Jobs at Old Mutual

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.

Education

Matriculation Certificate (Matric) (Required)

Closing Date

15 June 2021

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Job Description

This role is responsible for providing technical and financial management and expertise for the facilities management function for Old Mutual Insure. The incumbent is individually accountable for achieving results through own efforts.

• Plans, coordinates and controls all technical and facilities management activities for Old Mutual Insure, its employees, partners and its clients.
• Keeps abreast of new equipment, technology, material, work methods and techniques.
• Ensures and manages the replacement of dated technology.
• Compiles monthly management reports - technical and financial for the facilities management function.
• Administers and manages designated portfolio professionally and effectively, and in accordance with Old Mutual Insure policies and procedures.
• Compiles financial expense budget for repairs & maintenance and soft services for Old Mutual Insure.
• Manages and controls energy and general utilities for Old Mutual Insure.
• Manages and controls risks in respect of machinery, plant, equipment, fire services and electrical reticulation.
• Maintains building assets in accordance with the official investment strategy for each building asset.
• Maintains buildings efficiently and keeps them financially optimal in all respects

Optimise the area to ensure best in class asset management and facilities services for Old Mutual Insure.

Job Requirements

• Degree or Relevant Tertiary Qualification
• 3-5 Years Facilities Management Experience

Closing Date

• 21 May 2021

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Job Description

• Design and lead the execution of the finance operations and controls strategy to ensure long term financial soundness, growth, sustainability and return on investment is achieved. Responsible for providing guidance and direction on financial activities and to ensure compliance with the organization’s strategy and long term objectives.

Critical objectives and responsibilities

• Design and lead the execution of the financial strategy to ensure long term financial soundness and growth.
• Oversee all accounts and ledgers ensuring compliance with appropriate International Financial Reporting Standards (IFRS) and regulatory requirements and maintain internal control safeguards and audit activities.
• Define and implement systems and processes to ensure all financial operations carried out are accurate and as per policies and procedures.
• Develop and implement tools and systems to provide critical financial and operational information to the Financial Director and to make actionable recommendations on both strategy and operations.
• Research and implement new tools and technologies to create cost effective and efficient finance operation that consistently meets service demands and targets. Proactively create and implement continuous improvement plan to drive efficiencies and performance towards the achievement of the organizations goals.
• Ensure the integrity of the general ledger accounting system and the accurate processing of all financial transactions (sales journals, accounts payable, payroll-related processes).
• Develop and maintain internal controls and the overall control environment.
• Lead the asset impairment review process and annual review of residual values and useful economic lives.
• Oversee complex control structures to mitigate risk of financial misstatement.

Finance Operations

• Develop financial policies and procedures for operational efficiency.
• Oversee account payables and receivables activities.
• Develop and implement solutions to ensure that financial operational activities are executed and delivered as per standards set they FD.
• Oversee Finance operations team (including bank & cash and creditors, all balance sheet reconciliations and premium debtor management)
• Ensure cost efficiency through financial and corporate governance

Contribute to the development and implementation of fit for purpose budgets or business plans.
Nurture a culture of high performance

• Align own behaviour with the organisations culture and values.
• Build a culture where unique employee experiences can be created, new work experiences can be designed, deep business “know-how” and experiences are openly shared, new ideas are encouraged & implemented without fear of reprisal and where employees feel inspired to enable positive futures through coaching and mentoring.

Education

• Bachelors Degree (B)  (Required)

Closing Date

• 28 May 2021

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Job Description

While this is an entry-level position, it is created with a view of the individual developing into a revenue generating portfolio manager over time and under appropriate supervision. The role requires a working level of knowledge and ability commensurate with the key responsibilities in support of successful private client portfolio practice management. The assistant portfolio manager is a key link between portfolio managers, clients and administrative support functions. As such the role requires an aptitude for effective and efficient client engagement and investment research, reporting and administration. Accuracy, responsiveness and effective communication are thus crucial aspects of success in this role. An entrepreneurial spirit is essential for the successful participation in the revenues generated by the practice over time. This participation is not guaranteed and is at the discretion of the portfolio manager(s) being supported.

What follows is a summary of key aspects of the role.  A detailed description of your Key Result Areas will be contained in the annual Performance Contract that will be developed with you, and in terms of which your performance will be reviewed on an ongoing basis.

• Fulfil administrative tasks as bridge between portfolio manager and client relationship manager (CRM) and other administrative or service personnel as required.

• Serve as back-up to CRM if required.

• Contribute diligently to functions required for effective practice management.

• Maintain information and presentations required for client portfolio reviews and proposal documents.

• Conduct portfolio analysis on existing portfolios and contribute to investment research activities as required.

• Communicate effectively with clients, investment partners and internal staff.

Qualifications

• An accredited investment or financial planning qualification is highly recommended.

• However, all qualifications satisfying the FAIS requirements for representatives under supervision will be considered.

Education

Closing Date

28 May 2021

go to method of application »

Job Description

While this is an entry-level position, it is created with a view of the individual developing into a revenue generating portfolio manager over time and under appropriate supervision. The role requires a working level of knowledge and ability commensurate with the key responsibilities in support of successful private client portfolio practice management. The assistant portfolio manager is a key link between portfolio managers, clients and administrative support functions. As such the role requires an aptitude for effective and efficient client engagement and investment research, reporting and administration. Accuracy, responsiveness and effective communication are thus crucial aspects of success in this role. An entrepreneurial spirit is essential for the successful participation in the revenues generated by the practice over time. This participation is not guaranteed and is at the discretion of the portfolio manager(s) being supported.

What follows is a summary of key aspects of the role.  A detailed description of your Key Result Areas will be contained in the annual Performance Contract that will be developed with you, and in terms of which your performance will be reviewed on an ongoing basis.

• Fulfil administrative tasks as bridge between portfolio manager and client relationship manager (CRM) and other administrative or service personnel as required.

• Serve as back-up to CRM if required.

• Contribute diligently to functions required for effective practice management.

• Maintain information and presentations required for client portfolio reviews and proposal documents.

• Conduct portfolio analysis on existing portfolios and contribute to investment research activities as required.

• Communicate effectively with clients, investment partners and internal staff.

Qualifications

• An accredited investment or financial planning qualification is highly recommended.

• However, all qualifications satisfying the FAIS requirements for representatives under supervision will be considered.

Closing Date

28 May 2021