Open Positions at Liberty Group South Africa

Purpose

• We are seeking a dynamic Finance Manager to join our team, bringing a unique skill set to enhance and complement our overall capabilities.
• The successful candidate will be responsible for the production and delivery of all financial reporting and related management information processes within the SIAM team.
• This role involves building and maintaining strong relationships with the CFOs and Heads of Finance across all business units within SIAM, integrating and consolidating individual business results into a cohesive and well-articulated commercial narrative.
• Additionally, the Finance Manager will contribute to and support various commercial projects.

Minimum Experience

• 5 - 8 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

• Candidates must be a qualified Chartered Accountant (SA) or hold a CIMA designation

Process

• Ensure Quality and Compliance: Accountable for maintaining the quality, service, and outputs of the work area, ensuring strict adherence to established policies, procedures, and standards.
• Problem Solving and Solution Implementation: Proactively identify operational issues, analyze cause and effect, and select the most effective solutions based on experience and contextual understanding.
• Work Planning and Organization: Plan and organize multiple team activities, assigning priorities within a defined framework while considering specific situational contexts.
• Monthly Financial Reporting: Oversee the production of the monthly SIAM financial position, including sourcing explanations for key movements in preparation for Flash reporting.
• Financial Management Information: Produce SIAM Financial Management information, detailing headline earnings, RoE, costs, revenue, NCCF, and other key financial metrics.
• Financial Analysis and Projections: Analyze financial data and trends to forecast future revenues and expenses accurately.
• Reconciliation and Accuracy: Ensure accurate reconciliation of the SIAM financial position with underlying business records and group finance.
• Strategic Forecasting and Budgeting: Prepare strategic forecasts and budgets, monitoring performance against actual outcomes.
• Ad-Hoc Reporting and Analysis: Produce ad-hoc management information, conducting deep-dives into relevant business areas as needed.
• Process Improvement: Implement ongoing improvements to financial reporting processes, accommodating changes in stakeholder requirements and facilitating semi-automation.
• Project Support and Execution: Provide support for and execution of finance-related projects within the team.

Customer

• Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
• 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

• Monthly financial reporting for the SIAM business line, tracking key financial metric, preparation of annual strategic forecast and budget for SIAM.
• Provide management information to enable the effective management of key financial metrics for SIAM and decision making

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 strategic leadership that will drive and optimise servicing related engagements across all channels into the Client & Adviser Servicing Centre as the entry point for all customer servicing requirements into Liberty.
• The role is accountable for driving five distinct and interrelated key functions, namely Support and Servicing Centre I, Support and Servicing Centre II, Adviser Support Centre, Business Preservation and Client Communications and Innovations Support (Robotics).  
• The division comprises of a number of teams that support both clients and financial advisers across all sales and distribution channels

Minimum Experience

• 8 - 10 years experience in a similar environment, of which 3 - 4 years at senior management level

Minimum Qualifications

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

Additional Minimum Qualifications

Outputs

Process

• Contribute to the continual innovation of operational business activities, processes and systems in service of performance enhancement.
• Engages regularly with Management Teams across all levels of the business focusing on continually improving our customer service experience.
• Develops deep relationships with key suppliers (internal and external), manages SLAs and defines and implements improvements.
• Responsible for key operational decisions and resolving business issues promptly and effectively. Monitors key operational processes against SLAs, Business KPIs and compiles management information.
• Accountable for the formulation of functional operating models and value-chain integration, ensuring alignment with strategic objectives.
• Proactively identify problems across the function of which the causes are ambiguous and uncertain, identifies optimal alternatives and designs optimal solutions, anticipating future challenges.
• Plan for effective organisational management across the value-chain, set strategic objectives and priorities among existing services, processes or systems and new developments, and specify the required measurements to monitor performance effectiveness.
• To optimise customer service delivery by redesigning service channel effectiveness and efficiency to deliver optimal customer service experiences.
• Maximises the service channel platform by integrating services across the channels, planning service channel improvements and continuously measuring and implementing improved service and delivery innovations.

Customer

• Build and maintain stakeholder relationships for the purposes of expectation management, knowledge sharing and integration.
• Influence and drive the implementation of a customer-centric stakeholder framework, which builds positive relationships and encourages feedback.
• To lead, develop and enable service channel management of each service channel to provide leading edge customer services delivery to customers.
• Provides a differentiated end-to end customer service experience to standardise services, reduce hand-offs with simple yet effective services and solutions.
• Accountable for management and optimisation of the client, employee and Financial Adviser interface or engagement layer into Operations., enabling clients and Financial Advisers to initiate an onboarding or service request via their preferred channel.
• Proactively develops and supports preferred client interface channels and actively promotes future focussed electronic, digital and technological platforms that match client requirements.

Finance

• Ensure that appropriate strategies have adequate financial resources for the development and implementation of critical financial plans and budgets. Influence the implementation and integration thereof across the organisation.

Learning and Growth

• Ensures that all teams are sufficiently skilled, empowered and inspired to deliver an exceptional customer service experience to meet current and future servicing requirements.
• Integrate and drive human resource strategies across operating units to ensure optimum utilisation of human capability through effective planning and development.
• Provides a clear translation of the Operations vision into strategic plans that inspire a culture of customer excellence and develop and equip all employees with the skills to champion ongoing change
• Ensures appropriate resource allocation, talent management and succession plans across the division to ensure sustained skill levels and service delivery.

Governance

• Drive the development and implementation of integrated risk, governance and compliance frameworks, ensuring the consolidation of the risk profile for an area of accountability across the value chain, managing critical risks and providing feedback.

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Purpose

• To provide specialist advice and support in order to implement relevant components of risk management and to monitor and advise on associated compliance (or non-compliance), through the execution of predefined objectives as per agreed SOPs.

Minimum Experience

• 2 - 3 years experience in a similar environment

Minimum Qualifications

• Bachelors Degree and Professional Qualifications [Level TBA: Pre-2009 was L5] in Finance Economics and Accounting

Additional Minimum Qualifications

• A post graduate diploma in Compliance an advantage.Membership with CISA an added advantageRegulatory Exams where required.

Process

• 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.
• Perform compliance management activities to minimize compliance risk to the business and ensuring adherence with policies, standards, procedures and guidelines in accordance with business and regulatory requirements.
• On-going monitoring of emerging and existing laws, regulations, and industry practices relevant to the business and driving the implementation of appropriate interventions.
• Responsible for the review of incident data and carries out root cause analysis to ascertain the cause and monitor remediation initiatives.
• Responsible for providing opinion on compliance-related enquiries and to provide guidance regarding the products/services of the business, in accordance with emerging/new regulations.
• Remains abreast of changes in compliance landscape, provide advice on upcoming regulations, evaluating the overall impact on the business and provide appropriate recommendations.
• Implements the approved compliance program across all areas of the business.
• Ability to detect potential compliance issues and provide recommendations for corrective action as appropriate.
• Supports compliance and ethics communication, training initiatives across the organization.
• Analyse changes in the law and impact on business; consult with operational and functional teams to ensure program effectiveness.

Customer

• Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
• Builds strong relationships with management, operations and other staff to further the purpose of the role; work across functions, regions and business units to effectively further the Company’s compliance program.

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.
• Support a compliance risk management culture within the business through the implementation of effective awareness, training, development and communication programs.

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 provide specialist advice and support in area of specialisation enabling the provision of sound compliance services.

Minimum Experience

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

Minimum Qualifications

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

Process

• Collaborate with different business areas to provide staff with knowledge and awareness of relevant laws, regulations and standards.
• Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
• Identify, diagnose and recommend improvements and provide specialist advice and support; ensuring that solutions are appropriate and effective.
• Verify, evaluate and report on operational and managerial processes, systems and outcomes to ensure financial and operational integrity and compliance.
• Keep abreast of regulation and industry developments to advise and guide on key compliance risk issues; enabling informed decision making.
• Recommend and advise on compliance requirements that needs to be embedded in the development of area specific processes.
• 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.

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.

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

• Monitor and provide feedback on the effectiveness of compliance practices and procedures: preventing illegal, unethical or improper conduct.
• Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.

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Purpose

• Cultivates a panel of Independent wealth managers (IWMs) through marketing, exceptional service delivery and product knowledge. Generate new platform business for INN8 and grow INN8s market share.

Minimum Experience

• 1 - 2 years experience in a similar environment

Minimum Qualifications

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

Additional Minimum Qualifications

Key Responsibilities

• 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.
• Continual assessment of the industry trends and wealth manager needs with the aim to identify new trends and developments
• Collect and record data on HNW IFA’s within your panel to ensure the business can make data driven, client centric decisions.
• Development and successful execution of regional business plan and distribution strategy.
• Commits to achieving high quality results and provides a prompt, suitable and personalised service to customer’s that meets customer needs. Take personal accountability for delivery.

Customer

• Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
• To attract quality and profitable new business from HNW IFA’s to the INN8 platform.
• Collect and record data on IFA’s within your panel to ensure the business can make data driven, client centric decisions.
• Development of internal and external relationships to help drive sales through the INN8 platform.

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.
• Support other team members within and external to CAE to help drive sales through the INN8 platform.