Current Vacancies at Liberty Group South Africa

Job Purpose

• To provide callers with a first time resolution to queries in order to provide quality service within the required SLA framework, business rules and regulatory requirements through the execution of predefined objectives as per agreed SOPs.

Minimum Experience

• 1 - 2 years experience in a similar environment

Minimum Qualifications

• Further Education and Training Certificate (FETC) [NQF Level 04] in Consumer Services

Additional Minimum Qualifications

Outputs

Process

• Adhere to prescribed timekeeping standards at all times and attempt to improve own standards continuously.
• Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
• Respond promptly to call centre calls in a professional manner, ensuring an excellent and accurate client service in enhancing organisation reputation.
• 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

• Liaise and interact with customers via approved communication channels in a positive and helpful manner.
• 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

• Product and/or Service Knowledge (Basic)
• Call reporting (Basic)
• Handling Difficult Calls (Intermediate)
• Inbound Phone Statistics (Basic)
• Query resolution (Intermediate)
• Customer Relationship Management (Basic)

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Job Purpose

• To perform risk administrative duties, 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 Office Administration

Key Responsibilities:

• Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
• Advise on, communicate and provide risk and compliance support to assist and support the meeting of statutory, supervisory and regulatory requirements.
• Implement OHS processes according to legislative requirements, including risk identification and processes related to buildings requirements.
• Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
• 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

• 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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Job Purpose

• To motivate, inspire and lead the business development team to collaborate with the right financial advisers, both within group and externally, to deliver the revenue needed to meet business case expectations.

Minimum Experience

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

Minimum Qualifications

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

Additional Minimum Qualifications

• CFA and/or CFP will be advantageous.

Key Responsibilities

• Accountable for contributing to strategy enablement and implementation and delivery optimisation across an internal value chain, through best practice development and implementation.
• Draw on own technical and/or professional knowledge and experience to proactively develop alternatives and identify optimal best practice solutions for tactical problems.
• Plan to deliver work outputs related to a service or operational area, Manages interdependent functional activities, and directs best-practice priorities, standards and procedures to ensure efficiency within area of specialisation.
• Develop key collaborative strategies across all sales channels to ensure delivery of expected business case revenue numbers.
• To lead, coach and develop BDM's to become insightful by providing soft skills and sales technique training and development, small to medium IFA (independent financial adviser) business understanding and supporting ongoing technical knowledge development.
• To develop data driven strategies and rigorous processes to ensure the right BDM behaviours are embedded and measured.
• Play a key role on exco in contributing to the overall strategy and direction of the platform business.
• Partner with key IFAs to help them entrepreneurially grow their business and in turn grow their assets under management on our platform.
• Communicate effectively and with clarity key messages and data reports with useful and insightful commentary across GIP and group.
• Be knowledgeable about new digital technology which helps both the GIP platform and financial advisers.
• Have a clear understanding of operations, proposition and IT and use this in depth knowledge to create and develop great customer experiences for financial advisers.
• Leverage relationships across the business to deliver group related distribution targets.

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Job Purpose

• To provide specialist advice and support to enhance the effective implementation of operational risk management practices, 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

Process

• Collate information to serve as input to managerial reporting or decision making related to an area of specialisation.
• 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.
• Assist with the monitoring of the future regulatory and legislative environment whilst providing advice on existing regulatory issues.
• Conduct investigations in order to establish and verify facts to that leads to the identification and reduction of business risks.
• Develop and implement execution plans by using data and analytics to enhance the organisation's ability to identify and appropriately manage operational risk.
• Provide analytics services to minimize operational risk through the business.
• 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

• 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

• Keep up to date with own area of expertise to develop and maintain own professional knowledge base in order to provide effective support and advice.
• 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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Job Purpose

• Introducing fresh and new talent to our organisation, who will contribute to the development of scarce and critical skills and enhance the professionalism in the financial sector. These programmes are run over 12-months, providing successful applicants the opportunity to gain formal work experience and attain a National Certificate Wealth Management- NQF5 qualification.

Minimum Requirements

• Be a South African Citizen
• Be between the ages of 18 - 35
• Not be permanently employed
• Not registered on any other learnership/internship programme
• Must have passed Matric
• English and Mathematics (minimum pass mark of 60%)
• Business Studies and Economics will be considered as an added advantage
• Must have no completed tertiary qualification

Minimum Experience

• 0 - 1 year experience in a similar environment

Technical Competencies

• Service Delivery (Basic)
• Communication skills (Fundamental) (Basic)
• Functional Policies and Procedures (Basic)

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Job Purpose

• Introduce fresh and new talent to our organisation who will contribute to the development of scarce and critical skills and enhance the professionalism in the financial sector. These programmes are run over 12-months, providing successful applicants the opportunity to gain formal work experience in their respected field of studies.

Minimum Experience

• 0 - 1 year experience in a similar environment

Minimum Qualifications

Bachelors Degree in:

• Information Technology (IT)
•  B.Com Accounting / Auditing
• Financial Planning and Sales Qualification

Additional Requirements for Financial Planning Interns:

• Ability to communicate well
• Tech savvy