provide recommendations regarding investment attractiveness of bonds, commodities, equity, currency and other investment vehicles.
• Analyse the performance of companies in order to advise fund managers and or clients on potential investments.
• Advise on the alignment and application of area specific practices and integrated processes across functional areas to ensure value chain integrity.
• Provide support and advise related to investment decisions and the buying and selling of shares and other securities on behalf of clients.
• Keep abreast of changes and new legislation and developments within industries that may affect area of specialisation.
• Provide advice and create the required portfolio management distribution tools to effect the various desired portfolio outcomes.
• Develop portfolio analytics to measure whether franchises remain consistent in their application of investment philosophy and style against investment processes.
• Provide advice regarding the various investment activities to ensure optimised portfolio outcomes.
• Provide advice to the business regarding the investment risk assumed across funds, strategies and franchises.
• Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
• Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
• Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.
• Customer
• Provide specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Adhere to financial controls, governance and compliance policies and processes throughout an area of specialisation, contributing to cost efficiency.

Learning and Growth

• Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.

Governance

• Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.

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Purpose

• To provide specialist advise and support related to product control and meet pre-identified business needs, through the execution of predefined objectives as per agreed SOPs.

Minimum Experience

• 2 - 3 years experience in a similar environment

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

Additional Minimum Qualifications

• CFA would be advantageous
• Accounting Qualification (CA) 1st time passes

Outputs
Process

• 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.
• Maintain and develop reconciliation process between the daily risk / PnL attribution and source inputs (internal reporting reconciliation back to source inputs).
• Commentary and explanation of all attributable PL movements, in relation to market data movements and/or cashflows.
• Liaise with Group Risk (Liquidity, Market and Credit) with regards to the performance attribution.
• Provide ad hoc proof by first principle of various attributes of Profit and Loss.
• Provide input to the preparation of Exco and committee reports.
• Interface with other parts of Liberty around data and information requirements.
• Monitor asset valuation and portfolio transaction (including weekly sign-off).
• Work with Market Risk to maintain synchronisation between PnL (Profit and Loss) and Risk Sensitivities.
• Reconcile asset and liability values and also positions to Exchange / Blotters / Back Office / General Ledger.
• Maintain daily and weekly incident tracking, summarised commentary.
• Accurately document role and duties, and encourage cross-training.

Customer

• 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.
• Maintain and develop reconciliation process between source and Group Finance (including Tax) for both Assets and Liabilities.
• Liaise with Group Finance on potential enhancements to the finance process.

Learning and Growth

• 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.

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Purpose

• To provide advice and support in the development of business management planning, service delivery processes, methods and techniques; enabling the provision of well-researched information to inform organisational decision making.

Minimum Experience

• 2 - 3 years experience in a similar environment

Minimum Qualifications

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

Additional Minimum Qualifications
Outputs
Process

• Process bookings, reservations and related tasks timely and accurately in order to ensure effective travel arrangements.
• 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.
• Allocate projects to Mentenova Consultants and Actuaries team and track progress.
• Manage tender process and ensure that they are timeous and accurate.
• Maintaining a creditors recon for the Metanova Consultants and Actuaries business.
• Develop the methodology to organise and plan logistics according to set standards.
• Schedule and prioritise meetings, workshops and conferences.
• Accountable for diary management and preparation of presentations.
• Responsible for organizing quarterly team building sessions for Mentenova Consultants and Actuaries (MCA).

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Purpose

• To provide specialist advice and support to enhance the effective implementation of fund governance frameworks, through the execution of predefined objectives as per agreed SOPs.

Minimum Experience

• 2 - 3 years experience in a similar environment

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Office Administration

Additional Minimum Qualifications

Outputs
Process

• Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
• Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
• Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
• Keep abreast of regulation and industry developments to advise and guide on key compliance risk issues; enabling informed decision making.
• Collate and gather information to identify business issues and opportunities to improve current operations.
• Draft and submit standalone fund rules and amendments and participant special rules and revised rules.
• Advise and ensure timeous response to queries related to submissions to the FSCA.
• Advise on and draft IPP and unapproved risk policies.
• 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 support to ensure workflow items, escalations and queries are resolved within SLA in order to promote customer satisfaction and retention.
• 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.

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Purpose

• To provide specialist advice and support in area of specialisation enabling the effective implementation of operational risk management frameworks.

Minimum Experience

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

Minimum Qualifications

• Bachelors Degree and Avanced Diploma in Finance/Risk Management 

Process

• Provide guidelines and oversight to ensure the identification and assessment of business risk in order to create awareness and manage risk accordingly.
• Identify, diagnose and recommend improvements and provide specialist advice and support; ensuring that solutions are appropriate and effective.
• Keep abreast of regulation and industry developments to advise and guide on key compliance risk issues; enabling informed decision making.
• Coordinate investigations in order to establish and verify facts that leads to the identification and reduction of business risks.
• Coordinate and collaborate with various risk teams to ensure alignment and minimize risk.
• Partner with business to facilitate risk practices and entrench operational risk management practices.
• Provide assurance and effective management of operational risk for area accountable for to minimize operational risk.
• Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
• Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
• Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.

Customer

• Provide sound consulting services and recommendations based on customer and client needs, current information and trends analyses.
• Provide specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Adhere to financial controls, governance and compliance policies and processes throughout an area of specialisation, contributing to cost efficiency.

Learning and Growth

• Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.

Governance

• Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.

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Purpose

• Provide administrative support to the STANLIB Information Officer / Privacy Officer to ensure that privacy is fit for purpose and all tasks required, to ensure compliance, is implemented and maintained.

Minimum Experience

• 2 - 3 years experience in a similar environment

Job Objectives

• Work alongside the STANLIB Information Officer / Privacy Officer to ensure the following tasks are embedded and maintained across the organization.
• CRMP Tracking, monitoring and Implementation
• IntraGroup/Extra Group Domestic/Internation Data Sharing Privacy Assessments
• Supporting Privacy Officer in breach management & control of records
• Co-ordinating privacy office activities across IT, DGA, Legal & Risk
• Ensure that the agreed administration processes are followed for the privacy office in relation to the documenting and recording of privacy records and privacy documentation
• Assist Privacy Officer in drafting and maintaining guidelines, standards and handbooks.
• Assist Privacy Officer in administrative duties when alignment and management of POPIA and PAIA
• Scheduling of meetings, drafting of minutes and following up on outstanding action items for the Privacy Officer.

Job Related Skills

• Excellent interpersonal skills and ability to effectively interact across all levels of the organisation
• Sound working knowledge of PoPIA and other legislation relating to the industry
• Strong coordination skills
• Sound oral and written communication skills
• Detail orientated and ability to set priorities to meet deadlines agreed
• Ability to recognise and evaluate problems
• Strong reading comprehension sills (acts, reports, standards, policies, etc)

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07]
• Bachelor`s Degrees and Advanced Diplomas [NQF Level 08] in Finance Economics and Accounting
• Additional Minimum Qualifications
• Practical experience in implementing privacy practices in another organisation
• Experience with information systems and information security
• Responsibilities
• The Privacy Officer will be responsible in ensuring the adherence of the 8 POPIA conditions .  With this comes a significant amount of administration and record keeping that needs to be implemented and maintained across the organisation.

Process

• Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
• Apply the necessary discretion and judgement in line with identified guidelines in order to achieve set operational goals and objectives.
• Adhere to schedules to effectively and timely perform assigned work.
• Maintain filing and record management system and other office flow procedures according to set standards.
• Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
• Proactively identify problems, apply known solutions and escalate more difficult problems.
• Plan for task execution and adjust priorities against an established plan.

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Purpose

• As a Team Lead in Operational Readiness your primary responsibility is to add a layer of quality assurance to all system changes, as OR is an integral part of Always On, Always Available and Always Secure initiatives.
• Responsible for ensuring that the Managed Service Operations Centre is running to ITIL standards and delivering to the highest customer service standards at all times.

Key Responsibilities

• Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
• Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
• Manage, build and maintain a holistic view of the systems, processes, information and IT assets as it relates to hosted systems and infrastructure.
• Actively participate in and take responsibility for the areas reporting into this position in reference to the development, implementation, and monitoring of the Operational and Strategic Plan goals and objectives.
• Additional Key Responsibilities
• Understand the interdependence and integration of different systems and related processes to make informed improvement recommendations.
• Partner the IT team regularly to review and revise technical infrastructure required to support cloud tools.
• Provide specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.
• Contribute positively to human capability improvement, related to knowledge optimisation and  associated with area of specialisation.
• Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.

Minimum Experience

• Minimum of 5 years' experience as a Team Leader.
• 5 years of experience performing Operational Readiness activities.
• Experience supporting and working with cross-functional teams in a dynamic environment.
• Knowledge of Infrastructure and application landscapes.
• Experience in lean Agile ways of working and Cloud - Azure and AWS Architecture Frameworks and Best Practices: Cloud Cost Optimization Fin Ops Cloud Dev Ops Technology & Tools) and Agile Delivery.
• Experience in developing measures to ensure that data and information systems comply with legislative requirements and regulations, and third party guidelines.

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Business, Commerce, and Management Studies.
• ITIL & Cobit certification as per Cloud and Infrastructure requirements.
• Cloud Fundamentals certifications.

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Purpose

• To deliver claims related administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Minimum Experience

• 1 - 2 years experience in a similar environment

Minimum Qualifications

• Further Education and Training Certificate (FETC) [NQF Level 04] in Finance Economics and Accounting

Additional Minimum Qualifications

Outputs
Process

• Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
• Process and pay all new and adjustments to area specific claims accurately and timely, ensuring claimants needs are met within authority levels.
• Reconcile specific individual claim histories, resolving queries timeously and accurately.
• Contribute to the provision of a comprehensive administrative service through the correct interpretation and application of procedures.
• Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
• Collates, records and examines information to make claim settlement determinations and approves or denies payment in line with set standards.
• Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
• Proactively identify problems, apply known solutions and escalate more difficult problems.
• Plan for task execution and adjust priorities against an established plan.

Customer

• Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
• Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Adhere to specified standards, policies and procedures to prevent potential losses/wastage.

Learning and Growth

• Contribute positively to own area-specific knowledge improvement.

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.

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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 strategic 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

Key responsibilities

• 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 Liberty, 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 Liberty products.
•  Provides opportunity plans and insights to advisory partners on existing and new marketing opportunities across the range of Liberty 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.

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.

Competencies
Technical Competencies

• Customer Understanding (Intermediate)
• Sales life cycle management (Intermediate)
• Research and Information Gathering (Basic)
• Insurance principles and practice (Intermediate)
• Reporting and Interpretation (Basic)
• Developing sales (Intermediate)
• Customer Advice (Technical) (Basic)
• Insurance products and services (Intermediate)

Behavioural Competencies

• Persuading and Influencing (Basic)
• Professional/Technical learning (Basic)
• Entrepreneurial and commercial thinking (Basic)
• Interpersonal Effectiveness (Basic)
• Problem Solving and Analysis (Basic)
• Teamwork and Cooperation (Basic)
• Communicating with Impact (Basic)
• Relationship Management and Networking (Basic)
• Customer Orientation (Basic)

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Purpose

• To provide specialist advice and support related to operations administration services, in order to achieve predefined goals, through the execution of predefined objectives as per agreed SOPs.

Minimum Experience

• 2 - 3 years experience in a similar environment

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Office Administration

Additional Minimum Qualifications

Outputs
Process

• Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
• Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
• Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
• 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 support to ensure workflow items, escalations and queries are resolved within SLA in order to promote customer satisfaction and retention.
• 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.

Competencies
Liberty Values
Technical Competencies

• Customer Understanding (Basic)
• Service Delivery (Basic)
• Research and Information Gathering (Basic)
• Operations Risk Management (Intermediate)
• Operations Management (Intermediate)
• Customer Advice (Technical) (Basic)
• Customer Relationship Management (Basic)

Behavioural Competencies

• Professional/Technical learning (Basic)
• Organisation and Attention to Detail (Basic)
• Interpersonal Effectiveness (Basic)
• Problem Solving and Analysis (Basic)
• Teamwork and Cooperation (Basic)
• Customer service orientation (Basic)
• Communicating with Impact (Basic)

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Purpose

• To deliver fund administrative services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Minimum Experience

• 1 - 2 years experience in a similar environment

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

Additional Minimum Qualifications
Outputs
Process

• Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
• Assist in the compilation of financial statements in line with the audit file and approved accounting framework related to identified funds.
• Contribute to the provision of a comprehensive administrative service through the correct interpretation and application of procedures.
• Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
• Check fund calculations for accuracy in an efficient and effective manner according to set standards.
• Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
• Proactively identify problems, apply known solutions and escalate more difficult problems.

Plan for task execution and adjust priorities against an established plan.
Customer

• Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
• Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Adhere to specified standards, policies and procedures to prevent potential losses/wastage.

Learning and Growth

• Contribute positively to own area-specific knowledge improvement.

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.

Competencies
Liberty Values
Technical Competencies

• Financial Accounting (Basic)
• Financial Acumen (Intermediate)
• Financial Administration (Intermediate)
• Reporting and Interpretation (Basic)
• Standard operating procedure compliance (Intermediate)
• Query resolution (Intermediate)

Behavioural Competencies

• Organisation and Attention to Detail (Basic)
• Interpersonal Effectiveness (Basic)
• Relationship Management and Networking (Basic)
• Teamwork and Cooperation (Basic)
• Problem Solving and Analysis (Basic)
• Communicating with Impact (Basic)
• Persuading and Influencing (Basic)

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Purpose

• To deliver fund administrative services and oversee all fund administrative duties through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Minimum Experience

• 2 - 3 years experience in a similar environment

Minimum Qualifications

• Further Education and Training Certificate (FETC) [NQF Level 04] in Finance Economics and Accounting

Additional Minimum Qualifications
Outputs
Process

• Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
• Check fund calculations for accuracy in an efficient and effective manner according to set standards.
• Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
• Proactively identify problems, apply known solutions and escalate more difficult problems.
• Plan for task execution and adjust priorities against an established plan.
• Supervision of correctness of administrator(s) processing, recording, reporting and related compliance matters.
• Investigate, resolve and respond to ad hoc operational requirements, internal and external.
• Monitor the work management system and escalate critical incidents.
• Complete financial statements in line with the audit file and approved accounting framework related to identified funds.
• Generate a variety of documents and produce reports according to set standards and prescribed guidelines.
• Resolve client queries and problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.

Customer

• Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
• Handle all internal and external client requests and enquiries in a professional manner.

Finance

• Adhere to specified standards, policies and procedures to prevent potential losses/wastage.

Prepare and verify quarterly, semi-annual, annual, and ad-hoc financial statements.
Learning and Growth

• Contribute positively to own area-specific knowledge improvement.

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.
• Ensure compliance with investment fund legal documents and all legal guidelines

Competencies
Liberty Values

• Results Orientation (Basic)

Technical Competencies

• Query resolution (Intermediate)
• Financial Accounting (Basic)
• Financial Administration (Intermediate)
• Reporting and Interpretation (Basic)
• Financial Acumen (Intermediate)
• Standard operating procedure compliance (Intermediate)
• Written Communication (Basic)

Behavioural Competencies

• Creative and Innovative Thinking (Intermediate)
• Persuading and Influencing (Basic)
• Organisation and Attention to Detail (Basic)
• Interpersonal Effectiveness (Basic)
• Problem Solving and Analysis (Basic)
• Teamwork and Cooperation (Basic)
• Resilience (Basic)
• Communicating with Impact (Basic)
• Relationship Management and Networking (Basic)

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Purpose

• Coordinate, plan and deliver tasks accurately & timeously in support of organisation policy and compliance through the execution of predefined objectives relating to Fund Governance and Employer On-boarding for group retirement and risk schemes.

Minimum Experience

• 2 - 3 years installation vetting experience in a similar environment. 

Minimum Qualifications

• Wealth management, Leadership Qualification (NQF 5/6)

Outputs
Process

• Accountable for the quality execution of own and teams' work, within defined operating procedures, standards and work routines.
• Plan for the execution of own and other's tasks against a set framework.
• Proactively identify team-based work problems, determine root-cause and apply solutions in line with established guidelines, escalating more complex problems, providing the necessary information to solve problems.
• Production management of on-boarding vetting and installation teams.
• Manage production when team members are on planned and unplanned leave.
• Report to management on work in the area Daily, EXCO, other relevant reporting.
• Communication to all levels (customer, heads of department, divisional director, inter-departmentally, etc.) in a clear and concise manner.
• Identify team members learning and development.
• Updating of documentation and communication relevant to the area of management.
• Identify, analyse and resolve queries and existing problems in order to reach optimum solutions in timely manner.
• Arrange performance management to staff members; update the relevant systems to reflect the relevant ratings or assist manager with the process.
• Manage CAL risk and Liberty Corporate Benefit vetting and installation.

Customer

• Contribute to a culture of service delivery excellence, which builds positive relationships and provides an opportunity for feedback and exceptional delivery within the team aligned to Treating the Customer Fairly (TCF) principles.
• Ensure customer satisfaction with respect to the quality of operational support provided by a team under supervision.

Finance

• Ensure own and team adherence to specified standards, policies and procedures to prevent potential financial losses/wastage.
• Learning and Growth
• Effectively schedule and utilise the available human resources allocated to work area to perform specified tasks.

Governance

• Ensure own and team compliance with applicable risk, governance and compliance processes and procedures. Escalates identified risks.
• Compliance requirements eg CRMP, Risk registers to be able to assist in compiling for the area.

Competencies
Liberty Values
Technical Competencies

• Financial Acumen (Basic)
• Risk Awareness (Basic)
• Operations Risk Management (Basic)
• Standard operating procedure compliance (Basic)
• Communication skills (Fundamental) (Basic)
• Written Communication (Basic)

Behavioural Competencies

• Customer Orientation (Basic)
• Interpersonal Effectiveness (Basic)
• Relationship Management and Networking (Basic)
• Stakeholder Engagement and Management (Basic)
• Teamwork and Cooperation (Basic)
• Communicating with Impact (Basic)
• Team coordination (Intermediate)

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Purpose

• To provide specialist advice and support in area of specialisation enabling the provision of effective worksite development support to achieve business objectives.

Minimum Experience

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

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Communication Studies

Additional Minimum Qualifications
Key Responsibilities

• Advise on and ensure the accurate use and dissemination of area specific marketing and communication material; verifying the outcome of messages.
• Ensure the development of market position through the proactive identification of target markets, relationships, negotiation and business deals.
• Oversee the onboarding and assist customers throughout their lifecycle, helping them unlock the most value from the products and services.
• Ensure the effective coordination of premium collection functions within worksites development to improve collections, flow of premiums on business written at worksites to ensure profitability.
• Oversee and monitor the effective execution of lodgement and facility coordination and management.
• Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
• Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
• Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.

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Purpose

• As a Senior Specialist: Platforms, Linux, and VMWARE, your primary responsibility is to provide specialist advice and support in the development and implementation of software by addressing problems on systems integrations, compatibility, and multi-platforms

Key Responsibilities

• Ensure Linux Infrastructure is tuned for high performance.
• Ensure Linux Infrastructure is highly available and that failover capability is achieved.
• Develop and Maintain configuration standards across the Linux Infrastructure.
• Develop and maintain Automation Objectives both within the Linux Infrastructure and greater I.T Teams.
• Ensure that Linux Infrastructure is continually secured and updated.

Additional Key Responsibilities

• Ensure that risks identified within the Linux Infrastructure are resolved and or mitigated.
• Support Incident Management and Business in investigations and remediation during outages.
• Support Audit, Risk & Governance to maintain and implement controls.
• Perform standby duties after hours for planned and unplanned work.
• Maintain and contribute towards documentation for Linux Infrastructure Standard Operating Procedures/Instructions.

Experience

• Candidates need to have strong demonstratable Linux skills (5yrs-8yrs).
• Candidates need to have strong demonstratable Ansible Automation skills (2yrs-4yrs).
• Candidates need to have strong demonstrable Virtualization with VMware skills (2yrs-4yrs).
• Candidates need to have intermediate database administration skills (MySQL, PostgreSQL).
• Candidates need a working understanding of networking, security, and storage fundamentals.

Additional Experience

• Experience working as an individual and within large groups of people teams.
• Programming ability with Bash, Python or similar language.
• Working knowledge of Open Source Technologies such as Apache, NGINX, PHP.
• Working knowledge of Cloud Platforms such as AWS, AZURE or GCP.
• Working knowledge of Containerization Technologies.
• Experience working within an Agile Methodology.

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Information Technology and Computer Sciences

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Purpose

• To develop tactical strategy and delivery plans, integrate practice formulation and to ensure operational implementation and adaption across multiple practices i.t.o. corporate sales methodology, governance and delivery objectives.

Minimum Experience

• 5 - 8 years experience in a similar environment, of which 2 - 3 years at management level

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

Additional Minimum Qualifications
Outputs
Process

• Accountable for strategy implementation through the integration and optimisation of operational activities to practices and systems across an internal value chain.
• Proactively identify interconnected tactical problems, determine the impact, patterns and trends to identify alternatives and best practice solutions, anticipating future challenges.
• Plan for the management of work outputs across various functional activities, integrating interdependent practices, processes or systems and addressing and balancing the demands of different priorities to optimise efficiency.
• Develop and implement newly designed sales programmes and strategies for the growth and servicing of all assigned corporate accounts.
• Strengthen direct corporate relationships and strategies to retain key clients.
• Implement client value proposition against company strategy.
• Identify and manage sales activities, programs and strategies to retain and grow our existing business with key stakeholders.
• Anticipate and develop plans to assure that the company will be able to benefit from growth opportunities.
• Monitor relationship management case load and key performance indicators for measuring our corporate segment success.
• Manage and develop a team of client fund manager professionals and a client servicing team, which includes training and coaching the team on an ongoing basis, and being accountable for the team’s success.
• Identify opportunities to continuously improve on the newly launched digital platform in order to foster innovation in terms of client servicing.
• Build stronger alignment between investment professionals and distribution.

Customer

• Build strong customer-centric relationships and develop service level agreements that promote the organisation with stakeholders aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Compile an operational or business area budget aligned with the delivery plans, and ensure the implementation and monitoring of financial controls, management of costs and corporate governance to optimise cost savings and/or profit margins.

Learning and Growth

• Balance, optimise and manage human resources across disciplines through executed human capability plans.

Governance

• Implement the governance management model, framework and policy in own practice and/or tactical areas to identify and manage governance and risk exposure liability pro-actively.

Competencies
Liberty Values
Technical Competencies

• Conflict Resolution (Proficient)
• Product and/or Service Knowledge (Proficient)
• Legal Compliance (Sales) (Proficient)
• Strategic Planning (Proficient)
• Efficiency improvement (Proficient)
• Policy implementation (Proficient)
• Business Interaction (Proficient)
• Negotiation and persuasion skills (Proficient)
• Communication skills (Fundamental) (Proficient)
• Sales life cycle management (Proficient)
• Written Communication (Proficient)
• Sales management (Proficient)
• Presentation Skills (Proficient)

Behavioural Competencies

• Interpersonal Effectiveness (Proficient)
• Relationship Management and Networking (Proficient)
• Problem Solving and Analysis (Proficient)
• Persuading and Influencing (Proficient)
• Leading Change (Proficient)
• Entrepreneurial and commercial thinking (Proficient)
• Governance, Ethics and Values (Proficient)
• Resilience (Proficient)
• Judgment and decision making (Proficient)