Career Opportunities at Old Mutual South Africa

Job Description

• This role analyses, designs, builds, process-proofs and implements processes and is individually accountable for achieving results through own efforts.
• Analyses, designs, builds, process-proofs and implements processes. Implements measures and metrics to monitor process. Assesses processes against best practice. Builds and maintains process practice maps. Researches process best practices for potential improvement utilisation. Provides process consulting services. Works with new or enhanced processes, or process development.

Closing Date

16 March 2023

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Job Description

• This is a regional (Area)based sales management role that manages a team of vested Financial Advisors (approx. 9) with 24 months+ experience with 2 dual Relationship Transitions early next year. The role undertakes to recruit, support and develop (coach and train) the EFA’s to build their successful practices and generate compliant advice-based sales. The role supports 2 offices, Ladysmith and Dundee.
• This role also contributes to the overall management/leadership of the branch by serving as a member of the Area MANCO. The team consists of 2 Regional Top 25 adviser and 2 General Practices.

Qualifications And Experience Required

• Matric or equivalent
• Must be FAIS compliant with a certificate in Financial Planning or an equivalent qualification with 120 relevant credits at a minimum NQF level 5.
• Must have passed RE 5 level 1.
• Previous experience as a Sales Manager is preferable.
• Be accredited on all products that PFA distributes as well as accreditation on other optional products.
• Preferably 24 month’s service as a Financial Advisor.
• Have strong administrative capabilities.
• Should be comfortable in applying the sales process.
• Should be able to apply the six-step financial process.
• Having difficult conversations and being assertive.
• Coaching of others

Competencies:

• Strategic
• Innovation
• Customer First
• Leading with influence
• Collaboration (Relating)
• Decision Making
• Execution
• Personal Mastery
• Technical /Business Competencies

Critical Skills And Qualities

• Coaching/training/development
• People/performance management
• Planning, organising and monitoring
• Analytical thinker
• Interpersonal/communication
• Goal setting and execution
• Sales and marketing focused
• Able to motivate and inspire
• Business and financial acumen

Closing Date

04 April 2023

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Job Description

• The focus for this role is the preparation of financial and management reports, provision of interpretation of financial data and predictive results, implementation of accounting processes, systems, and controls.
• You will have a combination of strong business, financial, strategic, and analytical skills to ensure the provision of business and support services (Finance, Operations, Legal, and Risk management) is of a high standard and enables iWYZE to meet its objectives.
• Being an Assistant Management Accountant in OMART, this role will provide a strong support to the financial manager and broader reporting team
• Prepare financial results for various clients
• Prepare journals in order to prepare a trial balance monthly
• Assist with maintaining a strong financial control environment
• Work effectively within a team, whilst balancing own priorities
• Be flexible and responsive to changes in the business that impact financial processes and reporting Work to strict deadlines

Closing Date

22 March 2023

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Job Description

• The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Job specification:

• An opportunity has become available for a Legal Advisor Advanced within the Legal team within the Old Mutual Personal Finance business unit. This role provides advanced legal support on Financial Planning, as well as providing advanced legal advice. The incumbent is individually accountable for achieving results through staff supervised, over periods from 3 months to a year. Participates in legislation if required.

Role Description:

• Provides advanced legal support on financial planning.
• Conducts or participates in legislation training if required.
• Manages legal advisors if required.
• Networks with industry bodies.
• Assists in shaping and influencing other stakeholders/regulators.
• Writes financial planning circulars.
• Works on projects.
• Presents marketing talks.
• Conducts training sessions.
• Provides legal opinions/comments on legislation.
• Assists in the preparation of semi-legal or contractual documents used by the business unit/ segment.
• This role can also be a specialist role and not manage a team.
• This role is linked to Legal Advisor Specialist (N) for Manager of Self. Movement from Manager of Sef to Manager of Others MUST follow the vacancy process.

Key Result Areas:

Legal Advice

• Assists in the preparation of semi-legal or contractual documents used by the business unit/segment.
• Conducts or participates in legislation if required.
• Provides advanced legal support on financial planning through staff supervised.
• Provides legal opinions/comments on legislation.

Product/Retail Support

• Conducts training sessions.
• Presents marketing talks.
• Works on projects.
• Writes financial planning circulars.

Stakeholder Management

• Assists in shaping and influencing other stakeholders/regulators.
• Networks with industry bodies.

Team Effectiveness

• Balances own priorities with directing and motivating others.
• Creates a climate for optimal performance.
• Guides and directs staff to achieve operational excellence standards.
• Individually accountable for staff time, tasks and output quality, over periods of 3 months to a year.
• Manages legal advisors if required.
• Manages performance.
• Plans & assigns work over periods of 3 months to a year.
• Selects potential staff to sustain customer/ client service delivery.

Job Requirements

• A LLB or B Proc qualification and Post Graduate Diploma in Financial Planning (CPF) plus 5 years post qualification experience.
• Financial Services Industry Experience.
• Admitted as an Attorney will be advantageous.
• Fully bilingual (English and Afrikaans).
• Advanced knowledge of the legislation relating to financial planning.
• Advanced knowledge of retail financial services products.
• Computer literacy.
• Sound interpersonal and communication skills.
• Ability to liaise at all levels.
• Good problem solving ability and analytical skills.
• Ability to influence and persuade.
• Sound judgment and decision making ability.
• Good client service orientation.
• Well-developed presentation and facilitation skills.
• Own transport essential.
• Possession of a valid driver’s license.

Closing Date

28 March 2023