Latest Job Vacancies at Old Mutual South Africa

Job Description

This role is a Team Leader in the Corporate Client Servicing and Operational environment. The individual will manage a Claims team, pertaining to all functions of non-risk claims. The individual needs to be an have an extraordinary passion for positive customer outcomes while driving and achieving daily and monthly operational targets. The incumbent is individually accountable for achieving results through others, over periods of 1 day to 3 months.

• Manages daily operational (client service and or administrative) delivery within specific functional area.
• Delivers, maintains and enhances service / work standards and work quality via a team of specialised staff, within a given processes.
• Drives operational excellence through area of supervision.
• Owns operational efficiency, quality, operations scorecard targets, including people
• Manages employee well-being and morale and other people processes (such as Recruitment, Performance Management and Talent Management)
• Accountable for technical decision making of a function as well as management of work volumes / flow.
• Implements effective and appropriate operational processes
• Establishes and maintains client / customer relationships.
• Builds relationships with peers, colleagues and multiple stakeholders across business areas and value chain.
• Could take accountability for the implementation of a strand of an operational project.
• Extensive experience in day to day management.
• Manages between 15 and 25 staff (could include some specialist staff).

Role qualifications and Experience:

• Matric (essential)
• Undergraduate degree (preferable)
• Experience with process improvement methodologies
• Experience with Leading people
• Strong analytical and problem-solving skills
• Strong interpersonal and client relationship skills
• Strong communication skills (both verbal and written)
• Proven ability to work independently and proactively
• Passionate team player
• Computer literacy essential (Word/Excel/Outlook/Powerpoint)
• Excellent communication (verbal & written) and interpersonal skills
• Superfund product knowledge advantageous
• Experience in S37D claim management advantageous
• Old Mutual Compass, EMS and AWD System experience advantageous
• Excellent Reporting skills

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Job Description

In this role, you will form part of the Mass Foundation Cluster which is one of the largest customer-facing business segments in Old Mutual. Our vision is to be our customers' most trusted financial partner, passionate about helping them achieve their lifetime goals. Our mission is to enable positive futures for our customers, by bridging the gap between their resources and their financial service’s needs. Our primary goal is to facilitate access to financial solutions for our customers and to keep pace with their changing needs. Our target market is the low and emerging-middle income segment.

This role provides input into BU and Segment People Plan with the core focus being on developing and implementing tactical HR people plans to drive organisation effectiveness. This role partners with Senior Management teams and is responsible for the implementation HR plans and advisory services. Individually accountable for achieving results through own efforts, over periods of 3months -1years. May manage a small team of HR Professionals in a large team.

• Provides input into BU or Segment People plan
• Develops and implements tactical and operational people plans in response to business and people challenges
• Partners with Senior Management teams to advise on people challenges and on how to improve people performance of teams
• Advises on people priorities for the future, using insights from HR Analytics and trends
• Manages the efficient implementation of the HR Calendar
• Develops and implements tactical organisational development and effectiveness interventions to address short-term business needs
• Advises Senior Management teams on improving employee engagement at all levels and on building a high-performance culture aligned to the overall segment plan
• Manages the implementation of the Segment Talent and Leadership plan for a designated area
• Advises Senior Management teams on how to respond to change efficiently and effectively
• Manages the adherence to HR controls and implements new controls as required.
• Manages adherence to transformation plans for the segment
• Contributes to HR synergies across OMEM
• May manage a small team of HR Professionals in a large business

Requirements

• 5+ years as an HR Generalist or Business Partnership experience
• A postgraduate degree is advantageous
• Experience within the financial services industry will be advantageous
• An ability to demonstrate high personal impact and influence to build a strong, trusted advisor relationship with business leaders
• Solid employee relations experience

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Job Description

The purpose of the job is to manage and end-to end credit capability from design, through to implementation and operational management. In this process to communicate to senior stakeholder such as regulators to senior management to demonstrate compliance and adherence to policy.

KEY RESULT AREAS

• Set the credit strategy of Olympus and develop the credit risk appetite in support of the business and product strategy.
• Develop policies, standards and procedures to enable the business to control credit risk.
• Implement and design robust credit sanctioning and monitoring processes that is digital and requires the deployment of advanced credit modelling techniques and methodologies such as machine learning.
• Manage the day to day operations related to credit related processes in compliance with policies and regulations.
• Set up and implement a functional capability to perform day to day credit processes.
• Engage with regulators regarding the management of credit.
• Engage with the business on product design and credit.
• Implement analytical processes and procedures supporting the portfolio management of credit.
• Report on credit exposures to the various governance structures within the business such as the Risk and Capital Management Committee.
• Participate in the Risk Executive function in the business and contribute to the strategic direction of a digital first risk capability.
• Ensure the credit processes are implemented at appropriate control points within the business.
• Defines risk appetite and tolerances and aligns to finance for appropriate product pricing 
• Guides the development of credit risk scorecards and the monitoring thereof to ensure viability and use of scorecards in the credit environment 

ROLE REQUIREMENTS

• Relevant Commerce, Finance or Quantitative risk qualification
• MBA or equivalent management certifications.
• At least 5-10 years senior management experience in credit risk management including banking experience
• Digital and analytical capabilities to lead a digital first credit team
• Proven communication ability to stakeholders such as the Board and Regulators
• Engagement with Front-line staff.

COMPETENCIES

Strategic

• Identifies, understands and acts on broader opportunities in order to drive longer-term value-adding change.
• Identifies and acts on market and/or competitor trends/opportunities to set, develop and drive out value adding change.
• Is able to understand, identify and act on broader opportunities in order to drive longer-term, value-adding change.
• Applies judgement effectively. Identifies and acts on market and/or competitor trends/opportunities to set, develop and drive out strategic value adding change.

Leading with Influence

• Influences and rallies people behind common goals and inspires others to exceed expectations. Actively supports the growth and performance of people around them. Communicates clear strategies and objectives for own function.

Collaboration (Relating)

• Proactively establishes and maintains relationships. Values driven in relating to others. Engenders trust, respect and the building of meaningful relationships across a variety of contexts. Able to handle a wide range of relational challenges including conflict and confrontation to collaborate across boundaries.

Customer First

• Puts the customer at the heart of business decisions and drives to improve value for customers. Builds inspiring customer relationships.
• Being a customer champion and being responsive to customer needs so as to improve our speed to market.

Execution

• Displays consistent energy, drive and perseverance in order to deliver results. Demonstrates a willingness to take calculated risks to achieve stretch performance goals.

Innovation (Perspective)

• Demonstrates ability to relate to challenges from a range of diverse but relevant perspectives. Generates creative/out-of-the-box solutions.
• Challenges the status quo and/or demonstrates ability to relate to challenges from a range of diverse but relevant perspectives.
• Generates new perspectives that allow a more creative approach to be followed.
• Willing to take calculated risks when introducing novel ideas.

Personal Mastery (Learning)

• Learns and actively works to build self-awareness; develop through experience and feedback from others.
• Copes effectively with stress and has the resilience to take on stretching and challenging assignments which carry a risk of failure.
• Adjusts effectively to work within new work structures; processes; requirements, or cultures.

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Job Description

• The successful candidate will be required to play a multifaceted role across Client Reporting and Operations encompassing Business Enablement, Operations and Office Management.

Key result areas

Business Change Specialist

• Oversee the internal change process by ensuring changes are systematically logged, tracked, and effectively managed.
• Act as the primary liaison for Curo Fund Services changes, providing comprehensive feedback and insights to OMIG stakeholders.
• Facilitate coordination of stakeholder engagements and necessary documentation in collaboration with change analysts.
• Lead the development and execution of test cases, coordinating testing efforts across various stakeholder groups.
• Independently manage smaller business changes, ensuring alignment with internal change protocols.
• Support Process and Data Governance Management initiatives, driving improvements and compliance.

Operational Facilitator

• Lead the coordination and updating of static data for newly created instruments, ensuring accuracy and completeness.
• Engage in quarterly static data quality meetings, proactively resolving issues before the next reporting period.
• Ensure the integrity and completeness of security data fields, addressing any gaps or discrepancies efficiently.

Office Manager

• Lead and manage special operations-related changes.
• Oversee stakeholder engagement plans, ensuring alignment with team goals and priorities.
• Administer and manage office tasks efficiently, supporting overall business operations.
• Track and analyze service delivery trends against Service Level Agreements (SLA) with Curo Fund Services, ensuring high standards of service.
• Provide strategic oversight for team events, coordinating and executing successful initiatives.
• Coordinate documentation for Management Committee reporting, ensuring clarity and accuracy.
• Provide business support to the Head of Client Reporting and Operations.

Requirements: skills, qualifications and experience required

• Minimum requirement of a business qualification demonstrating foundational knowledge in business principles.
• At least 10-years of experience within the Financial Services industry.
• Proficiency in computer applications, particularly MS Office, MS Excel and MS PowerPoint
• Familiarity with investment operation systems, enabling efficient management and understanding of processes.

Competencies

• Demonstrates a high level of self-motivation and drive, consistently taking the initiative to go above and beyond.
• Holds oneself and others to exceptional standards, ensuring that work aligns with company values and quality expectations.
• Skillfully manages multiple priorities, maintaining efficiency and focus in a dynamic environment.
• Effectively identifies challenges and develops creative solutions to address them.
• Exhibits strong leadership capabilities and interpersonal skills, fostering positive team collaboration.
• Possesses a keen eye for detail, ensuring accuracy and precision in tasks.
• Maintains a strong orientation towards client needs, delivering exceptional service and support.
• Works effectively within a team, contributing to a supportive work environment.
• Demonstrates adaptability and resilience, thriving in changing circumstances.
• Practices discipline and diligence.
• Excels in verbal and written communication, with proficiency in English, ensuring clear and effective exchanges.
• Exhibits organisational, planning, and time management skills, optimising productivity.
• Consistently operates with professionalism, representing the company with integrity and respect.

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Job Description

• This role utilises expert knowledge in the specific fields of client services / administration / product / process to resolve technical problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving service delivery and results through own efforts. Individually accountable for managing own time, tasks and output. Pro-activeness and a willingness to take responsibility is rewarded through remuneration and career progression.

Key responsibilities will include amongst others the following:

• This role functions as a subject matter expert in a specific field of client services / administration / product / process.
• Responsible to support and enable the Portfolio Management function to grow and retain market share; to enhance the customer experience; to retain the customer.
• Deals with escalated client queries or complaints and resolves issues to completion.
• Often acts as a point of escalation for matters with higher level of complexity than those handled by Administrators.
• Responsible for managing reputational risk associated with complaints.
• Resolves technical and complex problems, especially in support of administrative queries / issues.
• Applies specialist knowledge in a focused role working with relatively complex information.
• Deals with all client instructions, queries or complaints timeously and accurately.
• Responsible for all administration functions around client onboarding and client disbursements.
• Responsible for ensuring that service delivery to clients/intermediaries remains within business practice.
• Facilitates problem solution across organisational boundaries.
• To render an effective and efficient administrative service to clients.
• Work closely with Compliance, Risk and Operations to ensure delivery and execution of remediation activities (AML/FATCA/CRS).
• Strict adherence to regulatory requirements (FICA, FAIS).
• Uses knowledge of products to secure an end to end finalisation of client instructions, queries or complaints.
• Makes increased contribution by broadening individual skills.
• Collaborates effectively with others to achieve personal results.
• Accepts and lives the company values.

Qualifications, Skills and Experience required:

• Relevant Bachelor’s degree.
• minimum 5 years’ experience within the investment industry compulsory
• Intermediate in MS Suite (Excel, MS Word and Outlook).
• Good communication skills and are able to present ideas clearly (both written and verbal).
• Ability to work under pressure.
• A professional approach.
• Attention to detail.
• Accuracy.
• Meets deadlines.
• A team player with strong collaboration skills.
• Proactive, confident and show initiative.
• Excellent administrative, servicing, coordinating, support, relationship management and innovation skills.
• Excellent problem-solving skills.
• Good understanding of Administration systems.
• Sound Operational business knowledge.

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Job Description

To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts

• Meets monthly sales targets in terms of lending and other products.
• Meets collections and arrears targets in terms of lending products.
• Educates clients on responsible use of credit and effective money management.
• Establishes a new business pipeline through marketing, lead generation and tracking.
• Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
• Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
• Provides excellent face to face and telephonic service to customers.
• Builds sustainable relationships that enhances the brand.
• Delivers on daily production standards and adheres to service and quality standards

Minimum Requirements:

• National Senior Certificate or; (Equivalent NQF level 4)
• Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)

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Job Description

To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts

• Meets monthly sales targets in terms of lending, transactional banking and insurance.
• Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
• Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
• Accurately capture all client information on Summit as per loan application and supporting documentation
• Suspend or reject loan applications to be re-quoted as and when required
• Report suspicious or fraudulent loan application documents to the Branch Manager
• Explain the Loan Application Process to facilitate client understanding of the process
• Explain Terms and Conditions of Old Mutual Finance Products to clients
• Issue copy of Contract / Agreement to Client
• Print loan agreement for client’s signature
• Correct altered loan application information sent for rework and reprint for client’s signature
• Follow up on clients with 1st and 2nd missed instalments
• Meets collections and arrears targets in terms of lending products.
• Educates clients on responsible use of credit and effective money management
• Establishes a new business pipeline through internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
• Adheres to internal regulatory and legislative governances to ensure quality business and mitigate risk.
• Facilitates intra branch referrals by building mutually beneficial relationships with other business units (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
• Provides excellent face to face and telephonic service to customers.
• Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
• Builds sustainable relationships that enhances the brand.
• Delivers on daily production standards and adheres to service and quality standards.
• Processing of lending products and verification of the required information

Minimum Requirements:

• National Senior Certificate or; (Equivalent NQF level 4)
• Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)

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Job Description

To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts

• Meets monthly sales targets in terms of lending, transactional banking and insurance.
• Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
• Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
• Accurately capture all client information on Summit as per loan application and supporting documentation
• Suspend or reject loan applications to be re-quoted as and when required
• Report suspicious or fraudulent loan application documents to the Branch Manager
• Explain the Loan Application Process to facilitate client understanding of the process
• Explain Terms and Conditions of Old Mutual Finance Products to clients
• Issue copy of Contract / Agreement to Client
• Print loan agreement for client’s signature
• Correct altered loan application information sent for rework and reprint for client’s signature
• Follow up on clients with 1st and 2nd missed instalments
• Meets collections and arrears targets in terms of lending products.
• Educates clients on responsible use of credit and effective money management
• Establishes a new business pipeline through internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
• Adheres to internal regulatory and legislative governances to ensure quality business and mitigate risk.
• Facilitates intra branch referrals by building mutually beneficial relationships with other business units (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
• Provides excellent face to face and telephonic service to customers.
• Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
• Builds sustainable relationships that enhances the brand.
• Delivers on daily production standards and adheres to service and quality standards.
• Processing of lending products and verification of the required information

Minimum Requirements:

• National Senior Certificate or; (Equivalent NQF level 4)
• Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)

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Job Description
Aspires to be a Financial Advisor

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Education

Bachelors Degree (B), High School (Grade 12) (Required)

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Job Description
Aspires to be a Financial Advisor

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Education

Bachelors Degree (B), High School (Grade 12) (Required)

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Job Description
Personal Finance is looking for a suitably qualified individual for an Intermediate Actuarial Specialist role within the Finance Business Partner area. The Personal Finance business provides a wide range of Risk, Savings, and Income products, and also has a large and valuable Legacy book.

This role will provide exposure to senior management and will require you to partner closely with a range of teams across the Personal Finance business, including Actuarial, Finance, Product Solutions, Risk Management, Retention and Channel Finance teams. This role enables an actuary to develop a solid understanding of the key components of a complex retail financial services business and how various entities and enabling functions combine to generate the annual operating result. The role is responsible for driving key Segment financial reporting, analyzing business trends and modelling future economic value.

Key Result Areas

• Part of team that delivers monthly/quarterly and ad hoc reporting requirements for OML Board and PF Exco.
• Reviewing the risk (protection), income, savings and legacy components of the Personal Finance business plans and translating the information into meaningful insights that enable appropriate focus from Exco and assist strategic decision-making.
• Analysing and driving an improved understanding of profitability and market competitiveness of the business through various value-add actuarial business partner analysis.
• Reviewing and update PF economic model and use to drive strategic focus of business planning process
• Provide input into key Finance projects (e.g. IFRS 17, new product developments)
• Provide clear insights into NCCF with the aim of supporting business retention activity.
• Partnering with Group Risk to drive a better understanding of the potential financial impact of the actuarial risks that we are exposed to.
• Providing business input into new product developments, experience investigations and repricing exercises carried out by Product Solutions.
• Providing business input in response to any changes required to the valuation basis, models and methodologies as recommended by the Actuarial team.
• Partnering with the IFRS17 project to provide actuarial and business insights and ensure business readiness

Role Qualifications, Skills and Experience required

• Qualified or Nearly Qualified Actuary with 6+ years of experience
• Retail Product or Valuations experience would be an advantage.
• Self-starter who shows initiative and can drive projects to completion with minimal guidance.
• Ability to work on a wide range of deliverables at once.
• Strong communication skills, both written and verbal.
• The ability to work with detail yet maintain a “big picture” perspective
• Ability to gather a wide range of information, filter and then use in making sound and balanced decisions.
• Strong business acumen

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Job Description

• The Reporting team is responsible for all reporting deliverables to internal and external stakeholders. This is achieved through the coordination of inputs from various functions within finance and across the Group.
• Non-financial reporting and non-financial KPI’s are more topical with the recent publication of various disclosure standards. We are now being held more to account for both financial and non-financial metrics being a measure on a "shared value" basis.
• As such, Companies globally are moving towards formal reporting of non-financial metrics which support their strategy with a view to giving more insight to their investors and other stakeholders on how sustainable their business strategies are and what they consider to be value drivers in their business.
• We are building our capability to report on these strategic value drivers and to be best placed to adopt the required disclosure standards when they become mandatory.
• We therefore have an exciting opportunity for a team member within our external reporting team responsible for assisting with completion of the Annual Reporting Suite, the non-financial KPI  roll out, and the data collation process, and will report to the Senior Manager: Strategic Non-Financial Reporting.
•  Given the evolving nature of the reporting frameworks, this role may also evolve to ensure that we remain relevant in terms of the broader landscape. The role will also work closely with the senior members across the Group, responsible for collating pertinent non-financial information.
• The role is crucial in overseeing the development and implementation of integrated reporting within an organization and is pivotal in enhancing transparency, accountability, and stakeholder engagement through the integrated reporting process and requires a combination of technical expertise, communication skills, and strategic vision to effectively fulfil their responsibilities and drive continuous improvement in corporate reporting practices.

The main function of the role is to:

• Engage with internal and external stakeholders to understand their information needs and ensure that the Integrated Report and the Reporting Suite provides relevant and meaningful insights into the organization's performance and impact.
• Interpret and communicate disclosure guidance requirements to all stakeholders,
• Assist with driving the implementation of non-financial KPI’s into the organisation and into the respective internal processes.
• Collate non-financial KPI’s approved in and bring into the annual reporting process as and when ready. Assist with tracking the implementation status of each non-financial KPI.
• Assist with collating the inputs for certain annual reports, using required tools such as Workiva for collating information, drafting and placing information in the appropriate spaces for design of the reports, checking of changes to the reports, assisting with finalising the reports for publication.
• Assist content and data owners in navigating the Workiva system
• Be responsible for the data collection process for the Reporting suite from various departments within the organisation and escalate material issues to address before reporting.
• Liaising with all data owners across the group ensuring appropriate completion of the templates, review and approval mechanisms adhered to, appropriate evidence uploaded for review by group internal audit and signoffs obtained
• Assist the organisation in preparing for the external audit of non-financial KPIs in the future
• Reviewing the reports to ensure uniformity of data points across the reporting suite when disclosing similar metrics, targets or content to maintain consistency and reliability in presentation of content and data.
• Produce and/or support other formal internal and external reporting deliverables as required, as well as the preparation of documents to support these deliverables
• Key points person in the relationship with the segment finance team for the respective allocated segment.
• Reviewing of segment information for interim and year-end results as well as providing input for the integrated report.

Key Result Areas

Annual Reporting Suite

Accountable for the deliverables of the Annual Reporting Suite, which includes inter alia:

• Collation and collection of the data points required for the reporting suite, from all stakeholders across OML, running the quarterly collection process, arrangement of audits where required with group internal audit, and external auditors in future. Ensure adherence to the internal controls’ framework for Group Finance
• Liaising with the stakeholders to obtain inputs for the required reports
• Assisting with driving the implementation of the Non-Financial KPI work into the organisation, by tracking completion of work for each KPI.
• Building controls and governance requirements around non-financial KPI’s and incorporating the approved non-financial KPI’s into the data collation process for the annual reporting suite.
• Reviewing business unit quarterly submissions, for relevant information for the reporting suite.
• Preparation of quality submission for ad hoc information, presentations or reports where required.
• Becoming proficient with Workiva
• Setting up the reports on the relevant system and manage versions, permissions and edits of the reports.
• Preparation of ancillary information around the interim and year end reporting as appropriate
• Keeping abreast of current disclosure requirements and developments for the Annual Reporting Suite reports, sharing the knowledge and guidance with stakeholders in OML.

Segment reviews

• Key points person in the relationship with the segment finance team for the respective allocated segment.
• Reviewing of segment information for interim and year-end results as well as providing input for the integrated report.
• Involved in the preparation/review of quarterly reporting packs to the Exco and Board

Management effectiveness

• Creating, maintaining and enhancing productive working relationships with all stakeholders and the wider Reporting Team
• Actively engaging with the teams in addressing key issues and to provide advice on resolving those issues that may impact the outcome of the reporting suite.
• Managing interdependencies and relationships with key stakeholders across the group.
• Liaising with auditors, internal and external, ensuring the timely and accurate proofs, and audit trail for the data used in the reporting suite, including preparing engagement letters, defining internal audit scope and review and approval of internal audit plans
• Participating and/or lead on other ad hoc projects and activities as appropriate
• Managing and prioritizing multiple tasks

Requirements: Skills, Qualifications, Experience required

• Qualified CA (SA)
• Approximately 3-5 years post-qualification experience
• Experience in financial reporting and accounting
• Proficiency in data collection, analysis, maintaining data integrity and interpretation, including the ability to use data visualization tools to present information effectively.
• Experience working across different departments within an organization, such as finance, sustainability, investor relations, and corporate communications.
• Understanding of the industry dynamics, market trends, and competitive landscape relevant to the organization's business sector.
• Strong project management skills to oversee the integrated reporting process from data collection to report publication, ensuring timely delivery and adherence to deadlines. Basic knowledge of how costs and risks are managed on the project.
• Strong understanding of financial principles, accounting standards, and financial reporting requirements.
• Experience in managing data sets and processes with an appreciation of the need for process disciplines and controls.
• Excellent written and verbal communication skills, with the ability to convey complex information in a clear and concise manner to diverse audiences.
• Ability to build and maintain relationships with internal and external stakeholders, including executives
• Experience in report collation and design would be an advantage.
• Meticulous attention to detail to ensure accuracy and integrity of the information presented in the Reporting Suite.
• Flexibility and willingness to work outside strictly defined role and hours when required
• Willing and able to learn fast and assimilate a significant amount of information
• Able to work constructively under pressure and adapt to change
• Team player
• Motivated self-starter with the ability to cut through complex issues, proactive approach to the resolution of problems and obstacles
• Maintains suitable control environment. Responsible for internal audit liaisons

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Job Description

This role designs and produces a wide variety of graphic and/or illustrative material, also provides input in the development of the OM Brand standards. The incumbent is individually accountable for achieving results through efforts of others over periods of up to a year.

Key responsibilities will include amongst others the following:

Consulting:

• Ascertain needs and develop graphic designs, concepts and specifications for assigned projects.

Materials Design & Productions:

• Interpret briefs and design/produce a wide variety of graphic and/or illustrative material.
• Be individually accountable for developing and maintaining material look and feel, content and overall integrity.

Brand Management:

• Ensure all work is brand compliant

Qualifications, skills and experience:

• Matric
• 3-4 years experience in a similar role.
• Familiar with Old Mutual Branding / corporate identity guidelines and the application thereof in a digital and print environment would be preferable.
• Able to conceptualise and design across print and digital media, newsletters, infographics, invitations, e-flashes, stationery, pamphlets, brochures, posters, banners, billboard, powerpoint presentations and photo touch-ups, etc.
• Advanced expert user of Adobe Creative Suite, Adobe Photoshop Professional, Adobe Illustrator Professional, Acrobat Professional, Adobe Fireworks, Adobe Flash, Adobe After Effects and Adobe Indesign.
• Advanced expert user of Microsoft Word, Microsoft Excel and Microsoft PowerPoint.

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Aspires to be a Financial Advisor

• We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
• The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Education

• Bachelors Degree (B), High School (Grade 12) (Required)

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Job Description

• As a Senior Business Analyst (Salesforce), you will be responsible for creating, refining, and clarifying the detailed definition of the business need, designing the corresponding business processes, and supporting the implementation of the associated business solution.
• You will work in cross-functional Agile teams, including Product Owners, Developers, Testers, Scrum Masters, and other stakeholders (e.g. Risk) to identify customer and business needs, and translate them into requirements expressed as Use Stories, to ultimately deliver compelling Customer and Colleague Experiences.
• You will be recognised as a lead specialist in the Salesforce domain within the organization. As such, you are expected to keep abreast of developments in both the system and the industry, and have a fair level of subject matter expertise in this domain.

KEY RESULTS AREAS

• Collaborate with Service Operations, Back-Office, other Product Owners and other stakeholders to identify and document business requirements for Saleforce in an Agile environment 
• Work with Service Ops Product Owner, Architects and Development teams to design and develop Salesforce solutions that meet customer and colleague needs 
• Analyze and translate business requirements into artefacts that define and express the requirements, including: 
• User Stories 
• Acceptance Criteria (Gherkin) 
• Business Processes 
• Business Rules 
• Wireframes 
• Data Requirements (including observability, analytics and reporting) 
• High-level Solution Designs 
• Run Grooming sessions 
• Proactively manage project timelines, and deliverables, utilising and engaging in, Agile practices, including sprint planning, daily stand-ups, and retrospectives 
• Conduct user acceptance testing and ensure that systems and processes are performing as expected 
• Communicate with stakeholders to provide updates on status and ensure alignment with business goals and objectives 
• Proactively identify opportunities for process, product and systoem improvements and propose solutions to increase efficiency and effectivenessProvide guidance/support to Salesforce users 
• Constantly engage with the Service Operations Product Owner and SMEs to craft and maintain the stategic and tactical visions for Salesforce in the Bank  
• Drive innovation in the Service Ops area 
• Where necessary, serve as a Salesforce and Service Ops SME to support other BAs and POs. 
• Support the Salesforce Technical lead with ad hoc User Support, etc. 

ROLE REQUIREMENT

• 7+ years of proven experience as a Business Analyst/Senior Business Analyst 
• At least 5 years working with Salesforce, ideally in a Service enviroment 
• Experience with system implementation, testing, and deployment, ideally in Retail Banking 
• Demonstrated success in collaborating with cross-functional teams, stakeholders, and vendors 
• Technical expertise in Salesforce would be advantageous 
• Specific experience requirements: 
• Retail Banking 
• Digital Banking (online and mobile app) 
• Salesforce (Service required, Sales advantageous) 
• Ability to assess rapidly changing technologies and apply them to business needs. 
• Experience in messaging platforms, protocols, and techniques such as Kafka, and event sourcing. 
• Experience deploying applications in cloud-based platforms such as AWS, Azure, and GCP. AWS is preferred.  
• Document data mappings between front-end and back-end systems. 
• Experience with gathering end user requirements and writing technical documentation leveraging Agile and other frameworks 
• Time management and multitasking skills to effectively meet challenging deadlines 
• Ability to suggest innovative solutions based on new technologies and latest trends 
• Understanding of data security and data access controls and design aspects 
• Excellent client facing and team player skills 

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Job Description

• This role performs coordination and administrative support to the Provincial-, Area- and Branch Managers in the Provinces. The incumbent is individually accountable for achieving results through own efforts over periods of up to 3 months.
• Performs coordination duties in support of the Provincial Manager on behalf of the province.
• Performs various administrative duties in relation to telephone costs, travel bookings, stationary, P-cards, name badges, uniforms, business cards, etc.
• Communicates, collates and delivers daily, weekly and monthly reports. Provide HR support to line managers in the province by following standard HR processes and procedures.

Education

• Matriculation Certificate (Matric) (Required)

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Job Description

• The Junior Software Quality Engineer is responsible for executing test cases, both manual and automated, to ensure the quality of software products delivered at Old Mutual. This role requires the Engineer to be embedded into their respective development team and help support the delivery of software against specific deadlines and quality deliverables.
• The ideal candidate for this role will possess a passion for software testing, a natural curiosity for how software systems and processes work and a willingness to learn.

Key Responsibilities

• Create and implement test suites that encompass essential business and technical criteria.
• Work closely with business analysts and development teams to guarantee the excellence of project deliverables.
• Document and prioritize identified defects effectively.
• Contribute to the execution of performance testing as needed.
• Support the team's initiatives in test automation.
• Ensure the upkeep of comprehensive test documentation.

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Job Description

• The Senior Software Quality Engineer is responsible for leading quality assurance initiatives across multiple projects, mentoring junior and intermediate engineers, and driving innovation in testing strategies and automation testing. This person will be responsible for working with respective development, business and architecture leads to develop and drive effective testing approaches to be adopted in the team and ensure they deliver high-quality software.

The ideal candidate for this role will have strong experience in technical testing at both a backend and frontend level, be capable of building and maintaining test automation frameworks and possess the skills to help a team achieve quality deliverables.

• Lead quality assurance initiatives and frameworks for the respective development team.
• Work with other leads to ensure testability of business and technical requirements
• Monitor the quality delivery across an entire team and identify areas for improvement
• Mentor other engineers in the team
• Innovate in testing strategies, including automation, performance, and security testing.
• Engage with stakeholders to ensure quality throughout the SDLC.
• Oversee CI/CD pipeline configurations and DevOps practices.

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Job Description

• The Intermediate Software Quality Engineer is responsible for designing and executing test strategies, including automation and performance testing, to ensure high-quality software delivery. These engineers will take responsibility for defining and assisting the entire development team in meeting strict quality and business deliverables.

The ideal candidate for this role has a strong passion for delivering quality software with a proven background in software testing, automation and software performance.

• Design and implement test strategies for the entire team.
• Lead automation efforts and script automated tests.
• Execute and analyse performance tests for improved application performance.
• Collaborate with cross-functional teams for quality assurance.
• Generate and maintain quality reports/dashboarding for consumption across the organization.

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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.

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.

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.

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.

Qualification Information

• 5-7 years practitioner's experience
• 4 years post qualification/ Industry experience.
• Post Grad legal qualification & professional registration
• Admitted practicing attorney/advocate
• LLB + articles.
• Registered CFP holder
• Completed the Post Graduate Diploma in Financial Planning (CFP).
• Passed the FPI CFP professional competency exam.
• Completion of Post Graduate Diploma specializing in estate planning will be advantageous.
• Fully bilingual (Afrikaans and English)
• Excellent knowledge of the legislation relating to financial planning.
• Own transport essential.
• Possession of a valid driver’s license.
• Well-developed presentation and facilitation skills.
• Willing to travel and sleep over.
• In-depth product & process knowledge
• At least one external publication in previous 3 years
• At least one annual internal publication (eg Premiums & Problems, DYK, Hotline) [internal candidate].

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Job Description

This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products.

The incumbent is individually accountable for achieving results through own efforts.

• Meets monthly sales targets in terms of lending, transactional banking and insurance.
• Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
• Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
• Accurately capture all client information on Summit as per loan application and supporting documentation
• Suspend or reject loan applications to be re-quoted as and when required
• Report suspicious or fraudulent loan application documents to the Branch Manager
• Explain the Loan Application Process to facilitate client understanding of the process
• Explain Terms and Conditions of Old Mutual Finance Products to clients
• Issue copy of Contract / Agreement to Client
• Print loan agreement for client’s signature
• Correct altered loan application information sent for rework and reprint for client’s signature
• Follow up on clients with 1st and 2nd missed instalments
• Meets collections and arrears targets in terms of lending products.
• Educates clients on responsible use of credit and effective money management
• Establishes a new business pipeline through internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
• Adheres to internal regulatory and legislative governances to ensure quality business and mitigate risk.
• Facilitates intra branch referrals by building mutually beneficial relationships with other business units (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
• Provides excellent face to face and telephonic service to customers.
• Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
• Builds sustainable relationships that enhances the brand.
• Delivers on daily production standards and adheres to service and quality standards.
• Processing of lending products and verification of the required information.

Minimum Requirements

• National Senior Certificate or; (Equivalent NQF level 4)
• Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)