Job Vacancies at Liberty Group South Africa

Purpose

• Provide specialist Talent Acquisition advice and support in the recruitment of Financial Advisors (FA's) in the Western Cape region within Talent Acquisition operating models and frameworks as per set standards.
• The Successful Candidate will join the regional Talent Acquisition team in the Western Cape Area, a team that is passionate about recruiting Talent that is In It With You.

Minimum Qualifications and Experience

• Bachelor's Degrees and Advanced Diplomas (NQF Level 07)
• 2 - 3 years' recruitment experience of Financial Advisors
• Full FAIS recruitment lifecycle using the most innovative approaches to attraction, sourcing, selection, interviewing, offering and closing.
• Marketing and promoting of jobs across various portals including posting of job adverts.
• Compile job specifications and internal adverts
• Source, screen and shortlist potential candidates - Interview coordination and attendance and feedback to candidates.
• Ensuring a robust employee on-boarding process and experience.
• Oversight of administrative functions, including, but not limited to employment contracts; addendums to employment contracts as required; maintenance of pertinent application and interview data.

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Purpose

• To provide advice and support by preparing financial information for all stakeholders of the business for informed decision making and to support the business.

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
Outputs
Process

• Ensure the accurate operation of rates and terms related to financial service offerings.
• Analyse operational records, trends and costs related to estimated and realised revenues to project future revenues and expenses.
• Source, collate, analyse and interpret financial information in order to support the review of the financial performance of the business.
• Contribute to and assist in the effective execution of internal and external audits, financial statement generation and regulatory submissions.
• Provide specialist advice and support mechanisms to safeguard assets in line with organisational policies and procedures.
• Support the accurate preparation of budgets and ensure monitoring of performance against actual outcomes.
• Provide specialist advice regarding effective cost control of financial processes, in line with targeted savings.
• Provide specialist advice and support implementation of loss control measures and ensure that incidents and losses are investigated and reported to management.
• 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
• Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
• 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

• 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 deliver investment retention related operational and 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 Office Administration

Outputs

Process

• Contribute to the provision of a comprehensive admin. service through the correct interpretation and application of procedures to optimise delivery.
• Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
• Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
• Process renewals, new business, records, policy servicing, valuations, quotations and technical documentation 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.

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Purpose

• To perform data analysis 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

• Higher Certificates and Advanced National (Vocational) Certificates [NQF Level 04] in Finance Economics and Accounting

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.
• Effectively extract, consolidate and analyse data to enable the optimal interrogation thereof in order to provide reliable management information.
• Analyse data and provide monthly reports that reflect insight into tendencies and patterns.
• Continuously update data measuring complaint/s quality outputs and ensure availability for analysis purposes.
• 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

• 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.

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 plan, manage and monitor the implementation of call centre activities and processes in order to deliver on approved operational plans in an effective and efficient manner.

Minimum Experience

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

Minimum Qualifications

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

Outputs

Process

• Ensure the provision of accurate and timeous reporting in respect of key performance metrics and recommendations to improve operational efficiency.
• Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
• Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
• Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.

Customer

• Manage the development of standardised client centred scripts for client service processes.
• Manage client query processes and ensure that they are tracked and can be resolved in accordance with operational goals and standards.
• Maintain a log of all customer complaints and how they have been addressed for trend and age analysis.
• Identify improvement needs relating to client service and develop procedural guides to improve effectiveness of associated services.
• Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
• Ensure the provision of sound consulting services and recommendations based on customer and client needs, current information and trends.
• Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.

Finance

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

Learning and Growth

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

Governance

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

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Purpose

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

Minimum Experience

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

Minimum Qualifications

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

Additional Minimum Qualifications

Outputs

Process

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

Customer

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

Finance

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

Learning and Growth

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

Governance

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

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Purpose

• To provide specialist advice and support in the collection and analysis of business data and creation of information to inform decision making, through the execution of predefined objectives.
• The role requires taking data from existing Management Information systems and providing depth of insight to assist in identifying trends trends in Distribution, performance metrics, remuneration aspects and What If analysis to allow Channel Management and Affiliate Operations to execute strategic and operational plans.
• The Successful candidate will report to the Head of Entrepreneur and will also support the Head of Tied Broker.

Minimum Qualifications and Experience

• Bachelor`s Degree or Advanced Diploma in similar field.
• 2 - 3 years experience in a similar environment.
• Must be Proficient in Excel.
• Reporting and Interpretation.
• Professional/Technical learning.
• Professional/Technical learning.
• Analytical Thinking.
• Communicating with Impact.

Key Responsibilities

• Collate information to serve as input to managerial reporting or decision making related to Outsourced Agreements.
• Conduct research to develop and implement innovative ideas and solutions that add value to the organisation in outsourced Agreements.
• 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 business support through subject matter knowledge and work area experience to enhance operational service delivery and quality.
• Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
• Analyse data and provide monthly reports that reflect insight into tendencies and patterns.
• Analyse data to identify possible areas for improved operations and optimised work schedules and make practically implementable recommendations.
• 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 Outsourced Agreements.
• Plan for own task execution and advises on improvements related to Outsourced Agreements.

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Purpose

• This role creates the opportunity for the successful candidate to provide specialist support and advice to Internal and External Stakeholders in the development and implementation of business development, management planning and associated service delivery processes, methods and techniques, enabling the provision of sound business development expertise. Strong interpersonal skills are required as there are daily interactions with various distribution channels.

The successful candidate will be a part of the Sales Enablement team – a dynamic team that is passionate about people development and business development.

Minimum Qualifications and Experience

• 3 - 5 years’ experience in a similar environment, of which 1 -2 years at a junior specialist level.
• Appropriate Bachelor degree and Post Grad Diploma in Financial Planning, a CFP-designation will be beneficial.
• Understanding of the legislative requirements in Investments.
• Understanding of Investment solutions.
• Problem solving and analysis.
• Implement strategic development plans in Investments.
• Relationship management and networking.
• Presentation skills, formally and informally.
• Proactivity, accountability and the ability to work independently.
• Self-motivated.
• Business acumen.

Key Responsibilities

• Correctly interpret and understand business and or customer requirements in order to develop and produce appropriate solutions.
• Contribute to efforts related to the development of innovative business models to support the development of new business initiatives.
• Identify development areas and business development opportunities and implement and execute accordingly, measuring and increasing production numbers.
• Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
• Translate technical information into useable business intelligence to support business development initiatives.
• Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
• Build and maintain strong relationships with key internal and external stakeholders to facilitate delivery and implementations of initiatives being driven.

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Purpose

• To provide advice and support in practice formulation and associated best practice improvement tactics; enabling the provision of specialist corporate citizenship and sustainability expertise and deliverables to stakeholders

Minimum Experience

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

Critical Job

• Knowledge of key Sustainability, Stakeholder Management and Business Ethics frameworks for corporate accountability reporting and management
• Experience in production of Sustainability, Stakeholder Management and Business Ethics corporate reporting
• Ability to communicate complex/esoteric Sustainability and Business Ethics concepts simply and accurately

Minimum Qualifications

• Ethics Officer certification
• Bachelors Degree in Accounting/ Economics or Environmental Science Qualification

Outputs

• Co-ordination of business unit inputs-, external consultant and advisory entity inputs and audits for, and production of role-related reports and presentations for internal and external stakeholders.
• Co-ordination and production of awareness and other campaigns and events related to Group sustainability and ethics programme management for internal and external stakeholders.
• Compliance and Budgeting management.
• Strategy planning, relationship management and policy development for sustainability and stakeholder management.

Process

• Determine resource allocation priorities and deployment necessary to support the effective integration of processes.
• Advise on and ensure the development and implementation of area specific methodologies and frameworks; ensuring appropriate implementation and use.
• Advise on the alignment and application of area specific practices and integrated processes across functional areas to ensure value chain integrity.
• Support and inform the process of building and sustaining communication infrastructure and framework (channels and media) to enable bus. objectives delivery.
• Quality assure all communication media and content to identify trends to ensure improved and consistent delivery, relevance and accuracy.
• Identify and advise on the effective development, activation and improvement of key messages through relevant communication platforms.
• Support and inform the process of building and sustaining communication and marketing infrastructure and framework to enable bus. objectives delivery.
• Keep abreast of changes and new legislation and developments within industries that may affect area of specialisation.
• 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.

Customer

• Provide authoritative, 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

• Implement and monitor financial controls, management of costs and corporate governance throughout the area of specialisation.

Learning and Growth

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

Governance

• Develop and/or align governance and compliance policies for own practice and/or tactical area to identify and manage risk exposure liability related to the area of specialisation.

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Purpose

• To advise business and employees on Labour related issues, highlighting the risks to the business and employees alike whilst ensuring that fair and equitable employee relations outcomes are achieved.

Minimum Experience

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

Additional Minimum Qualifications

• LLB Degree
• Admitted Attorney

Process

• Collaborate with different business areas to provide staff with knowledge and awareness of relevant laws, regulations and standards.
• Identify, diagnose and recommend improvements and provide specialist advice and support; ensuring that solutions are appropriate and effective.
• Coordinate research and information gathering activities and collate and analyse information to serve as input to managerial reporting or decision making.
• Provide training and development regarding labour law processes and internal policies to line management and Human Resources practitioners.
• 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.
• Reviews and drafts various contracts including but not limited to contracts of employment, secondment agreements, fixed term employment and S197 agreements, mutual termination and settlement agreements, independent contractor agreements.
• Engages with external legal firms and contracts services as and when appropriate.

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.
• Provides general employment and labour law advice.
• Provides advisory services to business on correct procedures to institute e.g. disciplinary process / grievance.
• Manage and advise employees on all applicable ER processes and systems including but not limited to poor performance, formal disciplinary procedure, grievance procedure, ill health and incapacity matters.
• Advise on people related merger and acquisition matters including restructuring, outsourcing, workplaces changes and processes.
• Provides dispute resolution and labour litigation management services and represents the company at CCMA, Labour Court, Equality Courts.Drafts pleadings and documentation for CCMA and Labour Court matters. Chairs and mediate complex grievance hearings.

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

• Provide advice and support to the business with the aim of mitigating litigation risk across impacted organisational operations.
• Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.
• Compiles monthly and quarterly ER reports
• Drafts memo/ opinions on any aspect of employment and labour law and reviews and drafts applicable policies, procedures and standards,
• Ensure compliance with the BCEA, LRA, EEA, UIF Act, COIDA, OHSA and other relevant Acts.
• Manages the Department of Labour Inspection processes.
• Conducts internal ER Audit- ensuring consistent application of the group policies / procedures in adherence to relevant legislation.