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Old Mutual is an international investment, savings, insurance and banking group. For over 170 years we have been serving the growing insurance and investment needs of our customers, helping them achieve their lifetime financial goals.
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Job Description
- This role ensures that Old Mutual Personal Finance meets and maintains its Customer Tax obligations. As a Tax subject matter expert, the successful incumbent will lead a cross-functional team, whose purpose is to ensure: tax compliant processes and systems, timeous implementation of tax changes, and accurate and timeous completion of tax reporting..
- To be successful in the role you must be able to execute through others, collaborate and cultivate a culture of an optimal performing team.
Key focus of the role and responsibilities:
- Provide tax technical advice and recommendation on processes, products, customer queries etc.
- Ensure that tax legislative changes related to customers are timeously implemented
- Interpret and simplify tax requirements; ensure that delivery partners are timeously informed of customer tax changes, and they have delivery plans and operational measures in place.
- Ensure that PF Customer Tax, SARS submissions are accurate, complete and on time.
- Ensure that adequate controls are implemented by business for all customer tax related processes.
- Ensure that process and business changes do not lead to unintended compliance degradation.
- Monitor and review customer tax obligations and adherence to tax legislation, proactively identify, manage potential tax risks, and ensure that management actions are in place to address incidents of non-compliance.
- Provide an up to date coordinated view of the Personal Finance state of Customer Tax compliance.
- Engage and collaborate with group functions (e.g., Group Tax, Legal and Compliance, Finance etc.) to ensure that appropriate solutions for complex customer tax requirements and issues are established.
- Drive, negotiate, and influence collaboration of cross-segment uniformity of customer tax implementations, either at the Management boards or the identified regulatory committees.
- Facilitate internal and external customer tax audits, and ensure that customer tax findings are addressed.
- Ensure that Group Tax, SARS queries and customer complaints are timeously addressed.
- Cultivate a culture of optimal performance, teamwork, and continuous learning.
- Promote tax education and ensure that tax knowledge is maintained across PF’s customer value chain, to improve customer experience and to minimise queries and issues.
- Ensure there are Service Level Agreements between Personal Finance and Delivery Partners, with regards to Customer Tax.
Qualification, Skills, Experience, & Requirements
- Bachelor’s Degree in Business /Commerce studies (Taxation qualification would be advantageous)
- The role is strictly Cape Town based; the successful incumbent must be willing and able to relocate if applicable.
- 5 - 10 years’ experience in employee and 3rd party tax reporting compliance within a financial / insurance services industry
- Knowledge and understanding of South African Tax legislation
- Operations and regulatory/tax implementation experience would be advantageous
- Negotiation and Influencing skills;
- Relationship management skills;
- Stakeholder engagement skills;
- Communication skills (written and verbal)
- Report writing skills
- Systemic thinking
- Attention to detail
- Problem solving
- Action oriented
- Accounting/Tax skills
- Financial acumen skills
Closing Date
03 March 2023
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Job Description
- Provide quality claims negotiating outcomes for the Claims function through effective and efficient claims negotiations and finalisation of claims.
- Answer telephone and email queries from the brokers, based on updated logs
- Analyse claim and confirm cover Draft rejection letter if claim rejected Request and analyse policy file and related documentation
- Appoint assessor, if required Capture/register claim Settle claims within mandate Recover 3rd party claims
- Prepare payments file on successful recovery Finalise claim as per Old Mutual Insure standard Keep broker informed at all times in terms of progress of claim
Closing Date
01 March 2023
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Job Description
This role determines and documents business requirements and works with design & implementation staff to design & implement solutions within constraints. The incumbent is individually accountable for achieving results through own efforts.This role also provides ongoing guidance/supervision to the Business analyst as a mentor/coach.
- Analyses past, present and future business environment.
- Works closely with delivery teams and project manager to design and implement solutions.
- Tests systems and user acceptance and implements changes or new applications.
- Ensures all testing protocols are adhered to.
- Investigates and defines requirements for business processes.
- Analyses business processes to determine problems, risks and opportunities for improvement.
- Contributes in sessions for end-users, including training.
- Provides input to the documentation of requirements including data modelling, interface layouts, data flows, screen and report layouts, etc.
- Contributes to the design of new business processes.
- Contributes to strategies and guidelines to improve the business environment.
- Provides input to management (both IT and business) on business procedures and policies.
Qualifications and experience
- Business Analysis Certification/Diploma or Information systems degree
- Experience in the Banking, Financial Services, and Insurance industry
- Experience in using Agile methodologies will be advantageous.
- 3 to 8 years of experience in business apps & exposure to IT functions.
- Experienced in business and data analysis, solutions design & testing, data, modelling required.
Skills
- Business Analysis, Business Software Applications, Data Analysis, Data Modeling, Data Testing, Solutions Design
Education
Closing Date
01 March 2023
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Job Description
- This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
- The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
- Provides advice in line with the customer value proposition & compliance framework.
- Develops, tracks & reviews business plan to meet individual performance targets.
- Works in specific allocated markets.
- Works with a specific range of products.
- Prospecting is limited.
- Receives a base salary & bonuses - no commission.
Requirements:
- Driver's license .
- RE5 Certificate.
- FSCA Approved qualification
- All FAIS Requirements related to the role (Including up to date CPD, COB and product experience)
Closing Date
24 February 2023
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Job Description
This role is individually accountable for achieving results through others, over periods of 3 months to a year.
The focus is the following: execution of the business plan and for governance and compliance at an operational level, preparation of management reports, provision of interpretation of financial data and predictive results, implementation of accounting processes, systems, and controls within the sales channels and is responsible for the distribution and overhead expense management.
- Managing the Mass Foundation Life distribution channels and other overhead expenses.
- Develops, reports on and interprets cost drivers, KPIs and benchmarks.
- Improving the efficiency of the management reporting function.
- Identifying unusual trends or anomalies that require further analysis, explanation, and/or corrective action.
- Interacts with business unit line managers on financial outcomes, expense trends, etc.
- Examining and reviewing financial information for accuracy, completeness, and validity.
- Provides insights on the drivers for the results, as well as variances to the business plan, prior year, and prior month.
- Monthly income statement analysis and balance sheet reconciliations.
- Enabling channel heads to make business decisions through financial information.
- Liaising with various stakeholders to ensure completeness of expenses.
- Providing finance business partner support to internal stakeholders.
- Managing financial and business risk.
- Assisting staff to prepare management financial information.
- Responsible for variance analyses as well as financial cost analysis.
- Monthly, quarterly, and yearly budgets and forecasts.
- Assisting with and resolving internal and external audit queries.
- Responsible for the monthly Channel Expense Index profitability analyses reports.
- Implementation of internal controls.
- Ensure compliance with Group Policies and relevant accounting standards are adhered to.
Requirements
- 5 years + of experience as a Management Accountant
- CA qualification would be advantageous
- Technically inclined, including in the application of IFRS and management accounting principles
Skills
- Analytical, Communication, Deadline Management, Demonstrated ability to develop and maintain positive relationships with all stakeholders internally and externally., Performance Driven, Proactive Approach, Solution-Oriented
Education
- Bachelors Degree (B): Finance (Required)
Closing Date
24 February 2023
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Job Description
- This role is focused on developing young CA’s and analytics talent from entry level graduate to young future leaders. This individual will ensure the day to day running of both programmes as well as ensuring CA training programme regulatory compliance with SAICA. This individual will tailor learning paths to develop young talent holistically.
Key Result Areas
- Develops and facilitates rotation plans for trainees
- Manages performance and development of trainees
- Manages Quarterly assessments
- Manage all Admin and support processes to comply with periodic external assessments
- Oversees the budget for the programme
- Facilitates relevant programme Committees across the business
- Works closely with the training officer to ensure a successful and complaint training programme
- Engage external regulatory bodies to ensure alignment of this CA training programme
- Evaluates and updates the trainees’ salary model annually to manage trainee remuneration within the model. Ensure salary benchmarks are influence salary model
- Develops and implements the Recruitment & Selection strategy for trainee’s and other graduate programme
- Manages bursary students where applicable (Post Graduate students)
- Builds the talent brand of the programme through social media campaigns, via career expo's, regional school visits, networking forums
- Influence culture of the programme through teambuilding initiatives, socials, one on one meetings, liaison with Senior Executives to promote interaction with trainees
- Ensures attraction and retention of Black Talent on programme
- Continue to develop and grow the OM Financial Engineering Programme
- Review programmes and course correct based on feedback and success
Requirements
- Relevant undergraduate degree
- 6 – 8 years’ relevant experience in developing young talent, specifically CA trainees
- Knowledge of SAICA’s qualification framework
- Experience working with the TCMS system preferred
- Experience managing teams in similar programs would be a distinct advantage
- Report writing and facilitation skills
- Strong written and verbal communications skills
- Stakeholder management at various levels
- Delivery driven at an appropriate quality level as well as timeously
- Capacity to work under pressure/ multitask and meet deadlines.
- Have the ability to influence
- Be assertive
Skills
- Deadline Management, Influencing Others, Multitasking, People Management, Social Media Campaigns, Strategic Planning, Stress Management, Taking Initiative
Education
- Bachelors Degree (B) (Required)
Closing Date
04 March 2023
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Job Description
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
26 February 2023
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Job Description
Provide quality claims negotiating outcomes for the Claims function through effective and efficient claims negotiations and finalisation of claims
- Answer telephone and email queries from the brokers, based on updated logs Analyse claim and confirm cover Draft rejection letter if claim rejected Request and analyse policy file and related documentation Appoint assessor, if required Capture/register claim Settle claims within mandate Recover 3rd party claims Prepare payments file on successful recovery Finalise claim as per Old Mutual Insure standard Keep broker informed at all times in terms of progress of claim
Closing Date
01 March 2023
go to method of application »
Job Description
Provide quality claims negotiating outcomes for the Claims function through effective and efficient claims negotiations and finalisation of claims.
- Answer telephone and email queries from the brokers, based on updated logs
- Analyse claim and confirm cover
- Draft rejection letter if claim rejected
- Request and analyse policy file and related documentation
- Appoint assessor, if required
- Capture/register claim
- Settle claims within mandate
- Recover 3rd party claims
- Prepare payments file on successful recovery
- Finalise claim as per Old Mutual Insure standard Keep broker informed at all times in terms of progress of claim
Closing Date
01 March 2023
go to method of application »
Job Description
- Assist Old Mutual Personal Finance to meet and maintain its customer tax obligations. The successful incumbent will be be the Personal Finance customer tax process champion. This role facilitates customer tax changes, SARS employee and 3rd party reporting and customer tax issue resolutions.
- The successful incumbent for this role must be proficient in execution, collaboration; delivery focused, customer oriented and a team player
Key focus of the role and responsibilities:
- Expected to be a customer and tax process champion for Personal Finance.
- Facilitate impact assessments across the customer value chain and ensure process changes deliver a compliant outcome.
- Facilitate customer tax changes and ensure the change is sustained, and timeously applied.
- Ensure that implementation of Customer Tax changes does not lead to blockages/ obstacles in the business and appropriate risk/compliance trade-offs are considered.
- Assist with customer tax related queries and escalations.
- Assist with monitoring and review of customer tax obligations and adherence to tax legislation.
- Facilitate remediation of customer tax gaps.
- Oversee Customer tax communications to advisers and customers; ensure that it is both simplified, accurate and appropriate.
- Support the drafting and monitoring of Service Level Agreements between Personal Finance and Delivery Partners, with regards to Customer Tax.
- Assist with resolving findings from Auditors and the Regulator.
- Ensure that the responsible Personal Finance Delivery Partners have the necessary evidence in place for the purpose of monitoring and reporting
Qualification, Skills, Experience & Requirements
- Relevant tertiary qualification
- The role is strictly Cape Town based; the successful incumbent must be willing and able to relocate if applicable
- At least 5 years’ working experience in the financial services Industry, dealing with Tax
- Understanding of South African Tax legislation
- Experienced in regulatory/tax changes implementation
- Operations and process management experience would be advantageous
- Planning and Organizing
- Proficient in execution
- Communication skills (written and verbal)
- Systemic thinking.
- Attention to detail
- Problem solving
- Action oriented
- Problem solving
- Practical and logic
Closing Date
03 March 2023
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Job Description
- This role determines and documents business requirements.
- Works with design & implementation staff to assist with the design and implementation of solutions within constraints.
- The incumbent is individually accountable for achieving results through own efforts
- Working Agile, delivery of MFC Programme Management Office Backlog Delivery items, in MFC Servicing Operations.
At a high-level level:
- An Agile Business Analyst who is business-oriented, eager to learn, is empathetic, flexible towards working in an Agile environment. Must be innovative and goal-oriented.
- Understanding Customer Service Model, Value stream mapping process; Lean Principles : crucial
- Is Subject matter expert for products & processes - manages change to support Product Admin and other systems in Customer Service operational and tactical delivery, documents requirements
- Documents user guides & develops and implements a communication plan for redesigned processes, technical and procedural information
- Understanding of technical business area related to the projects taken
- Expert in conceptual modelling; visualising possible solutions innovatively
- Excellent proficiency in verbal and non-verbal communication skills
- Ability to critically question to help the team foresee the future problems
- Ability to file the requirements based on the project
- Ability to understand the Agile development process
- Familiarity with requirements' techniques such as informal modelling, use cases, writes user stories and acceptance criteria, i.e., primary techniques used by Agile teams for requirements gathering
- Analyses past, present and future business environment.
- Works closely with systems analyst and project manager to design and implement solutions.
- Tests systems and user acceptance and implements changes or new applications.
- Ensures all testing protocols are adhered to.
- Investigates and defines requirements for business processes.
- Analyses business processes to determine problems, risks & opportunities for improvement. Renders support and facilitates sessions for end-users, including training. Documents requirements including data modelling, interface layouts, data flows, screen and report layouts, etc.
Role Requirements:
- Grade 12 (Matric) - Required
- Relevant Business Analyst qualification, or a related degree will be advantageous.
- 2-3 + years of experience as a Business Analyst.
- Experience in the Banking, Financial Services and Insurance industry
- Experience in using Agile methodologies will be advantageous.
Skills
- Agile Methodology, Business Processes, Financial Services, Insurance Industry
Education
- Bachelor Of Technolgy, Matriculation Certificate (Matric) (Required)
Closing Date
02 March 2023
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Job Description
To provide quality sales service that results in the production of business from new and existing sources which contributes to the profitability and growth of the company.
- Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets.
- Telephonically guide customers through the product offering, pricing, terms and conditions.
- Provide accurate and efficient quotation/s to customers.
- Maintain an agreed lead to sale ratio.
- Maintain an agreed lead to quote ratio.
- Maintain an agreed quote to sale ratio.
- Required to work shifts as scheduled.
- Manage all allocated leads.
- Sell according to agreed targets for the day.
- Maintain a 90% QA average on all calls.
- Accurately and efficiently capture all customer data.
- Finalise calls at point of contact, where possible.
- Forward accurate policy documents to customers within mandated timeframes.
- Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.
- Manage time and workloads to ensure that deadlines and targets are met.
- Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.
Closing Date
01 March 2023
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Job Description
- Manage and implement the direct sales business operating model to generate sales and cross sell products in the direct channel, to embed an integrated financial services offering for the organisation. (Contact Centre Environment)
Manage and implement the direct sales business operating model
- Accountable for the direct sales business operating model to drive lead, quote and conversion ratios to achieve organisational sales targets.
- Focus on the development of campaigns in identified market segments to drive the achievement of sales and profitability targets.
- Develop and maintain of a fit-for-purpose portfolio management strategy to cross sell products in the direct channel to offer customers an integrated financial services offering for the organisation.
- Define and manage discount mandates to ensure that profitability targets are achieved.
- Manage the profitability of sales through a defined and targeted risk selection processes.
- Identify campaigns that are informed through insights to improve lead, quote and conversion ratios.
- Develop an incentive model in consultation with Remuneration to reward and recognise employees for the achievement of sales targets and profitability and conversion ratios.
Job Requirements:
- Grade 12 with FAIS accreditation.
- 5 to 8 years’ experience in direct sales environment within the financial services industry.
- 2 to 3 years’ experience in leading a large inbound or outbound sales call centre.
- 3 years’ experience in managing a direct sales team.
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
01 March 2023
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Job Description
- This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
What is a financial advisor?
- The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
- The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
- As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.
What is required of you?
- Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
- Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
- Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.
What do we need from you?
- A Grade 12 (Matric) certificate
- FAIS compliance
- RE5 an advantage
- A valid Driver’s licence and your own car
- A clear criminal and credit check
- A minimum of 3 years working experience (preferably in sales)
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
Education
- High School (Grade 12) (Required)
Closing Date
01 March 2023
go to method of application »
Job Description
- This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
What is a financial advisor?
- The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
- The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
- As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.
What is required of you?
- Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
- Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
- Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.
What do we need from you?
- A Grade 12 (Matric) certificate
- FAIS compliance
- RE5 an advantage
- A valid Driver’s licence and your own car
- A clear criminal and credit check
- A minimum of 3 years working experience (preferably in sales)
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
Education
- High School (Grade 12) (Required)
Closing Date
01 March 2023
go to method of application »
Job Description
- This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
What is a financial advisor?
- The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
- The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
- As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.
What is required of you?
- Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
- Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
- Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.
What do we need from you?
- A Grade 12 (Matric) certificate
- FAIS compliance
- RE5 an advantage
- A valid Driver’s licence and your own car
- A clear criminal and credit check
- A minimum of 3 years working experience (preferably in sales)
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
Education
- High School (Grade 12) (Required)
Closing Date
01 March 2023
go to method of application »
Job Description
- To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. The incumbent is individually accountable for achieving results through own efforts.
Personal Effectiveness
- Accepts and lives the company values.
- Accountable for service delivery through own efforts.
- Collaborates effectively with others to achieve personal results.
- Individually accountable for managing own time, tasks, and output quality for periods of 1 day to a maximum of 3 months.
- Makes increased contributions by broadening individual skills.
Additional Responsibilities
- Ability to convey technical information clearly and accurately
- Provide Daily/Weekly /Monthly statistics
- Knowledge of Product & OMP Process knowledge will be an advantage
- CMoS & BaNCS system experience will be an advantage
- Greenlight product knowledge will be an advantage
- Servicing of queries
- Experience with Balancing/Matching of payments will be an advantage
- Experience how to service unallocated items will be an advantage
The successful applicant should meet the following requirements:
- Computer literacy essential (Excel/Outlook)
- Excellent communication (verbal & written) interactive skills
- Be able to work under pressure
- A passionate team player
- Must display sound planning & organising skills
- Able to display tact, diplomacy & empathy
- Sound problem solving skills and ability to take ownership for problems
- High stress tolerance levels
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
02 March 2023
Method of Application
Use the link(s) below to apply on company website.
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