Career Opportunities at Old Mutual South Africa

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.

What is a financial advisor?

• The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
• The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
• As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.

What is required of you?

• Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
• Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
• Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.

What do we need from you?

• A Grade 12 (Matric) certificate
• FAIS compliance
• RE5 an advantage
• A valid Driver’s licence and your own car
• A clear criminal and credit check
• A minimum of 3 years working experience (preferably in sales)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

Education

• High School (Grade 12)  (Required)

Closing Date

01 March 2023

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Job Description

• This role is within the governance space, individually accountable for developing and implementing adhoc and regular reports and dashboards. Additionally, performing data extraction, manipulation and descriptive/ exploratory data analysis. Experience in Credit Risk and Forensics is preferential

Extracts data from various internal and external sources.

• Performs data manipulation and descriptive/ exploratory data analysis.
• Performs data quality checks and validates results
• Analyses data to support business requirements

Analysing data trends and report writing

• Liaises with data delivery teams
• Should be able to work without supervision for repetitive functions but requires supervision for more complex tasks.
• Builds dashboards and reports to help answer business questions
• Interprets and analyses data and presents internally
• Accepts and lives the company values.
• Accountable for service delivery through own efforts.
• Collaborates effectively with others to achieve personal results.
• Individually accountable for managing own time, tasks and output quality.
• Makes increased contributions by broadening individual skills.

Minimum requirements:

• SQL is essential , R is preferential
• Experience in Credit Risk and/or Forensics is preferential
• Minimum Matric and 3 years analytics and reporting experience

Closing Date

01 March 2023

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Job Description

• This role is responsible for the administration, vetting and/or due diligence of Old Mutual Finance (OMF) Landlords to be onboarded.
• This role forms part of the Properties function that sits inside Old Mutual Finance the unsecured lending arm of Old Mutual
• As a properties team with provide a full turnkey solution to Old mutual Finance and some external Old Mutual Group business units (referred to as private clients)

We provide the following full turn key solutions

• Leasing
• Properties Legal
• Properties Procurement with our own OMF procurement policies and group of Properties vendors with an annual spend of +- R500 mil
• Projects (Construct of new premises, Relocations, Closures, Upgrades, ATM installations, UPS installations, Water tank installations and Marketing or signage façade upgrades to name a few)
• Repairs and maintenance of managed premises via call center agents and Maintenance officer teams
• Design team managing all NBR requirements and managing of client specific corporate images
• Projects Co-Ordination managing all spends related to projects and some Adhoc FM services. Tracking of Budgets and managing of Ledgers to name a few of the services.

Responsibilities:

• Attend to CLV internet searches, Landlord communication with Due Diligence documentation and otherwise, and collate CLV information.
• Attend to all Credit Vetting, Deed Searches, CIPC Searches, Sequestration/Liquidation Searches, obtaining Trust Documentation and ID Documentation (where applicable).
• RMCP (FIC) & ABC Policy Screening: obtain Beneficial Ownership information from Landlords.
• Adverse Media Screening: attend to screening of Landlords and its beneficial owners for any adverse media findings.
• Communicate and follow up with Landlord re all CLV related matters.
• Weekly Progress Report to be sent to Legal Advisor: collate all CLV information to be presented and clearly state weekly & monthly targets to meet / exceed the targets & timelines set out in this document
• Do Beneficial Ownership check, aligned to Old Mutual Group Policy Guidelines, and submit to Old Mutual Group Risk & Forensics, with result management post screening to submit to Legal Advisor to consider.
• Ensure all information is obtained, with result management to submit to Legal Advisor to consider.
• Ensuring that all administrative actions are detailed and accurate, and adequate records are kept of same if applicable. 
• From time to time the CLV Administrator can be tasked to assist with ad hoc projects by a team outside of the scope of their KPIs.

Minimum Requirements:

• Grade 12
• 1 – 3 years administrative working experience in a legal, compliance, property or financial environment is essential
• Excellent computer skills - must be able to work on Microsoft Word, Excel and Outlook
• Working knowledge of FICA and/or AML and/or RMCP

Preferred Requirements:

• Experience in Client/Landlord due diligence, onboarding and compliance

Closing Date

08 March 2023

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Job Description

• The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
• Establish sound working relationships and maximises opportunities with prospective clients
• Uses appropriate interpersonal and communication techniques to gain client acceptance
• Works in specific allocated markets
• Works with a specific product

Closing Date

24 February 2023

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What do we need from you?

• Grade 12 (Matric) certificate
• FAIS compliance
• RE5 an advantage
• A clear criminal and credit check
•  A minimum of 7 years working experience (preferably in sales in financial services)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

Skills

• Articulating, Embracing Change, Goal Planning, Influence, Microsoft Office, Seizing Opportunities, Strategy Development

Education

• High School (Grade 12)

Closing Date

01 March 2023